Workflow and process automation services
If the only way to check on a job is to call someone, the record of that job lives in that person's head. The six areas below are examples of where gaps like that can show up. Krafera suggests what to build once it has seen how the work runs in your business today.
First contact with customers
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Inquiries, quotes, and customer follow-up
With inquiries spread across several channels, checking which ones got a reply means opening each channel in turn. This area covers getting inquiries into the record whatever channel they come through, making it clear who owns the reply, putting the follow-up after a quote on a schedule, and writing down why an inquiry was lost.
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Appointments, bookings, and reminders
When confirmations and reminders run on phone calls, the appointment book depends on a few people's working hours, and a canceled slot can be noticed late. If appointments are kept in software, Krafera checks its reminder setting first; where that falls short, or where appointments live in a paper book, it sets up a flow that collects confirmations and cancellations.
Where work changes hands
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Order and work order tracking
This area covers giving the team one place to see which step an order or work order has reached on its way to delivery, and flagging delays while there's still time. Stock, shipping, returns, and customer updates can be tied to the same record.
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Team tasks, approvals, and handoffs
When approvals and handoffs live in conversation, finding out where work is waiting takes time. This area puts tasks in writing, along with who approves what and who picks up the work when it changes hands.
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Email, correspondence, and paperwork
Writing near-identical replies to the same questions and copying details from invoices or forms into another program eat into the team's day. Here, email is sorted by topic, reply drafts come up for approval, and details from documents pass a check before they enter the record.
The numbers management relies on
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Management dashboards and reporting
A management dashboard pulls figures that originate in sales, accounting, and spreadsheets from one shared record, with each figure's definition and source written next to it. Weekly and monthly summaries are built from that same record.
The forms a solution can take
Sometimes a setting or a single approval step in software you already use is enough. Sometimes a process automation takes over the copying between two programs, and sometimes part of the work needs new software. What Krafera suggests depends on where the work gets stuck and on who in your business will look after what's put in place; the answer may turn out to be nothing new, and if your work calls for it, a website redesign or a mobile app.
Workflow review and roadmap
If it isn't clear yet what should be built, this review is where to begin. In the discovery step that follows the introductory call, Krafera maps how the work runs today, the step where the problem starts, and the possible options in a written roadmap, and suggests a pilot where it makes sense. You decide which option to go ahead with after you've seen the written proposal.
The same six areas take different shapes in the industries below. Each industry section covers where work can get stuck and what discovery looks at.
You don't need to work out which area your problem falls under; a few sentences on what is waiting, and where, are enough for a first call.