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Using the Celonis for Consulting Hub

Important

We've made some changes to our project plans. As of 1 May 2025, we added new plans to C4C, including Scan, Blueprint, Audit, Monitor, and Modeling, and upgraded our current plans: Discover, Execute, and Operate.

Exploring the Celonis for Consulting Hub user interface

Screenshot of the My Projects dashboard, showing a list of projects with columns for project name, type, status, started and expires dates, and owner. UI elements are labeled to explain their functions in the following table.

Part

Description

Image of the numeral 1, used as a callout reference to indicate the location of a UI element in a screenshot.

Your organization's projects where:

  • My projects are the projects you’ve created

  • All projects are all the projects created by your organization

  • Deleted projects are all your organization's deleted projects

Image of the numeral 2, used as a callout reference to indicate the location of a UI element in a screenshot.

The project’s status where:

  • Running indicates an active project.

  • Expired indicates a project which has passed its expiry date but hasn’t been deleted yet.

Warning

Projects expire a set period after creation, with this period dependent on the project plan used. You can extend a project ONCE when it nears its expiry date. However, if a project expires and hasn’t been extended, it and all its data will be irretrievably deleted 30 days after the expiry date.

A screenshot of the menu options for a project within the Celonis for consulting area. Options include Request Add-ons, Changes expiry date, Upgrade project plan, Open Project Methodology, and Delete project.

Image of the numeral 3, used as a callout reference to indicate the location of a UI element in a screenshot.

The project type based on the project plan selected where:

  • Discover: Our basic project plan.

  • Explore: Includes additional functionality, extra credits and lets you invite your clients to their projects.

  • Operate: Used for business process outsourcing and managed services engagements only.

  • Audit: Looking to leverage Celonis for enhanced and faster external audits of clients' quarterly and annual financial statements across core business processes.

  • Blueprint: Leverage Celonis' process management capabilities within Blueprint to establish strong governance for compliance, risk reduction, and process standardization. Gain operational visibility, identify improvements, and build standardized, compliant processes to reduce risk and enhance efficiency.

  • Modeling: Standardized governance using Celonis Process Management (CPM) elevates BPO/AMS engagements by ensuring sustained compliance and enabling BPO process optimization. This establishes consistent operations, proactively manages compliance, and continuously refines processes for improved efficiency and client value.

  • Scan: Aaccelerate process optimization using Workforce Productivity (Task Mining). This provides rapid, light-touch analytics to capture how work is performed, enabling the quick identification of improvement areas and the development of data-driven business cases for impactful change.

  • Monitor: Optimize BPO/AMS with the Monitor project by scaling Workforce Productivity (Task Mining). Gain data-driven insights into outsourced workforce activities to collaboratively identify and implement operational enhancements that increase productivity and margins, leading to more decisive, more profitable engagements.

Discover projects can be upgraded to Execute projects at any point. Furthermore, add-ons are available to enhance existing projects: Modeling can be added to Operate and Monitor, while Blueprint capabilities can be added to Execute and Scan projects.

Image of the numeral 4, used as a callout reference to indicate the location of a UI element in a screenshot.

The name given to a project when it was created.

Image of the numeral 5, used as a callout reference to indicate the location of a UI element in a screenshot.

When the Celonis Platform project:

  • Was created

  • Expired

Warning

If a project expires and hasn’t been extended, it and all its data will be irretrievably deleted 30 days after the expiry date.

Image of the numeral 6, used as a callout reference to indicate the location of a UI element in a screenshot.

The person who created and owns the project.

Creating a project in the Celonis for Consulting Hub

Creating a project is nice and easy in the Celonis for Consulting Hub. Just pick the project plan you want to use and fill in some basic details about the project and your client and we'll do the rest for you.

About our Celonis for Consulting project plans

We’ve got a couple of different project plan options you can choose from when creating a project. The option you select will depend on the functionality you and your client require where:

  • Discover: This plan provides you the basic functionality you need to identify your client’s process inefficiencies.

  • Execute : This plan gives you access to full Celonis Platform functionality and extra credits, lets you invite your clients to their projects and has a longer project expiry period.

  • Operate: For business process outsourcing and managed services engagements and includes all the functionality in the Discover plan while letting you invite your clients to their projects.

  • Audit: Provides capabilities to leverage Celonis for enhanced and faster external audits of clients' financial statements across core business processes.

  • Blueprint: Offers Celonis' process management capabilities to establish strong governance for compliance, risk reduction, and process standardization.

  • Modeling: Elevates BPO/AMS engagements through standardized governance using Celonis Process Management (CPM) to ensure sustained compliance and process optimization.

  • Scan: Accelerates process optimization using Workforce Productivity (Task Mining) for rapid, light-touch analytics to quickly identify improvement areas.

  • Monitor: Optimizes BPO/AMS by scaling Workforce Productivity (Task Mining) to gain data-driven insights for collaborative operational enhancements.

A screenshot of the project types in Celonis for Consulting.

 

Owning and sharing Celonis for Consulting projects

If you create a project, you’re the owner of that project. While the project information can be viewed by anyone in your organization with access to the Celonis for Consulting Hub, only colleagues you’ve invited to your project can access it.

If your project is an Execute, Audit, Operate project, you can invite your clients to their project.  Making them active participants in the project maximizes the chances of expanding the scope of their project.