Use cases
Six workflows, described the way they actually run
These are the processes companies ask us about first. Each page describes the flow, what it looks like before, what the system does instead, and — most importantly — the decisions you have to make before any of it can be built.
- Each one is useful on its own, before anything else is connected
- The rules matter more than the automation
- Written as sequences of events, not feature lists
- Usually where a first project starts
The six
Pick the one that describes your week
Production Order Management
A confirmed sales order automatically creates the production workflow behind it.
- Sales order confirmed
- Production requirement created
- Material checked and shortages raised
- Work orders released to lines
- +3 more steps
Purchase Approval Workflow
Department request → manager approval → purchase team → vendor → receipt, with a clock on every step.
- Request raised by a department
- Routed by value and category
- Approved with context attached
- Purchase order generated
- +3 more steps
Inventory & Reorder Management
Stock movement → consumption → reorder alerts → management visibility, with no separate update task.
- Material received and put away
- Issued against a job
- Consumption recorded as work happens
- Reorder level crossed
- +2 more steps
Quality Inspection Workflow
Production completion → inspection → approval or rejection → rework, with dispatch gated on the result.
- Production reports completion
- Inspection created and assigned
- Lot held from dispatch
- Parameters recorded against the lot
- +2 more steps
Employee Task Workflow
Task assignment → status update → approval → escalation → completion, with clear ownership throughout.
- Task created or raised by a rule
- Assigned to a named owner
- Status updated by the owner
- Approval where one is needed
- +2 more steps
Management Dashboard
All important operational information in one dashboard, produced by the work rather than compiled for a meeting.
- Work is recorded where it happens
- Metrics computed on agreed definitions
- Exceptions surfaced first
- Drill-down to the transaction
- +2 more steps
Why they connect
Each one helps. Together they change the business.
How the work moves today
Eight handoffs, four tools, no record
Sales team
Confirms an order with the customer
WhatsAppData lost here
Tells production — nothing is recorded
Excel
Someone re-types the same order by hand
Production
Starts work from a printout
PaperData lost here
Actual output stays on the shop floor
Purchase
Learns material is short — late
Phone calls
Everyone chases status
Management
Asks four people for one report
Every tool in this chain works. The chain does not — because nothing carries forward, and no one can see the whole of it.
One connected workflow
One entry, seven departments, nothing re-typed
Sales
Order confirmed — once, in one place
Production
Work order created automatically
Purchase
Shortages raised before work starts
Inventory
Consumption and stock update themselves
Quality
Inspection triggered on completion
Dispatch
Only passed material can be packed
Finance
Invoice raised from what actually shipped
Management dashboard
Every step visible as it happens
The same eight steps — but each one hands the next its data, and every one of them reports to the same dashboard.
Automation
If your team does it repeatedly, it can probably be systemized.
When this happens
The system does this
An order is confirmed
A production request is created
Stock falls below its threshold
The purchase team is notified
An approval sits unactioned
A reminder goes out, then it escalates
Production is completed
Quality inspection is triggered
Quality passes the batch
The order moves to dispatch
Dispatch happens
Finance is notified to invoice
None of these need a person to remember them. That is the whole point.
Questions
Questions about where to start
Still unsure whether your processes are a fit? Walk us through one of them.
Book an Operations Automation ConsultationWhich of these should we do first?
Usually the one where information is currently re-entered by hand, or where a delay repeats every week. In manufacturing that is most often production order management or material issue against jobs. We would rather your first project removes visible daily pain than be architecturally elegant — the first one has to earn the cooperation the later ones need.
Can we do just one of these?
Yes, and many companies do. Each is a complete piece of work with its own value. The connected benefit is real but it is not a precondition — waiting for a full system before anything improves is how these projects die.
How long does one workflow take to build?
Typically a few weeks from mapping to real use for a single well-understood workflow. The mapping is what takes the time: getting the authority matrix, the exceptions and the edge cases right is what makes the automation survive its first difficult week.
What if our process does not look like any of these?
Then these pages are examples rather than a menu. The structure — a trigger, an owner, a rule, a record and a visible queue — applies to almost any repeated operational process. Describe yours and we will tell you whether it fits the pattern.
Next step
Describe one workflow. We'll tell you what it would take.
No obligation and no proposal document — just an honest read on whether it is worth automating, what it would involve, and whether you should start somewhere else first.