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Solutions library233 places where your company still moves data by hand
Each solution describes today’s process (the systems and the people who handle it), the same process after automation, the cost of waiting and the scope of delivery.
The organisation, mapped
Automation does not stop at the finance department.
Pick the area you are responsible for. In each one you will find processes that consume your team’s time without needing its judgement.
The library
Find your process.
Filter by function, outcome, the technology you already own, or industry. You can also type “invoices”, “SAP” or “Teams”.
Business function
Business outcome
Technology
232 of the 233 solutions run on UiPath and Microsoft 365 with Microsoft Teams as the place of work, so the filter covers what differs between them.Industry
Finance & accounting
47 solutions · area pageInvoice processing without manual data entry
The finance team moves numbers from PDFs into the ERP by hand.
Save timeReduce errorsIncrease capacityDocument processing · SAP / ERPView Finance & accountingDepartmentalThree-way match exceptions resolved before the payment run
Price and quantity differences are chased by email while supplier payments wait for weeks.
Save timeAccelerate responseReduce costSAP / ERPView Finance & accountingDepartmentalAccount reconciliations and journals that close themselves
The month is closed by downloading balances into Excel and chasing sign-offs by email.
Save timeIncrease capacityReduce errorsPower Platform · SAP / ERPView Finance & accountingQuick winExpense reports audited automatically before reimbursement
Nine expense claims in ten are paid on trust because nobody has time to check them against policy.
Reduce riskSave timeEmployee experienceDocument processingView Finance & accountingDepartmentalVendor master changes with bank-account fraud control
One convincing email is all it takes to send a six-figure payment to a fraudster's account.
Reduce riskSave timeAccelerate responsePower Platform · SAP / ERPView Finance & accountingQuick winThe daily cash position without the 7 a.m. spreadsheet
The daily cash number is built by hand from four bank portals; it arrives late and nobody quite trusts it.
Save timeAccelerate responseReduce riskPower Platform · SAP / ERPView Finance & accountingDepartmentalE‑invoicing (KSeF) submission and status reconciliation
Your ERP sends invoices to KSeF. Who checks that each one came back with a UPO, and who fixes the ones that did not?
Reduce riskSave timeReduce errorsPower Platform · SAP / ERPView Finance & accountingEnterpriseIntercompany balances that agree before the group close
Your entities disagree about what they owe each other, and the consolidation waits for an email.
Save timeReduce riskIncrease capacityPower Platform · SAP / ERPView Finance & accountingDepartmentalTransfer pricing files assembled from the ledger
Every filing season your team rebuilds the same tables, from the same ledgers, in Word, from scratch.
Save timeReduce riskIncrease capacitySAP / ERPView Finance & accountingDepartmentalCapital projects that reach the asset register on time
Your newest production line is earning money and your books still call it a project.
Save timeReduce riskReduce errorsPower Platform · SAP / ERPView Finance & accountingDepartmentalGrant settlements without the week of photocopying
Your project managers spend a week a claim proving costs the ledger already recorded.
Save timeReduce riskReduce errorsDocument processing · SAP / ERPView Finance & accountingDepartmentalInvoices from KSeF booked to the right budget line
A structured invoice states the amount. It does not state which unit ordered the work.
Increase capacityAccelerate responseReduce riskUiPath · Microsoft 365 +1View Finance & accountingDepartmentalLocal tax accounts that reconcile themselves
Forms are typed in twice, payments arrive without a usable reference, and the first letter a resident gets is a demand.
Increase capacityReduce errorsCustomer experienceDocument processingView Finance & accountingDepartmentalFreight billed the day it is delivered
Orders wait for the month-end billing run, and the accessorials written on a driver's note are never billed.
Accelerate responseIncrease capacityReduce errorsDocument processingView Finance & accountingDepartmentalWarehouse work billed from what the warehouse actually did
Storage, handling and value-added work are billed from a spreadsheet somebody rebuilds every month.
Reduce costAccelerate responseReduce errorsPower PlatformView Finance & accountingDepartmentalManufacturer bonuses claimed and matched to the payout
Importer bonuses are a large part of your margin, and they are tracked in a workbook one person understands.
Reduce costIncrease capacityReduce riskPower PlatformView Finance & accountingDepartmentalStock financing that agrees with the yard every morning
Interest keeps running on cars already handed over, and the lender's statement is reconciled by hand.
Reduce costAccelerate responseReduce riskPower PlatformView Finance & accountingDepartmentalF&I commissions matched to the deal that earned them
Your F&I income is checked only when an adviser asks about a bonus, so a partner's underpayment goes unnoticed.
Reduce costReduce errorsIncrease capacityDocument processing +1View Finance & accountingQuick winFleet cards reconciled, anomalies visible at once
A fill-up 300 km off route waits for month-end for someone to notice. Usually nobody does.
Reduce errorsReduce costAccelerate responseDocument processing · SAP / ERPView Finance & accountingDepartmentalEvery station’s takings reconciled each morning
Tills, terminals, cash, the courier and fleet transfers take weeks to meet in accounting. Differences dissolve between shifts.
Reduce errorsSave timeReduce riskPower Platform · SAP / ERPView Finance & accountingQuick winTreatment packages settled to the end
A sold package becomes revenue only as the treatments are delivered. Who in the clinic tracks how much of it remains?
Reduce errorsReduce riskReduce costUiPath · Microsoft 365 +1View Finance & accountingQuick winMemberships paid or paused
The membership is two months unpaid, and entry still works. Nobody noticed, because nobody compares the payments with the member list.
Reduce costReduce errorsAccelerate responseUiPath · Microsoft 365 +1View Finance & accountingQuick winInvoices chased before they turn difficult
The client pays after 40 days because nobody reminded after 14, and the cash sits in other people’s accounts in the meantime.
Reduce costAccelerate responseReduce riskUiPath · Microsoft 365 +1View Finance & accountingQuick winCost invoices to the accountant without the binder
On the fifth of the month the accountant asks about missing invoices. The hunt begins: inboxes, glove boxes, jacket pockets.
Save timeReduce errorsReduce costDocument processingView Finance & accountingQuick winGateway payouts matched to orders
The gateway pays out every three days, in bulk, fees deducted. Somebody has to match that to a hundred and forty orders.
Reduce errorsSave timeReduce costUiPath · Microsoft 365 +1View Finance & accountingQuick winGift vouchers sold and reconciled
A voucher bought a year ago, printed twice, redeemed once. Probably. The register lives in three places.
Reduce costReduce errorsSave timeUiPath · Microsoft 365 +1View Finance & accountingQuick winDaily takings reconciled every morning
The till says one thing, the card terminal another, the booking system a third. The difference gets explained on Sunday evening.
Reduce errorsSave timeReduce riskUiPath · Microsoft 365 +1View Finance & accountingQuick winDoctor payouts per treatment, without the spreadsheet
A percentage per treatment minus the product, different rates for every doctor. Every month the same spreadsheet and the same discussion.
Reduce errorsSave timeReduce costUiPath · Microsoft 365 +1View Finance & accountingDepartmentalTimesheets complete before the payroll cut-off, every month
Two specialists spend the end of every month writing reminders, and payroll still pays on estimated hours.
Reduce errorsReduce costReduce riskAI & agents · Power PlatformView Finance & accountingQuick winExpense approvals in Teams, policy check included
Approvals wait in email until month end, and the policy question gets answered after the click.
Accelerate responseEmployee experienceSave timeAI & agents · SAP / ERPView Finance & accountingDepartmentalEvery expense report audited before the money leaves
A sample checked after payment finds errors it cannot recover and misses the duplicates entirely.
Reduce riskReduce costReduce errorsDocument processing · SAP / ERPView Finance & accountingDepartmentalEvery card transaction matched to a receipt and a policy
Card spend is matched, coded and checked weeks after it posts, and receipts are chased forever.
Reduce riskReduce costSave timeDocument processing · SAP / ERPView Finance & accountingQuick winMissing itemisations and tax lines caught at submission
The VAT on a hotel night is lost in the week the folio is wrong, long before the adviser finds it in the quarter.
Reduce costReduce riskReduce errorsDocument processing · SAP / ERPView Finance & accountingQuick winYour expense policy executed line by line, automatically
Your policy names the caps. The approver sees a total, a category and thirty other reports.
Reduce riskReduce costReduce errorsDocument processingView Finance & accountingDepartmentalSplit payments and double-claimed meals found with evidence
Nobody splits a purchase in front of an approver. They spread it across three receipts and two weeks.
Reduce riskReduce costImprove controlSAP / ERP · Power PlatformView Finance & accountingQuick winWhich expense rules create work and which catch anything
Reviewers close 2,100 exceptions a month and nobody measures which rules ever found anything.
Reduce costIncrease capacityReduce riskPower Platform · AI & agentsView Finance & accountingDepartmentalInvoices read, coded and routed; people see only exceptions
Somebody still types the PDF into the ERP, guesses the cost centre and chases the approver.
Reduce costAccelerate responseIncrease capacityDocument processing · SAP / ERPView Finance & accountingDepartmentalPrice and quantity mismatches resolved the day they appear
A variance released under payment-run pressure becomes next quarter's price, and nobody negotiated it.
Accelerate responseReduce costReduce errorsPower Platform · SAP / ERPView Finance & accountingQuick winThe same invoice by e‑mail, portal and post, paid once
A hyphen, a rescan or a reissued number is enough for the same invoice to be paid twice.
Reduce riskReduce costReduce errorsDocument processing +1View Finance & accountingDepartmentalNo payment to a vendor nobody verified
A bank account changed because an email asked is the cheapest way to lose a six-figure payment.
Reduce riskIncrease capacityImprove controlDocument processing · SAP / ERPView Finance & accountingDepartmentalThe AP mailbox sorted every hour, payment questions answered
Your suppliers ask a question your SAP already answers, and a person spends ten minutes typing it out.
Increase capacityAccelerate responseCustomer experienceAI & agents · SAP / ERPView Finance & accountingQuick winSupplier statements reconciled the day they arrive
Your suppliers tell you every month what they think you owe. Most of those letters go unread.
Reduce costIncrease capacityImprove controlDocument processing · SAP / ERPView Finance & accountingDepartmentalE‑invoices validated and submitted, mandates absorbed
An invoice the platform rejects has not been issued, and nobody in finance reads XML for a living.
Reduce riskAccelerate responseImprove controlSAP / ERPView Finance & accountingQuick winDiscounts taken when they beat the cost of cash
Your suppliers offer discounts. Your payment calendar decides whether you take them.
Reduce costReduce riskSave timePower Platform · SAP / ERPView Finance & accountingEnterpriseThe vendor who is also an employee, found across AP and T&E
Three controls, three thirds of the picture, and the schemes live in the gaps between them.
Reduce riskReduce errorsReduce costPower Platform +2View Finance & accountingDepartmentalFCPA, Sunshine Act and VAT evidence collected continuously
Four annual deadlines served from one dataset, with nothing rebuilt from sixty spreadsheets.
Reduce riskReduce costSave timeDocument processing +2View Finance & accountingDepartmentalFinance questions answered in Teams from governed numbers
Three versions of ARR are in circulation, and the board saw one of them last quarter.
Save timeAccelerate responseIncrease capacityPower Platform · AI & agentsViewProcurement
10 solutions · area pagePurchase requests and PO approvals no longer lost in email
Purchase requests get lost between mailboxes, approvers and buyers, and approved requests are retyped into the ERP by hand.
Accelerate responseSave timeIncrease capacityPower Platform · SAP / ERPView ProcurementDepartmentalSupplier onboarding and due diligence completed in days
Every new supplier for a plant costs three weeks, and the compliance evidence goes missing.
Accelerate responseSave timeReduce riskDocument processing +2View ProcurementDepartmentalP2P process mining: maverick spend and real touchless rate
Nobody knows what share of purchases bypass contracts and POs, or how often an invoice is touched. Measure it monthly.
Reduce costIncrease capacityReduce riskProcess & task mining +2View ProcurementQuick winSupplier quotes compared within the hour
Buyers retype prices, units and lead times from PDFs into comparison sheets.
Save timeAccelerate responseIncrease capacityDocument processing · SAP / ERPView ProcurementDepartmentalIndexation clauses that get applied, and renewals decided
Your suppliers calculate your annual price increase. Nobody on your side checks their arithmetic.
Reduce costReduce riskSave timeSAP / ERPView ProcurementDepartmentalSupplier reviews that start from data
The numbers in your supplier review were exported by hand last week, and nobody can show the lines behind them.
Save timeIncrease capacityReduce riskPower Platform · SAP / ERPView ProcurementDepartmentalPublic procedures assembled from an approved clause library
Every new procedure starts as a copy of the last one, mistakes included.
Increase capacityReduce riskReduce errorsUiPath · Microsoft 365 +1View ProcurementDepartmentalThe carrier you booked is the carrier that shows up
Your carrier file is built from documents the carrier chose to send you.
Reduce riskAccelerate responseSave timePower PlatformView ProcurementDepartmentalRequests raised in Teams, approved and ordered the same day
The compliant route is slower than a chat message, so people order first and paper it later.
Accelerate responseSave timeReduce riskPower Platform · SAP / ERPView ProcurementQuick winA virtual card or a limit change within the hour, by rule
Limits go up for an event and never come down, and people pay for company purchases from their own account.
Accelerate responseReduce riskReduce costPower PlatformViewSupply chain
16 solutions · area pageCustomer orders from PDFs and emails straight into the ERP
Customer POs still get retyped from PDFs into SAP and confirmed hours later.
Save timeAccelerate responseReduce errorsDocument processing · SAP / ERPView Supply chainDepartmentalOrder confirmations and delivery dates chased automatically
Buyers spend their mornings chasing suppliers for dates, and planners plan on dates that are already wrong.
Save timeAccelerate responseReduce riskPower Platform · SAP / ERPView Supply chainDepartmentalFreight invoice audit against rate cards and shipments
Carrier invoices are checked on a sample and paid in full; the overbilled lines are the ones nobody opened.
Reduce costIncrease capacityReduce errorsDocument processingView Supply chainDepartmentalInventory that agrees: WMS and ERP reconciled every night
The disagreement between the WMS and the ERP shows up at the cycle count, or when an order cannot ship.
Save timeReduce errorsAccelerate responsePower Platform · SAP / ERPView Supply chainDepartmentalProduct and price master data published to every channel
Every new product and price change is retyped into the ERP, the PIM, the web shop and each marketplace.
Save timeReduce errorsAccelerate responsePower Platform · SAP / ERPView Supply chainDepartmentalExport documents ready while the truck is loaded
Your ERP holds every figure the customs pack needs. Somebody types them in again anyway.
Save timeReduce errorsReduce riskDocument processing · SAP / ERPView Supply chainDepartmentalMoney recovered from suppliers
Rework, scrap and freight caused by a supplier part are absorbed internally because the claim costs too much to build.
Reduce costIncrease capacityReduce riskDocument processing · SAP / ERPView Supply chainDepartmentalEvery load offered to the right carrier at the right price
Loads go to the carrier who answers first, priced from a rate sheet nobody has updated since March.
Reduce costSave timeAccelerate responseSAP / ERPView Supply chainDepartmentalTransport orders into the TMS without retyping
Ninety customers send orders in ninety different ways, and a forwarder retypes every one into the TMS.
Save timeIncrease capacityReduce errorsDocument processing +1View Supply chainDepartmentalEvery proof of delivery on file before the invoice is due
Freight is delivered, invoiced and disputed before anyone finds the signed document.
Accelerate responseIncrease capacityReduce riskDocument processing +1View Supply chainDepartmentalCustoms declarations that clear on the first submission
A truck waits while a broker refreshes a screen. Most of those rejections were visible in the documents.
Save timeReduce errorsAccelerate responseDocument processing +1View Supply chainQuick winMonitored carriage notified before the truck moves
A dispatcher decides what is monitored, types the notification and hopes nobody swaps the trailer.
Reduce riskSave timeIncrease capacityUiPath · Microsoft 365 +1View Supply chainDepartmentalThe part is next door, with no six-week backorder
Sites order from the importer what other sites already hold, and the return window for the rest is missed.
Reduce costIncrease capacityCustomer experienceUiPath · Microsoft 365 +1View Supply chainQuick winTyre season without a lost set or an unbilled shelf
Staff search the racks for sets that have moved, and store tyres nobody will collect.
Increase capacityReduce costCustomer experienceUiPath · Microsoft 365 +1View Supply chainQuick winEvery tanker delivery reconciled to the litre at 15°C
Invoice litres, delivery-note litres and tank litres can be three different numbers. Temperature and time make the difference.
Reduce costReduce errorsAccelerate responseDocument processing · SAP / ERPView Supply chainQuick winStock and incoming deliveries answered in Teams, instantly
A ten-second lookup costs two people ten minutes each, and by then the customer has asked somebody else.
Accelerate responseIncrease capacityCustomer experienceAI & agents · SAP / ERPViewOperations & production
28 solutions · area pageThe daily production report without the 6 a.m. spreadsheet
Production controllers retype MES numbers into a spreadsheet the meeting does not trust.
Save timeAccelerate responseReduce errorsPower PlatformView Operations & productionEnterpriseEngineering changes propagated to ERP, plants and suppliers
Engineering changes get lost between the PLM, the ERP, three plants and forty suppliers.
Reduce errorsSave timeAccelerate responseSAP / ERPView Operations & productionEnterpriseProduct launch readiness: forty tasks, one process
A slipped launch often shows up first on the carton supplier's delivery note.
Accelerate responseReduce costReduce riskSAP / ERPView Operations & productionQuick winSafety and site inspections: from checklist to closed action
Site inspections are retyped into a register, and corrective actions are chased from an inbox.
Save timeReduce riskAccelerate responsePower PlatformView Operations & productionDepartmentalNon-conformances and CAPA handled in Teams
Containment, root cause, supplier 8D and effectiveness checks live in one spreadsheet and three mailboxes.
Reduce riskSave timeAccelerate responsePower Platform · SAP / ERPView Operations & productionDepartmentalBatch documentation and certificates of analysis
Finished goods sit in the dispatch bay because the certificate of analysis is still being typed.
Save timeAccelerate responseReduce errorsPower PlatformView Operations & productionDepartmentalPreventive maintenance that runs to plan
Work orders are released by printer, and the completion reports are typed back a week later.
Save timeReduce riskIncrease capacityPower Platform · SAP / ERPView Operations & productionQuick winOne front door for every request the building generates
Broken air conditioning, a badge, a desk move: all of it lands on one office manager's memory.
Save timeEmployee experienceReduce costPower PlatformView Operations & productionDepartmentalProduct compliance evidence, ready before it is asked for
Customers ask for the declaration; someone searches supplier emails and a shared drive to find it.
Reduce riskSave timeAccelerate responseDocument processing · SAP / ERPView Operations & productionQuick winNo driver dispatched on an expired document
Driver and vehicle documents expire on fourteen calendars. Dispatch checks them by asking whoever keeps the file.
Reduce riskIncrease capacitySave timePower PlatformView Operations & productionQuick winThe right car at the right site, and demonstrators in view
Cars move between sites on a phone call, and finding the demonstrators means asking around.
Save timeAccelerate responseReduce riskUiPath · Microsoft 365 +1View Operations & productionDepartmentalFrom contract to handover without a missing document
Handover slots move on Friday because a document, a fitting or an invoice was nobody's job until Saturday.
Customer experienceSave timeAccelerate responseUiPath · Microsoft 365 +1View Operations & productionDepartmentalService slots booked against real workshop capacity
Three timing belts get booked on a Tuesday with one qualified technician, and the parts are ordered once the car is on the ramp.
Increase capacityCustomer experienceSave timeUiPath · Microsoft 365 +1View Operations & productionDepartmentalWarranty work paid by the manufacturer at first submission
The repair is done once; the claim is built twice by your best administrator and paid in the third month.
Reduce costAccelerate responseIncrease capacityDocument processingView Operations & productionDepartmentalTanks reconciled nightly, losses visible by morning
The gauges say one thing, the tills another. The difference is usually examined once a month, in a spreadsheet.
Reduce errorsReduce riskSave timePower Platform · SAP / ERPView Operations & productionQuick winLane bookings and declarations before entry
The corporate group stands in the lobby filling in declarations on their knees, while the lane time they paid for ticks away.
Accelerate responseIncrease capacitySave timeUiPath · Microsoft 365 +1View Operations & productionDepartmentalRentals: bookings, deposits, inspections
A customer phoned to reserve two bikes that someone else just rented out. The deposit is in a notebook, the servicing in someone’s memory.
Reduce errorsReduce costIncrease capacityUiPath · Microsoft 365 +1View Operations & productionQuick winVehicle check-in and repair status by text
The customer calls for the third time asking “what about my car”, and the mechanic crawls out from under the lift for the third time to check.
Save timeAccelerate responseIncrease capacityUiPath · Microsoft 365 +1View Operations & productionQuick winField crews: schedules and confirmations
The crew drives forty minutes to an installation the customer forgot about. It returns, and tomorrow’s schedule is already falling apart.
Save timeIncrease capacityReduce errorsUiPath · Microsoft 365 +1View Operations & productionQuick winSupplier orders driven by sales
Orders to three wholesalers dictated at 11:15 p.m. from memory. On Friday the salmon ran out; on Monday the rocket went in the bin.
Reduce costReduce errorsSave timeUiPath · Microsoft 365 +1View Operations & productionDepartmentalAttendance and billing at the preschool
Attendance in a notebook, meal charges computed from attendance, parents’ bills assembled by hand. Every month from scratch.
Reduce errorsSave timeReduce costUiPath · Microsoft 365 +1View Operations & productionQuick winEntrance kiosk: declarations and the visit register
Saturday, 10 am: twelve walk-ins, one person at the counter and a stack of declarations to fill in by pen.
Accelerate responseIncrease capacityReduce riskPower PlatformView Operations & productionQuick winClub competitions: from entries to results
An hour before the match: three versions of the start list, two shooters unpaid, the referee asks for the score cards.
Save timeAccelerate responseIncrease capacityPower PlatformView Operations & productionQuick winKids’ birthdays: consents, deposits, schedule
Twelve eight-year-olds on Saturday at 3 pm. Three consents missing, the deposit unclear, the cake in the reception fridge.
Reduce errorsSave timeIncrease capacityUiPath · Microsoft 365 +1View Operations & productionQuick winAttraction faults and inspections under control
Lane three is jamming again, chalked up on the board. The technician will come once somebody finally calls.
Reduce riskSave timeIncrease capacityUiPath · Microsoft 365 +1View Operations & productionQuick winJunior section: attendance, fees, messages
The coach ticks attendance on his phone, the treasurer chases fees by email, and parents ask about dates in three chat groups.
Save timeReduce errorsIncrease capacityUiPath · Microsoft 365 +1View Operations & productionQuick winProduct stock: expiry dates and the fridge
An expired vial comes to light during a treatment, and the fridge warmed up over the weekend without a witness.
Reduce costReduce riskReduce errorsUiPath · Microsoft 365 +1View Operations & productionQuick winClinic reception on a tablet: check-in, details, consents
A clipboard with a form, a pen, and then reception retypes it all into the system. At every visit.
Accelerate responseIncrease capacityReduce errorsPower PlatformViewSales & marketing
28 solutions · area pageInbound leads qualified and routed within minutes
Enquiries wait for someone's Monday sort while a competitor calls the buyer on Tuesday.
Accelerate responseIncrease capacityCustomer experienceUiPath · Microsoft 365 +1View Sales & marketingQuick winWon deal to a running project in an hour
Deals close in the CRM, then wait a week for someone to set up the customer, the project and the billing.
Accelerate responseIncrease capacityCustomer experienceSAP / ERPView Sales & marketingQuick winCRM data hygiene: duplicates, stale deals, missing fields
The pipeline review starts with an argument about the data.
Reduce errorsSave timeIncrease capacityPower PlatformView Sales & marketingDepartmentalSales commissions calculated and explained
Commission is calculated in one enormous workbook, and every dispute means rebuilding it.
Save timeReduce errorsEmployee experienceSAP / ERPView Sales & marketingDepartmentalTender documents turned into a compliance matrix
Your bid team spends its best days reading tender packs, with little time left to decide which ones to win.
Save timeAccelerate responseReduce riskAI & agents · Power PlatformView Sales & marketingDepartmentalCampaign assets that arrive complete, approved and on time
The version that went live in Romania was not the one legal approved, and nobody could prove which one it was.
Save timeAccelerate responseReduce riskPower PlatformView Sales & marketingDepartmentalPartner deal registration and rebates without disputes
Registrations live in a mailbox, rebates in spreadsheets, and every quarter ends in an argument.
Save timeReduce errorsCustomer experiencePower Platform · SAP / ERPView Sales & marketingDepartmentalOne sales forecast in place of nine spreadsheets
The group forecast is rebuilt by hand from nine files that never agree.
Accelerate responseSave timeReduce errorsPower PlatformView Sales & marketingDepartmentalA freight quote out while the enquiry is still warm
Your answer goes out Thursday; the load was booked Tuesday with whoever priced it first.
Accelerate responseIncrease capacityCustomer experienceDocument processingView Sales & marketingDepartmentalEvery lead with the right adviser within the hour
Nine channels and four brands, with one receptionist deciding who calls the customer back. The Friday lead waits until Monday.
Accelerate responseCustomer experienceIncrease capacityDocument processingView Sales & marketingDepartmentalA trade-in price in twenty minutes, reconditioning included
The customer wants a price for the old car today. The used-car manager is in a meeting, and the offer arrives tomorrow.
Accelerate responseIncrease capacityCustomer experienceDocument processingView Sales & marketingQuick winCustomer events that end in qualified leads
Guest lists from three DMS exports, RSVPs in four inboxes, a sign-in sheet in a drawer, the importer waiting for proof.
Reduce riskIncrease capacityCustomer experiencePower PlatformView Sales & marketingQuick winThe next car offered while the current one is on the ramp
Your owner base drives through your workshops every month while sales buys leads from portals.
Accelerate responseIncrease capacityCustomer experienceUiPath · Microsoft 365 +1View Sales & marketingQuick winThe new wholesale price list in the ERP before stations open
The producer changes prices at 6 a.m. A network that retypes them by hand sells half the morning at yesterday’s costs.
Accelerate responseReduce costReduce errorsSAP / ERP · Power PlatformView Sales & marketingQuick winAppointments confirmed, empty slots refilled
The patient did not show, the room stood idle for an hour, and three people on the waiting list would have taken that slot at once.
Reduce costAccelerate responseIncrease capacityUiPath · Microsoft 365 +1View Sales & marketingQuick winQuotes sent, follow-up done
The quote went out on Tuesday. The customer waited for a call that never came, and ordered from the firm that phoned.
Reduce costAccelerate responseIncrease capacityUiPath · Microsoft 365 +1View Sales & marketingQuick winService contracts renewed before they lapse
The contract lapsed three months ago: a client who paid monthly for three years just stopped, and nobody noticed.
Reduce costReduce riskSave timeUiPath · Microsoft 365 +1View Sales & marketingQuick winAvailability enquiries answered the same day
Tuesday evening’s enquiry got its answer on Thursday before noon. The guest already sleeps at another guesthouse.
Accelerate responseIncrease capacityReduce costAI & agentsView Sales & marketingQuick winCourse enrolments, contracts and instalments
September: 340 enrolments, 340 contracts, twice as many instalments to track. The school office is two people.
Accelerate responseReduce errorsReduce costDocument processingView Sales & marketingQuick winShooting course: from sign-up to certificate
The course starts on Saturday, and the sign-ups sit in emails, the payments in the bank statement, the certificates in a word processor.
Accelerate responseReduce errorsIncrease capacityDocument processingView Sales & marketingQuick winCorporate events: quote, contract, deposit
A company asks about shooting for twenty people. The quote went out three days later; the group is already having fun elsewhere.
Accelerate responseReduce costReduce errorsAI & agentsView Sales & marketingQuick winTreatment series reminded on time
The third session of the series was due in March. It is June, and nobody has called.
Increase capacityAccelerate responseSave timeUiPath · Microsoft 365 +1View Sales & marketingDepartmentalRenewals surfaced in Teams and a CRM cleaned every night
Renewals surface when the customer mentions them, and the pipeline is tidied only before the quarterly review.
Save timeReduce errorsAccelerate responseAI & agents · Power PlatformView Sales & marketingDepartmentalQuotes built, discounts approved and signed within the day
Your margin floor is enforced by a thumbs-up in a chat and audited three weeks later.
Accelerate responseReduce errorsSave timeSAP / ERPView Sales & marketingQuick winThe current deck and the approved answer found in seconds
Three folders called FINAL, and the deck that reached your prospect names a discontinued product line.
Save timeAccelerate responseReduce errorsAI & agentsView Sales & marketingQuick winClose rates, targets and the forecast on one trusted page
Forecast_Q3_v7_FINAL_CFOcomments.xlsx has nine tabs and three definitions of committed.
Accelerate responseSave timeReduce errorsPower PlatformView Sales & marketingQuick winTraffic drops and burning campaigns flagged the same day
Your ads are running, your page is loading, your analytics is counting, and nothing converts.
Accelerate responseReduce costReduce errorsPower PlatformView Sales & marketingQuick winFirst drafts for every channel from the approved brief
One approved brief still becomes sixteen blank documents, written by hand for every channel and market.
Accelerate responseIncrease capacityImprove controlAI & agentsViewCustomer service
18 solutions · area pageEvery customer email classified and routed on arrival
Your best agents spend their morning sorting mail instead of answering it.
Accelerate responseIncrease capacityCustomer experienceDocument processing +1View Customer serviceDepartmentalOrder status answered before the customer asks
Every third customer contact asks where an order is; the answer already sits in SAP and the carrier portal.
Customer experienceSave timeIncrease capacityAI & agents · Power Platform +1View Customer serviceDepartmentalReturns and refunds without a ping-pong of emails
Three weeks, two phone calls and eleven emails to give a customer their money back.
Save timeAccelerate responseCustomer experiencePower Platform · SAP / ERPView Customer serviceDepartmentalVoice of the customer: the reasons behind the score
Your CSAT score gives you a number. Your customers' emails give you the reason, and nobody reads them.
Customer experienceIncrease capacityReduce riskDocument processing +1View Customer serviceDepartmentalService quality measured on every call
Your agents are rated on five calls out of five hundred, and the other 495 are never opened.
Increase capacityReduce errorsEmployee experienceDocument processingView Customer serviceDepartmentalService levels reported before the customer disputes them
Monthly SLA reports are rebuilt in Excel from ticket exports, and the customer finds the service credits first.
Reduce riskCustomer experienceSave timePower PlatformView Customer serviceDepartmentalOne front door for everything a resident reports
A broken street light reported three ways becomes three separate jobs, two of them invisible.
Increase capacityCustomer experienceAccelerate responseDocument processing +1View Customer serviceQuick winEvery affected car found, contacted and closed
Each brand's campaign completion report is rebuilt from a printed call sheet, the DMS and the importer portal.
Reduce riskIncrease capacityCustomer experienceUiPath · Microsoft 365 +1View Customer serviceQuick winReminders that bring the car back to your workshop
A customer's departure becomes visible only when the fourth service fails to appear in the diary.
Customer experienceIncrease capacityReduce riskUiPath · Microsoft 365 +1View Customer serviceQuick winRepair status by message, additional work approved by a tap
Cars stay parked on the ramp while an adviser dials voicemail for a yes the customer would have tapped in a minute.
Save timeAccelerate responseCustomer experienceUiPath · Microsoft 365 +1View Customer serviceDepartmentalEvery complaint in one register, whatever the channel
Your sites log complaints their own way, and the importer's score moves before the group knows what happened.
Customer experienceReduce riskIncrease capacityDocument processingView Customer serviceQuick winVaccination reminders straight from the records
The records know the vaccination lapses on Tuesday. The dog’s owner does not, and reception never got round to calling.
Increase capacityReduce costSave timeUiPath · Microsoft 365 +1View Customer serviceQuick winService tickets from drop-off to pickup
Taken in on Monday, promised for Wednesday, found on a shelf on Thursday. The customer called twice.
Accelerate responseReduce errorsSave timeUiPath · Microsoft 365 +1View Customer serviceDepartmentalOne inbox instead of four channels
Email, Messenger, phone and a form. Four places where the customer could ask the same question, and four where it could vanish.
Accelerate responseReduce errorsIncrease capacityAI & agentsView Customer serviceQuick winGoogle reviews collected after every visit
The happy leave in silence, the unhappy one writes on Sunday at 11:40 p.m., and after three years the profile gives a false picture of you.
Increase capacityReduce costAccelerate responseUiPath · Microsoft 365 +1View Customer serviceQuick winMissed calls called back
He called three times during opening hours. He booked where someone picked up.
Reduce costAccelerate responseIncrease capacityUiPath · Microsoft 365 +1View Customer serviceQuick winPre-treatment questionnaire and preparation
The patient learns in the chair that there were pre-treatment instructions nobody told her about. The slot is lost.
Increase capacitySave timeReduce errorsUiPath · Microsoft 365 +1View Customer serviceQuick winAftercare and the follow-up visit
The aftercare sheet vanishes into a handbag, and the patient remembers the check-up only when something worries her.
Reduce riskAccelerate responseIncrease capacityUiPath · Microsoft 365 +1ViewHR & people
20 solutions · area pageJoiner, mover, leaver: access on day one, revoked same day
New starters wait days for access; leavers keep theirs for weeks. Both are the same missing handover.
Save timeReduce riskEmployee experienceSAP / ERPView HR & peopleDepartmentalPayroll inputs consolidated and checked before the run
Payroll errors are found by the employee on payday, after the file has gone out.
Reduce errorsSave timeReduce riskUiPath · Microsoft 365 +1View HR & peopleQuick winQualifications and training tracked before they expire
Your training register is only as current as the last time someone remembered to update it.
Reduce riskSave timeEmployee experiencePower PlatformView HR & peopleDepartmentalContractor hours from timesheet to agency invoice
You approve the hours in one place and pay the agency invoice in another, and nothing checks that the two agree.
Reduce costSave timeReduce errorsPower Platform · SAP / ERPView HR & peopleDepartmentalEvery application answered, every interview booked
Applications wait days for an answer while recruiters match a panel's calendars by email.
Save timeAccelerate responseIncrease capacityUiPath · Microsoft 365 +1View HR & peopleDepartmentalShift cover filled in minutes, with the rules checked
A sick call should not cost a supervisor an hour of phone tag and a payroll correction.
Save timeReduce costEmployee experiencePower PlatformView HR & peopleQuick winRoom schedules and cover without phone calls
Sick leave at 6:40 a.m., patients from 8:00, and the manager hunts for cover with a phone chain from a decade ago.
Save timeReduce errorsAccelerate responseUiPath · Microsoft 365 +1View HR & peopleQuick winInstructor payouts without the spreadsheet
Three rates, four contract forms, hours written down from memory. Payday ends in a discussion every month.
Save timeReduce errorsReduce costUiPath · Microsoft 365 +1View HR & peopleQuick winEmployee onboarding in a small firm
The new person starts on Monday. Account, access, equipment, check-ups, training: which of it will be ready? Nobody knows for sure.
Save timeReduce errorsAccelerate responseUiPath · Microsoft 365 +1View HR & peopleEnterpriseDay one ready: accounts, access and kit from one HR trigger
New hires wait days for roles and laptops because onboarding is five processes held together by email.
Employee experienceAccelerate responseReduce riskSAP / ERPView HR & peopleQuick winThe same right answer to every HR policy question
Two advisors answer the same handbook questions all year, from different versions of the handbook.
Increase capacityEmployee experienceReduce errorsAI & agentsView HR & peopleQuick winLeave requested, checked and posted without an e‑mail
Leave should not be approved from memory, rekeyed twice and confirmed by asking.
Employee experienceAccelerate responseReduce errorsSAP / ERPView HR & peopleQuick winEmployees change their own address, name and bank details
A three-line e‑mail should not be able to move somebody's salary to a different account.
Reduce riskReduce errorsEmployee experiencePower Platform · SAP / ERPView HR & peopleQuick winEmployment letters generated and signed in minutes
A letter whose every field already sits in the HR system should not need three days and a signature hunt.
Accelerate responseReduce costEmployee experienceDocument processingView HR & peopleDepartmentalEvery HR and payroll question becomes a case with an owner
Nobody can say how many payroll questions are older than five days, because a mailbox does not know what one is.
Increase capacitySave timeEmployee experienceDocument processingView HR & peopleDepartmentalInterviews booked and feedback collected the same day
Nine emails to book one interview, and feedback that arrives after the candidate has accepted elsewhere.
Accelerate responseIncrease capacityCustomer experienceUiPath · Microsoft 365 +1View HR & peopleQuick winTraining and policy sign-offs tracked, reminded, evidenced
Your evidence pack exists only in the week somebody builds it, and two people on the list left in March.
Reduce riskReduce costSave timeUiPath · Microsoft 365 +1View HR & peopleQuick winGoals and ratings in Teams
Goals live in email, ratings history is buried in the module, and HR chases completion three times a cycle.
Save timeReduce riskEmployee experienceAI & agents · Power PlatformView HR & peopleQuick winPulse surveys and kudos in Teams, summarised into themes
Thousands of survey comments unread, recognition lost in a thread, communities nobody can find.
Employee experienceSave timeAccelerate responseAI & agents · Power PlatformView HR & peopleDepartmentalDriver settlement
Route, fuel and trip data collected by hand every month, and allowances calculated in a spreadsheet.
Save timeReduce errorsViewIT & systems
28 solutions · area pageAccess requests and quarterly access reviews
Managers sign off on entitlements they cannot read, and nobody withdraws what nobody uses.
Reduce riskSave timeReduce errorsPower Platform · SAP / ERPView IT & systemsQuick winSoftware licences reconciled every month
Leavers, duplicates and dormant accounts keep their paid seats until somebody rebuilds the list by hand.
Reduce costSave timeReduce riskPower PlatformView IT & systemsDepartmentalData migration validated by full testing
A spreadsheet sample of a few hundred records is what currently stands between your migration and go-live.
Reduce riskReduce errorsIncrease capacityTesting · SAP / ERPView IT & systemsQuick winTask mining: what your shared-service desks really do
Your automation backlog is a wish list until somebody measures what the desks actually do all day.
Increase capacityReduce costSave timeProcess & task miningView IT & systemsQuick winProject workspaces provisioned with governance in minutes
Project teams and sites built by hand, named differently every time, and never closed.
Save timeAccelerate responseReduce riskPower PlatformView IT & systemsDepartmentalEvery release regression-tested, including the phone
Regression is a checklist two people click through on the last afternoon before a release.
Reduce riskAccelerate responseCustomer experienceTestingView IT & systemsDepartmentalCloud spend explained to the people who cause it
A third of your resources have no owner, so the invoice is explained with a screenshot of a chart.
Reduce costIncrease capacityReduce riskPower PlatformView IT & systemsDepartmentalEvery laptop accounted for, from order to wipe certificate
Hardware ordered by email, handed over without a record, and written off when the auditor asks.
Reduce costReduce riskIncrease capacityPower PlatformView IT & systemsDepartmentale-Doręczenia handled like post
Four intake channels, one register typed by hand, and delivery evidence filed after the fact.
Increase capacityAccelerate responseReduce riskUiPath · Microsoft 365 +1View IT & systemsQuick winAccessibility checked every week
The statement is written once. The site changes every day, and nobody is checking in between.
Reduce riskIncrease capacityCustomer experienceTesting · Power PlatformView IT & systemsDepartmentalThe service desk request that never becomes a ticket
Four IT tickets in ten follow a known procedure, and every one of them still queues for an analyst.
Increase capacityAccelerate responseReduce costAI & agentsView IT & systemsQuick winPassword reset in two minutes, without a ticket
The most frequent ticket on the desk still needs a phone call, three consoles and an identity check nobody records.
Accelerate responseReduce costEmployee experienceUiPath · Microsoft 365 +1View IT & systemsDepartmentalTickets triaged and routed before an analyst reads them
Priority follows the requester's capital letters, and a P1 waits in the queue until a dispatcher has time to read it.
Accelerate responseIncrease capacityEmployee experienceDocument processing +1View IT & systemsQuick winStatus, outage and change news that reaches people first
The outage email leaves after the outage, and one ticket comment in five is the same two words.
Accelerate responseIncrease capacityEmployee experienceUiPath · Microsoft 365 +1View IT & systemsDepartmentalApplication access granted by policy in minutes, with proof
Access is granted from interpreted emails, approvals are chased, and the auditor finds the evidence missing.
Accelerate responseReduce riskIncrease capacityUiPath · Microsoft 365 +1View IT & systemsDepartmentalAdmin rights that exist only for the task and the hour
Rights granted for a four-hour task stay for a career, in systems that cannot expire them.
Reduce riskAccelerate responseIncrease capacityUiPath · Microsoft 365 +1View IT & systemsQuick winContractor access that ends when the contract ends
Procurement closes the purchase order. Nobody tells IT. The contractor keeps the VPN for a year.
Reduce riskReduce costSave timeSAP / ERPView IT & systemsQuick winGroups, aliases and mailbox rights changed from Teams
The service desk's largest queue by count is also the one nobody measures.
Accelerate responseReduce costEmployee experienceUiPath · Microsoft 365 +1View IT & systemsDepartmentalEvery laptop order, refresh and return against one register
Three spreadsheets describe the same laptop, starters wait, refresh happens at failure and leavers' devices vanish.
Reduce costEmployee experienceIncrease capacityPower Platform · SAP / ERPView IT & systemsDepartmentalThe failing laptop fixed before the user opens a ticket
The disk fills, the certificate expires, the update fails again, and the desk hears about it from the user.
Increase capacityReduce riskEmployee experienceAI & agentsView IT & systemsDepartmentalEvery access and device of a leaver closed on the last day
A disabled account can still leave access open. The long tail is where audit findings come from.
Reduce riskReduce costAccelerate responseUiPath · Microsoft 365 +1View IT & systemsDepartmentalAccess reviews that reviewers finish, with the removals done
Quarterly access reviews eat weeks of specialist time, get approved by default and remove almost nothing.
Reduce riskSave timeIncrease capacityPower Platform · SAP / ERPView IT & systemsDepartmentalOne place to ask, an answer with its source, gaps reported
The same questions are asked in channels and tickets because nobody can find the current answer.
Save timeIncrease capacityEmployee experienceAI & agents · Power PlatformView IT & systemsDepartmentalSuspicious logins contained in minutes
Alerts are detected in seconds, but containment takes shifts, because every step between the alert and the action is a person.
Reduce riskAccelerate responseIncrease capacityPower PlatformView IT & systemsDepartmentalIncidents staffed, communicated and closed by one flow
The tool records what happened. Finding owners, chasing updates and reading nothing on Friday is done by people.
Accelerate responseReduce riskSave timeAI & agentsView IT & systemsQuick winCost per ticket and automation share on one page, daily
Three ticket counts, one analyst merging exports, and a pack that arrives ten days after the meeting that needed it.
Reduce costSave timeIncrease capacityPower Platform +1View IT & systemsDepartmentalEngineers get cloud and repo access within the hour, scoped
Six days waiting for a repository, and a personal access token pasted into a chat to keep the sprint moving.
Accelerate responseReduce riskIncrease capacityUiPath · Microsoft 365 +1View IT & systemsQuick winWho is on call and what is down, answered in Teams
During an outage the person fixing it is also the only one who can say which customers are affected.
Accelerate responseCustomer experienceIncrease capacityPower PlatformViewLegal & compliance
25 solutions · area pageStandard contracts generated, approved and e‑signed in a day
A two-page NDA takes ten days because it is copied, proofread, printed, scanned and filed by hand.
Accelerate responseSave timeReduce riskPower Platform +1View Legal & complianceDepartmentalCounterparty screening: sanctions, VAT status, registers
Your counterparty file was true on the day you checked it. Sanctions and VAT status moved after that.
Reduce riskReduce errorsIncrease capacitySAP / ERPView Legal & complianceDepartmentalData-subject requests answered within days
GDPR requests are answered by hand, often on day twenty-eight of a thirty-day clock.
Reduce riskSave timeIncrease capacityUiPath · Microsoft 365 +1View Legal & complianceEnterpriseSegregation of duties checked every week
The auditor finds your role conflicts once a year. By then the oldest of them is twelve months old.
Reduce riskSave timeReduce errorsSAP / ERP · Power PlatformView Legal & complianceEnterpriseSustainability figures collected once, evidence attached
Last year's sustainability numbers cannot be reproduced without the people who sent them.
Reduce riskSave timeIncrease capacityDocument processing · SAP / ERPView Legal & complianceDepartmentalInsurance policies, renewals and claims on one register
Your whole insurance programme is administered from one workbook and one person's mailbox.
Reduce riskSave timeIncrease capacityDocument processing · SAP / ERPView Legal & complianceDepartmentalInformation requests answered inside the statutory clock
Requests arrive on four channels, the clock starts on all of them, and the register is written afterwards.
Increase capacitySave timeReduce riskDocument processingView Legal & complianceQuick winThe bulletin that notices what is missing from it
Gaps in the bulletin are found by a resident, a journalist or an inspector, never by the office itself.
Increase capacityReduce riskSave timePower PlatformView Legal & complianceDepartmentalThe archive that knows what it may destroy and when
Cases close, files do not: categories unchecked, transfer lists retyped, appraisal postponed another year.
Increase capacityReduce riskSave timeUiPath · Microsoft 365 +1View Legal & complianceDepartmentalClaim files complete before the deadline
The customer deducts the damage; the note, the photographs and the temperature record are in four places.
Reduce riskReduce costIncrease capacityDocument processingView Legal & complianceDepartmentalAudit-ready for every brand, without the week of panic
The standards file is rebuilt the week before each importer audit, and the same finding gets fixed twice.
Reduce riskSave timeIncrease capacityTestingView Legal & complianceDepartmentalOne customer across three brands, one consent record
A reminder goes to someone who opted out, because the objection lives in another brand's system.
Reduce riskReduce errorsIncrease capacityUiPath · Microsoft 365 +1View Legal & complianceQuick winFuel licence reports ready before the deadline
The data is in the ERP, but in different cross-sections than the form. Every month someone glues it together by hand, against the clock.
Reduce riskSave timeReduce errorsSAP / ERPView Legal & complianceDepartmentalCompulsory stocks calculated, the declaration awaits a signature
Stock levels get computed once a month, in a spreadsheet. Between declarations nobody knows the real margin.
Reduce riskReduce costSave timePower Platform · SAP / ERPView Legal & complianceDepartmentalExcise movements closed on time, duty under control
Open documents are watched by a spreadsheet kept next to the real work. One closed late can cost as much as the whole duty.
Reduce riskReduce errorsSave timeSAP / ERPView Legal & complianceQuick winCalibrations and inspections chased before they expire
Deadlines of different regimes pass on different cycles, and the paperwork sits in binders at the stations. An inspection always finds something.
Reduce riskSave timeReduce errorsDocument processingView Legal & complianceQuick winTreatment consents complete before the procedure
The patient is in the chair, the procedure minutes away, and one signed page is missing from the file. Again.
Reduce riskSave timeReduce errorsDocument processingView Legal & complianceQuick winRange ammunition records without the notebook
Only one person can read the notebook at the counter, stock is counted quarterly, and questions about the records arrive unannounced.
Reduce riskReduce errorsSave timeDocument processingView Legal & complianceQuick winMember licences and certificates under control
The licence expired in March, and the member shot in April, with nobody at the club assigned to catch it.
Reduce riskSave timeReduce errorsDocument processingView Legal & complianceQuick winCompany deadlines watched: policies, inspections, check-ups
The autoclave, the extinguishers, the liability policy and staff check-ups expire in different calendars. Most of them, truthfully, in none.
Reduce riskReduce costSave timeUiPath · Microsoft 365 +1View Legal & complianceQuick winRange guns: rounds, cleaning, inspections
Which guns are freshly cleaned and which one is due an inspection? One employee knows. He is off today.
Reduce riskReduce errorsSave timeUiPath · Microsoft 365 +1View Legal & complianceQuick winBefore-and-after photos in the patient record
Patient photos sit in a phone gallery next to holidays and shopping. Whose phone is a separate question.
Reduce riskReduce errorsSave timeUiPath · Microsoft 365 +1View Legal & complianceQuick winProduct batches linked to each treatment
The manufacturer issues a notice about a batch. Who received it? The answer sits in a hundred paper records.
Reduce riskReduce errorsSave timeDocument processingView Legal & complianceDepartmentalNDAs and standard contracts signed and filed in a day
A two-page NDA on your own template waits nine days behind a tender review and a dispute.
Accelerate responseReduce riskImprove controlUiPath · Microsoft 365 +1View Legal & complianceQuick winEvery vendor with your data has a current security review
Vendor reviews live in a spreadsheet, certificates in mailboxes, and expiry is discovered by the auditor.
Reduce riskIncrease capacityImprove controlPower Platform · AI & agentsViewManagement & planning
13 solutions · area pageThe management pack in Power BI, in place of fourteen Excel files
The board pack depends on which analyst merged which spreadsheet on which day.
Save timeAccelerate responseIncrease capacityPower Platform · SAP / ERPView Management & planningDepartmentalBudget and forecast collection without version chaos
Collecting spreadsheets from cost-centre owners takes a quarter of an analyst's year.
Save timeAccelerate responseReduce errorsPower Platform · SAP / ERPView Management & planningDepartmentalFrom project hours to the invoice
Consultants log hours late, finance rebuilds the billing in Excel, and invoices leave three weeks after the work.
Save timeAccelerate responseReduce costPower Platform · SAP / ERPView Management & planningDepartmentalPolicy answers in seconds
The same policy questions reach the same three busy people, and the answer is already written somewhere.
Save timeAccelerate responseIncrease capacityAI & agentsView Management & planningQuick winMeeting decisions that become assigned tasks
Half of what a project meeting agrees is never written anywhere another person can see it.
Save timeAccelerate responseEmployee experiencePower Platform · AI & agentsView Management & planningDepartmentalThe document archive that files itself
Your documents sit on a network drive with no metadata, under retention rules nobody applies.
Save timeReduce riskIncrease capacityDocument processingView Management & planningDepartmentalOrder-to-cash process mining: where the cash gets stuck
DSO sits above target and every department has a theory. Measure how many days each step actually costs.
Reduce costAccelerate responseCustomer experienceProcess & task mining +1View Management & planningDepartmentalNo case reaches its statutory deadline unnoticed
Deadlines live in the case system, a departmental spreadsheet and somebody's memory.
Increase capacityReduce riskSave timePower PlatformView Management & planningDepartmentalOne morning view of every brand, site and workshop
Four DMS, four importer portals and nine sites, and the board sees last month in the third week of this one.
Accelerate responseIncrease capacitySave timePower PlatformView Management & planningQuick winThe biofuel blending target tracked all year
The target is annual, but the purchasing mix can only be corrected while the year lasts. By December, the only option left is to pay.
Reduce riskReduce costAccelerate responsePower Platform · SAP / ERPView Management & planningQuick winUtilisation of lanes, rooms and studios, weekly
Evenings burst at the seams, mornings stand empty, and the price list has been one for years. How hard does your infrastructure really work?
Increase capacityReduce costSave timePower PlatformView Management & planningQuick winThe owner’s morning report in one message
Yesterday’s takings, today’s staffing, overdue payments and the balance arrive in one message at 7:00, in place of four logins and three calls.
Save timeAccelerate responseReduce riskPower PlatformView Management & planningQuick winThe clinic’s finance agent in Teams
How much did we make on toxin in September after product cost? Today that is a question for the accountant, answered next week.
Accelerate responseSave timeReduce riskAI & agentsViewTry other words or remove a filter. You can also write to us: a process missing from the library usually just means we have not written it up yet.
The rules we hold to
We do not cite invented clients or unrealistic returns.
The library is there to help you decide. Every number shows its arithmetic and every product capability is traceable to vendor documentation.
- Scenarios are illustrative and labelled as such. They are not client results.
- Every value model shows its working: volume times minutes times hourly cost.
- We separate native product capability, what we build, and custom integration.
- We also say when automation is not worth it. Every solution has that section.
Every technology on a solution page carries its class, and every figure in a model is class C.
Not sure where to start? One process and one month of data is usually enough.
Show us the process that irritates you most. We come back with an assessment of the automatable share and a model built on your own numbers.
Book a process review