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Business operations systems: own the handoffs

Operations runs on handoffs nobody owns: an approval in someone's inbox, a form re-typed into another system, a status nobody was told about. Each system in this family takes ownership of one kind of handoff, so work moves without someone pushing it.
Talk through your operationsSee the eight systems ↓
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Where operational work gets stuck

Six handoffs come up in almost every business. Each has a system in this family that owns it.

  1. 01

    Waiting in an inbox

    Approval Review

    Purchase orders, discounts and time off wait for someone to open an email. Approval Review gives them a review queue with owners, evidence and reminders.

  2. 02

    Typed in twice

    Document Processing

    Forms, invoices and job sheets read by a person and typed into another system. Document Processing reads, checks and files them as data.

  3. 03

    Two systems disagree

    Cross-System Sync

    The customer's address changed in one system and not the other. With Cross-System Sync, each record gets one owner and the others follow.

  4. 04

    Nobody was told

    Notification System

    The job moved, the customer didn't hear, the technician found out on site. A Notification System turns events into the right message to the right person.

  5. 05

    Nobody can see the whole

    Admin Command Center

    Queues, exceptions and settings spread across five tools. An Admin Command Center gives one place to see what's stuck and fix it.

  6. 06

    Lost between teams

    Project Operations

    Intake, milestones and handoffs on projects that run for weeks. Project Operations shows status everyone can see without asking.

Every system in the family

Two of them cover a whole process; the rest own one kind of handoff.

Whole processes

One kind of handoff

Seeing and syncing

Where most businesses start

  1. Process Automation

    If one process eats the week

    Map it, redesign the handoffs, automate it, and watch every case.

    See how it works →

  2. Approval Review

    If decisions wait on one person's inbox

    Give approvals a queue, a reminder and a record.

    See how it works →

  3. Admin Command Center

    If nobody can see what's stuck

    Put the queues and exceptions you already have in one place first.

    See how it works →

Related pages

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Next to this family

Find the handoff that costs you most

Tell us where work waits on someone today. We'll show you which system would take it over first.

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