Use-case library

14 workflows, step by step.

Concrete jobs Xevrion takes on: the problem, the steps and what changes. Filter by system or search for your situation.

14 days free No payment details No sales calls

Automations

Design an automation from a job description

A job is done by hand because nobody has time to set up the automation.

  1. You describe the job in your own words and choose how it should behave
  2. Xevrion AI designs the whole workflow, with approvals, tests and a rollout plan
  3. Every step is checked, and approvals are added where they are needed
  4. A dry run shows what each step would do
  5. A person approves and it joins Automated Work

OutcomeA checked workflow in minutes instead of weeks

Automations

Start from a ready-made automation

Common jobs, like capturing supplier bills, are set up from scratch in every business.

  1. Pick one of 40 ready-made automations
  2. Read every step, approval and tool before using it
  3. Install it as a draft in one click
  4. Try it with sample data
  5. Approve it when it does what you expect

OutcomeA proven shape, adapted to your tools

Security

Close the biggest security gaps first

Nobody knows how safe the business really is, or what to fix first.

  1. Xevrion checks sign-in, email records, the website and connected apps
  2. You answer the questions only you can
  3. Every finding is explained with its fix
  4. The fix plan puts the biggest risk first
  5. The score rises as fixes are made

OutcomeA clear order of work, and a score you can show

Business map

See what a change would break, before you make it

Changing a tool or a process breaks things nobody knew depended on it.

  1. The map is built from your team, tools, automations and customers
  2. Bottlenecks and unowned data are marked
  3. You try the change on a copy of the map
  4. Flows that would break are listed
  5. You decide with the before and after in view

OutcomeFewer surprises when the business changes

Customer Care

Renewal risk

Customers leave without much warning.

  1. Signals are joined per customer
  2. Health falls and the drivers are shown
  3. An intervention is recommended with its expected effect
  4. The owner approves and it is carried out
  5. The renewal outcome is recorded in the Value Ledger

OutcomeRenewals saved while there is still time

Customer Care

Complaint intake and escalation

Complaints lack evidence, status and a clear owner.

  1. A complaint arrives in any channel
  2. Identity is checked and the case is created with its evidence
  3. It is routed and escalated by your rules
  4. The customer gets clear status updates
  5. Resolution times are measured

OutcomeComplaints handled consistently and on time

Customer Care

Support triage and drafted replies

Support queues mix the urgent with the routine.

  1. Requests are triaged by urgency and topic
  2. Answers are drafted from approved knowledge
  3. A person confirms each reply
  4. Resolution is tracked against service levels
  5. Recurring issues are surfaced

OutcomeQuicker, more consistent answers

Customer Care

Onboarding and go-live

New customers stall between signing and value.

  1. Sales hands over what was promised
  2. Onboarding questions capture how the customer works
  3. A dated implementation plan is agreed
  4. Progress is tracked with owners
  5. Go-live is confirmed and value reported

OutcomeShorter time to first value

Automated Work

Invoice and payment matching

Matching invoices and payments by hand takes hours.

  1. Invoices and payments are read from your accounting tool
  2. Each payment is matched by reference and amount
  3. Mismatches become exceptions for a person
  4. Matched items are recorded
  5. Hours removed are measured

Outcome43 hours a month removed in the example used on this site

Automated Work

Purchase approvals

Purchase requests wait days for the right approval.

  1. A request arrives with its details
  2. The right approver is chosen by value and category
  3. Quotes are requested and compared
  4. Approval is recorded and a purchase order raised
  5. Cycle time and cost are measured

Outcome£4,820 a month saved in the example used on this site

Automated Work

Document collection and completeness

Work stalls waiting for missing documents.

  1. Required documents are listed for each case
  2. Documents are read and checked for completeness
  3. Missing items are asked for politely
  4. A person reviews exceptions
  5. An evidence trail is kept

OutcomeFewer stalled cases, a complete audit trail

Valuable Insights

Job and product margin reporting

Margins are only known after it is too late to act.

  1. Costs and revenue are joined per job or product
  2. Margins are calculated as work progresses
  3. Anomalies are flagged early
  4. Drivers of margin change are explained
  5. A weekly summary goes to the owner

OutcomeMargin problems spotted while they can be fixed

Valuable Insights

Weekly and monthly reporting

Reports take days to assemble and arrive stale.

  1. Data is synced and quality-checked
  2. KPIs are computed the same way every time
  3. What changed and why is written up
  4. Reports are delivered on schedule
  5. Questions can be asked in plain English

OutcomeReliable reports without the assembly work

Valuable Insights

Forecasts and scenario planning

Plans rest on single-number forecasts.

  1. The forecasting method is tested on your history
  2. A forecast with a range is produced
  3. Scenarios are simulated side by side
  4. A decision is recorded with its reasoning
  5. The forecast is scored against reality

OutcomeDecisions made with honest ranges

Start with the use case that costs you most.

The whole platform, one measurable goal first, measured in your Value Ledger.

14 days free No payment details No sales calls