Nine modules on one model
Each module is a directory of your data, an engine that runs the rules on it, and a desk where the work is done. A case moves between them without being retyped.
- Sales and customersDealsFrom request to quote, contract and invoice.
- LeadershipTasksEvery task tied to a case. An agent can be the assignee.
- Buying and payingSuppliersOne register, side-by-side scores.
- Buying and payingProcurementBrief, offers, comparison, order.
- Buying and payingInvoicesFrom draft to closing documents.
- Documents and controlContracts and documentsTemplates, two-step review, signature.
- Documents and controlCounterparty checksMonitoring, stop list, price control before payment.
- Sales and customersRequest intakeReads the inbox, filters noise, opens cases on the right desk.
- LeadershipLeadership consoleInstructions broken into tasks and followed up.
Modules
Nine ready modules on one model, and room for yours. A case moves between them without being retyped.
Deals
From request to quote, contract and invoice.
Tasks
Every task tied to a case. An agent can be the assignee.
Suppliers
One register, side-by-side scores.
Procurement
Brief, offers, comparison, order.
Invoices
From draft to closing documents.
Contracts and documents
Templates, two-step review, signature.
Counterparty checks
Monitoring, stop list, price control before payment.
Request intake
Reads the inbox, filters noise, opens cases on the right desk.
Leadership console
Instructions broken into tasks and followed up.
Every module is a directory with an engine
A module is a directory of your data, an engine that runs the rules on it, and a desk where the work is done. So a module for your own process is not a new product: we learn how the process really works, describe its directory and write its rules. It joins the same model and works with every other module.
Ask for your own moduleStart with one process
Eight things that happen in most organisations. Swipe right if it happens in yours. Your map shows where agents should start.
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