RESOURCES

White papers, articles, ebooks, infographics and more! Everything you need to know about Work-Relay, business operations, streamlining work, reducing costs, improving customer satisfaction, and increasing business agility.

Global CRO Use Case

Global CRO Use Case

Get complete, real-time visibility over all projects in one place for planning and management, significantly increase productivity, and reduce time to business value.

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Perennials & Sutherland Use Case

Perennials & Sutherland Use Case

Manage the end-to-end process of manufacturing custom rugs – from quoting custom rug orders, sending renderings to customers for approval, providing samples, coordinating the production of the rug with the factory in India and then running quality control back in the United States.

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Greenworks Lending Use Case

Greenworks Lending Use Case

Create a platform that guides internal staff through the project management of Commercial Property Assessed Clean Energy (C-PACE) loan applications from lead through closing, instructing users on next steps and ensuring compliance with internal, funder, and program requirements.

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Home Depot Use Case

Home Depot Use Case

Sunset legacy IBM BPM system and manage the same business processes inside Salesforce. Processes are primarily service request based and revolve around Vendor management (SKUs, Options, Price Changes, Catalog Maintenance, etc)

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Re Max Use Case

Re Max Use Case

Manage Onboarding process for new franchisees for a new mortgage product based on a strict timeline counting backward from Go Live date.

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Babcock and Wilcox Use Case

Babcock and Wilcox Use Case

The energy company needs to track the application process for Third Party Intermediaries. This requires tracking 10 to 20 documents per applicant as well as all data relating to those documents. Once the data is input, a lengthy approval process takes place, with up to 15 approvers potentially requiring sign off

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Taco Bell Use Case

Taco Bell Use Case

Implement a new point-of-sale system in 6,000+ stores. The solution needs to coordinate hundreds of franchises, thousands of stores, and a multitude of collaborating participants to successfully complete each implementation.

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Uniti Fiber Use Case

Uniti Fiber Use Case

Manage installation of multiple fiber products sold to a customer and calculate the critical dates based on dependencies between orders, work orders, permits and locations. If a location is under construction, date dependencies will include construction milestones.

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CDK Global Use Case

CDK Global Use Case

Manage long-running, multi-phase software implementations with multiple product lines with many process variations that need to be accommodated.

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Is it a process or a project?

Is it a process or a project?

It’s interesting to realize that despite all of the recent technological developments to enable business process automation, IT process automation, and workforce task and activity automation, few of the vendors in these markets actually build in project management capabilities to manage automation initiatives as projects.

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Business Operations Use Cases

Business Operations Use Cases

This collection of case studies explains how companies from different industries are using Work-Relay to manage workflows, accommodate process variations, and improve operations.

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