Case Studies

Kits used: Document Management + Core System Links.

Adjusters and back-office teams were chasing files across shared folders. Weeks could pass before a claim file felt “complete.” When customers called, the safest answer was “we’ll get back to you.”. A small pilot moved claim documents into one place with simple rules for filing. Links inside the insurance system opened the right file with one click. Training took an afternoon; the habit stuck within a week.

Result: Calls were shorter and clearer. Payouts sped up. Leaders finally saw the full story of each claim without asking for updates.

Kits used: Manufacturing Excellence Pack.

Design hand-offs, production notes, and delivery updates were split across emails and spreadsheets. Seeing progress took hours.
The new setup joined bills of materials, work orders, quality checks, stock moves, and project costs. A foreman could see what to make today and what was blocked, while planners watched the whole line live.

Result: Rework dropped, milestones were hit, and hand-over meetings were shorter. Decisions got faster because everyone trusted the same numbers.

Kits used: Calibration Management Pack

Calibration jobs, certificates, stock, and accounts lived in separate tools. Planning the week meant copying data between systems and calling technicians for updates. A single system took over: plan jobs, record results, issue certificates, and keep a full history per asset.

Result: The workshop ran to plan. Fewer mistakes. Customers received certificates on time. Ordering and scheduling became straightforward.

Kits used: Document Management + Core System Links; Accounts Receivable Automation

With tens of thousands of invoices a month, teams could not see the image next to the entry in the system. People walked paper from desk to desk, and collections lost time asking for proof.
Invoices were stored in one place, and the image showed right inside the finance screen. Reminders became simple, and tracking who had signed what no longer needed a spreadsheet.

Result: First-call resolution improved, disputes faded, and money came in faster.