Explore the need, possible design and testing approach in each example. These are illustrative scenarios. The guides explain technical and commissioning decisions in more detail.
Illustrative solution designs
Explore possible applications
AI and automation
From a document to a reviewed CRM record
How information could be extracted from a document, reviewed and used to update the correct business record.
Explore example ↗Custom software and collaboration
Planning services and assigning resources in an application
An example planner for reviewing availability, assigning resources and resolving conflicts before confirming a schedule.
Explore example ↗Application for a business workflow
An assistant for questions about a property
An example support workflow using property information and passing questions to the team when their involvement is needed.
Explore example ↗- Organising property enquiries and follow-up An example process for matching an enquiry to a contact, preparing its information and supporting sales follow-up.
- Searching documents and organising agency enquiries An example of two complementary improvements: finding project information and recording new business enquiries.
- Finding information in a professional services firm’s case files An example document search workflow with case-level access, source references and review by the responsible professional.