US SMB use casePriority segment
MSPs & IT Service Providers
Ticket triage, client reporting, onboarding and documentation workflows.
Typical situationTickets, client emails, runbooks and recurring reports sit across systems and slow down technicians.
Ticket intake triageClient reporting workflowOnboarding checklist automation
Decision momentBefore service automation
overbuilt automation and disconnected tool experiments Pilot questionWhich client-service workflow can be automated without disrupting delivery quality?
Workflow map1-3 automationsRunbook handover
Check MSP use case
US SMB use casePriority segment
Professional Services
Intake, research, proposals, knowledge search and recurring client updates.
Typical situationClient requests, documents, research notes and status updates create manual work across email, M365 and CRM.
Client intake assistantProposal draft workflowKnowledge base search
Decision momentBefore delivery automation
manual bottlenecks and inconsistent client handoffs Pilot questionWhich workflow removes admin time without weakening quality control?
Use-case shortlistAutomation sprint scopeQuality guardrails
Check services use caseUS SMB use caseOperations
SMB Operations
Back office, reporting, approvals and Microsoft 365 workflows.
Typical situationRequests, approvals, recurring reports and internal knowledge search slow small teams down.
Email-to-task workflowsSharePoint knowledge searchReport preparation
Decision momentBefore operations automation
oversized transformation programs and scattered quick wins Pilot questionWhich 1-2 routines can be relieved without launching a transformation program?
Quick-win portfolioAutomation pathTeam enablement
Check Operations path
Complex fit checkLater / complex
Healthcare Operations
A later path for sensitive intake, admin and knowledge workflows.
Typical situationRequests, documentation and scheduling processes bind scarce teams while privacy and roles stay tight.
Request pre-structuringInternal knowledge assistantProcess triage
Decision momentBefore sensitive process pilot
privacy risk and unclear process boundaries Pilot questionWhich process can be relieved without mishandling patient data, roles or approvals?
Use-case packagePrivacy boundariesPilot roadmap
Check healthcare fit