By industry. The vocabulary changes; the failure modes rarely do.
Every industry below has the same four levels and the same rule: you can't skip one. What differs is which process to start with, which systems you already own, and which KPI the board notices. Pick yours.
Marketing and agenciesCampaigns ship on time when the busywork isn't in the way.See use cases by level MedtechRegulated processes, automated without losing the audit trail.See use cases by level Pharmaceuticals and life sciencesValidated systems, fewer people rekeying between them.See use cases by level Healthcare and providersClinicians see patients; the system chases the paperwork.See use cases by level IT and technology servicesTickets, access and onboarding, run by rules your team can read.See use cases by level InsuranceUnderwriting and claims, with a person on every threshold.See use cases by level LegalMatters move faster when intake, review and billing stop being manual.See use cases by level Retail and e-commerceOrders, returns and inventory, without the rekeying.See use cases by level ConstructionRFIs, submittals and change orders, tracked once instead of five times.See use cases by level
Systems we've worked in with clients
Two decades across the platforms operations teams actually run on. We build on what you own, none of these is a partnership we take margin on.
Thirty minutes. Worst case, you lose half an hour.
Bring one process. You leave knowing which level it's on, what to fix first, and whether it's worth doing anything at all.