Question 1

What is process intelligence, in plain words?

Accepted Answer

Process intelligence rebuilds how your business actually works from the trail your software already leaves behind. Every time a step happens  an order is raised, an invoice approved, a ticket closed  your systems stamp it with a time. Crestline reads that trail and draws the real map of how work flows, including every detour, delay and rework loop the flowchart on the wall never shows.

Question 2

What do I need to upload to run a scan?

Accepted Answer

One export with three things per row: a case (the thing moving through  an order, invoice or ticket), an activity (the step that happened), and a timestamp (when). Any CSV from SAP, Tally, Oracle, Salesforce or even Excel works. No special format, no data cleaning, no integration project.

Question 3

Does my file get uploaded anywhere?

Accepted Answer

No. The free Leak Finder mines your file entirely in your browser  it never leaves your device. We only store your email if you ask for the report. The connected, monitored version processes data under DPDP-compliant controls with per-tenant encryption and Indian data residency.

Question 4

How is this different from a dashboard or a report?

Accepted Answer

A dashboard shows you numbers you already track. Process intelligence shows you the number nobody is tracking  where work quietly stalls, gets redone, or skips a step  and prices each one in rupees. It's the difference between “sales were down 4%” and “deals wait 5 days between Quote and Negotiation, and that's ₹8.2L a month.”

Question 5

How does it find where money and time leak?

Accepted Answer

The leak itself is time, and rupees are just how it's priced. Every step gets a real waiting time and a volume. Multiply the delay by what it costs  idle cash, missed early-payment discounts, SLA penalties, rework hours  and each slow or broken step earns a rupee figure. The worst leaks rank themselves to the top, named and owned, so you know exactly what to fix first.

Question 6

Do I need a data team or a long IT project?

Accepted Answer

No. Drop a CSV and you have a discovered map and a leak number in under 15 minutes. The columns map themselves. There's no rip-and-replace, no six-month rollout, and no data engineer required to get your first result.

Question 7

Which systems can Crestline read?

Accepted Answer

Anything that can export an event log with a case, an activity and a timestamp  SAP, Tally, Oracle, Salesforce, Workday, Zoho, Finacle, or a plain Excel sheet. Crestline sits on top of the systems you already run instead of replacing them.

Question 8

How accurate are the numbers?

Accepted Answer

The map is exact  rebuilt from your real events, not a sample or a survey. The rupee figures are grounded estimates that use your real volumes and waiting times plus a cost-of-delay you can tune. The free scan gives a credible headline number; the connected version refines it down to the named owner and the exact case.

Revenue, with organisational context.

Deal forensic AI

Strategic account intelligence

Team effectiveness scoring

Pipeline health prediction

Competitive intelligence