Explore what your
business could offer.
Start with the service your customers receive. Then explore the work that could support it.
Industrial supply
Build a parts service around the equipment your customers already own, combining replacement advice, compatible parts and delivery options.
Explore the exampleEquipment rental
Turn equipment rental into a guided service, with a complete hire plan shaped around the customer’s job and site.
Explore the exampleProactive maintenance
Help customers keep their equipment running through a maintenance service that knows each asset and its history.
Explore the exampleFind the work you recognise.
44 workflows across eight industries. Explore your own, or borrow an idea from another.
RFQ to approved quote and orderDistribution
The starting point
Unstructured inquiry; account, product and pricing history
The work to prepare
Resolve lines/configuration, price within rules, escalate exceptions, write ERP quote and work toward order.
PO intake and duplicate preventionHealthcare
The starting point
Email, fax, scans, phone; existing quote and order history
The work to prepare
Match customer, units and terms; hold mismatches/duplicates; create order and confirmation.
Part identification, substitution and pre-visit stock preparationField service
The starting point
Fault description, obsolete or competitor number; historic work orders
The work to prepare
Identify valid parts/substitutes; require pre-visit lookup and load likely parts on the van.
Catalog enrichment and ongoing maintenanceDistribution
The starting point
Incomplete SKU attributes; supplier files and specification changes
The work to prepare
Classify, normalize, review uncertainty and write sourced attributes back to catalog.
Account retention and expansionDistribution
The starting point
Orders, quote history and changing purchase patterns
The work to prepare
Prioritize churn, overdue reorders, missed campaigns, win-back and cross-sell; prompt account-owner action.
Quote qualification and follow-throughDistribution
The starting point
Open quotes; buyer authority and buying window
The work to prepare
Prioritize closable quotes; record won/lost/deferred outcomes and next contact.
Visit-to-CRM captureManufacturing
The starting point
Rep voice or text immediately after customer visit
The work to prepare
Create structured activity, account context and follow-up tasks.
Order-status service and exception handoffDistribution
The starting point
Customer status request; ERP and carrier records
The work to prepare
Return shipping/status information; route returns/disputes with history.
Cross-company account/product reconciliationDistribution
The starting point
Different ERPs and catalogs after acquisition
The work to prepare
Match customers/products across businesses to expose cross-sell and maintain local writeback.
Buying-signal prospect discovery and assignmentConstruction
The starting point
Permits, awards, hiring, certifications and business sources
The work to prepare
Score and enrich prospects, exclude existing accounts, assign by territory and capacity.
Signal-led multichannel prospect progressionField service
The starting point
Qualified prospect and timely buying signal
The work to prepare
Coordinate email/social/call sequence; track contact, qualification and converted revenue.
Dealer coverage and inventory-demand actionManufacturing
The starting point
ERP, warranty, inventory, market and competitor signals
The work to prepare
Score dealer health/gaps; rank territory visits and recommended commercial actions.
Dealer intervention planningAutomotive
The starting point
Dealer performance, CSI, warranty and absorption scores
The work to prepare
Prioritize troubled dealers and prepare reps for targeted visits.
VIN-fitment quote-to-orderAutomotive
The starting point
VIN/repair request, interchange data, stock and price tier
The work to prepare
Validate fit, quote parts and create DMS order with pickup information.
Warranty and co-op claim processingAutomotive
The starting point
Dealer claim, policy and program terms
The work to prepare
Process claims and route policy or authorization exceptions.
RFQ/program prioritizationAutomotive
The starting point
RFQ pipeline, award prospects and OEM scorecards
The work to prepare
Focus selling on viable programs and detect deteriorating customer scores.
Quality corrective-action documentationAutomotive
The starting point
Production and quality evidence
The work to prepare
Assemble PPAP material and corrective-action/8D documentation.
Delivery-risk interventionAutomotive
The starting point
OTD/OTIF trends and program commitments
The work to prepare
Surface slipping delivery performance before urgent premium freight.
Dealer-request triageAutomotive
The starting point
Dealer email, counter call or portal case
The work to prepare
Route request using dealer, program and territory rules.
Constrained staff scheduling and callout recoveryHealthcare
The starting point
Staff credentials, provider pairings, split shifts, coverage and employee preferences
The work to prepare
Build/reconcile schedules across clinics; refill callouts while respecting constraints.
On-job technical diagnosis and procedure retrievalEquipment rental
The starting point
Machine problem described by voice/text; manuals and service history
The work to prepare
Deliver relevant procedure or part so technician can act at the equipment.
Service/telemetry to revenue actionField service
The starting point
Equipment telemetry and service history
The work to prepare
Identify service opportunity and create tracked next-job/revenue action.
Appointment coaching and new-hire simulationConstruction
The starting point
Recorded appointment; validated top-rep playbook
The work to prepare
Identify execution gaps, coach during visits and simulate effective behavior.
Visual site scopingConstruction
The starting point
Camera/photos plus live site conversation
The work to prepare
Identify unaddressed conditions and update job scope before quoting.
Post-visit commercial administrationConstruction
The starting point
Completed appointment and agreed scope
The work to prepare
Prepare CRM record, priced quote, contract and follow-up for approval.
Sold-scope to delivery reconciliationConstruction
The starting point
Signed scope, appointment promises and on-site work
The work to prepare
Flag added work or undocumented commitments before costs accumulate.
Performance diagnosis and management interventionConstruction
The starting point
Quarterly targets, branch/rep trends and appointment evidence
The work to prepare
Trace performance decline to skipped behaviors; propose coaching/process changes.
Procedure and safety adherence reviewField service
The starting point
Long visit recordings; technical guides and operating procedures
The work to prepare
Check inspection steps, highlight deviations and shorten supervisor review.
Quote-to-BOL executionLogistics
The starting point
Inbound shipment request and customer rules
The work to prepare
Classify freight, compare carrier quotes, create shipment/BOL; escalate exceptions.
Carrier tender and load bookingLogistics
The starting point
Accepted quote, lane and carrier constraints
The work to prepare
Tender load, obtain carrier acceptance and record booking.
Dock appointment coordinationLogistics
The starting point
Booked load and facility requirements
The work to prepare
Request/coordinate pickup or delivery slot.
Detention and shipment exception responseLogistics
The starting point
Shipment risk or service exception
The work to prepare
Apply exception rules; rebook/reroute and keep customer informed.
Shipment-document completion for billingLogistics
The starting point
Missing BOL/POD or accessorial evidence
The work to prepare
Capture/complete shipment documents and clear billing readiness.
Freight invoice audit and disputeLogistics
The starting point
Carrier invoice, agreed tariffs and shipment evidence
The work to prepare
Audit charges, hold variances and raise disputes.
Supplier procurement coordinationManufacturing
The starting point
Supplier RFQs, purchase orders and acknowledgments
The work to prepare
Coordinate sourcing requests and supplier responses.
Inbound expediting and supplier performanceManufacturing
The starting point
Inbound commitments, demand/inventory and OTIF signals
The work to prepare
Expedite delays, coordinate vendors and surface supplier performance.
Operational case routing and resolution supportLogistics
The starting point
Customer service cases and account-specific SOPs
The work to prepare
Classify, match, route; prepare documents/responses and escalate exceptions.
HCP/account prioritization and rep routingHealthcare
The starting point
Dispensing/demand signals, access data and account priorities
The work to prepare
Find new prescribers/churn signals, rank calls with reasons, deprioritize saturated accounts and plan routes.
Access-risk and care-journey coordinationHealthcare
The starting point
Payer/claims risk and specialty-hub information
The work to prepare
Coordinate field, access and patient-support teams around emerging gaps.
Supplier price-master maintenanceHealthcare
The starting point
New supplier price lists and existing price master
The work to prepare
Ingest changes, detect anomalies and write approved pricing to JD Edwards.
Denials review and appeal preparationHealthcare
The starting point
Policy/claim data and coverage rules
The work to prepare
Identify appealable denials and draft compliant responses.
Proactive overtime preventionDistribution
The starting point
Monday-to-Thursday logged hours and remaining workload
The work to prepare
Project Friday overtime and propose where managers can shift work.
Cross-branch delivery cost reductionDistribution
The starting point
Delivery requirement and closer branch availability
The work to prepare
Identify cheaper fulfillment from a nearby branch and draft coordination email.
Customer equipment selectionEquipment rental
The starting point
Storefront customer describing the machine they need
The work to prepare
Answer product-selection questions through the customer-facing rental interface.