Application family
5 recognisable systems, connected by the work between them.
Customer and revenue work crosses relationships, requests, credit, conversations and channels. These examples keep that context on the same governed path as the next decision.
Choose the operating system closest to the work.
Every example is an illustrative application pattern, not a customer outcome or a limit on what can be defined.
Sales CRM
Pipeline on evidence: agents draft the follow-through, reps sell.
- Relevant state
- Deal risk surfaced
- Prepared work
- Next action prepared
- Decision owner
- Account owner decides
Service CRM
Omni-channel desk with SLA timers; triage drafted, humans resolve.
- Relevant state
- SLA risk surfaced
- Prepared work
- Response prepared
- Decision owner
- Case owner approves
Contact center
Dialler, IVR and call quality on the record: dispositions that write the next action.
- Relevant state
- Quality signal surfaced
- Prepared work
- Next action prepared
- Decision owner
- Supervisor reviews
Loan origination & disbursement
Application to sanction to disbursement: agents assemble, officers sanction.
- Relevant state
- Deviation surfaced
- Prepared work
- File and recommendation prepared
- Decision owner
- Credit officer decides
Partner & dealer network
Dealer onboarding, deal registration, claims and scorecards on one governed portal.
- Relevant state
- Claim exception surfaced
- Prepared work
- Evidence pack prepared
- Decision owner
- Channel owner decides
Bring the process that does not fit a standard system.
Start with the records, roles, decisions and exceptions that make the work specific to your enterprise.
The named pages are examples. The application specification starts from your process and keeps human authority explicit.