Adaptable business systems

Choose the process that should work better.

Start from a reusable end-to-end pattern, then adapt the real workflow, integrations, controls, scope, and commercial proposal after the audit.

Explore complete process patterns

6 solutions shown

Process from lead intake to sales handoff

Sales and CRM

Lead-to-CRM sales flow

Leads arrive through fragmented channels, receive inconsistent qualification, and reach sales too late.

Before: The team manually monitors separate channels, re-enters data, and routes leads inconsistently.
After: Leads follow one intake, qualification, CRM update, and accountable sales handoff flow.

Expected direction

More consistent and traceable enquiry handling

Included AI roles

Sales and lead qualification agent
Reporting and analytics agent

View solution

Customer request handling across service channels

Customer service

Omnichannel customer requests

Customer requests across channels are slow to classify, answer, route, and track.

Before: Requests remain in separate channels, while response and routing speed depends on colleague availability.
After: Requests are classified consistently, handled with approved knowledge, and routed with status and context preserved.

Expected direction

More consistent response and routing across channels

Included AI roles

Customer support agent
Internal knowledge agent
Reporting and analytics agent

View solution

Controlled data flow from document to internal system

Operations and finance documents

Finance and documents

Document-to-system processing

Colleagues manually read documents and re-enter their data into internal systems.

Before: Colleagues read documents manually, re-enter data into internal systems, and track exceptions separately.
After: Documents move through traceable intake, extraction, validation, required approval, and system-entry stages.

Expected direction

Less repeated data entry and fewer simple transcription errors

Included AI roles

Document processing agent
Reporting and analytics agent

View solution

Human resources

HR onboarding and employee requests

Onboarding tasks and recurring employee questions are fragmented across people, documents, and systems.

Before: Onboarding tasks and employee questions are fragmented across people, documents, and systems.
After: Onboarding steps and recurring employee requests are coordinated in one traceable flow.

Expected direction

Clearer coordination of onboarding steps

Included AI roles

HR and employee support agent
Internal knowledge agent
Document processing agent

View solution

Reporting flow from data sources to executive summary

Reporting and operations

Operations

Automated reporting and executive summaries

Teams repeatedly consolidate information, prepare reports, and notify stakeholders manually.

Before: Teams repeatedly consolidate information, prepare reports, and notify stakeholders manually.
After: Data collection, validation, summaries, and notifications become a repeatable flow with source traceability and human control.

Expected direction

A more consistent process for recurring report preparation

Included AI roles

Reporting and analytics agent

View solution

Flow from approved internal knowledge to a sourced answer

Cross-functional internal operations

Operations

Internal knowledge self-service

Employees struggle to find current approved information and repeatedly interrupt subject-matter owners.

Before: Employees struggle to find current approved information and repeatedly interrupt subject-matter owners.
After: Employees receive sourced answers from approved content within access rules and route uncertainty to an accountable owner.

Expected direction

More consistent access to approved internal information

Included AI roles

Internal knowledge agent

View solution

Custom path

Your process does not need to fit the catalogue.

We also design a process around your systems, data, controls, and ownership when no catalogue pattern is an appropriate fit.

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