Concrete cases, ready to offer to your clients.
Each sheet starts from a problem your clients know, shows the flow step by step and says what you sell. Each one also says where it comes from: a pilot case at a client, or a demo on fictitious data.
Eleven first cases, more on the way
Incoming quote requests handled by AI, all the way to the ERP
Quote requests arrive by e-mail, in every format. The AI splits them product by product and creates the quote in the ERP, at the client's price.
SalesDemo · FinanceSupplier invoices: three-way matching
Each invoice compared with its order and its receipt, line by line. Compliant invoices are approved in bulk; the team only looks at the discrepancies.
Finance and purchasingDemo · FinanceQuotes, invoices and reminders
The accepted quote becomes the invoice, numbered with no gaps and locked. Due dates are tracked and reminders prepared, even with the application closed.
Sales and financeDemo · FinanceBank reconciliation
The bank statement compared with customer invoices using adjustable rules: what matches is reconciled, discrepancies and unpaid invoices stand out.
FinanceDemo · SalesCRM and sales pipeline
Accounts, meetings and opportunities in one place, a kanban pipeline and dashboards that are always up to date.
SalesDemo · DocumentsBusiness document management and documents received by e-mail
Attachments go through a “To file” tray, are then filed by project, work package and phase, and can be found in one click, with their preview.
OperationsDemo · OperationsSite and job planning
Sites planned by crew, on a timeline and a map, with photos and progress on each site's record.
OperationsDemo · MaintenanceOptimised maintenance rounds
Installed-base due dates, technicians' certifications and clients' time slots checked by rules, then rounds put together by an optimisation engine.
OperationsDemo · ComplianceRegulatory registers read by AI
Slips and tickets photographed in the field, read by AI, checked by rules: the monthly register comes out in the right format, each line with its scan.
ComplianceDemo · ManagementDashboards and management
KPIs calculated directly on the applications' data, the detail behind every figure in one click, and buttons that take action.
ManagementDemo · Real estateA website connected to its data, and a virtual advisor
The agency's properties live in the website, and an advisor answers visitors around the clock with the real properties.
Sales- Collecting documents from clients by BlueMail
Where to start, depending on your business
Digital transformation consultant
The advice-heavy cases: business rules to write, existing tools to connect.
Digital agency
The website, its data and its virtual advisor, then BlueMails.
Office equipment reseller
Documents, invoices, mail and how they are filed.
A case rings a bell? Offer it to your clients.
ProSuite provides the platforms, the hosting and the support; you keep the relationship and the advice.