Diagramming Processes

Diagramming processes

REQUIRED BACKGROUND: the technical-writing skill (hard rules, truth rules, style).

Overview

A diagram is a set of claims drawn instead of written; every box and arrow is bound by the same truth rules as a sentence. Core principle: diagram the behavior (processes, lifecycles, interactions), keep the source in version control, and treat every render as derived. The prose owns the reasoning; the diagram carries what prose serializes badly: branching, concurrency, and state.

When to invoke, and not

Invoke when a flow, lifecycle, or interaction needs showing: a business process spanning components or organizations, a state machine, a message exchange, the processes.md of a legacy campaign (documenting-legacy-codebases). Do NOT invoke to decorate: a linear flow of three or four steps is a numbered list, and a diagram restating one is furniture. Out of scope: charts generated from data (metrics, trends), and implementation structure, which the behavior rule below forbids.

The notation ladder

Name the altitude before drawing, and match the notation to it:

• Business layer: ArchiMate. Processes spanning departments, organizations, or multiple systems, capability maps, and the TOGAF-style views enterprise stakeholders expect. The audience reads roles, services, and processes, never components.
• System layer: PlantUML behavior diagrams. Flows, state machines, and sequences within and between systems: code documentation, one level above the code.
• Code layer: no diagrams. Class and package structure is the code's own to show; an IDE generates a fresher picture on demand than any committed one.

The ladder sets the notation and the vocabulary, never the tool: one toolchain can serve both rungs, because PlantUML carries the ArchiMate notation in its standard library. The tool a repository uses is settled once, under "Source, not pictures".

Source, not pictures

• The source is committed text, in the diagram tool the repository already uses. Where none is established, PlantUML is the default (rich standard library, ArchiMate included); where the choice is genuinely open, ask the owner, recommending PlantUML. The core skill's references/truth.md owns the ground rule: rendered output is derived, and stale renders are deleted rather than left to mislead.
• One diagram per source file, named for the process it shows, grouped in one diagrams directory beside the documents.
• Rendering requires tooling the repository owns (a script, a make target, or a build step), set up by the owner, not by the diagram's author. Tell the owner when it is missing; never route around the gap by picking whatever notation the hosting platform happens to render inline.
• One repo command renders everything; renders are committed unless the host already renders the repository's chosen source format. When a source changes, its outdated render is deleted in the same change, and the missing render is recorded in the index until regenerated.
• A screenshot, an exported picture, or a whiteboard photo with no source is a finding against the document that contains it: nobody can diff it, so nobody will maintain it.

The kind answers the reader's question

Pick the kind from the question the reader brings, one question per diagram:

A diagram answering two questions answers neither; split it. A diagram that needs a legend of its own invented symbols is answering too many at once.

Behavior, never implementation

The refactor test from documenting-legacy-codebases governs diagrams too, and a diagram hides its drift better than a paragraph does:

• Participants are systems, roles, modules, and business objects. Classes, methods, and functions stay in the code (see the ladder).
• Edges carry the event or condition, in the domain's language: "payment confirmed", never a callback name. A guard may name a config key, because config keys are contract surface; it never names a method.
• Titles name the process, never a spec, phase, or plan: the no-delivery-narrative hard rule applies inside diagram source too, including comments.
• Error and exception paths are drawn where behavior differs, and drawn distinguishably; a happy-path-only diagram of a process with real failure branches is an overstated claim.
• Quirks are drawn, and are content. The state nothing can leave, the flow that skips a step for one input: the surprising branch is why the diagram earns its place (documenting-legacy-codebases, quirks).

The diagram index

More than five diagrams get one index document beside them, a derived artifact rebuilt from the files (core truth rules):

• A coverage table: what each diagram shows, its source file, its render if committed, and its status.
• Per diagram, the module it describes, as the drift anchor: the one place a diagram points at code.
• The render command, so the index is also the build instruction.
• Pending renders, named per source, so a missing render is a tracked state rather than a silent gap.

Maintenance

A change that alters a flow updates the matching diagram source in the same change: a diagram is documentation, and documentation is part of done (core truth rules). Rendering is the diagram's compile step: source edits break syntax invisibly, and the break surfaces only when the render runs. The author renders before shipping the edit; where the repository's pipeline is still missing, a local one-off run of the tool satisfies this check. When a feature is removed, one change covers the prose, the diagram source, the index row, and the committed render. A diagram nobody can bring themselves to update is answering too big a question; split it along the seams that change independently.

Verification

Everything legible in a diagram is a claim (core truth rules), so a diagram is grounded and reviewed like prose:

• The author verifies every box, arrow, and guard against the code before drawing it. A flow inferred rather than confirmed is labeled as inference beside the diagram in the embedding document, never silently drawn as fact.
• The reviewer reads the diagram against the behavior, and reviews the source text rather than the picture: the source is what the next editor changes.
• Diagram sources drift like prose and join every legacy campaign: the campaign (documenting-legacy-codebases) grounds the diagram sources with the documents that embed them.
• A diagram and its surrounding prose share one home per fact: the prose says why the process exists and what to look out for, the diagram shows the flow, and neither restates the other step by step.