Use cases by capability
Requesting, signing, certifying, tracking expiries: each capability with its cases.
- Is controlling third-party documentation mandatory?Start hereThe short answer is "it depends", and what it depends on can be explained.
- Is this worth digitising?Start hereFour questions that tell you whether a given process gains anything, or is fine as it is.
- Onboarding a new clientStart hereSupplier onboarding is documented in detail and the onboarding of whoever pays you barely at all.
- Replacing a paper formStart hereThe job sheet, the checklist, the goods-in form. Digitising them is easy; the hard part is keeping what they did well.
- Approving suppliers against your own criteriaGoing furtherMaking "approved" mean the same thing whoever decides it.
- The annual renewal for everyone at onceGoing furtherTwo hundred suppliers renewing in January. How to do it without losing the month.
- The file for a machineGoing furtherOne piece of equipment, a long service life, and everything you must be able to show about it.
- Offboarding a supplierGoing furtherOnboarding gets documented in detail and offboarding barely at all, which is where the loose ends are.
- Keeping track of team trainingGoing furtherWhat expires here is not a company document: it is a person's authorisation to do their job.
- Keeping track of everyone's insuranceGoing furtherYours, your suppliers' and those of anyone coming to work. Plus a detail almost nobody checks.
- When someone leaves the teamGoing furtherAccess is cut in a minute. What that person was carrying takes three weeks to surface, and surfaces badly.
- Tracking expiry dates without remembering themGoing furtherHave the system warn you before things expire, instead of finding out during an inspection.
- Getting ready for an auditGoing furtherSo the week before is not a scramble for paperwork.
- Sending the same thing to many peopleGoing furtherForty amendments or three hundred requests without doing them one by one.
- How to stop chasing peopleGoing furtherWhat makes a third party deliver without you phoning three times.
- Onboarding a new supplierGoing furtherFrom "we picked them" to "they can invoice" without twenty emails in between.
- Onboarding a new employeeGoing furtherContract, paperwork and first-day training, without paper folders.
- Responding to a disputeGoing furtherGather in one afternoon what proves your side, with its dates.
- Inheriting what somebody else builtAdvancedYou take over a role and inherit processes, cases and criteria you never wrote.
- Tracking what expiresThe capability that prevents the most trouble: knowing what expires before it does.