Use Cases

Work-Relay has customers that span 11 industries over 4 continents.

Product Installations

Manage the installation of any kind of hardware or software.
Case Studies
Fiber Networks
Uniti Fiber
Manages the installation of multiple fiber products sold to a customer and calculates the critical dates based on dependencies between orders, work orders, permits and locations.
Packaged Software
CDK Global
Developed processes for different products, with one process often launching a number of related processes based on the customer order. Many of the processes have steps that are tied to calculated due dates. The system allows managers to keep close track of their implementations using a Gantt view and via Progress Scorecard.
Telecom Installation
The solution manages complex telecommunications access requests, which include scheduling the ordering and installation of equipment, configuring routers and switches, and setting up network configuration files.

Service Provisioning

Manage the delivery of any kind of service.
Case Studies
Financial Services
Built a series of linked processes around an emigrant’s account. The processes are used to automate the creation of cases, and to manage aspects of emigration related to Banking, Fee Settlement, FICA, Forex, Investment, Insurance Policies, and Tax.
Created fulfillment processes that are triggered automatically upon the addition of digital products to an Opportunity. Cross dependencies in multiple products are handled via constraints so that one product’s fulfillment is dependent upon another product’s fulfillment.
Clinical Trials
Designed processes for each phase and hierarchy level of clinical drug trials, weave those processes together as needed, and manage them as a project.

Mass Customization

Manage the manufacturing of custom products.
Case Studies
Designer Products
Perennials & Sutherland
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.
Food Packaging
Creating custom packaging solutions for each client from an array of choices was very difficult to manage. In the absence of a robust work management system that supports mass customization projects, templates were copied and customized for each unique order. This is a time-consuming, error-prone way to accomplish the goal.

Internal Operations

Manage complex, time-sensitive internal processes
Case Studies
Vendor SKU Management
Home Depot
For the largest home improvement retailer in the United States, supplying tools, construction products, and services, the challenge was to manage the flow of processes related to the management of vendor SKUs, options, process changes, catalog maintenance, etc.
Franchise Onboarding
The solution included processes to automatically manage dependencies, and to track and schedule all the tasks so they only appear in the franchisees task list when required, along with their due dates.
Complex Approval Management
Babcock & Wilcox (B&W)
Tracks 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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