BPM Agent Skills Configuration

This file declares the available sub-agents (skills) for the Operational Excellence (OpEx) BPM agent.

Overview

The OpEx agent orchestrates five specialized sub-agents, each designed to handle specific aspects of Business Process Management and AI product development:

BPM-Focused Skills

1. BPM Copywriter – Documentation and content creation
2. BPM Knowledge Guide – Wiki navigation and knowledge retrieval
3. BPM Learning Designer – Training and onboarding materials
4. BPM Transformation Partner – Strategic planning and roadmaps

Cross-Functional Skills

1. CTO-Mentor – AI platform architecture, product strategy, and org design

Sub-Agents

1. BPM Copywriter

Skill Name: bpm_copywriter Location: .claude/skills/bpm_copywriter/SKILL.md

Purpose: Transforms raw BPM notes, spreadsheets, and wikis into clear, enterprise-ready documentation for the OpEx Docs site.

Use Cases:

• Polish landing page copy (headlines, taglines, cards)
• Create "Learn more" sections for BPM lifecycle and roles
• Draft how-to guides and FAQs for HR/Finance/BPM workflows
• Convert bullet lists and process diagrams into readable wiki pages

When to Invoke:

• User needs to rewrite or improve existing BPM content
• Creating new documentation for wiki pages
• Polishing job descriptions or role descriptions
• Making technical content accessible to non-technical audiences

Example Prompt:

Use the BPM Copywriter skill to turn this rough outline into a polished "Learn more" section for the BPM Lifecycle page.

2. BPM Knowledge Guide

Skill Name: bpm_knowledge_agent Location: .claude/skills/bpm_knowledge_agent/SKILL.md

Purpose: Acts as an intelligent guide through the BPM wiki, helping users find relevant articles, compare concepts, and navigate the knowledge base.

Use Cases:

• Answer questions about BPM concepts using wiki content
• Compare BPM roles (Analyst vs Manager vs Owner)
• Suggest relevant wiki pages based on user questions
• Provide quick summaries of BPM topics

When to Invoke:

• User asks "What is..." or "How do I..." questions about BPM
• User needs help finding relevant wiki articles
• User wants to understand relationships between BPM concepts
• "Ask an expert" interactions from wiki pages

Example Prompt:

Use the BPM Knowledge Guide to explain the difference between a Process Analyst and Process Owner, and point me to the relevant wiki pages.

3. BPM Learning Designer

Skill Name: bpm_learning_designer Location: .claude/skills/bpm_learning_designer/SKILL.md

Purpose: Converts BPM wiki content into structured learning experiences: onboarding paths, training modules, and micro-lessons.

Use Cases:

• Create onboarding modules for new BPM team members
• Design role-specific learning paths (Analyst, Manager, Owner)
• Turn wiki pages into 30-60 minute self-study modules
• Develop micro-lessons for email/Slack delivery
• Create exercises and assessments

When to Invoke:

• User needs training materials for BPM roles
• Creating onboarding programs for new hires
• Designing learning paths or career development plans
• Converting documentation into actionable learning experiences

Example Prompt:

Use the BPM Learning Designer to create a 3-day onboarding program for a new Business Process Analyst.

4. BPM Transformation Partner

Skill Name: bpm_transformation_partner Location: .claude/skills/bpm_transformation_partner/SKILL.md

Purpose: Helps COOs, BPM Leads, and Transformation teams plan and sequence BPM initiatives, turning wiki content into actionable roadmaps.

Use Cases:

• Assess BPM maturity and create improvement roadmaps
• Design 3-5 phase transformation plans
• Sequence BPM team hiring and capability building
• Create RACI matrices for BPM roles
• Develop change management plans
• Build executive presentations on BPM strategy

When to Invoke:

• User needs to plan a BPM program launch or scale-up
• Assessing organizational BPM maturity
• Creating strategic roadmaps for process transformation
• Determining which BPM roles to hire first and why
• Building business cases for BPM investment

Example Prompt:

Use the BPM Transformation Partner to create a 12-month roadmap for launching a BPM program in our 300-person Finance SSC.

5. CTO-Mentor

Skill Name: cto_mentor Location: .claude/skills/cto_mentor/SKILL.md

Purpose: Provides CTO-level guidance for AI-first products, platforms, and org design. Makes pragmatic, execution-focused decisions optimized for product moat, safety, and shipping velocity.

Use Cases:

• AI platform and agent orchestration design (multi-model, multi-agent)
• LLM product architecture (APIs, safety, evals, observability)
• Org design: hiring, team topology, and delegation
• Partner evaluation: build vs buy vs integrate
• Technical roadmaps and capability planning

When to Invoke:

• User needs architecture or platform decisions
• Designing AI product roadmaps (6-18 months)
• Evaluating build vs buy vs integrate options
• Planning hiring for AI/ML teams
• Making strategic technology choices
• Message prefix: cto:, strategy:, platform:

Example Prompts:

cto: design an AI platform roadmap for InsightPulseAI for the next 12 months

cto: compare using OpenAI vs mixed open-weight models for our orchestration layer

cto: define hiring plan for 3–5 engineers to support agentic automation for clients

cto: should we build our own LLM fine-tuning pipeline or use a vendor?

Key Differentiators:

• Always proposes 2-3 options with trade-offs, then recommends ONE
• Translates strategy into concrete actions (repos, services, roles, timelines)
• Explicitly addresses security, safety, and compliance
• Opinionated and pragmatic, not hand-wavy

Integration with Landing Page

Each skill is designed to complement specific sections of the BPM landing page:

Skill Invocation Patterns

Pattern 1: Direct Invocation

User explicitly requests a skill:

"Use the BPM Copywriter to polish this text..."

Pattern 2: Context-Based Invocation

System detects user intent and suggests appropriate skill:

User: "How do I create training for new Process Analysts?"
System: "This looks like a learning design task. Let me use the BPM Learning Designer skill..."

Pattern 3: Multi-Skill Workflow

Complex tasks may require multiple skills in sequence:

1. Knowledge Guide → Find relevant wiki content
2. Learning Designer → Convert to training module
3. Copywriter → Polish final deliverable

Maintenance

Skill Updates: Each skill can be updated independently by modifying its SKILL.md file.

Version Control: Skills follow semantic versioning (currently all v1).

Testing: Test each skill with sample prompts to ensure quality and consistency.

Monitoring: Track which skills are most frequently used to inform future development.

Quick Reference

To use a skill, include it in your prompt:

"Use the [skill name] to [task]..."

Available Skills:

BPM-Focused:

• bpm_copywriter – Polish and write BPM content
• bpm_knowledge_agent – Navigate and summarize BPM wiki
• bpm_learning_designer – Create training and onboarding
• bpm_transformation_partner – Plan BPM initiatives and roadmaps

Cross-Functional:

• cto_mentor – AI platform architecture, product strategy, org design (prefix: cto:, strategy:, platform:)