See the whole process, department by department.

Pick a department to see which workflows its interviews surfaced, how we recorded them and what we built. Then follow one workflow through setup, an example case and review.

These are illustrative scenarios. The companies, people, figures and outcomes are hypothetical, and no customer results are claimed.

What the whole project would look like in finance.

Illustrative example · Hypothetical figures

Everyone in the team is interviewed one to one. We shortlist the workflows that take the most time, record them on screen and decide which ones to improve. The six steps below follow one such project.

We agree which departments and people to involve before work begins.

  1. 01Interview18 people interviewed by voice AI.
  2. 02Shortlist23 workflows described. Nine made the shortlist.
  3. 03RecordAll nine recorded on screen and mapped step by step.
  4. 04DecideEach one scored against four ways to fix it.
  5. 05ImplementThree priority improvements implemented. One further workflow improved with a simpler change.
  6. 06Train and measureWe tailor training to each role and measure time spent before and after.
Step four, DecideWhich workflows come firstIllustrative example · Hypothetical figures
Start hereCosts little timeCosts a lot of timeEasier to improveHarder to improve456789123Start hereCosts little timeCosts a lot of timeEasier toimproveHarder toimprove456789123

Both axes use hypothetical scores from 0 (low) to 1 (high). 1. Supplier invoice exceptions: time cost 0.88, improvement effort 0.3. Selected first. 2. Accrual preparation: time cost 0.7, improvement effort 0.44. Selected first. 3. Collections and payment disputes: time cost 0.78, improvement effort 0.48. Selected first. 4. Bank reconciliation: time cost 0.52, improvement effort 0.16. Solved a simpler way. 5. Supplier bank detail changes: time cost 0.46, improvement effort 0.86. Parked. 6. Budget reforecast: time cost 0.62, improvement effort 0.9. Parked. 7. Intercompany recharges: time cost 0.2, improvement effort 0.6. Parked. 8. Fixed asset register updates: time cost 0.12, improvement effort 0.36. Parked. 9. Tax filing preparation: time cost 0.34, improvement effort 0.72. Parked.

  1. 1Supplier invoice exceptionsSelected first
  2. 2Accrual preparationSelected first
  3. 3Collections and payment disputesSelected first
  4. 4
    Bank reconciliation

    The bank feed already matches most lines. We switched on the matching rules.

    Solved a simpler way
  5. 5
    Supplier bank detail changes

    The fraud risk is too high to start here.

    Parked
  6. 6
    Budget reforecast

    It depends on judgement calls that change every time.

    Parked
  7. 7
    Intercompany recharges

    It happens once a quarter.

    Parked
  8. 8
    Fixed asset register updates

    There are only a few cases a month.

    Parked
  9. 9
    Tax filing preparation

    The external adviser does most of it.

    Parked

Follow one of the three selected workflows.

What the whole project would look like in legal.

Illustrative example · Hypothetical figures

Everyone in the team is interviewed one to one. We shortlist the workflows that take the most time, record them on screen and decide which ones to improve. The six steps below follow one such project.

We agree which departments and people to involve before work begins.

  1. 01Interview12 people interviewed by voice AI.
  2. 02Shortlist14 workflows described. Nine made the shortlist.
  3. 03RecordAll nine recorded on screen and mapped step by step.
  4. 04DecideEach one scored against four ways to fix it.
  5. 05ImplementThree priority improvements implemented. One further workflow improved with a simpler change.
  6. 06Train and measureWe tailor training to each role and measure time spent before and after.
Step four, DecideWhich workflows come firstIllustrative example · Hypothetical figures
Start hereCosts little timeCosts a lot of timeEasier to improveHarder to improve456789123Start hereCosts little timeCosts a lot of timeEasier toimproveHarder toimprove456789123

Both axes use hypothetical scores from 0 (low) to 1 (high). 1. NDA intake and review: time cost 0.84, improvement effort 0.26. Selected first. 2. Supplier agreement negotiation: time cost 0.76, improvement effort 0.47. Selected first. 3. Renewals and notice deadlines: time cost 0.64, improvement effort 0.4. Selected first. 4. Chasing signatures: time cost 0.48, improvement effort 0.14. Solved a simpler way. 5. Employment disputes: time cost 0.5, improvement effort 0.9. Parked. 6. Litigation holds: time cost 0.22, improvement effort 0.78. Parked. 7. Board minutes: time cost 0.3, improvement effort 0.62. Parked. 8. Trademark renewals: time cost 0.12, improvement effort 0.42. Parked. 9. Policy updates: time cost 0.18, improvement effort 0.24. Parked.

  1. 1NDA intake and reviewSelected first
  2. 2Supplier agreement negotiationSelected first
  3. 3Renewals and notice deadlinesSelected first
  4. 4
    Chasing signatures

    The e-signature tool can send reminders. We switched them on.

    Solved a simpler way
  5. 5
    Employment disputes

    It needs a lawyer's judgement from start to finish.

    Parked
  6. 6
    Litigation holds

    It is rare, and every case is different.

    Parked
  7. 7
    Board minutes

    The volume is low and the content is highly sensitive.

    Parked
  8. 8
    Trademark renewals

    The outside firm already tracks these.

    Parked
  9. 9
    Policy updates

    It happens twice a year.

    Parked

Follow one of the three selected workflows.

What the whole project would look like in HR.

Illustrative example · Hypothetical figures

Everyone in the team is interviewed one to one. We shortlist the workflows that take the most time, record them on screen and decide which ones to improve. The six steps below follow one such project.

We agree which departments and people to involve before work begins.

  1. 01Interview15 people interviewed by voice AI.
  2. 02Shortlist19 workflows described. Nine made the shortlist.
  3. 03RecordAll nine recorded on screen and mapped step by step.
  4. 04DecideEach one scored against four ways to fix it.
  5. 05ImplementThree priority improvements implemented. One further workflow improved with a simpler change.
  6. 06Train and measureWe tailor training to each role and measure time spent before and after.
Step four, DecideWhich workflows come firstIllustrative example · Hypothetical figures
Start hereCosts little timeCosts a lot of timeEasier to improveHarder to improve456789123Start hereCosts little timeCosts a lot of timeEasier toimproveHarder toimprove456789123

Both axes use hypothetical scores from 0 (low) to 1 (high). 1. Employee onboarding: time cost 0.8, improvement effort 0.46. Selected first. 2. Policy questions and leave requests: time cost 0.86, improvement effort 0.3. Selected first. 3. Interview coordination: time cost 0.68, improvement effort 0.22. Selected first. 4. Training enrolment: time cost 0.44, improvement effort 0.12. Solved a simpler way. 5. Grievance handling: time cost 0.42, improvement effort 0.92. Parked. 6. Payroll corrections: time cost 0.56, improvement effort 0.76. Parked. 7. Performance review cycle: time cost 0.28, improvement effort 0.6. Parked. 8. Exit interviews: time cost 0.16, improvement effort 0.44. Parked. 9. Reference requests: time cost 0.12, improvement effort 0.26. Parked.

  1. 1Employee onboardingSelected first
  2. 2Policy questions and leave requestsSelected first
  3. 3Interview coordinationSelected first
  4. 4
    Training enrolment

    The learning system already handles it. We set up the enrolment rules.

    Solved a simpler way
  5. 5
    Grievance handling

    It needs human judgement throughout.

    Parked
  6. 6
    Payroll corrections

    The payroll provider owns the process.

    Parked
  7. 7
    Performance review cycle

    It happens once a year.

    Parked
  8. 8
    Exit interviews

    The volume is low, and the conversation is the point.

    Parked
  9. 9
    Reference requests

    There are only a few a month.

    Parked

Follow one of the three selected workflows.

What the whole project would look like in operations.

Illustrative example · Hypothetical figures

Everyone in the team is interviewed one to one. We shortlist the workflows that take the most time, record them on screen and decide which ones to improve. The six steps below follow one such project.

We agree which departments and people to involve before work begins.

  1. 01Interview22 people interviewed by voice AI.
  2. 02Shortlist27 workflows described. Nine made the shortlist.
  3. 03RecordAll nine recorded on screen and mapped step by step.
  4. 04DecideEach one scored against four ways to fix it.
  5. 05ImplementThree priority improvements implemented. One further workflow improved with a simpler change.
  6. 06Train and measureWe tailor training to each role and measure time spent before and after.
Step four, DecideWhich workflows come firstIllustrative example · Hypothetical figures
Start hereCosts little timeCosts a lot of timeEasier to improveHarder to improve456789123Start hereCosts little timeCosts a lot of timeEasier toimproveHarder toimprove456789123

Both axes use hypothetical scores from 0 (low) to 1 (high). 1. Order fulfilment exceptions: time cost 0.88, improvement effort 0.44. Selected first. 2. Field-service triage and dispatch: time cost 0.76, improvement effort 0.47. Selected first. 3. Purchase request to receipt: time cost 0.7, improvement effort 0.28. Selected first. 4. Shift planning: time cost 0.5, improvement effort 0.14. Solved a simpler way. 5. Returns handling: time cost 0.6, improvement effort 0.82. Parked. 6. Health and safety reports: time cost 0.24, improvement effort 0.9. Parked. 7. Supplier scorecards: time cost 0.32, improvement effort 0.66. Parked. 8. Fleet maintenance booking: time cost 0.16, improvement effort 0.4. Parked. 9. Stock counts: time cost 0.2, improvement effort 0.22. Parked.

  1. 1Order fulfilment exceptionsSelected first
  2. 2Field-service triage and dispatchSelected first
  3. 3Purchase request to receiptSelected first
  4. 4
    Shift planning

    The rota tool already covers it. We moved the last team onto it.

    Solved a simpler way
  5. 5
    Returns handling

    The process is about to change with the new warehouse system.

    Parked
  6. 6
    Health and safety reports

    They are rare, and they must stay with a person.

    Parked
  7. 7
    Supplier scorecards

    They are quarterly, and the data is incomplete.

    Parked
  8. 8
    Fleet maintenance booking

    The leasing company handles it.

    Parked
  9. 9
    Stock counts

    They happen twice a year.

    Parked

Follow one of the three selected workflows.

What the whole project would look like in marketing.

Illustrative example · Hypothetical figures

Everyone in the team is interviewed one to one. We shortlist the workflows that take the most time, record them on screen and decide which ones to improve. The six steps below follow one such project.

We agree which departments and people to involve before work begins.

  1. 01Interview10 people interviewed by voice AI.
  2. 02Shortlist16 workflows described. Nine made the shortlist.
  3. 03RecordAll nine recorded on screen and mapped step by step.
  4. 04DecideEach one scored against four ways to fix it.
  5. 05ImplementThree priority improvements implemented. One further workflow improved with a simpler change.
  6. 06Train and measureWe tailor training to each role and measure time spent before and after.
Step four, DecideWhich workflows come firstIllustrative example · Hypothetical figures
Start hereCosts little timeCosts a lot of timeEasier to improveHarder to improve456789123Start hereCosts little timeCosts a lot of timeEasier toimproveHarder toimprove456789123

Both axes use hypothetical scores from 0 (low) to 1 (high). 1. Campaign brief to launch: time cost 0.8, improvement effort 0.46. Selected first. 2. Marketing performance reporting: time cost 0.86, improvement effort 0.3. Selected first. 3. Customer case-study production: time cost 0.62, improvement effort 0.4. Selected first. 4. Social media scheduling: time cost 0.46, improvement effort 0.12. Solved a simpler way. 5. Press enquiries: time cost 0.36, improvement effort 0.88. Parked. 6. Event logistics: time cost 0.54, improvement effort 0.76. Parked. 7. Partner brand approvals: time cost 0.2, improvement effort 0.56. Parked. 8. Website updates: time cost 0.28, improvement effort 0.34. Parked. 9. Monthly newsletter: time cost 0.12, improvement effort 0.2. Parked.

  1. 1Campaign brief to launchSelected first
  2. 2Marketing performance reportingSelected first
  3. 3Customer case-study productionSelected first
  4. 4
    Social media scheduling

    The scheduling tool already does this. We set up the approval queue.

    Solved a simpler way
  5. 5
    Press enquiries

    Each one needs judgement.

    Parked
  6. 6
    Event logistics

    There are only a few events a year, and each is different.

    Parked
  7. 7
    Partner brand approvals

    The volume is low.

    Parked
  8. 8
    Website updates

    The agency handles them.

    Parked
  9. 9
    Monthly newsletter

    It is already quick.

    Parked

Follow one of the three selected workflows.

What the whole project would look like in sales.

Illustrative example · Hypothetical figures

Everyone in the team is interviewed one to one. We shortlist the workflows that take the most time, record them on screen and decide which ones to improve. The six steps below follow one such project.

We agree which departments and people to involve before work begins.

  1. 01Interview20 people interviewed by voice AI.
  2. 02Shortlist21 workflows described. Nine made the shortlist.
  3. 03RecordAll nine recorded on screen and mapped step by step.
  4. 04DecideEach one scored against four ways to fix it.
  5. 05ImplementThree priority improvements implemented. One further workflow improved with a simpler change.
  6. 06Train and measureWe tailor training to each role and measure time spent before and after.
Step four, DecideWhich workflows come firstIllustrative example · Hypothetical figures
Start hereCosts little timeCosts a lot of timeEasier to improveHarder to improve456789123Start hereCosts little timeCosts a lot of timeEasier toimproveHarder toimprove456789123

Both axes use hypothetical scores from 0 (low) to 1 (high). 1. Inbound enquiry to qualified opportunity: time cost 0.78, improvement effort 0.24. Selected first. 2. Proposal, pricing and approval: time cost 0.88, improvement effort 0.46. Selected first. 3. Won deal to delivery kickoff: time cost 0.68, improvement effort 0.42. Selected first. 4. CRM data cleanup: time cost 0.5, improvement effort 0.14. Solved a simpler way. 5. Commission calculations: time cost 0.58, improvement effort 0.84. Parked. 6. Forecast calls: time cost 0.4, improvement effort 0.92. Parked. 7. Territory planning: time cost 0.24, improvement effort 0.68. Parked. 8. Customer reference calls: time cost 0.14, improvement effort 0.36. Parked. 9. Tender portal registrations: time cost 0.18, improvement effort 0.52. Parked.

  1. 1Inbound enquiry to qualified opportunitySelected first
  2. 2Proposal, pricing and approvalSelected first
  3. 3Won deal to delivery kickoffSelected first
  4. 4
    CRM data cleanup

    Required fields fix most of it. We simplified the form.

    Solved a simpler way
  5. 5
    Commission calculations

    Finance owns it, and errors are costly.

    Parked
  6. 6
    Forecast calls

    The discussion is the point.

    Parked
  7. 7
    Territory planning

    It happens once a year.

    Parked
  8. 8
    Customer reference calls

    There are only a few a month.

    Parked
  9. 9
    Tender portal registrations

    They are rare.

    Parked

Follow one of the three selected workflows.

What the whole project would look like in IT.

Illustrative example · Hypothetical figures

Everyone in the team is interviewed one to one. We shortlist the workflows that take the most time, record them on screen and decide which ones to improve. The six steps below follow one such project.

We agree which departments and people to involve before work begins.

  1. 01Interview14 people interviewed by voice AI.
  2. 02Shortlist18 workflows described. Nine made the shortlist.
  3. 03RecordAll nine recorded on screen and mapped step by step.
  4. 04DecideEach one scored against four ways to fix it.
  5. 05ImplementThree priority improvements implemented. One further workflow improved with a simpler change.
  6. 06Train and measureWe tailor training to each role and measure time spent before and after.
Step four, DecideWhich workflows come firstIllustrative example · Hypothetical figures
Start hereCosts little timeCosts a lot of timeEasier to improveHarder to improve456789123Start hereCosts little timeCosts a lot of timeEasier toimproveHarder toimprove456789123

Both axes use hypothetical scores from 0 (low) to 1 (high). 1. Application access requests: time cost 0.84, improvement effort 0.34. Selected first. 2. Employee support and incident escalation: time cost 0.78, improvement effort 0.47. Selected first. 3. Employee offboarding: time cost 0.66, improvement effort 0.44. Selected first. 4. Laptop provisioning: time cost 0.52, improvement effort 0.14. Solved a simpler way. 5. Change approvals: time cost 0.44, improvement effort 0.9. Parked. 6. Security patching: time cost 0.56, improvement effort 0.78. Parked. 7. Licence renewals: time cost 0.22, improvement effort 0.58. Parked. 8. Backup checks: time cost 0.12, improvement effort 0.24. Parked. 9. Asset audits: time cost 0.26, improvement effort 0.38. Parked.

  1. 1Application access requestsSelected first
  2. 2Employee support and incident escalationSelected first
  3. 3Employee offboardingSelected first
  4. 4
    Laptop provisioning

    The device tool already automates it. We finished the setup profile.

    Solved a simpler way
  5. 5
    Change approvals

    They need engineering judgement.

    Parked
  6. 6
    Security patching

    The security vendor manages it.

    Parked
  7. 7
    Licence renewals

    There are only a handful a year.

    Parked
  8. 8
    Backup checks

    They are already monitored automatically.

    Parked
  9. 9
    Asset audits

    They happen once a year.

    Parked

Follow one of the three selected workflows.

Finance & accountingSupplier invoice exceptions

An invoice arrives before the goods do

Illustrative example · Hypothetical figures

A regional distributor receives a supplier invoice for 100 units. The warehouse has recorded only 80. Accounts payable keeps chasing the buyer and warehouse through separate email threads.

Who owns it
Accounts payable manager
Where the work lives
  • ERP purchasing and receipts
  • AP inbox
  • Teams
Why we would pick it
Repeated exceptions have clear evidence, named owners and existing ERP controls.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

AP, the buyer and receiving clerk explain where invoices get stuck. They share completed and unresolved cases.

HandoverAI team

We separate missing receipts, price differences and duplicate invoices, then measure queue age and actual handling time.

  • Validated exception categories
  • Baseline by category
2

Capture the work

Your people

An AP analyst demonstrates one clean match and one short delivery in AgentHandover. The warehouse explains late receipt entries.

HandoverAI team

We use AgentHandover to draft a workflow record linking invoice, purchase order and receipt. We ask follow-up questions to capture when AP must wait rather than override.

  • Approved matching workflow record
  • Named exception owners
3

Choose the approach

Your people

The AP manager confirms that ERP matching already exists. IT reviews supported access.

HandoverAI team

We recommend configuring existing matching and adding an exception coordinator. We rule out rebuilding the payment or matching engine.

  • Route: Custom build. Configure ERP plus a narrow integration
4

Test and release

Your people

AP reviews historical cases, including partial deliveries, duplicate PDFs and changed bank details.

HandoverAI team

We compare proposed routes with approved answers in a sandbox. Release requires correct holds and no unauthorised postings.

  • AP-approved test set
  • Read-only trial, then limited writes

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

The analyst opens the new 100-unit invoice in the exception queue.

Your new workflow

Your invoice exception workflow uses ERP rules to identify an 80-unit receipt. It links the evidence, holds the invoice and asks receiving about the remaining 20.

  • Quantity discrepancy assigned to receiving
6

Resolve the exception

Your people

Receiving confirms that 20 units never arrived. The buyer asks the supplier for a corrected invoice.

Your new workflow

Your invoice exception workflow keeps the hold, tracks the correction and links it to the original. It does not create a fictional receipt.

  • Supplier correction requested
  • Original invoice still blocked
7

Complete the work

Your people

AP approves the corrected 80-unit invoice after matching. Treasury follows its normal payment approval process.

Your new workflow

Your invoice exception workflow supersedes the original, verifies the new match and attaches the approval record. It does not release payment.

  • Corrected invoice approved
  • Duplicate payment prevented

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

The AP manager reviews repeat suppliers and checks whether less chasing actually reduced work.

HandoverAI team

We compare handling time, exception age and corrections before and after with your team. We turn new supplier patterns into proposed skill changes for review, not automatic policy changes.

  • Updated exception rules require AP sign-off

What stays with people

Payment release and bank-detail changes stay with authorised finance staff. An invoice or email cannot override ERP approval rules.

What we would measure

Track time per resolved exception, overdue holds, duplicate postings and human corrections. Separate waiting time from active work.

Finance & accountingAccrual preparation

Month-end closes with a supplier invoice missing

Illustrative example · Hypothetical figures

A 700-person services company has received a monthly subcontractor service, but the invoice has not arrived. The close team searches email for evidence before proposing an accrual.

Who owns it
Financial controller
Where the work lives
  • General ledger
  • Purchase orders
  • Contract folder
  • Close checklist
Why we would pick it
Evidence collection is repetitive, while accounting judgement can remain with the controller.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

The controller and accountants walk through the last close, including late invoices and reversed estimates.

HandoverAI team

We trace each estimate to service acceptance and policy, separating missing evidence from slow journal preparation.

  • Close bottleneck and evidence checklist
2

Capture the work

Your people

An accountant demonstrates how a draft accrual is supported. The service owner explains how completion is confirmed.

HandoverAI team

We use AgentHandover to capture the evidence-gathering routine and ask what invalidates a recurring estimate. Amount calculations remain deterministic.

  • Draft preparation workflow record
  • Required support fields
3

Choose the approach

Your people

The controller chooses a limited scope: recurring supplier accrual preparation, not accounting-policy decisions.

HandoverAI team

We recommend the existing close tool and journal workflow, with an evidence collector. We rule out a new autonomous ledger agent.

  • Route: Custom build. Configure close workflow
  • Build evidence collection
4

Test and release

Your people

Accountants test cases with partial services, cancellations and an invoice that arrived just before cut-off.

HandoverAI team

We check duplicate detection, calculation inputs and approval routing. The controller approves the journal template and release scope.

  • Approved test pack
  • No direct posting permission

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

A cost-centre owner confirms that only three of four contracted site visits took place.

Your new workflow

Your accrual preparation workflow gathers the contract and acceptance record, finds no posted invoice, and prepares an estimate under the approved policy.

  • Draft journal with evidence and calculation inputs
6

Resolve the exception

Your people

The controller queries the missing visit rather than accepting the full recurring amount.

Your new workflow

Your accrual preparation workflow requests clarification and revises the draft only after the service owner responds. Unclear completion stays an open exception.

  • Revised estimate
  • Decision attributed to the controller
7

Complete the work

Your people

An authorised accountant posts the approved journal. The later invoice is reconciled during the next close.

Your new workflow

Your accrual preparation workflow tracks the approved reversal treatment and prepares any true-up for review, linking the invoice to the original estimate.

  • Supported accrual, reversal and invoice reconciliation

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

The controller reviews which estimates required material correction and why.

HandoverAI team

We compare preparation effort, unsupported drafts and estimate-to-invoice differences before and after with your team. Recurring assumptions are reviewed before reuse.

  • Revised support checklist
  • Controlled skill version

What stays with people

Recognition, estimates, materiality and posting follow the company’s accounting policy and controller approval. The agent does not set policy.

What we would measure

Track preparation and review time, unsupported estimates, duplicate entries and later adjustments. Faster drafting alone is not a faster close.

Finance & accountingCollections and payment disputes

A customer disputes an overdue balance

Illustrative example · Hypothetical figures

A B2B supplier is chasing an AED 48,000 overdue invoice. The customer says part was paid and a service credit is outstanding. Sales and finance hold different pieces of the story.

Who owns it
Credit control manager
Where the work lives
  • Receivables ledger
  • Bank allocations
  • CRM
  • Collections inbox
Why we would pick it
One reconciled account view can stop incorrect reminders and repeated internal chasing.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

Collectors and account managers share examples of repeated reminders and disputed balances.

HandoverAI team

We link reminder history with receipts and disputes, then test whether poor context, rather than email drafting, causes the delay.

  • Baseline for disputed and undisputed invoices
2

Capture the work

Your people

A collector demonstrates checking receipts before contacting a customer. Sales shows how promised credits are recorded.

HandoverAI team

We use AgentHandover to draft a collections-preparation workflow record, including the rule to pause routine chasing when a genuine dispute needs review.

  • Approved account-checking workflow record
  • Dispute routing
3

Choose the approach

Your people

Finance keeps the existing collections schedule and defines when messages require review.

HandoverAI team

We recommend configuring reminder exclusions and adding a context assistant. We rule out building a new credit-risk or payment system.

  • Route: Custom build. Existing collections plus dispute coordination
4

Test and release

Your people

Collectors test partial payments, unallocated cash, credit requests and two customers with similar names.

HandoverAI team

We check account identity, balance freshness and stop conditions. Only approved reminder classes can be sent without case-by-case review.

  • Tested routing and outbound-message permissions

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

A collector receives the customer’s reply about the AED 48,000 balance.

Your new workflow

Your collections workflow finds a possible AED 30,000 unallocated receipt and an AED 5,000 credit request. It pauses the reminder and gathers evidence.

  • Reconciliation task for finance
  • Credit task for sales
6

Resolve the exception

Your people

Finance verifies the receipt. The account manager confirms the service issue, and an authorised approver approves the credit.

Your new workflow

Your collections workflow waits for both recorded decisions. It neither allocates ambiguous cash nor promises a credit from an email alone.

  • Verified receipt and approved credit linked to the invoice
7

Complete the work

Your people

Finance records the allocation and credit. The collector approves a statement showing AED 13,000 remaining.

Your new workflow

Your collections workflow reads back the ledger, sends the approved statement and records the customer’s payment commitment. Only verified cash closes the balance.

  • Correct balance
  • Commitment tracked until paid

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

The credit manager reviews repeat disputes with sales and service delivery.

HandoverAI team

We compare resolution time, incorrect reminders and broken commitments before and after with your team. We propose upstream fixes for recurring service-credit delays.

  • Agreed process change
  • Reviewed collection rules

What stays with people

No autonomous credit notes, write-offs, cash allocation or changes to payment terms. Disputed amounts stay visible rather than disappearing from reporting.

What we would measure

Track dispute age, incorrect reminders, handling time and verified cash collected. Do not label a promise to pay as a collection.

LegalNDA intake and review

Sales needs an NDA before tomorrow’s meeting

Illustrative example · Hypothetical figures

A sales manager forwards a prospect’s confidentiality agreement late in the day. It looks standard, but one clause restricts the company from serving other customers.

Who owns it
Legal operations lead
Where the work lives
  • Legal intake
  • Approved templates
  • Word
  • E-signature
  • CRM
Why we would pick it
A bounded document type has repeatable intake, approved clauses and a clear legal owner.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

Sales and legal show recent NDA requests, including incomplete briefs and agreements repeatedly sent back.

HandoverAI team

We map delays by missing context, clause deviation and signature routing, then identify the repeatable intake work.

  • Intake baseline
  • NDA categories and approval owners
2

Capture the work

Your people

Counsel demonstrates comparing a sample NDA with the approved playbook in AgentHandover.

HandoverAI team

We capture a workflow record that distinguishes locating a clause from judging its acceptability. Counsel supplies approved fallback wording and escalation rules.

  • Counsel-approved review checklist and clause references
3

Choose the approach

Your people

Legal defines a narrow category of standard NDAs. Nonstandard commitments stay with counsel.

HandoverAI team

We compare existing contract-tool functions with a limited review assistant. We rule out a general-purpose autonomous negotiator.

  • Route: Prompt or skill. Existing templates and signing
  • Assisted review
4

Test and release

Your people

Counsel tests renamed clauses, scanned pages, missing schedules and restrictions hidden outside the confidentiality section.

HandoverAI team

We check coverage against counsel-labelled cases and verify source locations. Unsupported conclusions block release.

  • Reviewed coverage tests
  • Draft-only legal outputs

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

The salesperson submits the prospect, purpose, entities and deadline through the intake form.

Your new workflow

Your NDA review workflow checks completeness, compares the document with the playbook and highlights the restriction on serving other customers.

  • Marked-up draft and issue list for counsel
6

Resolve the exception

Your people

Counsel decides that the restriction is unacceptable and selects approved alternative wording.

Your new workflow

Your NDA review workflow prepares the change and explanation, then waits. It cannot accept the prospect’s revised language without the required review.

  • Counsel-approved negotiation draft
7

Complete the work

Your people

Counsel clears the final wording. Authorised signatories execute the NDA.

Your new workflow

Your NDA review workflow verifies the executed version, stores it with metadata and updates the request. No agreement is marked signed from an email claim.

  • Executed NDA linked to the CRM opportunity

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

Legal reviews missed issues, unnecessary escalations and sales requests that lacked context.

HandoverAI team

We compare review preparation and correction time before and after with your team, then propose intake or playbook updates for recurring clauses. Counsel approves every change before future use.

  • Versioned playbook
  • Measured review performance

What stays with people

Counsel retains legal judgement and negotiation authority. External documents are treated as evidence, not instructions to the agent.

What we would measure

Track time to a review-ready draft, material issues missed, unnecessary escalations and lawyer correction time.

LegalSupplier agreement negotiation

A vendor contract needs legal and security review

Illustrative example · Hypothetical figures

Procurement wants to sign a customer-support software contract. The supplier’s standard terms allow broad use of uploaded data, while the business plans to upload customer records.

Who owns it
Commercial counsel
Where the work lives
  • Procurement intake
  • Contract repository
  • Security review
  • Word
  • E-signature
Why we would pick it
The main delay crosses legal, procurement and security, not just contract drafting.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

Procurement, legal and security reconstruct a delayed purchase, including duplicate questionnaires and unclear ownership.

HandoverAI team

We map the parallel approvals and identify the missing data-use description that repeatedly stops review.

  • Verified handoff map
  • Required business context
2

Capture the work

Your people

Counsel demonstrates the contract comparison, and security demonstrates how the proposed data flows are checked.

HandoverAI team

We use AgentHandover to create separate legal and security workflow records. Sensitive matter content stays in the appropriate restricted workspace.

  • Two approved workflow records with separate access scopes
3

Choose the approach

Your people

The owners retain their contract and security systems and remove duplicated intake questions.

HandoverAI team

We recommend structured intake and a coordination layer. Contract review remains assisted, and approvals remain in the existing systems.

  • Route: Custom build. Process simplification plus targeted integration
4

Test and release

Your people

The teams test inconsistent schedules, unsupported supplier claims and changed documents after approval.

HandoverAI team

We check source references and test that document version changes invalidate affected approvals. Release requires both teams’ acceptance.

  • Version-bound approval rules
  • Reviewable test evidence

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

The buyer submits the software use case and intended customer data.

Your new workflow

Your contract review workflow extracts the relevant terms, compares them with approved clauses and requests the missing data-processing schedule from the supplier.

  • Contract issues plus a specific security information gap
6

Resolve the exception

Your people

Security confirms the risk. Counsel negotiates restricted data use and required terms. The buyer decides whether the vendor is still viable.

Your new workflow

Your contract review workflow tracks the revised text and unresolved issues. Commercial urgency does not bypass legal or security approval.

  • Negotiated draft with explicit outstanding decisions
7

Complete the work

Your people

Legal, security and the business owner approve the final version. Authorised parties sign it.

Your new workflow

Your contract review workflow checks that the signed document matches the cleared version and assigns obligations to their owners.

  • Executed contract
  • Supplier onboarding may proceed

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

The owners review which intake fields and terms caused repeated delays.

HandoverAI team

We compare supplier waiting time and internal review effort before and after with your team, keeping the two measures separate. We propose reusable questions and playbook changes.

  • Updated intake and reviewed contract skill

What stays with people

No automatic risk acceptance, concessions or signature. Legal approval does not substitute for security approval or business acceptance.

What we would measure

Track review cycles, supplier waiting time, duplicated questions, material issues found late and unresolved obligations after signing.

LegalRenewals and notice deadlines

An amendment may have changed the renewal deadline

Illustrative example · Hypothetical figures

A software agreement appears to renew automatically. The contract register shows a notice deadline in 12 days, but a later signed amendment may have changed the renewal date.

Who owns it
Contract manager
Where the work lives
  • Contract repository
  • Amendments
  • Procurement
  • Calendar
  • Signature records
Why we would pick it
A missed notice can be costly, and reminders only help when underlying dates are reliable.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

Legal and procurement show how dates, amendments and commercial decisions are currently tracked.

HandoverAI team

We find contracts with missing owners or conflicting dates, distinguishing bad records from a lack of reminders.

  • Renewal register quality assessment
  • Ownership gaps
2

Capture the work

Your people

The contract manager demonstrates finding the controlling document and validating a notice requirement.

HandoverAI team

We use AgentHandover to capture the evidence chain, including amendment checks. Counsel approves how uncertain dates are referred for interpretation.

  • Verified extraction checklist
  • Escalation conditions
3

Choose the approach

Your people

The team assesses whether the current repository can maintain obligations and reminders.

HandoverAI team

We favour configuring an adequate existing tool. Otherwise we trial a contract-management product rather than rebuilding one.

  • Route: Existing tool. Configure or buy
  • Migrate only validated records
4

Test and release

Your people

Counsel checks cases with amendments, rolling terms and unclear notice delivery requirements.

HandoverAI team

We compare extracted dates and cited clauses with approved records. Ambiguous dates must remain unresolved, not guessed.

  • Validated sample
  • Blocked release for unresolved critical dates

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

The business owner receives the renewal task with price, usage and the recorded deadline.

Your new workflow

Your contract reminder workflow retrieves the contract chain and finds a later signed amendment that conflicts with the register.

  • Urgent legal task
  • Old deadline not silently overwritten
6

Resolve the exception

Your people

Counsel confirms the governing date and notice method. The business owner decides not to renew.

Your new workflow

Your contract reminder workflow updates the record with approval and drafts the required notice. It waits for authorisation and does not assume email is sufficient.

  • Approved deadline, recipient, method and notice draft
7

Complete the work

Your people

An authorised person issues the notice through the confirmed channel. Procurement acknowledges the service transition.

Your new workflow

Your contract reminder workflow records dispatch and available delivery evidence, tracks required follow-up and updates the renewal status after legal confirmation.

  • Notice evidence
  • Non-renewal decision
  • Transition owner

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

The contract manager reviews missed amendments and obligations without owners.

HandoverAI team

We compare validated deadlines and timely decisions before and after with your team, then propose a signed-amendment intake rule to prevent stale records.

  • Register improvement
  • Reviewed obligation workflow

What stays with people

Counsel validates ambiguous dates and notice requirements. A reminder sent or draft prepared is not proof that a contractual notice was effective.

What we would measure

Track records with verified deadlines, decisions before the deadline, missing delivery evidence and unowned obligations.

HREmployee onboarding

A new hire’s start date changes after setup begins

Illustrative example · Hypothetical figures

A new hire has signed a multi-office company’s employment offer. HR, IT, payroll and the hiring manager start separate checklists. The start date then moves by two weeks.

Who owns it
HR operations manager
Where the work lives
  • HR system
  • Onboarding portal
  • IT service desk
  • Payroll
  • Calendar
Why we would pick it
Repeated cross-team dependencies can be coordinated without replacing the employee master record.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

HR, a hiring manager and IT review recent starters whose equipment, access or induction was late.

HandoverAI team

We map duplicate data entry and dependencies, separating tasks HR controls from those owned by other teams.

  • Joiner journey
  • First-day readiness baseline
2

Capture the work

Your people

HR demonstrates one onboarding case in AgentHandover using redacted documents. The manager explains role-specific needs.

HandoverAI team

We capture required fields, sequence and exceptions in a workflow record. We exclude identity documents and private compensation from general workflow record content.

  • Approved onboarding workflow record
  • Restricted data fields
3

Choose the approach

Your people

HR chooses the HR system as the source of truth for start dates and employment status.

HandoverAI team

We recommend configuring existing onboarding tasks and linking downstream systems. We rule out a second employee master record.

  • Route: Custom build. Existing HR workflow plus coordination
4

Test and release

Your people

Teams test changed dates, withdrawn offers, contractors and incomplete right-to-work checks handled by HR.

HandoverAI team

We verify timing, cancellation and duplicate prevention. HR and IT approve the readiness checklist and permitted actions.

  • Tested event rules
  • Staged release by employee group

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

HR records the approved hire in the HR system. The manager confirms location, role and equipment needs.

Your new workflow

Your onboarding workflow creates linked HR, IT and induction tasks, checks dependencies and shows the employee one task list.

  • Joiner case with accountable owners and due dates
6

Resolve the exception

Your people

HR changes the authoritative start date by two weeks. The manager confirms the new date with the hire.

Your new workflow

Your onboarding workflow reschedules dependent tasks and asks IT to adjust provisioning timing. It does not infer the change from an informal message.

  • Revised dates acknowledged by HR, IT and the manager
7

Complete the work

Your people

The employee completes required tasks and confirms that equipment and access work on the actual first day.

Your new workflow

Your onboarding workflow verifies each team’s completion evidence. Any missing access remains an open task rather than a false “onboarded” status.

  • Verified readiness
  • Unresolved items have owners

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

HR reviews first-day blockers with IT and managers.

HandoverAI team

We compare failed dependencies and repeat manual follow-ups before and after with your team. We propose new role checklists for review, rather than copying them from one hire automatically.

  • Approved role-specific onboarding improvements

What stays with people

HR owns employment records and eligibility checks, and IT owns access. Capture only necessary, authorised data and keep personal documents out of reusable skills.

What we would measure

Track first-day readiness, reopened tasks, duplicate records and HR follow-ups. Do not use onboarding data to score employee performance.

HRPolicy questions and leave requests

An employee asks which leave policy applies

Illustrative example · Hypothetical figures

An employee asks in Teams whether study leave is available. An old handbook says yes, but the current policy differs by employing entity. HR repeatedly answers the same question manually.

Who owns it
HR service delivery lead
Where the work lives
  • HR knowledge base
  • Employee profile
  • Leave system
  • Private HR case queue
Why we would pick it
Repeated questions are suitable for an assistant only after HR resolves conflicting guidance.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

HR shares de-identified recurring questions, incorrect answers and requests that needed specialist judgement.

HandoverAI team

We group questions by policy, entity and missing context, then check whether outdated documents are the main cause.

  • Prioritised question set
  • Conflicting source list
2

Capture the work

Your people

An HR adviser demonstrates finding the applicable policy and opening a leave request without deciding an exception.

HandoverAI team

We use AgentHandover to capture source selection and escalation. HR excludes medical details and unrelated employee records from the demonstration.

  • Approved policy-answer workflow record
  • Privacy boundaries
3

Choose the approach

Your people

HR retires obsolete guidance and names an owner for each policy before adding an assistant.

HandoverAI team

We recommend fixing the knowledge base first, then a source-linked assistant and the existing leave approval workflow.

  • Route: Existing tool. Content cleanup, then configure existing tools
4

Test and release

Your people

HR tests unclear entities, stale documents, conflicting policies and sensitive questions.

HandoverAI team

We check citations, access boundaries and refusals to guess. Deployment starts with a limited set of approved policy topics.

  • Approved answers and escalation tests

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

The employee asks about study leave through the authenticated HR channel.

Your new workflow

Your policy support workflow checks permitted profile fields, retrieves the current policy for that entity and identifies the standard route.

  • Source-linked answer and prefilled request, not approval
6

Resolve the exception

Your people

The employee says the manager previously promised an exception.

Your new workflow

Your policy support workflow creates a private HR case and routes the claim to an adviser. It does not override the policy or expose the discussion to a broad channel.

  • Confidential exception request with employee context
7

Complete the work

Your people

HR reviews the exception, and the manager completes the required approval in the leave system. The employee receives the decision.

Your new workflow

Your policy support workflow reads back the recorded outcome, updates the case and links the final request. It does not alter the leave balance itself.

  • Approved or rejected request with a recorded reason

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

HR samples answers and looks for repeat questions or unnecessary escalations.

HandoverAI team

We compare corrections and policy gaps before and after with your team. Updated guidance requires HR publication before it changes future answers.

  • Revised knowledge article
  • Controlled answer coverage

What stays with people

The agent explains approved company policy, not employment law. Sensitive cases go privately to HR. The agent makes no medical assessment and does not infer eligibility.

What we would measure

Track answer accuracy, repeat contact, adviser handling time and employee-reported resolution. Count wrong self-service answers as failures.

HRInterview coordination

Three interviewers cannot find a common time

Illustrative example · Hypothetical figures

A recruiter is arranging a final panel for a candidate in another time zone. Calendar changes cause repeated emails. The hiring decision remains entirely with the interviewers and hiring manager.

Who owns it
Recruiting operations lead
Where the work lives
  • Applicant tracking system
  • Authorised calendars
  • Email
  • Interview templates
Why we would pick it
Existing scheduling features can remove manual work without automating candidate assessment.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

Recruiters show recent scheduling threads and cases with late cancellations. Candidates’ evaluation content is excluded.

HandoverAI team

We identify calendar permissions, panel defaults and unclear availability as the causes of rework.

  • Scheduling-only scope
  • Baseline coordination effort
2

Capture the work

Your people

A coordinator demonstrates checking panel membership, time zones and candidate availability in AgentHandover.

HandoverAI team

We capture invitation rules and confidentiality in a workflow record. We do not record interview judgements or rank candidates.

  • Approved scheduling workflow record
  • No selection authority
3

Choose the approach

Your people

Recruiting confirms that its applicant tracking system already supports scheduling.

HandoverAI team

We recommend enabling scheduling in the applicant tracking system, cleaning panel defaults and removing a duplicate spreadsheet. Custom AI is limited to unusual correspondence.

  • Route: Existing tool. Configure existing scheduling
  • Minimal custom work
4

Test and release

Your people

The coordinator tests time zones, panel changes, inaccessible calendars and cancellation messages.

HandoverAI team

We verify that invitations reach both candidate and panel, with no double-booking or exposure of private calendar details.

  • Approved scheduling tests
  • Limited calendar permissions

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

The recruiter confirms the panel. The candidate submits available times through the approved process.

Your new workflow

Your interview scheduling workflow checks authorised availability, proposes valid slots and records the selected time. Its assistant drafts any nonstandard clarification.

  • Confirmed slot
  • Separate candidate and panel communications
6

Resolve the exception

Your people

An interviewer declines, and the candidate requests an adjustment that needs private discussion.

Your new workflow

Your interview scheduling workflow pauses the affected booking and privately alerts the coordinator. It does not disclose the reason to the full panel or infer candidate suitability.

  • Coordinator resolves the adjustment and confirms a new slot
7

Complete the work

Your people

The coordinator confirms the revised invitations. The panel conducts the interview and submits its own feedback.

Your new workflow

Your interview scheduling workflow verifies scheduling status and prompts missing feedback submissions without interpreting or rewriting evaluations.

  • Completed interview logistics
  • Evaluations remain human-authored

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

Recruiting reviews reschedules, missed confirmations and coordinator effort.

HandoverAI team

We compare scheduling time and reschedules before and after with your team, then propose corrected panel defaults or calendar access. We do not use scheduling behaviour to rank candidates.

  • Reviewed scheduling configuration and templates

What stays with people

No automated hiring, ranking or adverse decisions. Calendar metadata and accommodation discussions are limited to authorised people.

What we would measure

Track scheduling time, reschedules, no-shows caused by logistics and private-data incidents, not candidate quality or inferred motivation.

OperationsOrder fulfilment exceptions

A customer order cannot ship as promised

Illustrative example · Hypothetical figures

A distributor promises 30 replacement parts for Friday. Only 18 are available locally. Another warehouse has stock, but some units are already reserved for a different customer.

Who owns it
Order fulfilment manager
Where the work lives
  • ERP orders and stock
  • Warehouse system
  • Transport booking
  • CRM
Why we would pick it
Stock, customer promises and approvals already exist but are scattered across teams.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

Order coordinators, warehouse staff and sales reconstruct recent late orders.

HandoverAI team

We map where stock availability, reservations and customer promises diverge. We measure waiting for decisions separately from picking time.

  • Validated shortage categories and decision owners
2

Capture the work

Your people

A coordinator demonstrates checking an order and comparing split delivery, transfer and backorder options.

HandoverAI team

We use AgentHandover to capture the sequence and ask who can change a promise or use stock allocated elsewhere. Physical stock checks remain with warehouse staff.

  • Approved shortage-resolution workflow record and authority rules
3

Choose the approach

Your people

Operations retains ERP allocation rules and confirms who may approve transport costs.

HandoverAI team

We recommend a cross-system exception coordinator. Availability calculations and reservations stay in existing transactional systems.

  • Route: Custom build. Integrate existing order and warehouse tools
4

Test and release

Your people

Teams test stale stock, duplicate events, reserved units and customer-rejected substitutions.

HandoverAI team

We verify that recommendations use current availability and that retries cannot create duplicate shipments. Release starts with draft proposals.

  • Tested options and duplicate-shipment controls

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

The coordinator sees the 30-unit order flagged for shortage.

Your new workflow

Your order exception workflow checks available-to-promise stock, reservations and transfer timing. It prepares feasible split-delivery and transfer options with sources.

  • Decision request for operations and the account owner
6

Resolve the exception

Your people

The account owner confirms the customer accepts 18 now and 12 later. Operations approves the proposed transfer cost.

Your new workflow

Your order exception workflow excludes stock reserved for other customers, refreshes availability and obtains the remaining allocation through the approved ERP route.

  • Approved revised promise and valid stock reservations
7

Complete the work

Your people

Warehouse staff pick and dispatch the shipments. The customer receives the agreed delivery updates.

Your new workflow

Your order exception workflow reads back shipment references and follows both deliveries. It closes the shortage only after evidence of the agreed fulfilment.

  • Two linked shipments
  • Revised promise fulfilled

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

Operations reviews recurring shortages with inventory planning and sales.

HandoverAI team

We compare missed promises, manual coordination and avoidable transfers before and after with your team. We propose upstream planning changes rather than more exception messages.

  • Reviewed replenishment or promise-setting changes

What stays with people

The agent cannot seize reserved stock, invent availability or commit a new delivery date without the required operational and customer agreement.

What we would measure

Track on-time delivery against the accepted promise, exception handling time, split-shipment cost and incorrect reservations.

OperationsField-service triage and dispatch

A service engineer arrives without the right part

Illustrative example · Hypothetical figures

An equipment service company has to make repeat visits because fault descriptions are incomplete. A customer now reports that a unit has stopped working, but the description does not identify the model.

Who owns it
Service operations manager
Where the work lives
  • Service desk
  • Asset register
  • Scheduling
  • Parts inventory
  • Mobile work orders
Why we would pick it
Better preparation can prevent wasted visits while qualified staff retain technical decisions.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

Dispatchers, technicians and service managers review repeat visits and incomplete work orders.

HandoverAI team

We link missing asset details and parts checks with repeat visits, distinguishing scheduling problems from uncertainty about the diagnosis.

  • Repeat-visit causes
  • Required intake evidence
2

Capture the work

Your people

A dispatcher demonstrates preparing a work order. A technician explains which details must be confirmed before dispatch.

HandoverAI team

We use AgentHandover to capture the administrative routine, parts lookup and escalation rules. We do not infer a safe repair procedure from observed clicks.

  • Approved dispatch-preparation workflow record
3

Choose the approach

Your people

Operations keeps its service scheduling and mobile work-order system.

HandoverAI team

We recommend improving intake and coordinating asset, parts and resource information. We rule out replacing scheduling with a language model.

  • Route: Existing tool. Configure field-service tools
  • Add intake assistance
4

Test and release

Your people

Technicians test ambiguous models, unavailable parts, emergency reports and jobs requiring specialist certification.

HandoverAI team

We verify required information, authorised routing and safe escalation. A supervisor signs off before live bookings are allowed.

  • Approved intake and dispatch tests

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

The customer submits the fault. The dispatcher reviews the automatically assembled intake.

Your new workflow

Your dispatch workflow checks the asset record, requests a photo of the identification plate and prepares a work order from confirmed details.

  • Identified asset
  • Documented symptoms
  • Draft work order
6

Resolve the exception

Your people

The technician confirms a specialist visit is needed, and the required part is unavailable locally. The customer reports a possible safety concern.

Your new workflow

Your dispatch workflow escalates immediately to the service lead, follows the approved safety-notification route and pauses ordinary booking. It does not offer improvised repair instructions.

  • Service lead owns safety response and revised dispatch
7

Complete the work

Your people

The lead approves the qualified technician and parts plan. The technician completes the work, and the supervisor reviews the service record.

Your new workflow

Your dispatch workflow tracks booking, part receipt and completion evidence, then routes approved records to billing under the existing process.

  • Reviewed work order
  • Customer confirmation
  • Billing handoff

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

The manager reviews repeat visits and dispatches with missing information.

HandoverAI team

We compare repeat visits, missing parts and preparation time before and after with your team, then propose improved intake questions and parts checks. Technical changes need a qualified service owner’s review before reuse.

  • Updated dispatch checks
  • Monitored first-visit completion

What stays with people

Qualified staff own diagnosis, safety decisions and repair work. The agent coordinates approved administrative actions, not hazardous instructions.

What we would measure

Track repeat visits, missing parts, preparation time, late arrivals and unresolved safety escalations. A booking is not a completed repair.

OperationsPurchase request to receipt

A team needs equipment and bypasses the buying process

Illustrative example · Hypothetical figures

A department manager asks for 12 monitors through chat and attaches a web-store screenshot. Procurement needs the specification, budget and delivery location before it can raise an order.

Who owns it
Procurement operations manager
Where the work lives
  • Purchase request portal
  • Approved catalogue
  • Budget records
  • ERP
  • Receiving
Why we would pick it
Incomplete requests create avoidable rework before any sourcing or purchasing judgement is needed.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

Requesters, procurement and finance show requests returned for missing fields and duplicate approvals.

HandoverAI team

We check whether unclear intake, rather than supplier selection, causes most delay. We identify redundant approval steps for owner review.

  • Request baseline
  • Required fields and approved routing
2

Capture the work

Your people

A buyer demonstrates converting a request into a requisition using the existing catalogue.

HandoverAI team

We use AgentHandover to capture specification checks, preferred suppliers and escalation for non-catalogue items. We ask who can approve equivalent products.

  • Approved purchasing-preparation workflow record
3

Choose the approach

Your people

Procurement simplifies the request form and retains the catalogue and budget workflow.

HandoverAI team

We recommend existing procurement automation, with conversational intake only for incomplete requests. We rule out a new purchasing engine.

  • Route: Simpler process. Simplify and configure
  • Narrow intake assistant
4

Test and release

Your people

The team tests duplicate requests, split purchases, unavailable items and missing cost centres.

HandoverAI team

We check aggregation under approved policy, duplicate prevention and budget routing. Orders cannot be created without the required approvals.

  • Approved requisition tests and permission scope

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

The manager confirms quantity, required specification, cost centre and delivery location in the request.

Your new workflow

Your purchasing workflow finds a catalogue option, checks current quoted terms and prepares the requisition using approved supplier data.

  • Complete requisition ready for budget approval
6

Resolve the exception

Your people

The supplier cannot deliver the requested model. The buyer proposes an equivalent, which the requester must accept.

Your new workflow

Your purchasing workflow prepares the comparison and routes any price or specification change for renewed approval. It cannot silently substitute the product.

  • Approved alternative or an explicit decision to wait
7

Complete the work

Your people

Authorised staff release the purchase order. Receiving confirms actual units delivered and reports any shortage.

Your new workflow

Your purchasing workflow tracks order acknowledgements and receipt evidence, then links the invoice process. It never marks goods received from a supplier email alone.

  • Approved order and verified receipt
  • Finance handoff

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

Procurement reviews returned requests and repeat off-catalogue demand.

HandoverAI team

We compare purchasing performance before and after with your team, then propose catalogue additions or intake fixes. We report savings only against a defensible like-for-like purchasing baseline.

  • Reviewed catalogue change
  • Measured buying effort

What stays with people

Budget approval, supplier-master changes and purchase-order release remain controlled. No splitting orders to bypass approval thresholds.

What we would measure

Track request-to-order time, returned requests, unauthorised purchases, delivery discrepancies and requester effort.

MarketingCampaign brief to launch

A campaign is ready, but the audience and claims are not

Illustrative example · Hypothetical figures

A marketing team is launching a maintenance offer. The draft email promises “30% less downtime,” but the evidence is missing. The audience export also includes existing customers who opted out.

Who owns it
Campaign manager
Where the work lives
  • Campaign brief
  • Approved claims library
  • CRM
  • Email platform
  • Landing-page CMS
Why we would pick it
A launch has explicit checks, evidence sources and a clear publishing decision.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

Campaign, product and marketing-operations staff show a recent launch, including approval loops and last-minute corrections.

HandoverAI team

We map where claims, audiences and asset versions are checked, distinguishing poor briefing from content-production effort.

  • Campaign handoff map
  • Rework baseline
2

Capture the work

Your people

The campaign manager demonstrates preparing an email and validating links, audience rules and evidence for product claims.

HandoverAI team

We use AgentHandover to capture launch checks and ask which changes require fresh approval. Draft claims are not treated as verified facts.

  • Approved campaign-preflight workflow record
3

Choose the approach

Your people

Marketing keeps its email and content platforms and defines a required claims source.

HandoverAI team

We recommend existing audience and publishing controls, plus an assistant for brief-to-draft preparation and preflight evidence.

  • Route: Prompt or skill. Configure existing tools
  • Add limited drafting and checks
4

Test and release

Your people

The team tests unsubscribed contacts, broken links, changed offers and unsupported claims.

HandoverAI team

We check exclusions against the final recipient list and confirm that approval applies to the exact asset version. No live sends or budget changes occur during testing.

  • Approved preflight tests
  • Publish permission stays restricted

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

The marketer submits the approved offer and draft campaign for review.

Your new workflow

Your campaign workflow assembles assets, checks the selected audience and flags the downtime claim because no approved evidence supports it.

  • Review pack with claim and audience issues
6

Resolve the exception

Your people

Product removes the unsupported number. Marketing operations corrects the segment and confirms subscription rules.

Your new workflow

Your campaign workflow rebuilds the final audience, rechecks exclusions and sends the corrected asset version for approval. It does not infer permission from CRM presence.

  • Approved wording and validated recipient snapshot
7

Complete the work

Your people

The campaign owner approves the final assets, audience and send time. The authorised publisher launches the campaign.

Your new workflow

Your campaign workflow verifies platform status, links and tracking, then records delivery failures and approved campaign identifiers.

  • Published campaign with traceable approval

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

Marketing reviews replies, qualified responses and operational errors.

HandoverAI team

We compare results before and after with your team using agreed definitions, then propose changes for the next campaign. Your campaign workflow cannot increase spend or alter live claims on its own.

  • Reviewed campaign learning and revised preflight checks

What stays with people

No invented performance claims, assumed marketing permission or autonomous spend. Material changes invalidate the affected launch approval.

What we would measure

Track launch rework, approval time, audience errors, delivery failures and qualified responses. Do not claim causal sales uplift from clicks alone.

MarketingMarketing performance reporting

The weekly report shows three different lead counts

Illustrative example · Hypothetical figures

The advertising platform reports 23 conversions, the website report shows 19 submissions, and the CRM contains 14 new leads. The marketing manager needs an explanation, not a polished chart with the wrong total.

Who owns it
Marketing operations lead
Where the work lives
  • Advertising exports
  • Website analytics
  • CRM
  • Metric definitions
  • Reporting workspace
Why we would pick it
Reconciliation is repeatable once definitions and data quality are made explicit.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

Marketing and sales operations demonstrate how the weekly report is assembled and disputed.

HandoverAI team

We trace definitions, date ranges, time zones and deduplication. We identify which disagreements are data issues and which reflect different measures.

  • Metric dictionary and reporting-effort baseline
2

Capture the work

Your people

An analyst demonstrates reconciling one campaign’s source records with CRM records.

HandoverAI team

We use AgentHandover to capture reconciliation steps and known exclusions. Computations are specified in reproducible queries or formulas, not free-form model arithmetic.

  • Approved reconciliation workflow record and calculation specification
3

Choose the approach

Your people

The owners agree which numbers answer which business questions.

HandoverAI team

We recommend a governed data model and scheduled extraction before adding narrative generation. We rule out an AI dashboard over inconsistent definitions.

  • Route: Existing tool. Fix data model
  • Configure reports
  • Assist explanation
4

Test and release

Your people

Analysts test duplicate submissions, delayed sync, missing identifiers and changed tracking labels.

HandoverAI team

We compare outputs with a signed-off reconciliation. Missing data must be visible. Charts and summaries cannot silently substitute estimates.

  • Verified report tests
  • Publication approval rules

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

The manager requests this week’s report and sees the three counts flagged.

Your new workflow

Your reporting workflow runs approved queries and separates platform-attributed events, form submissions and deduplicated CRM leads instead of forcing them into one number.

  • Reconciliation table with sources and definitions
6

Resolve the exception

Your people

The analyst finds missing campaign tags and a delayed CRM import.

Your new workflow

Your reporting workflow marks attribution as incomplete, opens a data-quality task and drafts only explanations supported by the reconciled records. It does not invent a cause.

  • Report with explicit limitations
  • Unresolved data issue assigned
7

Complete the work

Your people

The analyst approves the report after the import completes or publishes it with an explicit limitation.

Your new workflow

Your reporting workflow stores the calculation version, source timestamps and approved narrative. Budget decisions remain with the marketing owner.

  • Reproducible report with visible limits

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

Marketing operations reviews recurring tracking errors and time spent explaining discrepancies.

HandoverAI team

We compare corrections and reporting effort before and after with your team, then propose source-system fixes. Changed metric definitions require owner approval.

  • Maintained metric dictionary and data-quality backlog

What stays with people

Use deterministic calculations and approved definitions. Attribution is not causation. Incomplete joins remain visible rather than filled with guesses.

What we would measure

Track reconciliation accuracy, reporting time, source freshness and correction rate. Compare periods using the same definitions and cut-offs.

MarketingCustomer case-study production

A customer story is drafted but cannot be published

Illustrative example · Hypothetical figures

A B2B marketing team interviews a happy customer. The draft contains an impressive claim, a customer logo and a quote, but the evidence and publication permissions are scattered across email.

Who owns it
Content marketing lead
Where the work lives
  • Approved interview notes
  • CRM
  • Evidence folder
  • Asset library
  • CMS
  • Approvals
Why we would pick it
Evidence and permission delays are traceable across a well-defined publication process.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

Content, account management and legal reconstruct recent stories delayed at approval.

HandoverAI team

We map evidence gathering, customer permission and asset review, then identify repeated requests for the same missing approval.

  • Publication bottleneck and required-evidence list
2

Capture the work

Your people

An editor demonstrates tracing a claim to source material and verifying permission for a quote and logo.

HandoverAI team

We use AgentHandover to capture the editorial review routine, distinguishing interview notes, approved quotes and statements supported by operational records.

  • Approved evidence-and-permission checking workflow record
3

Choose the approach

Your people

Marketing retains its asset library and publishing process and removes duplicate review spreadsheets.

HandoverAI team

We recommend a shared approval record and source-linked drafting. We rule out buying a generic writing tool to solve permission delays.

  • Route: Simpler process. Process cleanup
  • Existing approval and CMS tools
4

Test and release

Your people

Editors test unsupported figures, quote changes, expired approval and a customer withdrawing permission.

HandoverAI team

We check traceability and version control. The workflow must prevent publication until the specific asset and usage are approved.

  • Tested publication gate and withdrawal process

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

The writer submits interview notes, a draft and the intended publication channels.

Your new workflow

Your case study workflow links each material claim to evidence and finds that “response times halved” is unsupported by the available sample.

  • Review-ready draft with unresolved claims highlighted
6

Resolve the exception

Your people

The editor removes or qualifies the claim. The customer changes the quote and limits use of its logo.

Your new workflow

Your case study workflow updates the permitted version and channels, then routes the revised draft for internal and customer approval. It never fabricates consent.

  • Approved wording
  • Explicit asset and channel permissions
7

Complete the work

Your people

The content owner approves publication after checking the required clearances.

Your new workflow

Your case study workflow prepares the authorised CMS draft, verifies the published version and records where the customer assets appear.

  • Published story linked to evidence and permissions

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

The owner periodically checks whether claims and permissions remain current.

HandoverAI team

We compare approval effort and content rework before and after with your team. We review how your case study workflow flags changed evidence or withdrawal requests and routes corrections or takedowns.

  • Maintained story record and permission status

What stays with people

Do not invent testimonials, results or approvals. A customer interview is not permission to publish every statement, logo or recording.

What we would measure

Track time awaiting evidence and permission, editorial rework, unauthorised use and post-publication corrections.

SalesInbound enquiry to qualified opportunity

A demo request is sent to the wrong salesperson

Illustrative example · Hypothetical figures

A prospect submits a demo request using a subsidiary’s name. The CRM already holds the parent account with an active owner. A generic routing rule would assign a second rep.

Who owns it
Sales operations manager
Where the work lives
  • Web enquiry form
  • CRM
  • Account hierarchy
  • Email
  • Authorised calendars
Why we would pick it
Routing rules and account evidence can prevent duplicate outreach and lost enquiries.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

Sales operations and reps review unanswered, duplicated and misrouted enquiries.

HandoverAI team

We trace assignment rules, parent accounts and handoff delays, separating routing errors from slow rep responses.

  • Enquiry baseline
  • Duplicate and ownership categories
2

Capture the work

Your people

A sales coordinator demonstrates checking account identity before assigning a lead.

HandoverAI team

We use AgentHandover to capture account-matching steps, ownership rules and escalation for uncertain matches. We do not infer a match from a similar name alone.

  • Approved enquiry-routing workflow record
3

Choose the approach

Your people

Sales operations clarifies ownership rules and removes a duplicate lead tracker.

HandoverAI team

We recommend configuring CRM routing and adding an assistant for ambiguous account context and reply drafts. We rule out a separate prospect database.

  • Route: Existing tool. Existing CRM rules plus limited assistance
4

Test and release

Your people

The team tests subsidiaries, personal email addresses, existing opportunities and simultaneous enquiries.

HandoverAI team

We check identity confidence, owner assignment and duplicate prevention. External messages begin as drafts for owner review.

  • Approved routing tests and communication scope

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

The prospect requests a demo for a subsidiary. The current account owner receives a suggested handoff.

Your new workflow

Your enquiry routing workflow finds the parent relationship, checks the existing opportunity and routes the enquiry with evidence instead of creating a duplicate deal.

  • Enquiry attached to the correct account for confirmation
6

Resolve the exception

Your people

Two reps claim ownership because the buying team spans regions. Sales operations resolves the conflict.

Your new workflow

Your enquiry routing workflow holds reassignment and avoids sending competing replies. It records the decision without changing territory rules from this single case.

  • Confirmed owner and one customer communication thread
7

Complete the work

Your people

The owner approves the response, holds the discovery conversation and decides whether to create or update an opportunity.

Your new workflow

Your enquiry routing workflow prepares meeting context and drafts CRM updates from approved notes. It does not mark the deal qualified from a form submission alone.

  • Agreed next step and human-validated opportunity data

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

Sales operations reviews response delays, duplicate records and reassignment disputes.

HandoverAI team

We compare routing results before and after with your team using comparable enquiries, then propose specific fixes. Rule changes need sales-operations approval.

  • Versioned routing policy and handoff improvement

What stays with people

No speculative personal profiling, unsolicited bulk outreach or invented prospect facts. Owners approve qualification and material CRM changes.

What we would measure

Track first meaningful response time, misroutes, duplicates and accepted opportunities. A sent automated reply is not meaningful engagement.

SalesProposal, pricing and approval

A proposal needs a discount and a claim nobody can verify

Illustrative example · Hypothetical figures

An account executive is responding to a customer request for a 12-site service proposal. The buyer wants a 12% discount and a certification the company may not hold.

Who owns it
Sales director / deal desk
Where the work lives
  • CRM
  • Approved response library
  • Pricing tool
  • Finance approval
  • Legal
  • Document workspace
Why we would pick it
Source-backed assembly is repeatable, while pricing and commercial decisions stay with owners.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

Reps, deal desk and delivery share proposals delayed by pricing, unsupported claims and unclear responsibilities.

HandoverAI team

We map rework and check which content already has an approved source, separating drafting from decisions about scope and price.

  • Proposal bottleneck and evidence requirements
2

Capture the work

Your people

A proposal lead demonstrates assembling scope, pricing inputs and source-backed answers.

HandoverAI team

We use AgentHandover to capture the routine and flag claims that require a technical owner. Price calculations remain in the approved pricing tool.

  • Approved proposal-preparation workflow record
3

Choose the approach

Your people

Sales keeps its pricing and approval systems and defines a clear response owner for each topic.

HandoverAI team

We recommend configuring existing quote approvals and adding an evidence-linked drafting assistant. We rule out building a parallel pricing engine.

  • Route: Prompt or skill. Configure quote workflow
  • Assist proposal assembly
4

Test and release

Your people

The team tests outdated certificates, inconsistent scope, discount limits and stale rates.

HandoverAI team

We check source validity and approval routing. A draft cannot become customer-ready while a material claim or commercial approval is unresolved.

  • Tested proposal gate
  • Approved source library

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

The rep submits the 12-site request and requested discount.

Your new workflow

Your proposal workflow assembles a sourced draft and routes the 12% discount for approval because it exceeds the company’s 10% threshold. It flags the certification gap.

  • Draft proposal
  • Pricing and technical decisions required
6

Resolve the exception

Your people

The technical owner confirms the certification is not held. Sales and delivery agree an accurate alternative, and the authorised manager decides the discount.

Your new workflow

Your proposal workflow revises the answer, recalculates through the pricing tool and requests fresh approval for changed scope or terms.

  • Accurate response and recorded commercial approvals
7

Complete the work

Your people

The account executive checks the final version and sends it to the customer.

Your new workflow

Your proposal workflow verifies that approved scope, price and claims match the issued version, then records it in the opportunity. Customer changes reopen affected approvals.

  • Issued proposal with traceable assumptions and approvals

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

The deal desk reviews rework, unsupported statements and pricing exceptions.

HandoverAI team

We compare drafting time before and after with your team and review win rate separately. We propose updates to the response library and approval routing.

  • Maintained response sources and proposal skill

What stays with people

No invented certifications, prices, delivery commitments or discounts. The 10% threshold is an example company rule, not a standard.

What we would measure

Track proposal turnaround, reviewer effort, stale-source errors, approval breaches and scope corrections after issue.

SalesWon deal to delivery kickoff

The signed scope does not match the sales handover

Illustrative example · Hypothetical figures

A services deal is marked won. The sales summary promises rollout at 12 sites, but the signed order covers 10. Delivery needs the real scope, dependencies and owners before scheduling the kickoff.

Who owns it
Sales operations and delivery lead
Where the work lives
  • CRM
  • Executed contract
  • Proposal versions
  • Project system
  • Billing setup
  • Calendar
Why we would pick it
Scope inconsistencies are cheaper to resolve before delivery and billing begin.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

Sales, delivery and finance reconstruct a deal that needed clarification after kickoff.

HandoverAI team

We compare handover fields with signed scope and downstream setup, then identify commitments that are lost or miscopied between teams.

  • Handover gaps
  • Baseline clarification cycles
2

Capture the work

Your people

A delivery lead demonstrates checking the signed contract before accepting a handover.

HandoverAI team

We use AgentHandover to capture scope reconciliation, milestones and required ownership. We ask which differences block project creation or customer promises.

  • Approved handover-validation workflow record
3

Choose the approach

Your people

The owners agree on a handover acceptance gate and keep the CRM and project systems.

HandoverAI team

We recommend a reconciliation and coordination layer rather than another sales-to-delivery spreadsheet. Standard project creation stays rule-based.

  • Route: Custom build. Shared acceptance gate plus system integration
4

Test and release

Your people

Teams test unsigned documents, changed order forms, inconsistent site counts and missing customer dependencies.

HandoverAI team

We check source precedence under approved rules and block release when the signed scope is uncertain. Readiness requires delivery acceptance.

  • Approved handover tests and acceptance criteria

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

The rep submits the won-deal handover with proposal and signed order references.

Your new workflow

Your sales handover workflow compares the 12-site summary with the 10-site signed order and highlights the difference, alongside missing customer access requirements.

  • Exception pack for sales and delivery
6

Resolve the exception

Your people

The rep confirms the extra sites were optional. Delivery agrees a 10-site plan. Any expansion requires a separate approved change.

Your new workflow

Your sales handover workflow corrects the handover and requests approval of the reconciled scope. It does not silently enlarge the contract or schedule unapproved work.

  • Accepted scope and documented optional expansion
7

Complete the work

Your people

Delivery accepts the handover and confirms a kickoff with the customer. Finance validates the billing setup.

Your new workflow

Your sales handover workflow creates the approved project structure, verifies the system records and links contract, milestones and dependencies.

  • Accepted project and billing handoff with source evidence

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

Sales and delivery review post-kickoff clarifications and unpriced commitments.

HandoverAI team

We compare handover results before and after with your team, trace recurring gaps to proposal or CRM fields and propose earlier checks. Changes to the handover workflow require both owners’ review.

  • Improved handover checklist and upstream sales controls

What stays with people

Only authorised people accept scope changes and commercial commitments. A CRM “won” status does not prove a contract is signed or delivery-ready.

What we would measure

Track handover acceptance time, clarification cycles, unapproved scope and billing setup corrections, not just project records created.

ITApplication access requests

An employee asks for more access than the role needs

Illustrative example · Hypothetical figures

A finance analyst asks for “the same access as my colleague” to a reporting application. That colleague also has administrative rights from an old project.

Who owns it
Identity and access manager
Where the work lives
  • IT service catalogue
  • HR role data
  • Identity platform
  • Application permissions
  • Audit log
Why we would pick it
A role catalogue supports controlled fulfilment without granting the agent approval authority.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

Service desk, application owners and security review slow access requests and excessive permissions.

HandoverAI team

We map missing role context, approval delays and unused entitlements, separating access-policy problems from ticket handling.

  • Access-request baseline
  • Approval and entitlement gaps
2

Capture the work

Your people

An analyst demonstrates comparing a request with the approved role catalogue in AgentHandover.

HandoverAI team

We capture required context, role mappings and escalation in a workflow record. We exclude credentials and sensitive account details from the recording.

  • Approved access-preparation workflow record
  • No copied credentials
3

Choose the approach

Your people

IT fixes the role catalogue before allowing automated fulfilment.

HandoverAI team

We recommend configuring existing identity workflows. An assistant can clarify requests and prepare evidence, but cannot invent authorisation rules.

  • Route: Existing tool. Existing identity governance plus request assistance
4

Test and release

Your people

Security tests privileged roles, incompatible duties, expired approvals and requests from unverified identities.

HandoverAI team

We check least-privilege mappings, approval authority and effective access read-back. Privileged and unclear cases must route to specialists.

  • Approved permission tests and restricted connector identity

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

The finance analyst requests the colleague’s access through the authenticated service portal.

Your new workflow

Your access request workflow retrieves approved role needs and proposes the reporting role, explicitly excluding the colleague’s administrative permissions.

  • Minimal-access request for the application owner
6

Resolve the exception

Your people

The employee explains a one-off export task requiring additional permission. The application owner reviews it.

Your new workflow

Your access request workflow prepares a time-limited exception request with purpose and expiry. It cannot approve its own request or bypass conflicting-duty checks.

  • Approved exception or narrower alternative
7

Complete the work

Your people

The authorised workflow provisions approved access. The employee verifies that the required task works.

Your new workflow

Your access request workflow reads back actual entitlements, records approvals and schedules the approved expiry or review. Failed provisioning remains open.

  • Verified access
  • Recorded expiry and owner

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

IT reviews reopened tickets, excess access and failed expiries.

HandoverAI team

We compare access request results before and after with your team, identify recurring exceptions and propose catalogue updates. Access-policy changes require the identity owner’s approval.

  • Maintained role catalogue and measured fulfilment quality

What stays with people

The agent cannot grant itself privileges, copy another person’s entitlements blindly or treat a manager’s chat message as sufficient authorisation.

What we would measure

Track fulfilment time, excess privileges, failed expiries, reopen rates and unauthorised grants. Closing a ticket is not proof of working access.

ITEmployee support and incident escalation

“My VPN is broken” turns out to be a wider incident

Illustrative example · Hypothetical figures

Several employees cannot reach an internal application. The first ticket says the VPN is broken, but repeatedly reinstalling the client would not fix a shared service outage.

Who owns it
IT service desk manager
Where the work lives
  • Service desk
  • Service-status feeds
  • Approved runbooks
  • Asset inventory
  • Incident channel
Why we would pick it
Repeated support work is suitable when safe checks and escalation conditions are explicit.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

Service desk and infrastructure staff review repeat tickets, avoidable escalations and unsuccessful troubleshooting.

HandoverAI team

We map which symptoms can be handled safely and which indicate a shared incident. We measure reopen rates as well as handling time.

  • Support categories and escalation baseline
2

Capture the work

Your people

An experienced analyst demonstrates a routine access diagnosis and a case that required incident escalation.

HandoverAI team

We use AgentHandover to capture approved checks and stop conditions. We exclude passwords, recovery codes and unrestricted device-control actions.

  • Reviewed troubleshooting workflow record and escalation criteria
3

Choose the approach

Your people

IT retains its ticketing and incident tools and removes obsolete knowledge articles.

HandoverAI team

We recommend a support assistant for intake, approved checks and evidence gathering. Remediation stays in allowlisted tools and runbooks.

  • Route: Prompt or skill. Configure service desk
  • Add bounded assistance
4

Test and release

Your people

Analysts test misleading symptoms, unavailable status feeds, failed runbooks and possible security indicators.

HandoverAI team

We verify safe stop conditions and check that the support assistant neither invents a root cause nor closes unresolved tickets.

  • Approved support tests
  • No unrestricted commands

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

An employee reports that the internal application cannot be reached.

Your new workflow

Your support workflow asks for limited diagnostic context, checks known incidents and correlates similar tickets. It does not assume the VPN is the cause.

  • Evidence-linked ticket and possible incident correlation
6

Resolve the exception

Your people

The service lead confirms a wider service problem and assigns an incident owner.

Your new workflow

Your support workflow links related tickets, stops redundant troubleshooting and sends approved status updates. Unknown recovery time remains unknown.

  • Incident handoff
  • Affected users linked to updates
7

Complete the work

Your people

The technical team restores service. The incident owner verifies recovery, and affected employees confirm access where required.

Your new workflow

Your support workflow checks recovery evidence, resolves linked tickets under the agreed process and flags users still affected.

  • Verified restoration
  • Residual issues remain open

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

The team reviews the incident and the assistant’s handling of early reports.

HandoverAI team

We compare support results before and after with your team, draft an evidence-linked timeline and identify gaps in runbooks or routing. IT approves changes before future automated use.

  • Reviewed incident learning and updated support scope

What stays with people

No credential collection, improvised commands or automatic closure from a successful tool call. Possible security incidents follow the security response route.

What we would measure

Track verified resolution, reopen rates, unsafe suggestions, unnecessary steps and escalation delay. Deflection is useful only when the issue is resolved.

ITEmployee offboarding

A departing employee still has access to a standalone app

Illustrative example · Hypothetical figures

HR records an employee’s departure. Central identity access is disabled on time, but a separately managed SaaS account and an API token remain active unless someone checks them.

Who owns it
IT operations / identity lead
Where the work lives
  • Authoritative HR event
  • Identity platform
  • SaaS register
  • Device management
  • Legal-hold records
Why we would pick it
A high-impact control depends on verified completion across several systems.

One workflow, from setup to review.

The six steps above describe the department project. Here we follow one selected workflow in detail. Steps 1 to 4 cover investigation, recording, solution choice, testing and release. After the team is trained, steps 5 to 7 follow one example case. Step 8 compares the result before and after with your team.

Set up the solutionWe complete these steps with your team before routine use.

1

Investigate

Your people

HR, IT, security and application owners review previous departures where access remained active or records were lost.

HandoverAI team

We map every known access path and ownership gap, distinguishing identity disablement from full application deprovisioning.

  • Leaver dependency map
  • Uncovered application list
2

Capture the work

Your people

An administrator demonstrates verifying removal across connected and manually managed applications.

HandoverAI team

We use AgentHandover to capture checks and escalation evidence without recording secrets. Legal and data owners define preservation requirements separately.

  • Approved verification workflow record
  • Application-specific completion evidence
3

Choose the approach

Your people

IT keeps authoritative HR triggers and identity lifecycle tools.

HandoverAI team

We recommend configuring supported deprovisioning and adding coordination for unmanaged apps. We do not rely on screen-recording alone for access inventory.

  • Route: Custom build. Existing identity controls plus gap tracking
4

Test and release

Your people

The team tests wrong dates, rescinded departures, legal holds and connector failure.

HandoverAI team

We check timing, least-privilege execution and read-back. Urgent cases follow a preapproved security process rather than waiting for AI interpretation.

  • Tested offboarding runbook and escalation timings

Follow an example caseAfter setup and training, see how one case moves through the improved workflow.

5

Handle an example case

Your people

HR confirms the departure and effective time in the source system. Authorised owners confirm any special instructions.

Your new workflow

Your offboarding workflow starts approved disablement and revocation tasks, notifies asset owners and preserves required records under the applicable policy.

  • Time-bound leaver case with system-specific tasks
6

Resolve the exception

Your people

An application owner is notified that the standalone account and token remain active.

Your new workflow

Your offboarding workflow marks deprovisioning incomplete and escalates immediately under the runbook. A failed connector or missing acknowledgement cannot count as success.

  • Security-visible residual-access exception
7

Complete the work

Your people

The application owner revokes the remaining access and supplies evidence. IT verifies completion and follows the separate device-return process.

Your new workflow

Your offboarding workflow reads back available status, records manual verification where necessary and keeps any residual exposure explicitly open.

  • Verified access removal
  • Asset and retention tasks tracked

Review the resultsWe compare the result before and after with your team.

8

Review performance

Your people

IT and security review missed applications and how long access remained active after departure.

HandoverAI team

We compare offboarding results before and after with your team, then propose catalogue and connector improvements. Destructive deletion and retention changes never arise automatically from execution feedback.

  • Updated access inventory and reviewed leaver controls

What stays with people

HR authorises the departure event, security owns urgent removal, and legal and data owners control preservation. No deletion that conflicts with a legal hold.

What we would measure

Track residual-access duration, verified revocation coverage, manual exceptions and false closure. Disabled central login does not prove every token is revoked.

Find out where your hours go.

Tell us what slows your teams down. We’ll agree which departments to interview first.

Request an intro call

Tell us about your firm and what you want to improve. We’ll reply to set up a call.

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