Industries
What we can automate in your industry.
Industries differ, but the friction is similar: re-keying, waiting for approvals, scattered documents, reminders. Here are concrete examples of processes, presented as capabilities and not as client references.
- Common ground
- Unstructured inputs, business rules, approval, action in your systems.
- Your case
- Not on the list? That is common: the method stays the same.
- Process
- Tracking supplier orders and order confirmations, technical documentation, non-conformities, maintenance reminders, reporting.
- Systems
- Production ERP, e-mail, technical files, spreadsheets.
- Stays human
- Quality decisions and production parameters.
Professional services
Less administrative preparation, more time on the client matter.
- Process
- Opening new engagements, collecting documents, searching internal files, sorting the shared inbox, briefings before meetings, proposals.
- Systems
- Case management, CRM, e-mail, document repositories, invoicing.
- Stays human
- Analysis, advice and any professional conclusion.
- Process
- Sorting accounting records, extracting invoices, reconciliations, reminders for missing documents, preparing year-end closing files.
- Systems
- Accounting software (Abacus, Bexio, Sage or equivalent), client portals, banks, e-mail.
- Stays human
- Every accounting entry and all tax advice.
- Process
- Sorting rental applications, damage reports, common tenant questions, tracking lease and insurance deadlines.
- Systems
- Property management software, e-mail, lease documents, calendar.
- Stays human
- Allocation, termination and any legal answer.
Customer operations
Every request reaches the right place, with its context.
E-mails, forms, calls: requests are centralised, qualified and passed to the right person, with the customer’s history.
- Process
- Sorting e-mails and forms, qualification and routing, replies prepared from your documents, ticket tracking, appointment booking and reminders, structured message taking.
- Systems
- E-mail, CRM, ticketing tool, calendar, website.
- Stays human
- Complaints, goodwill gestures and sensitive replies.
Retail & e-commerce
Orders, catalogue and stock in sync.
An order entered only once, stock up to date everywhere, a catalogue fed without copy and paste.
- Process
- Importing orders from several channels, synchronising stock between the shop and the ERP, updating the catalogue from supplier files, replying to order-tracking queries, preparing returns.
- Systems
- Online shop, ERP, supplier files, e-mail, accounting.
- Stays human
- Refunds, disputes and pricing policy.
Your industry
Your business is not on the list?
The method stays the same: start from the real process. Describe a task that comes back every week.