Getting Started with Quodsi — BPI Analyst Onboarding Guide
Quodsi for Lucidchart

Getting Started with Process Simulation

A practical onboarding guide for Business Process Improvement analysts — built around the CoffeeShop model walkthrough.

Discrete-Event Simulation Lucidchart Add-In No Code Required BPI / Process Analysis

As a BPI analyst, you already know how to map a process. The question that always comes next is: so what? You can see a bottleneck, but you can't easily prove its impact — or test whether a proposed fix will actually work — without disrupting real operations.

That's exactly what Quodsi answers. It takes the Lucidchart diagram you've already built and turns it into a live simulation model. You set the parameters — how fast customers arrive, how long each step takes, how many staff are available — and Quodsi runs thousands of virtual customers through your process in seconds.

You get data on wait times, throughput, and utilization without stopping a single real transaction.

This guide walks you through the CoffeeShop model, a simple but complete example that illustrates every core concept you'll need for real-world BPI work.

1

Opening Quodsi

Accessing the simulation panel in Lucidchart

Open your Lucidchart document. In the top-right corner of the toolbar, you'll see a small orange Quodsi icon. Click it. The Quodsi panel opens on the right side of your screen, labeled "Quodsi Model."

Panel Behavior

The panel context changes based on what you click: blank whitespace shows model-level settings; a shape shows that component's panel; a connector/arrow shows its routing panel. Clicking the orange icon again toggles the panel open or closed.

If the diagram page has never been converted, the panel will prompt you to transform it into a simulation model. We'll cover that in Section 3. First, let's look at the CoffeeShop diagram — which has already been converted — to see what a working model looks like.

2

The CoffeeShop Diagram

Your walkthrough example — a complete, working model

The diagram has six shapes organized into two rows: a process flow on top, and shared resources below.

Process
Customers Arrive
Generator
Place Order
Activity
Make Drink
Activity
Pickup & Exit
Activity
Resources
FrontCounterWorker
Resource
Barista
Resource

This maps directly to a real coffee shop process. Customers arrive, a FrontCounterWorker takes their order, a Barista makes the drink, and the customer picks it up and leaves. The simulation will tell us: How long do customers wait? How busy are the staff? What happens to the queue if one barista calls in sick?

3

Understanding Conversion & Mapping

How Quodsi translates diagram shapes into simulation components

When you click "Convert Automatically," Quodsi reads your diagram and assigns each shape a component type. You can review this mapping at any time via the ⋮ menu → Diagram Mapping.

Shape NameComponent TypeWhat It Represents
Customers ArriveGeneratorEntry point — where entities are created
Place OrderActivityA timed step that uses a resource
Make DrinkActivityA timed step that uses a resource
Pickup the Drink & ExitActivityA timed step (no resource required)
BaristaResourceA person who performs work
FrontCounterWorkerResourceA person who performs work
Arrows between shapesConnectorsPaths entities flow along
Correcting a Misclassification

If Quodsi misclassifies a shape, open ⋮ menu → Diagram Mapping, use the dropdown to correct the type for that row, then click Apply.

4

Configuring the Overall Model

Click blank whitespace to access model-level settings

Click anywhere on the blank white canvas — not on any shape. The panel switches to the Model view and shows a summary such as "3 Activities · 2 Resources."

Settings Tab

FieldWhat It ControlsCoffeeShop Setting
Model NameDescriptive label for this simulation"CoffeeShop — Current State"
Run TimeHow long the simulation runs (Minutes / Hours / Days)24 Hours
ReplicationsNumber of independent runs to average together1 (use 10–30 for final analysis)
Clock UnitBase time unit for all durations in the modelMinutes
Warmup TimeStartup period excluded from result statistics0 Hours
On Replications

Because the simulation uses randomness, each run produces slightly different results. Running it 30 times gives you 30 data points that Quodsi averages together. For initial exploration, 1 replication is fine. For a final stakeholder analysis, use 10–30 replications.

On Warmup Time

Warmup lets the model "open for business" before statistics are collected — giving the system time to reach a realistic steady state before you start keeping score. For simple models, 0 is fine to start.

5

The Generator — Customers Arrive

Controlling how and how often entities enter your process

Click on the "Customers Arrive" shape. A Generator is the entry point for your process — where entities are created and injected into the flow. Every model needs at least one.

Time Between Arrivals — The Key Setting

FieldCoffeeShop ValueWhat It Means
Duration TypeExponentialRandom arrivals with natural variability
Scale2.5Average of 2.5 minutes between arrivals
Time UnitMinutes
Why Exponential?

The Exponential distribution is the standard choice for modeling random arrivals. It captures the reality that some customers arrive close together while others arrive with longer gaps — far more realistic than a fixed interval.

BPI Lever: Arrival Rate

To simulate a busier period, reduce the Scale value (e.g., 2.5 → 1.5 minutes). To model a slow period, increase it. This single field lets you model current state, peak load, and future growth.

Statistical Distribution Reference

DistributionParametersBest Used When
ConstantValueDuration is always exactly the same (automated steps)
UniformMin, MaxAny value in range is equally likely; clear bounds exist
TriangularMin, Mode, MaxYou have best-case, most-likely, worst-case estimates
ExponentialScale (= mean)Random arrivals; high variability; memoryless events
NormalMean, Std DevNatural variation clustered symmetrically around an average
6

Activities — Where the Work Happens

Configuring process steps: duration, capacity, and resource usage

Click on "Place Order." Activities are the workstations, steps, and tasks in your process — anywhere time is spent and work is done. The Activity panel has five tabs.

Settings Tab — Activity Capacity

ActivityCapacityImplication
Place Order1One customer at the counter at a time; others queue
Make Drink10Up to 10 drinks in preparation simultaneously; less of a bottleneck
Pickup & Exit1One customer collecting their order at a time

Actions Tab — The Heart of an Activity

Actions define what happens during an activity and how long it takes. The most common action type for BPI work is Delay with Resource.

Delay with Resource — The Classic Pattern

Implements the seize-delay-release cycle: grab a resource, spend time doing the work, then free the resource. A FrontCounterWorker is occupied for the duration of taking the order, then freed up for the next customer.

The Place Order action uses a Triangular distribution:

ParameterValueInterpretation
Minimum0.6 minFastest possible — everything goes smoothly
Mode1.0 minMost likely duration — a typical interaction
Maximum1.8 minLongest possible — indecisive customer, complex order
BPI Analyst Tip

This three-point estimate will feel familiar — it's the same approach as PERT estimating. If you've done time-and-motion studies, your best-case / most-likely / worst-case observations map directly to Minimum / Mode / Maximum.

Full Action Type Reference

Action TypeWhat It Does
Delay with ResourceSeize → wait → release. Most common for process steps
Seize ResourceAcquire a resource; entity waits if all units are busy
Release ResourceFree previously seized resources
DelayWait for a duration with no resource usage
BranchConditionally route entities based on state (e.g., 30% require rework)
Split EntityReplace one entity with multiple for parallel processing
Join EntitiesWait for matching entities before proceeding
Assign StateModify entity state variables during processing
LoopRepeat a block of actions multiple times
Dispose EntityImmediately terminate an entity
Create EntitySpawn a new entity while the original continues

Routing Tab

With a single outgoing connection, routing is automatic. For decision points (e.g., "70% of customers go to Pickup; 30% require a correction"), add a second outgoing connector and set Routing Type: Probability with relative weights.

Other Activity Tabs

Financial Tab: Enable Financial Tracking to model labor costs per step — useful when quantifying the cost impact of a proposed change for a business case.

Failure Simulation Tab: Enable to model equipment downtime, such as an espresso machine breakdown. Particularly valuable for manufacturing and equipment-intensive processes.

7

Resources — Staff & Equipment

Modeling the people and machines your process depends on

Click on "Barista." A Resource represents any person, machine, or equipment that activities require. Resources have limited capacity — when all units are busy, entities must wait. That waiting creates queues, and queues are what you're here to analyze and reduce.

FieldBaristaFrontCounterWorker
Resource NameBaristaFrontCounterWorker
Resource Capacity11
The Most Powerful "What If" Lever

Changing Resource Capacity is how you simulate staffing changes. Want to know what happens if you hire a second barista? Change Capacity from 1 to 2, run the simulation, and compare wait times and throughput against the baseline. This is core BPI analysis: quantifying the ROI of a staffing change before you actually make it.

8

Running the Simulation

Validating your model and submitting a run

Step 1: Validate

Click blank whitespace to return to the model panel. Open the ▲ Validation tab (5th tab). A healthy model shows:

Ready to Run

"Model validation passed successfully" — 0 Errors, 0 Warnings. The model is structurally valid.

Errors (red) must be resolved before running. Warnings (yellow) are worth reviewing but won't block the run.

Step 2: Run

Click the green "Run Simulation" button at the top of the panel. When complete, a scenario card appears in the ▶ Scenarios tab showing "Done" with a green checkmark, plus run date, replications, and duration.

Scenario Limit

You can store up to 5 scenarios per model page. Once the limit is reached, delete an old scenario from the Scenarios tab to free up a slot.

9

Viewing Results

Two ways to access simulation output — visual and quantitative
ButtonWhat You GetBest Used For
XLSExcel spreadsheet with full statistics for all componentsEmbedding numbers in presentations; further calculations
Orange chart iconInteractive view with stats overlaid on the diagramQuick exploration; visual stakeholder summaries

What to Look For

📊
Resource Utilization
% of time each resource was busy. Above ~85% signals a bottleneck with little slack for increased demand.
Queue / Wait Time
Average time entities waited before being served — the cycle time component you can directly reduce.
🔄
Throughput
Total entities completing the full process. Compare across scenarios to quantify improvement.
10

Running "What If" Scenarios

Data-backed answers before changing a single real process

After establishing a Current State baseline (Scenario 1), make a change and run again. Each scenario takes less than a minute to configure.

Scenario: Add a second barista

1
Click the Barista shape

Opens the Resource component panel

2
Change Resource Capacity from 1 to 2

Simulates hiring a second barista

3
Click Save, then click blank whitespace

Returns to model-level panel

4
Click Run Simulation

Generates a new scenario alongside your baseline

5
Compare results

Review both scenario cards — compare wait times, utilization, and throughput

Scenario: Reduce order time through process improvement

1
Click Place Order

Opens the Activity panel

2
Open Actions tab → expand the Process action

Reveals the Triangular distribution settings

3
Tighten the Min / Mode / Max values

Reflect a streamlined script, digital menu, or training improvement

4
Save and re-run

Scenario: Model peak demand (double the arrival rate)

1
Click Customers Arrive

Opens the Generator panel

2
Change Scale from 2.5 to 1.25

Doubles the arrival rate — twice as many customers per hour

3
Save and re-run

See where capacity breaks down under increased load

The BPI Value Proposition

Each scenario takes less than a minute to configure and run. The result is a data-backed answer to questions your stakeholders are asking — before you've changed a single real process or hired a single real person.


You're now equipped to convert any Lucidchart process diagram into a working simulation model, configure arrivals, activities, and resources, run scenarios, and read results. Start with the CoffeeShop model, then apply the same pattern to your own processes.