The Business Analyst: running a process-mining pass

What the Business Analyst is

The Business Analyst is Verinode's on-demand process-mining pass. Press one button and it reads your entire operation, section by section, the way a fractional COO would on a Monday morning: margin and cash, vendors, materials, team, equipment, clients, compliance, safety, certifications, reputation, recruiting, and jobs. It weighs what it finds against LEAN process theory, IICRC and OSHA standards, and carrier program rules, and it puts a dollar figure on every pattern worth acting on.

It does not manage your process library and it does not make the call for you. It reads the data you already have flowing in, reasons over all of it at once, and adds decisions to your board with the evidence attached. You review them and decide what to do, same as any other decision on Verinode.

Where to find it

Open Decisions from the sidebar. In the header, next to Workload, Triage Log, and Send data, there is a Run analysis button. It only appears when you are viewing Decisions in its own gallery mode (not on the Action Plans view, and not on a read-only view of someone else's book), because a scan writes new decisions and only the operator's own Decisions view is the place to start one.

Clicking it opens the Run a business analysis modal:

Verinode reads your operation section by section and adds decisions to your board, each with a dollar figure on the line. Pick the areas to focus on, or leave all unselected to analyze the whole business.

What it scans

A pass calls twelve status-snapshot reads before the model ever sees anything. These are pure data reads, not AI calls, so gathering them costs nothing beyond the run itself:

• Compound Focus (always included; the cross-entity read that lets the analyst see patterns that span more than one section)
• Jobs
• Margin & Cash
• Vendors
• Materials
• Team
• Equipment
• Clients
• Compliance
• Safety
• Certifications
• Reputation
• Recruiting

Alongside those snapshots, the analyst also pulls in the patterns you have already confirmed through process mining (your confirmed observation clusters), the SOPs you have adopted (including any adopted from a network benchmark), and your operator profile (state, service mix, membership tier, and how long you have been on the platform), so the read is grounded in what you have already told Verinode about your business, not just raw numbers.

Only after all of that is assembled does the analyst make a single call to the model. That one call is where the LEAN, IICRC, OSHA, and carrier-program reasoning happens, and where every finding gets its dollar figure attached.

Choosing scope: sections and a focus note

The modal lets you narrow a pass instead of always running the full business:

• Sections. A row of pills, one per section (Jobs, Margin & Cash, Vendors, Materials, Team, Equipment, Clients, Compliance, Safety, Certifications, Reputation, Recruiting). Tap any to select it; the header above the pills reads "Sections · All" while nothing is selected, and switches to "Sections · N selected" once you pick at least one. Leaving everything unselected runs the full business, exactly as before scope existed.
• Focus note (optional). A free-text box, capped at 500 characters with a live counter underneath, for example "Dig into AR lag and where margin is leaking on water jobs." When you write one, the analyst treats it as a directive: prioritize findings in that area, while still surfacing anything critical elsewhere. A focus note does not replace the section picker, the two work together.

The IU cost and starting a run

A run costs 5 Intelligence Units, charged once you press Start analysis · 5 IUs. That single charge buys one complete pass, however many sections you chose and however many decisions come back, including zero.

Running the analyst is a Premier capability. On lower memberships, the section pills and focus note are still visible, but the modal shows:

A full-business scan is a Premier capability. Upgrade to run one and have the findings land here as decisions.

and the action button reads Upgrade to Premier, which opens the pricing modal instead of starting a scan. This is enforced on the server as well as in the interface, so it cannot be triggered from anywhere else in the product on a lower membership.

Once a Premier run starts, the button switches to Analyzing… and disables while the pass runs. A full pass typically takes ninety seconds to two and a half minutes, since it is one real model call reasoning over everything Verinode read.

If the IU charge itself cannot go through, the run never starts and you see one of:

• "Not enough IUs to run the analysis. Top up your IU balance and try again." (balance too low)
• "Your AI usage is paused. Resolve the pause in Settings to run the analysis." (AI usage paused on your account)

If the run starts and then fails partway (a model error, a network drop), the modal shows "Couldn't run the analysis." or, for a connectivity failure, the underlying network error. The IU charge for a failed run is not refunded automatically, because the model call already carries a real cost the moment it is made. If you believe a run failed through no fault of yours, reach out to support for a credit.

What happens when it finishes

When the pass completes, the modal switches to Analysis complete and shows a single large number: how many new decisions this scan added to your board, plus, when there is real dollar value behind them, the total at stake per year (rounded, for example "$12K/yr at stake" or "$3M/yr at stake").

If the scan found nothing new, the count reads 0 and underneath it: "Every pattern it found was already on your board. Nothing new to add." That is not a failure state, it means every pattern the analyst re-detected this time was already sitting open as a decision from an earlier pass (see Recurrence, below).

Either way, a See your decisions button closes the modal. The Decisions list has already refreshed in the background by the time you close it, so the new decisions are there waiting, no reload needed.

Why the findings land in Decisions, not a row in Processes

Every finding the analyst produces becomes a decision on your board, tagged as coming from a scan. Once you have run at least one pass, a filter chip labeled From a scan appears in the Decisions toolbar, with a count of how many currently open decisions came from analyst runs. Toggle it to see only scan-produced decisions, toggle it again to see everything.

That is the whole design: there is no separate "runs" list to check on the side. The place decisions live is the place a scan's output lives. Each decision the analyst produces reads and acts exactly like any other decision on the board: it can be worked, snoozed, or dismissed, and it carries the same dollar-impact framing. For how to work a decision once it is on your board, see the decision workspace and acting on decisions.

Each finding is also tagged with a domain, the same domain labels used everywhere else in Decisions, most often Process or Team, and Clients for findings about carrier program alignment (see clients and carriers for how carrier relationships are tracked generally).

Provenance: what a scan-produced decision shows you

Open a decision that came from a scan and scroll to the bottom. A section headed Generated by Verinode Business Analyst appears (this only shows on analyst-produced decisions), with:

• A relative timestamp ("2h ago," "3d ago," and so on), tagged with · you ran this for a manual run or · weekly sweep for the automatic pass (see below).
• A short explanation: "Verinode read your business across every section, applied LEAN + restoration-framework expertise, and surfaced this finding with the framework anchors below. Hover any citation for the rationale."
• The framework citations behind the finding, each showing which framework it draws on (LEAN, IICRC, OSHA, EPA, State regulation, or Carrier program), the specific code, and the rationale text when you hover. If none were attached, the section reads "No framework citations were attached to this finding" in place of the list.
• A Grounded in row of pills naming which of the status snapshots fed this specific finding (for example Margin, Vendors, Compound Focus), so you can see what the analyst was looking at when it flagged this.
• A cost-telemetry line showing the input and output token counts, the dollar cost of the model call, and which model ran the pass, when that data is available on the run.
• A Dismiss all open findings from this run link, which bulk-dismisses every decision still open from that specific run in one action. It confirms with either "Dismissed N findings from this run" or, if nothing was left to dismiss, "No open findings remain from this run."

The weekly sweep

You do not have to remember to run this. Every Sunday evening, Verinode runs the same Business Analyst pass automatically for every Premier operator's full business, so a fresh set of findings is usually waiting Monday morning without anyone pressing a button. This automatic pass costs no Intelligence Units. It exists because this is meant to be a standing benefit of a Premier membership, not something you have to remember to trigger. Decisions it produces show the same provenance footer, tagged · weekly sweep instead of · you ran this.

Manual runs and the weekly sweep both feed the same From a scan filter and the same recurrence handling described below, they are simply two ways the same pass gets triggered.

Recurrence: how repeated findings are handled

If a scan re-detects something that is already sitting open as a decision on your board, from an earlier manual run or an earlier weekly sweep, Verinode does not add a duplicate. It quietly attaches the new run to the existing decision and bumps how many times the pattern has recurred, without creating a second tile for you to look at.

If a pattern was previously closed out, whether you acted on it, snoozed it, or dismissed it, and a later scan detects it again, that is treated as a brand-new decision. A pattern reappearing after you thought it was handled is meaningful on its own, so it is not silently merged into history.

Empty and edge states, summarized

• Not Premier: the modal still lets you browse sections and write a focus note, but the action button reads Upgrade to Premier instead of Start analysis, and no scan can be started.
• Zero new decisions: the completion screen shows 0 and "Every pattern it found was already on your board. Nothing new to add."
• No dollar figure to show: the "$X/yr at stake" line is omitted entirely when a scan's findings carry no positive dollar total, rather than showing $0.
• No framework citations on a finding: the provenance footer shows the italic fallback line instead of a blank list.
• Nothing left to dismiss: the bulk-dismiss action confirms that no open findings remain from that run, rather than silently doing nothing.

As with every capability on Verinode, the quality of a pass depends on the data that has already flowed in. See connecting your data for how documents and records make their way into the platform in the first place.