Use Case Catalogue

Real redesigned workflows from the field.

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Experience drawn from
01Catalogue

Each card describes a workflow we have seen redesigned, with the data, risk, and delivery shape behind it. If a use case resonates with your team's challenges, download the playbook and demo it internally.

Function
Showing 7 use cases.

Monthly variance pack.

FP&A's five-day rush from close to board-ready, compressed into one. The analyst spends the freed time interrogating numbers rather than producing them.

Monthly closeFinance

RFP creation and vendor evaluation.

A two-to-four-week sourcing event compressed into days. The sourcing manager reviews scored shortlists rather than building them from scratch.

RFP creationProcurement

Contract review and renewals.

Manual contract review and renewal tracking turn into AI-extracted clauses, automated reminders, and a single review queue for flagged items.

Contract reviewProcurement

Purchase requisitions and PO processing.

High-volume rules-based requisition routing turns into AI-driven policy checks and preferred-supplier matching, with humans only on exceptions.

Purchase order processingProcurement

Supplier onboarding and risk.

Aravo onboarding cycles slip from weeks to days. Risk monitoring shifts from periodic manual reviews to continuous tracking of external signals.

Supplier onboardingProcurement

Invoice matching and AP.

Three-way matching automates for standard invoices. Humans handle exceptions, surfaced in a single dashboard with context and a recommended action.

Invoice matchingProcurement

Spend classification and reporting.

Manual categorisation and reactive reporting become a continuous classification layer that produces weekly category packs without analyst lift.

Spend classificationProcurement

Month-end close and account reconciliation.

Accounting's six-day close, compressed into two. The controller spends the freed days on judgement calls rather than chasing matches across disconnected ledgers.

Month-end closeFinance

SDR prospecting and personalised outbound.

Roughly seventy percent of an SDR's week sits in research and admin. The redesign moves that work to a research stack and gives the rep back the conversation.

Prospecting and outboundSales and marketing

Pipeline forecasting and deal inspection.

Forecast accuracy averages 46 percent because the roll-up sees what the rep typed, not what the buyer said. The redesign reads the call.

Forecasting and deal inspectionSales and marketing

CRM hygiene, call capture and seller coaching.

Sixty-eight percent of reps name CRM entry their largest time sink. The redesign captures the call, writes the note, and turns coaching from a sample into a loop.

CRM hygiene and coaching loopSales and marketing

Creative and content production.

Brand, creative, and content production compressed from a six-week cycle to a working week. Reviewers spend the freed time on judgement, not drafting.

Creative productionMarketing

Lifecycle and CRM personalisation.

Lifecycle marketing's quarterly variant cycle compressed into a week. The team ships individualised journeys instead of segment broadcasts.

Lifecycle personalisationMarketing

Demand generation and campaign orchestration.

End-to-end campaign orchestration from brief to in-flight optimisation, run as one loop instead of six disconnected stacks.

Campaign orchestrationMarketing

Talent acquisition – sourcing, screening, and scheduling.

Recruiting compressed from forty-four days to a fortnight, with recruiters partnering hiring managers instead of triaging resumes.

Sourcing and screeningHR

HR operations – tier-1 employee self-service.

Tier-1 HR tickets on policy, PTO, benefits, and payroll resolved at the point of question, freeing HR shared services for the work that needs judgement.

Tier-1 self-serviceHR

Learning, skills and internal mobility.

L&D's eight to twelve week module build, compressed into days. Skills inventory, learning plan, and internal mobility run on one live graph.

Learning and skillsHR

Commercial contract review and redline.

In-house Legal's linear-cost contract queue, compressed by AI-drafted first-pass redlines. Reviewers move from rewriting to deciding.

Contract review and redlineLegal

Matter intake, triage and routing.

Legal Operations' email-and-Slack intake, replaced by structured capture, AI triage, and risk-scored routing. Urgent matters stop waiting behind low-stakes asks.

Matter intake and triageLegal

eDiscovery and litigation document review.

Litigation's linear-cost first-pass review, compressed by AI prioritisation. Reviewers spend their hours where relevance density is highest.

eDiscovery reviewLegal

Treasury cash forecasting and FX hedging.

A weekly hand-built thirteen-week cash view, replaced by an automated forecast that refreshes overnight. The treasurer hedges from a position, not a guess.

Cash forecasting and hedgingFinance

Internal audit and SOX controls testing.

Sample-based controls testing replaced by continuous monitoring across one hundred percent of GL transactions. Auditors review flagged exceptions, not random samples.

SOX controls testingFinance

Customer success churn and renewal prediction.

Churn signal stitched across CRM, product telemetry, and email lands in one health score. The CSM intervenes weeks earlier than the legacy renewal queue allows.

Churn and renewal predictionSales

Deal desk pricing and CPQ.

Deal-desk approval cycles compressed from days to hours. AI handles standard pricing reasoning; humans rule on non-standard terms and exceptions.

Pricing and CPQ approvalsSales

Marketing attribution and mix measurement.

Four tools counting the same conversion differently, replaced by a single reconciled view across MTA and MMM. Decisions move from anecdote to attribution.

Attribution and mix measurementMarketing

Competitive intelligence and launch operations.

Battlecards refreshed by hand once a quarter, replaced by a live competitive view that updates as competitors move. Product marketing arms the field in days, not weeks.

Competitive intelligenceMarketing

Performance management and calibration.

Manager review-writing time cut by half. Calibration arrives with consistent evidence on every employee, not a memory of the last project.

Performance reviews and calibrationHR

Compensation and total rewards planning.

Annual comp planning compressed from a quarter to weeks. Pay-equity audits run continuously; managers see the live band before they propose an offer.

Compensation planningHR

Regulatory horizon scanning and policy mapping.

Quarterly compliance scans replaced by daily monitoring of regulator feeds, mapped to internal policies and controls. Obligations land before the deadline does.

Regulatory horizon scanningLegal

Privacy and DSAR fulfilment.

DSAR fulfilment cost falling toward a tenth as PII discovery, redaction, and identity verification run as one pipeline. Statutory deadlines stop being the bottleneck.

DSAR fulfilmentLegal

IT tier-1 help-desk auto-resolution.

Roughly ninety percent of inbound IT tickets resolved at the point of question. Engineers concentrate on incidents and changes rather than password resets and access asks.

Tier-1 help-desk auto-resolutionIT

Incident triage, classification, and RCA.

Sixty-three percent of incidents auto-classified, MTTR cut roughly thirty percent. Engineers pick up tickets with hypothesis and runbook attached, not raw alerts.

Incident triage and RCAIT

Customer service conversational resolution.

Resolution time fifteen minutes to two on chat, and roughly two-thirds of contact volume contained. Brand risk and escalation paths designed in, not bolted on.

Conversational resolutionCustomer Service

Agent assist and AI-driven QA.

Agent-assist surfaces the right macro and policy in real time. QA scoring runs across one hundred percent of interactions, not the two-percent sample.

Agent assist and QACustomer Service

Demand forecasting at SKU-location grain.

Demand forecast error cut twenty to forty percent at the SKU-location grain. Planners stop rebuilding the spreadsheet and start working the exception queue.

Demand forecastingSupply Chain

S&OP exception management and control tower.

Disruption triage compressed from days to hours. The planner reads a queue with hypothesis and recommended action, not a wall of disconnected alerts.

Control tower disruption triageSupply Chain

Autonomous coding and PR review.

Twenty-six percent more PRs per developer, fifty-five percent task speedup on net-new work. Reviewer time concentrates on spec and security, not syntax.

Autonomous coding and PR reviewSoftware Engineering

Spec-to-code from ticket to tested PR.

Jira ticket to drafted spec to tested PR, run end-to-end. Engineers review and steer rather than implement from scratch.

Spec-to-codeSoftware Engineering

Tail-spend autonomous negotiation.

Long-tail supplier negotiation handled by an agent inside policy. Procurement signs off rather than negotiates every line.

Tail-spend negotiationProcurement

Continuous supplier and third-party risk.

Point-in-time supplier risk replaced by continuous monitoring of ESG, financial health, and geopolitical signal. Procurement reads risk movement, not annual snapshots.

Continuous third-party risk monitoringProcurement
02Engagements

Where the model has shipped.

A sample of organisations whose teams we have worked alongside, and the workflow we helped redesign.

Operations

Crew operations workflow redesign.

Audit

Audit-team upskilling and tooling.

Manufacturing

Production data workflow redesign.

Investment Ops

Diligence and reporting redesign.

Finance

FP&A close-cycle automation.

Deal team

IC briefing and diligence pack.

Strategy

Workflow discovery and redesign.

Experience building with

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