Solution Explorer

Select an industry and a business function to see how Pyze measures the work, what it typically identifies, and example product views.

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Industry

Function

Banking and Financial Services Customer Onboarding

Customer Onboarding in Banking

Retail and business account opening begins with application intake and moves through identity verification, product eligibility, account creation and funding. Most of the effort is spent by onboarding specialists moving applicant data between the origination platform, the core banking system and document tools. Pyze measures how the work flows across these systems and where applications wait.

17

Onboarding specialists analyzed

425

Applications analyzed

15,060

Events captured

5

Opportunities ranked

Banking and Financial Services Customer Onboarding: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per onboarding stage
Application-to-application transitions between origination, screening and core systems
Rework loops caused by missing or rejected documents
Variation in onboarding path by branch, channel and product

Typical Findings

Applicant details are entered in the origination platform and then re-entered in the core banking system during account creation.
Applications with incomplete beneficial ownership documentation move through email exchanges before returning to the verification queue.
Product setup steps differ between specialists for the same account type, which produces uneven completion times.

What the Opportunity Register Supports

The opportunity register ranks integration and document-handling changes by the specialist time they release in onboarding.
Path comparisons across branches and channels support a single standard sequence for account opening.
Stage-level elapsed time quantifies where applicants wait and which handoffs justify automation first.

Example Opportunities

1.Re-Keying Between Origination and Core Banking Integration Automate
2.Missing-Document Follow-Up Loops with Applicants AI Agent Agentify
3.Beneficial Ownership Document Review Bottleneck AI Agent Agentify
4.Inconsistent Product Setup Checklists Across Branches Standardization Standardize
5.Manual Welcome Package Assembly RPA Simplify

Roles and Titles

Head of Onboarding and KYC
Head of Client Onboarding, Head of KYC Operations, Director of Customer Due Diligence

Continue

Banking and Financial Services KYC and Financial Crime

KYC and Financial Crime in Banking

Know-your-customer and financial crime operations cover periodic customer reviews, sanctions and adverse media screening, and alert investigation. Analysts spend most of their time collecting evidence from screening tools, case management systems, public registries and internal records, then documenting a disposition. Pyze measures the application path analysts follow and where investigations stall.

35

Financial crime analysts analyzed

1,059

Alerts analyzed

16,135

Events captured

5

Opportunities ranked

Banking and Financial Services KYC and Financial Crime: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Hands-on time per alert by disposition type
Systems visited per investigation and the order of visits
Handoffs between first-line analysts and escalation reviewers
Workload distribution across analysts and queues

Typical Findings

Analysts consult the same core banking and screening screens for multiple alerts on a single customer relationship.
Narrative documentation for alerts closed as false positives follows a repeatable structure but is written by hand in a document tool.
Alerts routed to escalation reviewers wait in queue longer than the time spent working them.

What the Opportunity Register Supports

The opportunity register supports a prioritized plan for triage assistance and narrative drafting in the alert workflow.
Interaction metadata quantifies analyst effort by alert type without recording customer data or screen contents.
Queue and workload views support rebalancing between first-line and escalation teams.

Example Opportunities

1.Repeated Customer Research Across Related Alerts Integration Automate
2.Alert Narrative Drafting Bottleneck AI Agent Agentify
3.Low-Risk Alert Triage Handled Manually AI Agent Agentify
4.Evidence Copy-Paste Between Screening and Case Tools RPA Simplify
5.Uneven Alert Distribution Across Analyst Teams Standardization Rebalance

Roles and Titles

Chief Compliance Officer
Chief Compliance Officer, Head of Compliance Operations, Head of Regulatory Compliance
Head of Financial Crime
Chief AML Officer, MLRO, Head of Financial Crime Operations
Head of Onboarding and KYC
Head of Client Onboarding, Head of KYC Operations, Director of Customer Due Diligence

Continue

Banking and Financial Services Payments Operations

Payments Operations in Banking

Payments operations teams resolve exceptions in wire, ACH and card transactions, including repairs, returns, investigations and reconciliation breaks. Operators move between the payment hub, messaging and settlement systems, core banking and shared inboxes to correct and release items. Pyze measures the paths that exception handling follows and where items wait for another team.

14

Payment operators analyzed

1,367

Exceptions analyzed

14,192

Events captured

5

Opportunities ranked

Banking and Financial Services Payments Operations: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed time from exception detection to release or return
Hands-on time by exception type and payment channel
Handoffs between operations, compliance and relationship teams
Use of spreadsheets and email in resolution paths

Typical Findings

Repairs to missing or malformed beneficiary information follow a consistent set of screens but are performed manually by operators.
Items placed on hold for sanctions review wait for a second team that works in a separate queue and tool.
Reconciliation breaks are resolved through spreadsheet comparisons between the hub and the general ledger extract.

What the Opportunity Register Supports

The opportunity register supports sequencing of repair automation and compliance handoff improvements.
Exception-type comparisons support consistent repair procedures across wire, ACH and card operations.
Elapsed-time views quantify the share of cycle time spent waiting between teams.

Example Opportunities

1.Beneficiary Detail Repairs Performed by Hand RPA Automate
2.High-Latency Handoffs to Sanctions Review Integration Simplify
3.Inbox-Based Investigation Requests to Correspondent Banks AI Agent Agentify
4.Spreadsheet Reconciliation of Unmatched Items Integration Automate
5.Different Repair Procedures by Payment Type Standardization Standardize

Roles and Titles

Head of Financial Crime
Chief AML Officer, MLRO, Head of Financial Crime Operations

Continue

Banking and Financial Services Customer Service

Customer Service in Banking

Banking service teams handle inquiries and requests on accounts, cards, disputes, address changes and loan servicing across phone, chat and secure messaging. Agents work in a CRM and telephony desktop while consulting the core banking system, card platform and knowledge articles to complete each request. Pyze measures how the work is performed across these applications and where requests require follow-up.

22

Service agents analyzed

1,793

Service requests analyzed

10,153

Events captured

5

Opportunities ranked

Banking and Financial Services Customer Service: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Handle time and after-contact work by request type
Application switches within a single customer interaction
Transfers and escalations between service tiers
Repeat contacts on the same request

Typical Findings

Agents open the card network dispute portal in a separate session and repeat transaction details already captured in the CRM.
Approvals for fee reversals require a transfer to a back-office team, which extends the time to resolution.
Agents assemble dispute correspondence from document templates that vary by team.

What the Opportunity Register Supports

The opportunity register supports a plan for CRM and card platform integration and in-contact assistance.
Application-switch analysis quantifies desktop friction by request type.
Template and approval path comparisons support standard handling across service teams.

Example Opportunities

1.Dispute Intake Re-Entry Between CRM and Card Platform Integration Automate
2.Knowledge Article Lookup During Live Contacts AI Agent Agentify
3.Case Summary Drafting After Each Contact AI Agent Agentify
4.Back-Office Transfers for Fee Reversal Approvals UX Simplify
5.Inconsistent Dispute Letter Templates Standardization Standardize

Roles and Titles

Chief Operating Officer
Head of Customer Operations
Chief Customer Officer, VP Customer Operations, Head of Contact Center

Continue

Banking and Financial Services Wealth and Advisory Operations

Wealth and Advisory Operations in Banking

Wealth operations teams support advisors with client onboarding, account maintenance, portfolio rebalancing requests, fee billing and periodic reviews. Associates move between the CRM, portfolio management and custodian platforms, planning tools and document systems to prepare each action. Pyze measures how advisor requests flow through these systems and where preparation time accumulates.

29

Client service associates analyzed

1,438

Advisor requests analyzed

19,914

Events captured

5

Opportunities ranked

Banking and Financial Services Wealth and Advisory Operations: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Preparation time per request type and advisor team
Intake channels used for advisor requests
Document-tool and spreadsheet usage within each request
Rework from custodian rejections

Typical Findings

Advisors submit requests by email and message, so associates create the work item and re-key request details themselves.
Custodian forms are completed from the same client attributes held in the CRM, which are transcribed into PDF documents.
Rebalancing proposals are staged in spreadsheets before being entered into the portfolio platform.

What the Opportunity Register Supports

The opportunity register supports a request intake standard that removes manual work item creation.
Rework analysis quantifies the effect of custodian rejections on associate capacity.
Team comparisons support balanced workload between advisor groups.

Example Opportunities

1.Custodian Form Preparation from Client Records RPA Automate
2.Advisor Requests Arriving Through Email Instead of Workflow Standardization Standardize
3.Suitability Documentation Review Bottleneck AI Agent Agentify
4.Rebalancing Calculations Staged in Spreadsheets Integration Automate
5.Client Review Packet Assembly AI Agent Agentify

Roles and Titles

Continue

Banking and Financial Services Legal and Compliance

Legal and Compliance in Banking

Bank legal and compliance teams manage regulatory change, policy attestation, complaint handling, communications surveillance and regulatory exam requests. Staff work across a GRC platform, document repositories, email and spreadsheets to track obligations and evidence. Pyze measures how these reviews move between applications and where coordination time is spent.

30

Compliance analysts analyzed

1,502

Review items analyzed

14,661

Events captured

5

Opportunities ranked

Banking and Financial Services Legal and Compliance: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Time spent per review stage by regulatory topic
Movement between the GRC platform, repositories and email
Handoffs between compliance, legal and business control owners
Distribution of review work across analysts

Typical Findings

Control owners supply evidence through email, and analysts then upload it to the GRC platform by hand.
Impact assessments for related regulatory changes repeat the same document review and summary steps.
Testing workpapers are recreated in spreadsheets for each cycle even when the control has not changed.

What the Opportunity Register Supports

The opportunity register supports automation of evidence collection and assisted impact summaries.
Cross-line comparisons support a common obligation mapping approach.
Workload views quantify the distribution of review work among teams.

Example Opportunities

1.Regulatory Change Impact Summaries Written by Hand AI Agent Agentify
2.Control Evidence Requests Tracked by Email Integration Automate
3.Duplicate Obligation Mapping Across Business Lines Standardization Standardize
4.Testing Workpapers Rebuilt in Spreadsheets RPA Simplify
5.Uneven Review Assignment Among Compliance Teams Standardization Rebalance

Roles and Titles

Chief Compliance Officer
Chief Compliance Officer, Head of Compliance Operations, Head of Regulatory Compliance

Continue

Insurance Claims Management

Claims Management in Insurance

Claims teams take first notice of loss, verify coverage, investigate, evaluate damage, and settle and close each claim. Adjusters spend most of their time moving between the claims platform, estimating and repair network tools, email and document applications. Pyze measures how adjusters work across these systems and where claims wait between handoffs.

17

Adjusters analyzed

1,045

Claims analyzed

56,012

Events captured

25

Findings surfaced

Insurance Claims Management: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per claim stage
Application-to-application transitions within each claim
Handoffs between adjusters, appraisers and repair partners
Caseload and activity distribution across adjuster teams

Typical Findings

Total loss claims pass between the adjuster, a salvage vendor and a valuation tool, with waiting time between each handoff.
Adjusters write claim summaries in Word after reviewing notes in ClaimCenter, which repeats information already captured.
Repair estimates are reviewed in the estimating tool and then keyed into the claims platform by the adjuster.

What the Opportunity Register Supports

The opportunity register ranks handoff, summary and estimate-entry changes by the adjuster time they release.
Stage-level analysis quantifies where claims wait and supports redesign of the total loss path.
Regional comparisons support balanced caseload and a common handling sequence.

Example Opportunities

1.High-Latency Handoffs in Total Loss Claims Integration Simplify
2.Claim Summary Drafting Bottleneck AI Agent Agentify
3.Estimate Re-Keying Between Mitchell and ClaimCenter Integration Automate
4.Rental Authorization Requests Handled by Email RPA Automate
5.Uneven Adjuster Caseload Across Regions Standardization Rebalance

Roles and Titles

Chief Operating Officer
Head of Claims
Chief Claims Officer, SVP Claims, VP Claims Operations

Continue

Insurance Underwriting and Policy Servicing

Underwriting and Policy Servicing in Insurance

Underwriting teams receive submissions, review risk information, price coverage, bind policies and process endorsements and renewals. Underwriters and assistants work in the policy administration system, rating engines, third-party data services and email, often reconciling broker documents by hand. Pyze measures how submissions and policy changes move through these applications and where review effort concentrates.

13

Underwriters analyzed

1,546

Submissions analyzed

16,730

Events captured

5

Opportunities ranked

Insurance Underwriting and Policy Servicing: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per submission stage
Share of effort spent on intake and data preparation versus risk judgment
Referral and approval handoffs between underwriters and authority holders
Spreadsheet and document-tool usage within quoting

Typical Findings

Broker submissions arrive as attachments, and assistants transcribe locations, limits and prior loss information into the policy system.
Underwriters query the same external risk data services for renewals that were queried at the original quote.
Referrals to senior underwriters are requested by email or chat, and the response is recorded manually in the policy record.

What the Opportunity Register Supports

The opportunity register supports a plan for submission intake assistance and rating data integration.
Effort distribution analysis quantifies how much underwriter capacity goes to preparation instead of risk selection.
Referral path comparisons support a consistent approval workflow across lines of business.

Example Opportunities

1.Broker Submission Data Entry from Email Attachments AI Agent Agentify
2.Exposure Schedules Rebuilt in Spreadsheets for Rating Integration Automate
3.Third-Party Data Lookups Repeated Across Quotes Integration Simplify
4.Endorsement Document Generation in Word RPA Automate
5.Referral Approvals Routed Through Chat and Email Standardization Standardize

Roles and Titles

Head of Underwriting
Chief Underwriting Officer, Head of Underwriting Operations, VP Underwriting Services

Continue

Insurance Customer Onboarding

Customer Onboarding in Insurance

New policyholder onboarding includes application processing, identity and eligibility checks, policy issuance, document delivery and first-payment setup. Operations staff and agency support teams use the policy administration system, agency portals, billing and e-signature tools to complete each new policy. Pyze measures how applications progress across these systems and where they wait for missing information.

39

New business specialists analyzed

1,551

New policies analyzed

21,518

Events captured

5

Opportunities ranked

Insurance Customer Onboarding: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed time from application receipt to active policy
Hands-on time per onboarding stage and product
Pending-information loops and their causes
Variation in handling between agencies and channels

Typical Findings

Applications submitted through agency portals are reentered into the policy administration system by new business specialists.
Applications missing signatures or disclosures wait while specialists follow up by email with agencies.
Billing plan selection is completed in a separate system after the policy is issued, which adds a handoff to each new policy.

What the Opportunity Register Supports

The opportunity register supports integration between agency portals and the policy system.
Pending-information analysis quantifies which missing items cause the most delay by agency and product.
Channel comparisons support a common onboarding path across agencies.

Example Opportunities

1.Agency Portal to Policy System Re-Entry Integration Automate
2.Pending Applications Awaiting Missing Information AI Agent Agentify
3.Manual Eligibility Exception Reviews AI Agent Agentify
4.Billing Plan Setup Performed in a Separate System Integration Simplify
5.Welcome Packet Assembly by Product Standardization Standardize

Roles and Titles

Head of Onboarding and KYC
Head of Client Onboarding, Head of KYC Operations, Director of Customer Due Diligence

Continue

Insurance Customer Service

Customer Service in Insurance

Insurance service teams answer policyholder and agent requests for coverage questions, policy changes, billing adjustments, certificates and claim status. Representatives use a CRM and telephony desktop alongside the policy, billing and claims systems to find answers and complete changes. Pyze measures how service interactions are handled across these applications and where requests are transferred or repeated.

15

Service representatives analyzed

607

Service requests analyzed

16,882

Events captured

5

Opportunities ranked

Insurance Customer Service: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Handle time and after-contact work by request type
Application switches per interaction
Transfers between service, billing and underwriting teams
Repeat contacts on the same policy request

Typical Findings

Representatives confirm coverage and payment status in two separate systems before answering a single question.
Certificate requests from agents follow the same steps each time but are produced through a document template and email.
Mid-term policy changes that need underwriting input are transferred, and the customer is contacted again after approval.

What the Opportunity Register Supports

The opportunity register supports a combined policy and billing view for representatives.
Transfer analysis quantifies which request types leave the service desk and why.
Request-type comparisons support automation of recurring document requests.

Example Opportunities

1.Policy and Billing Lookups Across Separate Screens UX Simplify
2.Certificate of Insurance Requests Handled by Hand RPA Automate
3.Contact Notes Written After Every Interaction AI Agent Agentify
4.Transfers to Underwriting for Mid-Term Changes Standardization Standardize
5.Claim Status Inquiries Routed to the Service Desk Integration Automate

Roles and Titles

Chief Operating Officer
Head of Customer Operations
Chief Customer Officer, VP Customer Operations, Head of Contact Center

Continue

Insurance Legal and Compliance

Legal and Compliance in Insurance

Insurance legal and compliance teams handle state regulatory filings, producer licensing, complaint tracking, market conduct examinations and policy form reviews. Staff work across filing portals, a GRC or licensing platform, document repositories and spreadsheets to maintain evidence for regulators. Pyze measures how these reviews move between applications and where coordination effort is spent.

29

Compliance specialists analyzed

1,974

Filings analyzed

14,241

Events captured

5

Opportunities ranked

Insurance Legal and Compliance: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Time spent per filing stage by state and line of business
Movement between filing portals, repositories and document tools
Handoffs among compliance, product and actuarial teams
Distribution of filing and complaint work across specialists

Typical Findings

Filing packages combine forms, rate exhibits and memoranda that are collected from several repositories before submission.
Objections from regulators are answered through new documents that reuse language from earlier responses.
State filing requirements are tracked in spreadsheets that are updated separately from the filing platform.

What the Opportunity Register Supports

The opportunity register supports automation of package assembly and assisted objection responses.
State and line comparisons support a consistent filing procedure and shared requirement tracking.
Workload views quantify how filing effort is distributed among specialists.

Example Opportunities

1.Filing Package Assembly from Multiple Repositories RPA Automate
2.Regulator Objection Responses Drafted from Scratch AI Agent Agentify
3.State Requirement Tracking Maintained in Spreadsheets Standardization Standardize
4.Complaint Log Entry Duplicated Across Systems Integration Automate
5.Uneven Filing Workload Across States and Lines Standardization Rebalance

Roles and Titles

Chief Compliance Officer
Chief Compliance Officer, Head of Compliance Operations, Head of Regulatory Compliance

Continue

Insurance Finance Operations

Finance Operations in Insurance

Insurance finance operations cover premium accounting, claim payment reconciliation, reinsurance accounting, commission processing and the period-end close. Accountants move between the policy and billing systems, the general ledger, reinsurance platforms and spreadsheets to reconcile balances and prepare entries. Pyze measures how this work flows across applications and where reconciliation effort accumulates.

25

Accountants analyzed

957

Reconciliation items analyzed

14,449

Events captured

5

Opportunities ranked

Insurance Finance Operations: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per close and reconciliation task
Spreadsheet, email and system transitions within each reconciliation
Handoffs between accounting, claims and reinsurance teams
Distribution of close tasks across accountants

Typical Findings

Accountants export premium and claim data from operational systems into spreadsheets and compare it to the ledger by hand.
Unmatched claim payments are researched in the claims system and the payment platform before entries are corrected.
Journal entries are submitted for approval by email, and approvers confirm in a separate message.

What the Opportunity Register Supports

The opportunity register supports automated matching between operational subledgers and the general ledger.
Close task analysis quantifies where period-end effort and waiting time concentrate.
Task distribution views support rebalancing of recurring close activities among accountants.

Example Opportunities

1.Premium Subledger to General Ledger Reconciliation in Spreadsheets Integration Automate
2.Claim Payment Break Investigation Across Systems AI Agent Agentify
3.Reinsurance Bordereaux Preparation by Hand RPA Automate
4.Journal Entry Approvals Collected by Email Standardization Standardize
5.Close Task Concentration in a Few Accountants Standardization Rebalance

Roles and Titles

Chief Operating Officer
Chief Financial Officer
Head of Shared Services
Global Business Services Leader, VP Shared Services, Head of Operational Excellence

Continue

Healthcare and Life Sciences Claims Management

Claims Management in Healthcare

Payer and health plan claims adjudication covers intake of medical claims, eligibility and benefit verification, pricing, clinical and coding review, and payment or denial. Examiners spend much of their time moving between the core claims platform, provider and member portals, policy and fee schedule documents, and email or chat to resolve pends. Exceptions such as missing authorizations, coordination of benefits questions and suspect coding drive most of the manual effort.

36

Claims examiners analyzed

673

Claims analyzed

15,506

Events captured

5

Opportunities ranked

Healthcare and Life Sciences Claims Management: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per adjudication stage
Application and screen sequence for pended claims
Rework loops between examiners, clinical reviewers and provider services
Variation in handling paths for the same claim type across teams

Typical Findings

Pended claims that require an authorization check typically involve a switch to an external portal and back to the claims platform before adjudication resumes.
Coordination of benefits cases follow several different lookup paths depending on the examiner, with repeated reference to documents outside the core system.
Escalations to clinical reviewers travel through email and chat, which adds waiting time between the pend and the decision.

What the Opportunity Register Supports

Supports a ranked register of adjudication steps suited to integration with authorization and eligibility sources.
Quantifies the effort in pend resolution paths where an AI agent could prepare the supporting evidence for the examiner.
Supports standardizing handling paths for claim types that currently vary by team.

Example Opportunities

1.Manual Authorization Lookups on Pended Inpatient Claims Integration Automate
2.Coordination of Benefits Research Across Portals AI Agent Agentify
3.Fee Schedule Reference in Spreadsheets for Pricing Exceptions Standardization Standardize
4.High-Latency Handoffs Between Examiners and Clinical Reviewers UX Simplify
5.Uneven Pend Queue Distribution Across Examiner Teams RPA Rebalance

Roles and Titles

Chief Operating Officer
Head of Claims
Chief Claims Officer, SVP Claims, VP Claims Operations

Continue

Healthcare and Life Sciences Drug Safety and Pharmacovigilance

Drug Safety and Pharmacovigilance in Healthcare

Pharmacovigilance operations in life sciences receive adverse event reports from many sources, enter and code them in a safety database, assess seriousness and expectedness, and prepare regulatory submissions. Safety associates spend much of their effort on intake triage, duplicate checks, medical coding, narrative drafting and follow-up correspondence across the safety database, coding dictionaries and shared documents. Pyze makes no safety, clinical or compliance determinations and measures only how the work is performed.

13

Safety associates analyzed

1,677

Cases analyzed

13,205

Events captured

5

Opportunities ranked

Healthcare and Life Sciences Drug Safety and Pharmacovigilance: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per case processing stage
Application and screen sequence from intake to submission
Handoffs between intake, medical review and quality review
Variation in handling paths across case sources and teams

Typical Findings

Cases received as email attachments typically move through a document viewer, the safety database and a coding dictionary several times before data entry is complete.
Narrative drafting occurs mostly in word processing documents that are later reconciled with the safety database record.
Follow-up correspondence is prepared from varying templates, which creates differences in handling paths for similar case types.

What the Opportunity Register Supports

Supports a ranked register of case processing steps where assisted data capture could reduce duplicate entry.
Quantifies time spent moving between the safety database, coding tools and documents.
Supports standardizing follow-up and quality review paths across teams, with all safety, clinical and compliance decisions remaining with qualified staff.

Example Opportunities

1.Source Document Re-Keying Into the Safety Database AI Agent Agentify
2.Narrative Drafting Bottleneck on Complex Cases AI Agent Agentify
3.Duplicate Search Across Databases and Mailboxes Integration Automate
4.Inconsistent Follow-Up Request Templates Standardization Standardize
5.Case Distribution Imbalance Between Intake Teams RPA Rebalance

Roles and Titles

Head of Drug Safety
VP Pharmacovigilance, Head of Safety Operations, Head of Case Processing

Continue

Healthcare and Life Sciences Regulatory and Quality Operations

Regulatory and Quality Operations in Healthcare

Quality and regulatory operations in life sciences manage deviations, change controls, corrective and preventive actions, document revisions and regulatory submission assembly. Specialists work across the quality management system, a document management platform, regulatory information systems and review correspondence. Time is spent on record initiation, investigation support, approval routing and assembling supporting documents. Pyze makes no safety, clinical or compliance determinations and measures only how the work is performed.

40

Quality specialists analyzed

1,928

Quality records analyzed

17,622

Events captured

5

Opportunities ranked

Healthcare and Life Sciences Regulatory and Quality Operations: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per quality record stage
Application and screen sequence across quality and document systems
Waiting time at approval and review steps
Variation in handling paths across sites and record types

Typical Findings

Deviation investigations typically involve repeated movement between the quality management system, spreadsheets of prior records and shared documents.
Approval routing for change controls shows waiting time at a small number of reviewers, with follow-up handled through email and chat.
Document revisions follow different preparation paths from site to site, including different use of word processing and PDF tools.

What the Opportunity Register Supports

Supports a ranked register of quality workflow steps suited to integration between the quality and document systems.
Quantifies the effort in investigation support where assisted evidence gathering could assist specialists.
Supports standardizing revision and approval paths across sites, with all quality and compliance decisions remaining with qualified staff.

Example Opportunities

1.Supporting Evidence Gathering for Deviation Investigations AI Agent Agentify
2.Approval Routing Delays in Change Control Integration Automate
3.Redundant Record Entry Between Quality and Document Systems Integration Simplify
4.Varied Document Revision Practices Across Sites Standardization Standardize
5.Reviewer Workload Concentration RPA Rebalance

Roles and Titles

Chief Compliance Officer
Chief Compliance Officer, Head of Compliance Operations, Head of Regulatory Compliance
Head of Quality and Regulatory
Chief Quality Officer, VP Quality Assurance, Head of Regulatory Operations

Continue

Healthcare and Life Sciences Supply Chain and Planning

Supply Chain and Planning in Healthcare

Healthcare supply chain planning covers demand forecasting, inventory positioning, replenishment for medical products and pharmaceuticals, and supplier coordination. Planners work across the ERP, a planning system, distributor and supplier portals, and spreadsheets used for allocation and shortage tracking. Effort concentrates on reconciling forecasts, resolving shortages and managing expiry and lot constraints.

37

Supply planners analyzed

1,309

Replenishment orders analyzed

12,715

Events captured

5

Opportunities ranked

Healthcare and Life Sciences Supply Chain and Planning: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per planning stage
Application and screen sequence from demand review to allocation
Time spent in spreadsheets compared with planning systems
Variation in exception handling paths across planners

Typical Findings

Shortage management relies on spreadsheets that are rebuilt from ERP and planning system views for each review cycle.
Supplier confirmations are tracked through email threads and portal checks, with repeated status lookups for the same orders.
Lot and expiry exceptions are handled through different paths depending on the planner and product family.

What the Opportunity Register Supports

Supports a ranked register of planning steps suited to integration between the ERP and planning system.
Quantifies the effort in spreadsheet-based allocation where an AI agent could prepare options for the planner.
Supports standardizing exception handling for lot, expiry and supplier constraints.

Example Opportunities

1.Shortage Allocation Managed in Offline Spreadsheets AI Agent Agentify
2.Manual Supplier Confirmation Follow-Up by Email RPA Automate
3.Duplicate Inventory Views Between ERP and Planning System Integration Simplify
4.Inconsistent Expiry and Lot Exception Handling Standardization Standardize
5.Planner Coverage Imbalance Across Product Families UX Rebalance

Roles and Titles

Chief Operating Officer
Head of Supply Chain
VP Supply Chain, SVP Supply Chain, Chief Supply Chain Officer

Continue

Healthcare and Life Sciences Customer Service

Customer Service in Healthcare

Member and patient services teams handle benefit questions, claim status inquiries, provider lookups, prior authorization status and billing questions by phone, chat and secure message. Representatives work across a CRM, the claims and eligibility platforms, a knowledge base and document tools. Time is spent verifying identity, locating information in several systems and documenting the interaction.

18

Service representatives analyzed

1,136

Inquiries analyzed

15,290

Events captured

5

Opportunities ranked

Healthcare and Life Sciences Customer Service: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per inquiry stage
Application and screen sequence during a contact
Time spent on documentation after the contact ends
Variation in resolution paths for the same inquiry type

Typical Findings

Claim status inquiries typically require navigation between the CRM and the claims platform, with repeated entry of the same member identifiers.
Documentation of the interaction occurs after the contact and involves reconstructing the steps taken across several systems.
Escalations for billing disputes follow different channels depending on the representative, including chat, email and ticket creation.

What the Opportunity Register Supports

Supports a ranked register of inquiry types suited to an integrated view across the CRM and claims platform.
Quantifies the effort in post-contact documentation where assisted summarization could be applied.
Supports standardizing escalation paths for common inquiry categories.

Example Opportunities

1.Interaction Note Drafting After Each Contact AI Agent Agentify
2.Repeated Switching Between CRM and Claims Platform Integration Simplify
3.Prior Authorization Status Checks by Phone and Portal RPA Automate
4.Varied Escalation Paths for Billing Disputes Standardization Standardize
5.Queue Imbalance Between Benefits and Claims Inquiries UX Rebalance

Roles and Titles

Chief Operating Officer
Head of Customer Operations
Chief Customer Officer, VP Customer Operations, Head of Contact Center

Continue

Healthcare and Life Sciences Finance Operations

Finance Operations in Healthcare

Healthcare finance operations include accounts payable, provider and vendor payments, revenue cycle reconciliation, contract and rebate accounting, and month-end close. Analysts work across the ERP, bank and remittance files, vendor portals, spreadsheets and email. Exceptions such as three-way match failures, remittance mismatches and contract price disputes account for much of the manual effort.

30

Accounts payable analysts analyzed

514

Invoices analyzed

21,223

Events captured

5

Opportunities ranked

Healthcare and Life Sciences Finance Operations: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per payables stage
Application and screen sequence for exception invoices
Waiting time at approval and clarification steps
Variation in handling paths across vendor types and teams

Typical Findings

Match exceptions typically involve email exchanges with buyers and receiving staff while the invoice record remains open in the ERP.
Reconciliation work is performed in spreadsheets that combine ERP extracts, remittance files and portal data.
Invoices without a purchase order follow varied approval routes depending on the cost center and analyst.

What the Opportunity Register Supports

Supports a ranked register of payables steps suited to automated capture and matching.
Quantifies the effort in exception resolution where an AI agent could assemble the supporting records.
Supports standardizing approval routing for invoices outside the purchase order process.

Example Opportunities

1.Three-Way Match Exceptions Resolved Through Email AI Agent Agentify
2.Invoice Data Re-Keying From PDF Attachments AI Agent Automate
3.Remittance Reconciliation in Offline Spreadsheets Integration Simplify
4.Inconsistent Approval Routing for Non-PO Invoices Standardization Standardize
5.Month-End Workload Concentration Within Small Teams RPA Rebalance

Roles and Titles

Chief Operating Officer
Chief Financial Officer
Head of Shared Services
Global Business Services Leader, VP Shared Services, Head of Operational Excellence

Continue

Consumer Goods and Supply Chain Order Management

Order Management in Consumer Goods

Consumer goods order management covers receipt of retailer and distributor orders through EDI, portals and email, validation against pricing and promotions, credit and availability checks, and fulfillment coordination. Specialists work across the ERP, EDI monitoring tools, retailer portals and spreadsheets. Exceptions such as pricing mismatches, rejected EDI documents, allocation shortages and delivery appointment changes account for much of the manual work.

14

Order management specialists analyzed

2,044

Orders analyzed

13,487

Events captured

5

Opportunities ranked

Consumer Goods and Supply Chain Order Management: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per order stage
Application and screen sequence for exception orders
Rework loops between order desks, pricing and logistics
Variation in handling paths across customer accounts

Typical Findings

Orders blocked for price differences typically require comparison of the ERP condition records with retailer portal data and promotion spreadsheets.
Rejected EDI documents are corrected in the ERP and followed by manual checks in the monitoring tool to confirm resubmission.
Delivery changes are coordinated through email and chat among order desks, warehouse teams and carriers.

What the Opportunity Register Supports

Supports a ranked register of order exception types suited to automated correction and integration.
Quantifies the effort in promotional pricing resolution where an AI agent could prepare the comparison.
Supports standardizing short-ship and delivery change communication across accounts.

Example Opportunities

1.Pricing Mismatches on Promotional Orders AI Agent Agentify
2.Rejected EDI Orders Corrected by Hand Integration Automate
3.Delivery Appointment Changes Coordinated by Email RPA Automate
4.Different Short-Ship Communication Paths by Customer Standardization Standardize
5.Order Desk Coverage Imbalance Across Key Accounts UX Rebalance

Roles and Titles

Chief Operating Officer
Head of Supply Chain
VP Supply Chain, SVP Supply Chain, Chief Supply Chain Officer

Continue

Consumer Goods and Supply Chain Supply Chain and Planning

Supply Chain and Planning in Consumer Goods

Consumer goods supply chain planning links demand forecasting, promotional lift planning, production and distribution planning, and inventory deployment across plants and distribution centers. Planners use the planning platform, the ERP, point-of-sale and syndicated data extracts and spreadsheets for consensus reviews. Effort concentrates on forecast adjustments, new item launches, constraint resolution and sales and operations planning preparation.

25

Demand planners analyzed

1,772

Demand plans analyzed

14,863

Events captured

5

Opportunities ranked

Consumer Goods and Supply Chain Supply Chain and Planning: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per planning stage
Application and screen sequence across a planning cycle
Share of time in spreadsheets and presentation tools
Variation in planning paths across categories and regions

Typical Findings

Promotion adjustments are prepared in spreadsheets and re-entered into the planning platform after review.
Consensus review materials are assembled by copying outputs from the planning platform and ERP into presentation documents.
New item launch plans are built through different sequences of tools depending on the category team.

What the Opportunity Register Supports

Supports a ranked register of planning steps where assisted preparation could reduce spreadsheet effort.
Quantifies time spent assembling review materials across systems.
Supports standardizing launch and promotion adjustment paths across categories.

Example Opportunities

1.Promotional Lift Adjustments Maintained in Spreadsheets AI Agent Agentify
2.Consensus Review Pack Assembly From Multiple Sources AI Agent Automate
3.Constraint Data Transfer Between Planning System and ERP Integration Simplify
4.New Item Launch Setup Varies by Category Standardization Standardize
5.Planner Workload Concentration During Planning Cutoff RPA Rebalance

Roles and Titles

Chief Operating Officer
Head of Supply Chain
VP Supply Chain, SVP Supply Chain, Chief Supply Chain Officer

Continue

Consumer Goods and Supply Chain Warranty and Service

Warranty and Service in Consumer Goods

Warranty and service teams in consumer goods manage product defect claims, returns authorization, repair or replacement decisions, retailer chargebacks and parts fulfillment for appliances, electronics and durable products. Specialists work across a service platform, the ERP, retailer return portals, carrier systems and shared documents. Effort concentrates on validating purchase and coverage, diagnosing the issue, routing to repair partners and settling claims.

18

Warranty specialists analyzed

1,639

Warranty claims analyzed

17,608

Events captured

5

Opportunities ranked

Consumer Goods and Supply Chain Warranty and Service: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per warranty claim stage
Application and screen sequence from intake to settlement
Handoffs between service, repair partners and finance
Variation in disposition paths across product lines

Typical Findings

Coverage validation requires lookups in the service platform, the ERP and retailer portals before a disposition can be recorded.
Repair partner communication relies on email and portal updates that are tracked separately from the claim record.
Chargeback reconciliation is performed in spreadsheets that combine ERP credits with retailer return data.

What the Opportunity Register Supports

Supports a ranked register of claim steps suited to integration of coverage and purchase data.
Quantifies the effort in disposition preparation where an AI agent could assemble the case file.
Supports standardizing partner instructions and handoffs across product lines.

Example Opportunities

1.Proof of Purchase and Coverage Validation Across Systems Integration Automate
2.Repair or Replace Disposition Preparation AI Agent Agentify
3.Retailer Chargeback Reconciliation in Spreadsheets AI Agent Agentify
4.Inconsistent Repair Partner Instructions Standardization Standardize
5.Parts Request Handoffs Between Service and Fulfillment UX Simplify

Roles and Titles

Head of Supply Chain
VP Supply Chain, SVP Supply Chain, Chief Supply Chain Officer
Head of Quality and Regulatory
Chief Quality Officer, VP Quality Assurance, Head of Regulatory Operations

Continue

Consumer Goods and Supply Chain Finance Operations

Finance Operations in Consumer Goods

Consumer goods finance operations include customer deductions and trade claims management, promotion settlement, accounts receivable cash application, accounts payable and month-end close. Analysts work across the ERP, retailer deduction portals, remittance files, trade promotion management tools and spreadsheets. Deduction validation, short-pay research and promotion accrual reconciliation account for much of the manual effort.

15

Deductions analysts analyzed

1,669

Deductions analyzed

19,965

Events captured

5

Opportunities ranked

Consumer Goods and Supply Chain Finance Operations: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per deduction stage
Application and screen sequence for disputed deductions
Waiting time on supporting documents from sales and logistics
Variation in handling paths across retailer accounts

Typical Findings

Short pays without a clear reason code are researched across the ERP, the trade promotion tool and retailer portals before they are coded.
Dispute packages are assembled by collecting delivery proofs, contract terms and promotion agreements from separate repositories and mailboxes.
Write-off approvals follow different routes depending on region and account team.

What the Opportunity Register Supports

Supports a ranked register of deduction types suited to automated matching and coding.
Quantifies the effort in dispute preparation where an AI agent could assemble the supporting documents.
Supports standardizing write-off approval paths across regions.

Example Opportunities

1.Promotion Matching for Unclassified Short Pays AI Agent Agentify
2.Dispute Package Assembly From Proof of Delivery and Contracts AI Agent Automate
3.Deduction Download and Coding Between Portals and ERP Integration Automate
4.Varied Write-Off Approval Practices by Region Standardization Standardize
5.Key Account Deduction Backlog Concentrated in Few Analysts RPA Rebalance

Roles and Titles

Chief Operating Officer
Chief Financial Officer
Head of Shared Services
Global Business Services Leader, VP Shared Services, Head of Operational Excellence

Continue

Consumer Goods and Supply Chain Procurement

Procurement in Consumer Goods

Consumer goods procurement covers sourcing and purchasing of ingredients, packaging, co-manufacturing services and indirect spend. Buyers work across the ERP, a supplier management platform, sourcing tools, contract repositories and spreadsheets for cost and specification comparison. Effort concentrates on requisition review, supplier selection, price and specification changes, and supplier follow-up on delivery and quality documentation.

38

Buyers analyzed

1,623

Purchase requisitions analyzed

16,615

Events captured

5

Opportunities ranked

Consumer Goods and Supply Chain Procurement: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per procurement stage
Application and screen sequence from requisition to order
Waiting time at approval and supplier response steps
Variation in sourcing paths across categories

Typical Findings

Quotation comparisons typically combine supplier responses from email and the sourcing platform in spreadsheets maintained by each buyer.
Price verification against contracts requires opening contract documents separately from the order record in the ERP.
Packaging specification changes are approved through different sequences of email, chat and workflow depending on the category.

What the Opportunity Register Supports

Supports a ranked register of buying steps suited to integration with contract and pricing data.
Quantifies the effort in quotation comparison where an AI agent could prepare the analysis.
Supports standardizing approval paths for specification and supplier changes.

Example Opportunities

1.Quotation Comparison Built in Spreadsheets AI Agent Agentify
2.Contract Price Verification Against Purchase Orders Integration Automate
3.Supplier Delivery Follow-Up by Email RPA Automate
4.Inconsistent Specification Change Approvals for Packaging Standardization Standardize
5.Requisition Routing Delays Between Plants and Category Teams UX Rebalance

Roles and Titles

Chief Financial Officer
Head of Supply Chain
VP Supply Chain, SVP Supply Chain, Chief Supply Chain Officer
Head of Shared Services
Global Business Services Leader, VP Shared Services, Head of Operational Excellence
Chief Procurement Officer
Chief Procurement Officer, VP Procurement, Head of Procurement Operations

Continue

Consumer Goods and Supply Chain Regulatory and Quality Operations

Regulatory and Quality Operations in Consumer Goods

Quality and regulatory teams in consumer goods manage product specifications, supplier and plant quality events, consumer complaint investigations, label and claim reviews, and market registrations. Specialists work across a quality management system, a product lifecycle platform, laboratory systems, shared documents and email with suppliers and regulators. Pyze makes no safety, clinical or compliance determinations and measures only how the work is performed.

23

Quality specialists analyzed

1,401

Quality events analyzed

13,048

Events captured

5

Opportunities ranked

Consumer Goods and Supply Chain Regulatory and Quality Operations: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per quality event stage
Application and screen sequence from logging to closure
Handoffs between quality, plants, suppliers and consumer care
Variation in handling paths across plants and event types

Typical Findings

Batch tracing requires lookups in the quality management system, plant records and supplier documents that are held in separate tools.
Investigation reports are written in word processing documents and later transcribed into the quality management record.
Complaint triage steps vary by plant, including the order in which consumer care records and batch data are reviewed.

What the Opportunity Register Supports

Supports a ranked register of quality workflow steps suited to integration between quality, plant and supplier data.
Quantifies the effort in investigation write-up where assisted drafting could support specialists.
Supports standardizing triage and follow-up paths across plants, with all quality and compliance decisions remaining with qualified staff.

Example Opportunities

1.Batch Traceability Lookups Across Plant and Supplier Records Integration Automate
2.Investigation Report Drafting From Scattered Evidence AI Agent Agentify
3.Label Review Comparisons Against Specification Documents AI Agent Agentify
4.Corrective Action Follow-Up Tracked in Email RPA Automate
5.Differing Complaint Triage Practices Across Plants Standardization Standardize

Roles and Titles

Chief Compliance Officer
Chief Compliance Officer, Head of Compliance Operations, Head of Regulatory Compliance
Head of Quality and Regulatory
Chief Quality Officer, VP Quality Assurance, Head of Regulatory Operations

Continue

Manufacturing Procurement

Procurement in Manufacturing

Direct and indirect procurement in a manufacturing company runs from purchase requisition through sourcing, purchase order creation, supplier confirmation, goods receipt and invoice matching. Buyers spend much of their time chasing supplier acknowledgments, reconciling price and quantity differences and keying changes between the ERP and supplier portals. The work spans SAP S/4HANA, Coupa or Ariba, supplier portals, Outlook and Excel.

20

Buyers analyzed

1,914

Purchase orders analyzed

20,187

Events captured

5

Opportunities ranked

Manufacturing Procurement: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per procurement stage
Application switching between the ERP, sourcing platform and supplier portals
Rework loops caused by price, quantity and delivery date mismatches
Buyer workload distribution by commodity group and supplier

Typical Findings

Buyers re-enter supplier confirmation details from email and portals into the ERP for a large share of purchase orders.
Invoice price variances against the purchase order move through email threads between buyers, receiving and accounts payable before resolution.
Quote comparison for direct materials is performed in individual spreadsheets that differ by buyer and commodity group.

What the Opportunity Register Supports

Supports a ranked register of automation candidates for supplier confirmation capture and invoice exception handling.
Quantifies the time buyers spend on rework loops by supplier and commodity group.
Supports redistributing purchase order volume across buyers based on measured hands-on effort.

Example Opportunities

1.Manual Supplier Order Acknowledgment Re-keying RPA Automate
2.Price Variance Resolution Across ERP and Invoice AI Agent Agentify
3.Requisition Approval Handoffs to Budget Owners Integration Simplify
4.Spreadsheet Quote Comparison for Direct Materials Standardization Standardize
5.Uneven Buyer Workload Across Commodity Groups UX Rebalance

Roles and Titles

Chief Financial Officer
Head of Supply Chain
VP Supply Chain, SVP Supply Chain, Chief Supply Chain Officer
Head of Shared Services
Global Business Services Leader, VP Shared Services, Head of Operational Excellence
Chief Procurement Officer
Chief Procurement Officer, VP Procurement, Head of Procurement Operations

Continue

Manufacturing Supply Chain and Planning

Supply Chain and Planning in Manufacturing

Supply chain planning covers demand review, supply and capacity planning, material requirements planning runs, exception handling and release of production and purchase proposals. Planners spend significant time reviewing MRP exception messages, adjusting parameters and consolidating forecasts from several sources in spreadsheets. The work is spread across SAP S/4HANA, Kinaxis or o9, Excel, Power BI and Microsoft Teams.

29

Planners analyzed

943

Planning exceptions analyzed

18,429

Events captured

5

Opportunities ranked

Manufacturing Supply Chain and Planning: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Time spent per planning cycle stage by planner role
Exception message handling sequence and rework between systems
Spreadsheet usage alongside planning platforms
Distribution of exception volume across planners and plants

Typical Findings

Planners export planning data to spreadsheets to reconcile forecasts from sales, finance and the planning platform before each review.
MRP exception messages are reviewed one at a time in the ERP, with repeated navigation between material master and stock overview screens.
Expedite and reschedule requests are coordinated through chat and email before the change is recorded in the ERP.

What the Opportunity Register Supports

Supports prioritization of exception categories that can be triaged by an AI agent with planner review.
Quantifies the effort spent on forecast consolidation and identifies where a shared data source would apply.
Supports a standard approach to parameter maintenance across plants.

Example Opportunities

1.MRP Exception Message Triage Backlog AI Agent Agentify
2.Forecast Consolidation in Offline Spreadsheets Integration Simplify
3.Planned Order Conversion Keyed Between Systems RPA Automate
4.Inconsistent Safety Stock Parameter Updates Standardization Standardize
5.Expedite Requests Concentrated on Few Planners UX Rebalance

Roles and Titles

Chief Operating Officer
Head of Supply Chain
VP Supply Chain, SVP Supply Chain, Chief Supply Chain Officer

Continue

Manufacturing Order Management

Order Management in Manufacturing

Manufacturing order management covers order entry from EDI, email and customer portals, configuration and pricing checks, credit review, availability confirmation and delivery scheduling. Order specialists spend their time on non-standard orders, product configuration questions and changes to confirmed dates. The work spans SAP S/4HANA, Salesforce, a configure-price-quote tool, Outlook and customer portals.

42

Order specialists analyzed

674

Orders analyzed

10,794

Events captured

5

Opportunities ranked

Manufacturing Order Management: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time from order receipt to confirmation
Application path taken for standard and non-standard orders
Frequency and duration of credit, pricing and configuration holds
Order specialist workload by customer segment and region

Typical Findings

A large share of orders arrive as PDF attachments that are transcribed into the ERP screen by screen.
Credit holds move through several approvers by email before the order is released for scheduling.
Customer date change requests require updates in both the ERP and the customer portal, entered separately.

What the Opportunity Register Supports

Supports a ranked register of intake and change handling steps suitable for AI agents and integration.
Quantifies the time orders spend waiting in credit and configuration holds.
Supports balancing order volume across regional teams using measured effort per order type.

Example Opportunities

1.PDF Purchase Order Re-keying into Sales Orders AI Agent Agentify
2.Date Change Requests Handled by Email Chains Integration Simplify
3.Credit Block Release Handoffs RPA Automate
4.Custom Configuration Clarifications with Engineering Standardization Standardize
5.Order Backlog Skew Across Regional Teams UX Rebalance

Roles and Titles

Chief Operating Officer
Head of Supply Chain
VP Supply Chain, SVP Supply Chain, Chief Supply Chain Officer

Continue

Manufacturing Warranty and Service

Warranty and Service in Manufacturing

Warranty and service operations handle claims for failed equipment and components, field service dispatch, parts returns and supplier recovery. Analysts verify warranty coverage and serial number history, request failure analysis, authorize repair or replacement and pursue chargebacks from suppliers. The work involves SAP Service Management, Salesforce Service Cloud, dealer portals, Excel and Outlook.

17

Warranty analysts analyzed

1,728

Warranty claims analyzed

15,954

Events captured

5

Opportunities ranked

Manufacturing Warranty and Service: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed time from claim submission to disposition and credit
Lookups across service, entitlement and parts systems per claim
Handoffs between warranty, quality engineering and supplier quality
Analyst workload by product line and claim type

Typical Findings

Analysts verify coverage by moving between the service system, the installed base record and a warranty terms document for each claim.
Failure analysis requests wait in email with quality engineering, which delays disposition decisions.
Supplier recovery packages are assembled manually from claim data, photos and invoices.

What the Opportunity Register Supports

Supports automation of coverage checks and supplier recovery package assembly.
Quantifies the delay introduced by failure analysis handoffs by product line.
Supports a common disposition code set across dealer and internal channels.

Example Opportunities

1.Serial Number and Coverage Lookup Across Systems Integration Simplify
2.Failure Report Review Waiting on Quality Engineering AI Agent Agentify
3.Supplier Chargeback Claims Compiled in Spreadsheets RPA Automate
4.Inconsistent Disposition Codes Across Dealers Standardization Standardize
5.Return Authorization Queue Imbalance UX Rebalance

Roles and Titles

Head of Supply Chain
VP Supply Chain, SVP Supply Chain, Chief Supply Chain Officer
Head of Quality and Regulatory
Chief Quality Officer, VP Quality Assurance, Head of Regulatory Operations

Continue

Manufacturing Regulatory and Quality Operations

Regulatory and Quality Operations in Manufacturing

Quality and regulatory operations manage nonconformance reports, corrective and preventive actions, change control, supplier quality events and audit documentation. Quality engineers move between the quality management system, the ERP, document control and inspection data to investigate and close records. The work involves SAP Quality Management, a QMS such as MasterControl or ETQ, SharePoint, Excel and Outlook.

32

Quality engineers analyzed

809

Quality events analyzed

12,988

Events captured

5

Opportunities ranked

Manufacturing Regulatory and Quality Operations: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Cycle time per quality event stage from capture to closure
Systems consulted during root cause investigation
Approval wait time by role and site
Distribution of open quality events across engineers

Typical Findings

Nonconformance details are entered once in the ERP inspection lot and again in the quality management system.
Investigation reports are drafted in Word from templates that differ between sites, then attached to the QMS record.
CAPA approvals depend on email reminders to reviewers across quality, engineering and operations.

What the Opportunity Register Supports

Supports integration between inspection data and quality records to remove duplicate entry.
Quantifies approval wait time by role and site to support routing changes.
Supports a standard investigation template across sites for audit consistency.

Example Opportunities

1.Duplicate Entry Between ERP Inspection Lots and QMS Records Integration Simplify
2.Root Cause Evidence Gathering Across Systems AI Agent Agentify
3.CAPA Approval Routing Through Email RPA Automate
4.Investigation Report Template Variation by Site Standardization Standardize
5.Open Record Concentration on Senior Engineers UX Rebalance

Roles and Titles

Chief Compliance Officer
Chief Compliance Officer, Head of Compliance Operations, Head of Regulatory Compliance
Head of Quality and Regulatory
Chief Quality Officer, VP Quality Assurance, Head of Regulatory Operations

Continue

Telecommunications Customer Onboarding

Customer Onboarding in Telecommunications

Customer onboarding covers new subscriber and enterprise account activation: identity and credit checks, plan and device selection, number porting, SIM or eSIM provisioning and first bill setup. Agents and back office staff spend time on porting exceptions, credit holds and activation failures that require manual intervention. The work spans Salesforce, Amdocs or Netcrackers, number portability gateways, identity verification tools and Outlook.

17

Onboarding specialists analyzed

1,971

Activations analyzed

12,294

Events captured

5

Opportunities ranked

Telecommunications Customer Onboarding: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per onboarding stage
Application path for standard and exception activations
Repeat contacts and rework caused by porting and provisioning failures
Specialist workload by channel and exception type

Typical Findings

Subscriber and plan details are re-entered in billing after being captured in the CRM during the sale.
Number porting rejections are resolved through email and carrier portals outside the order system.
Credit holds are handled differently by retail, online and enterprise channels.

What the Opportunity Register Supports

Supports a ranked register of porting and provisioning exceptions suitable for AI agents and RPA.
Quantifies time lost to re-entry between CRM and billing.
Supports a common credit hold procedure across sales channels.

Example Opportunities

1.Port-In Rejection Resolution Across Carriers AI Agent Agentify
2.Order Re-entry Between CRM and Billing Integration Simplify
3.Manual Identity Document Review for Exceptions RPA Automate
4.Inconsistent Credit Hold Handling by Channel Standardization Standardize
5.Activation Failure Queue Concentrated on Few Specialists UX Rebalance

Roles and Titles

Head of Onboarding and KYC
Head of Client Onboarding, Head of KYC Operations, Director of Customer Due Diligence

Continue

Telecommunications Billing and Revenue Assurance

Billing and Revenue Assurance in Telecommunications

Billing and revenue assurance covers rating and bill run validation, usage reconciliation, dispute handling, adjustments and leakage investigation. Analysts compare mediation and rating outputs against billing results, investigate unrated or mis-rated usage and process credits for disputed charges. The work spans Amdocs or Oracle BRM billing, mediation tools, SQL query tools, Excel and the finance ERP.

35

Revenue analysts analyzed

1,904

Billing exceptions analyzed

13,144

Events captured

5

Opportunities ranked

Telecommunications Billing and Revenue Assurance: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Time spent on investigation versus adjustment per exception
Query and spreadsheet usage during reconciliation
Approval wait time for credits and adjustments
Analyst workload across bill cycles and exception categories

Typical Findings

Analysts extract rating and billing records with query tools and compare them in spreadsheets during bill run validation.
Credit adjustments pass through several approvers by email before they are posted to the account.
Reconciliation of billed revenue to the general ledger is repeated by separate teams using separate extracts.

What the Opportunity Register Supports

Supports automation of recurring reconciliation checks and exception triage.
Quantifies time spent in approval queues for adjustments by category.
Supports consistent dispute reason codes to improve root cause reporting.

Example Opportunities

1.Unrated Usage Investigation Across Mediation and Billing AI Agent Agentify
2.Spreadsheet Reconciliation of Bill Run Totals Integration Simplify
3.Credit Adjustment Approval Routing RPA Automate
4.Dispute Reason Coding Variation Between Teams Standardization Standardize
5.Month-End Exception Peaks on a Small Analyst Group UX Rebalance

Roles and Titles

Chief Financial Officer
Head of Customer Operations
Chief Customer Officer, VP Customer Operations, Head of Contact Center

Continue

Telecommunications Customer Service

Customer Service in Telecommunications

Customer service in telecommunications handles inquiries about bills, plan changes, outages, device issues and cancellations across voice, chat and digital channels. Agents consult the CRM, billing, network status and knowledge tools while on a live interaction, and escalate technical cases to second-line or field teams. The work spans Salesforce Service Cloud, billing systems, outage dashboards, a knowledge base and Microsoft Teams.

26

Care agents analyzed

1,505

Customer cases analyzed

8,127

Events captured

5

Opportunities ranked

Telecommunications Customer Service: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Handle time split between conversation, system navigation and wrap-up
Application switching during live interactions
Escalation and transfer paths by contact reason
Agent workload and after-contact work by site and queue

Typical Findings

Agents move between the CRM, billing and knowledge tools repeatedly within a single interaction to answer a bill question.
Plan changes require entries in the CRM and in billing, which agents complete sequentially after the customer conversation.
Escalations to technical support are made through chat and email with differing levels of case detail.

What the Opportunity Register Supports

Supports a ranked register of contact reasons suitable for AI agent assistance.
Quantifies navigation effort that a unified agent view would address.
Supports standard escalation criteria and handoff content across sites.

Example Opportunities

1.Repeated Bill Explanation Contacts AI Agent Agentify
2.Screen Switching Between CRM and Billing During Calls Integration Simplify
3.Plan Change Entry in Multiple Systems RPA Automate
4.Inconsistent Escalation Criteria to Technical Support Standardization Standardize
5.Wrap-Up Time Variation Across Care Sites UX Rebalance

Roles and Titles

Chief Operating Officer
Head of Customer Operations
Chief Customer Officer, VP Customer Operations, Head of Contact Center

Continue

Telecommunications Order Management

Order Management in Telecommunications

Telecommunications order management for enterprise and wholesale customers covers quote conversion, service order decomposition, site qualification, circuit and equipment provisioning, and installation scheduling. Order managers track orders across inventory, provisioning and carrier systems, and resolve fallout when automated flow-through fails. The work involves Salesforce CPQ, ServiceNow, network inventory, vendor portals for access circuits and Excel trackers.

24

Order managers analyzed

928

Service orders analyzed

13,709

Events captured

5

Opportunities ranked

Telecommunications Order Management: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed time per order stage and wait time on external parties
Frequency and cause of fallout from automated flow-through
Use of trackers and email alongside order systems
Order manager workload by product type and customer segment

Typical Findings

Order managers keep personal trackers to follow access circuit status because vendor portals are checked individually.
Fallout orders are repaired by editing records across the order, inventory and provisioning systems in sequence.
Installation appointments are agreed with customers and vendors through email threads before the order system is updated.

What the Opportunity Register Supports

Supports a ranked register of fallout categories for agent-assisted repair.
Quantifies time spent tracking external vendor status.
Supports a shared order tracking view in place of individual spreadsheets.

Example Opportunities

1.Order Fallout Between Order Capture and Provisioning AI Agent Agentify
2.Access Circuit Status Tracking in Vendor Portals Integration Simplify
3.Installation Appointment Coordination by Email RPA Automate
4.Order Tracker Spreadsheets Maintained per Manager Standardization Standardize
5.Uneven Order Portfolio Across Managers UX Rebalance

Roles and Titles

Chief Operating Officer
Head of Supply Chain
VP Supply Chain, SVP Supply Chain, Chief Supply Chain Officer

Continue

Telecommunications Warranty and Service

Warranty and Service in Telecommunications

Warranty and service for telecommunications covers device and customer premises equipment returns, repair and replacement, insurance and protection plan claims, and manufacturer recovery. Specialists verify device eligibility and purchase history, issue return authorizations and track units through repair depots. The work spans Salesforce Service Cloud, device lifecycle systems, logistics portals, manufacturer RMA portals and Excel.

42

Service specialists analyzed

1,966

Device claims analyzed

13,836

Events captured

5

Opportunities ranked

Telecommunications Warranty and Service: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed time from claim to replacement shipment
Systems consulted to confirm eligibility per claim
Handoffs between care, logistics and repair depots
Specialist workload by device category and claim type

Typical Findings

Specialists confirm purchase date, plan coverage and device status in separate systems before issuing a return authorization.
Manufacturer RMA requests are entered in vendor portals using details copied from the service record.
Customers and depots exchange return status through email because tracking data is not available in the service record.

What the Opportunity Register Supports

Supports automation of eligibility checks and manufacturer submissions.
Quantifies handoff delay between care, logistics and depots.
Supports consistent status updates visible in the service record.

Example Opportunities

1.Device Eligibility Checks Across Billing and Lifecycle Systems Integration Simplify
2.Manufacturer RMA Submission Re-keying RPA Automate
3.Damage Triage Requiring Specialist Review AI Agent Agentify
4.Return Status Updates Handled by Email Standardization Standardize
5.Depot Return Backlog by Product Family UX Rebalance

Roles and Titles

Head of Supply Chain
VP Supply Chain, SVP Supply Chain, Chief Supply Chain Officer
Head of Quality and Regulatory
Chief Quality Officer, VP Quality Assurance, Head of Regulatory Operations

Continue

Telecommunications IT and Service Management

IT and Service Management in Telecommunications

IT service management in a telecommunications operator covers incidents, requests and changes for corporate IT, OSS and BSS platforms, and network operations support. Analysts triage tickets, correlate alarms and monitoring events with incidents, coordinate change windows and assign work to platform teams. The work spans ServiceNow, monitoring and alarm platforms, Jira, Confluence and Microsoft Teams.

19

Service desk analysts analyzed

1,734

Tickets analyzed

18,535

Events captured

5

Opportunities ranked

Telecommunications IT and Service Management: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Time from ticket creation to assignment and resolution by group
Reassignment loops between support groups
Tool switching between ticketing, monitoring and knowledge sources
Analyst workload by shift, platform and ticket category

Typical Findings

Tickets are reassigned between platform groups before reaching a team able to act on them.
Analysts correlate monitoring alarms with open incidents by comparing the two tools side by side.
Change approvals are tracked through chat messages and email reminders in addition to the ticketing system.

What the Opportunity Register Supports

Supports automated categorization and routing based on observed reassignment patterns.
Quantifies the effort spent on manual alarm correlation.
Supports standard runbooks and change approval steps across platform teams.

Example Opportunities

1.Ticket Misrouting Between Platform Support Groups AI Agent Agentify
2.Alarm to Incident Correlation Done Manually Integration Simplify
3.Change Request Approval Chasing RPA Automate
4.Runbook Variation Across Platform Teams Standardization Standardize
5.Out-of-Hours Ticket Load on Few Analysts UX Rebalance

Roles and Titles

Chief Information Officer
Head of Shared Services
Global Business Services Leader, VP Shared Services, Head of Operational Excellence

Continue

Energy and Utilities Billing and Revenue Assurance

Billing and Revenue Assurance in Energy

Meter-to-cash billing for electric and gas customers depends on validated meter reads, rate application and exception clearing before bills are released. Billing analysts spend much of their time working estimated reads, high-bill complaints and rate class mismatches across the customer information system, the meter data platform and shared spreadsheets. Revenue assurance teams chase unbilled consumption and unbilled accounts through the same set of tools.

17

Billing analysts analyzed

1,941

Billing exceptions analyzed

11,152

Events captured

5

Opportunities ranked

Energy and Utilities Billing and Revenue Assurance: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per billing exception stage
Application switching between the billing system, meter data platform and spreadsheets
Rework loops between exception queues and rate or meter teams
Exception volume and handling variation by exception type and rate class

Typical Findings

Estimated read exceptions are cleared by comparing meter data in one system against the billing record in another.
Rate class and tariff corrections follow different steps depending on which analyst receives the exception.
Unbilled consumption is tracked in local spreadsheets that are reconciled to the billing system by hand.

What the Opportunity Register Supports

The opportunity register supports sequencing of automation for high-volume exception types.
Handoff and lookup patterns support a business case for integrating meter data into the billing workspace.
Variation between analysts supports a standard exception handling path.

Example Opportunities

1.Manual Estimated Read Corrections in Residential Billing RPA Automate
2.Meter Data Lookups Repeated Across IS-U and MDM Integration Simplify
3.Rate Class Mismatch Triage Backlog AI Agent Agentify
4.Spreadsheet Based Unbilled Revenue Tracking Standardization Standardize
5.Uneven Exception Queue Distribution Across Billing Teams UX Rebalance

Roles and Titles

Chief Financial Officer
Head of Customer Operations
Chief Customer Officer, VP Customer Operations, Head of Contact Center

Continue

Energy and Utilities Customer Service

Customer Service in Energy

Utility contact centers handle start and stop service requests, high-bill inquiries, outage reports and payment arrangements. Agents move between the customer information system, outage management and a CRM while also drafting emails and case notes. Much of the handling time is spent verifying account details and searching for the correct policy or tariff guidance.

12

Customer service agents analyzed

935

Service cases analyzed

18,301

Events captured

5

Opportunities ranked

Energy and Utilities Customer Service: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Handle time and after-contact work per inquiry type
Application switching during live and back-office handling
Knowledge base search and document retrieval frequency
Transfer and escalation paths between teams

Typical Findings

Agents open the billing system and the outage system separately to answer a single status question.
High-bill inquiries involve repeated searches of usage history and tariff guidance before a response is drafted.
Case notes and follow-up emails are written manually after each contact.

What the Opportunity Register Supports

The opportunity register supports a unified account view for contact center agents.
Findings support targeted assistance for high-bill and outage inquiries.
Handling variation supports standard resolution paths for payment arrangements.

Example Opportunities

1.Repeated Account Verification Across CRM and Billing Integration Simplify
2.High-Bill Inquiry Research Bottleneck AI Agent Agentify
3.Manual Case Note Drafting After Calls AI Agent Automate
4.Inconsistent Payment Arrangement Steps Standardization Standardize
5.Outage Status Lookups in a Separate System UX Simplify

Roles and Titles

Chief Operating Officer
Head of Customer Operations
Chief Customer Officer, VP Customer Operations, Head of Contact Center

Continue

Energy and Utilities Procurement

Procurement in Energy

Energy procurement covers materials for operations and maintenance, contracted field services and capital project purchasing. Buyers and planners coordinate requisitions in the ERP, sourcing events in the procurement platform and technical specifications held in documents and email. Work is concentrated in approval routing, supplier clarification and matching material master data to maintenance requests.

42

Buyers analyzed

460

Requisitions analyzed

14,917

Events captured

5

Opportunities ranked

Energy and Utilities Procurement: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per procurement stage
Handoffs between planners, buyers and approvers
Rework caused by missing specifications or coding errors
Use of documents and email outside the procurement platform

Typical Findings

Requisition details are re-entered between the maintenance system and the ERP.
Bid comparisons and supplier clarifications are assembled in spreadsheets and email threads.
Approval status is followed up through messaging because the approval queue is not visible to requesters.

What the Opportunity Register Supports

The opportunity register supports integration between maintenance planning and purchasing.
Findings support automation of approval follow-up and bid summarization.
Workload patterns support rebalancing across commodity teams.

Example Opportunities

1.Maintenance Request to Requisition Rekeying Integration Simplify
2.Bid Comparison Prepared in Spreadsheets AI Agent Agentify
3.Approval Chasing by Email and Teams RPA Automate
4.Material Master Lookup Inconsistency Standardization Standardize
5.Uneven Buyer Workload Across Commodity Groups UX Rebalance

Roles and Titles

Chief Financial Officer
Head of Supply Chain
VP Supply Chain, SVP Supply Chain, Chief Supply Chain Officer
Head of Shared Services
Global Business Services Leader, VP Shared Services, Head of Operational Excellence
Chief Procurement Officer
Chief Procurement Officer, VP Procurement, Head of Procurement Operations

Continue

Energy and Utilities Regulatory and Quality Operations

Regulatory and Quality Operations in Energy

Energy operators manage environmental, health and safety obligations, regulatory filings and inspection findings alongside asset integrity records. Compliance specialists gather evidence from the work management system, incident tools and document repositories to prepare reports and close corrective actions. The effort is concentrated in evidence collection, report assembly and tracking actions through to closure.

21

Compliance specialists analyzed

1,874

Compliance items analyzed

16,070

Events captured

5

Opportunities ranked

Energy and Utilities Regulatory and Quality Operations: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per compliance stage
Application and document switching during evidence collection
Rework between report drafting and review
Corrective action cycle time by owning team

Typical Findings

Evidence for a single filing is gathered manually from the maintenance system, the incident tool and shared folders.
Report data is entered into the regulator portal after being prepared in documents and spreadsheets.
Corrective action status is reconciled across two tracking tools by hand.

What the Opportunity Register Supports

The opportunity register supports consolidating evidence access for compliance specialists.
Findings support automation of report assembly and portal submission.
Classification variation supports a common incident and obligation taxonomy.

Example Opportunities

1.Evidence Gathering Across Maintenance and EHS Systems Integration Simplify
2.Regulatory Report Drafting in Word and Excel AI Agent Agentify
3.Corrective Action Status Reconciliation RPA Automate
4.Inconsistent Incident Classification Practices Standardization Standardize
5.Regulator Portal Re-Entry of Report Data RPA Automate

Roles and Titles

Chief Compliance Officer
Chief Compliance Officer, Head of Compliance Operations, Head of Regulatory Compliance
Head of Quality and Regulatory
Chief Quality Officer, VP Quality Assurance, Head of Regulatory Operations

Continue

Energy and Utilities Finance Operations

Finance Operations in Energy

Energy finance teams run record-to-report activities including accruals, joint venture and intercompany accounting, and period close reconciliations. Accountants work in the ERP, the consolidation tool and extensive spreadsheets, with approvals and questions routed by email. Most of the effort sits in reconciliation, journal preparation and variance explanation during close.

22

Accountants analyzed

962

Close tasks analyzed

21,491

Events captured

5

Opportunities ranked

Energy and Utilities Finance Operations: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per close task
Spreadsheet and ERP switching during reconciliation
Handoffs and approval waits between accountants and reviewers
Rework after journal review

Typical Findings

Journal entries are prepared in spreadsheets and then keyed or uploaded into the ERP.
Accrual inputs are collected from operations through email and follow-up messages.
Close checklists and sign-off practices differ between legal entities.

What the Opportunity Register Supports

The opportunity register supports automation of recurring journal preparation.
Findings support integrated data collection for accruals and reconciliations.
Entity level variation supports a standard close calendar and task structure.

Example Opportunities

1.Manual Journal Entry Preparation From Spreadsheets RPA Automate
2.Joint Venture Reconciliation Across ERP Extracts AI Agent Agentify
3.Accrual Input Collection by Email Integration Simplify
4.Variance Commentary Drafting Effort AI Agent Agentify
5.Close Checklist Practices Differ by Entity Standardization Standardize

Roles and Titles

Chief Operating Officer
Chief Financial Officer
Head of Shared Services
Global Business Services Leader, VP Shared Services, Head of Operational Excellence

Continue

Public Sector Claims Management

Claims Management in Public Sector

Benefits and entitlement claims in a government agency move through application intake, eligibility determination, evidence verification, and decision notice. Claims examiners work in a case management system and a benefits eligibility platform while checking records in partner agency systems and documents. Effort concentrates in verification, correspondence and appeals preparation.

29

Claims examiners analyzed

1,631

Claims analyzed

18,651

Events captured

5

Opportunities ranked

Public Sector Claims Management: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per claim stage
Pend and request-for-information loops
Application switching between case, eligibility and imaging systems
Handling variation by claim type and office

Typical Findings

Applicant data is re-entered between the intake system and the eligibility platform.
Verification involves lookups in several partner agency portals for each claim.
Decision notices are assembled from templates in documents and attached to the case manually.

What the Opportunity Register Supports

The opportunity register supports integration between intake and eligibility systems.
Findings support automation of verification lookups and notice drafting.
Office level variation supports standard pend and correspondence procedures.

Example Opportunities

1.Duplicate Data Entry Between Intake and Eligibility Systems Integration Simplify
2.Manual Evidence Verification Across Partner Agency Portals RPA Automate
3.Decision Notice Drafting in Word AI Agent Agentify
4.Inconsistent Pend and Request-for-Information Practices Standardization Standardize
5.Appeal File Assembly From Imaged Documents AI Agent Agentify

Roles and Titles

Chief Operating Officer
Head of Claims
Chief Claims Officer, SVP Claims, VP Claims Operations

Continue

Public Sector Customer Service

Customer Service in Public Sector

Agency contact centers and service offices answer constituent questions on benefits, permits, licenses and case status. Representatives use a constituent relationship system, program-specific back-end systems and a knowledge base while responding by phone, email and web chat. Handling time is driven by identity verification, status lookups and transfers between programs.

25

Service representatives analyzed

952

Inquiries analyzed

21,903

Events captured

5

Opportunities ranked

Public Sector Customer Service: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Handle time and after-contact work by inquiry type
Application switching during constituent contacts
Transfers and referrals between programs
Knowledge base search frequency and outcomes

Typical Findings

Representatives check several program systems to answer a single status question.
Policy guidance is searched repeatedly during contacts because answers are spread across documents and web pages.
Referrals between program offices are sent by email and tracked manually.

What the Opportunity Register Supports

The opportunity register supports a consolidated constituent view across programs.
Findings support guided policy answers for common inquiries.
Verification variation supports a consistent contact intake procedure.

Example Opportunities

1.Case Status Lookups Spread Across Program Systems Integration Simplify
2.Policy Guidance Search Bottleneck AI Agent Agentify
3.Manual Referrals Between Program Offices RPA Automate
4.Follow-Up Email Drafting After Contacts AI Agent Automate
5.Differing Identity Verification Steps by Program Standardization Standardize

Roles and Titles

Chief Operating Officer
Head of Customer Operations
Chief Customer Officer, VP Customer Operations, Head of Contact Center

Continue

Public Sector Human Resources

Human Resources in Public Sector

Public sector HR teams manage position control, recruitment under civil service rules, onboarding and personnel actions. HR specialists coordinate between the HRIS, applicant tracking, background check vendors and supervisors through documents and email. Work is concentrated in position approvals, eligibility list handling and personnel action processing.

29

HR specialists analyzed

940

Personnel actions analyzed

18,585

Events captured

5

Opportunities ranked

Public Sector Human Resources: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per hiring stage
Handoffs between HR, hiring managers and approvers
Application and document switching during personnel actions
Rework caused by incomplete forms

Typical Findings

Candidate and position data is re-entered between the recruitment platform and the HRIS.
Onboarding documents are collected and followed up through email.
Position approval paths differ between departments.

What the Opportunity Register Supports

The opportunity register supports integration between recruitment and the HRIS.
Findings support automation of onboarding follow-up and status checks.
Approval variation supports a standard position request workflow.

Example Opportunities

1.Personnel Action Rekeying Between Recruitment and HRIS Integration Simplify
2.Candidate Qualification Screening Against Job Classifications AI Agent Agentify
3.Onboarding Packet Chasing by Email RPA Automate
4.Position Approval Routing Variation Standardization Standardize
5.Background Check Status Checks in Vendor Portals RPA Automate

Roles and Titles

Head of Shared Services
Global Business Services Leader, VP Shared Services, Head of Operational Excellence
Chief Human Resources Officer
Chief Human Resources Officer, VP People Operations, Head of HR Operations

Continue

Public Sector Procurement

Procurement in Public Sector

Government procurement follows formal solicitation, evaluation and award rules, with contract files that must support audit and protest review. Procurement officers work in the e-procurement system, the financial management system and documents for solicitations, evaluations and contract modifications. Effort is spent on solicitation drafting, compliance checks and contract file assembly.

21

Procurement officers analyzed

493

Procurement actions analyzed

12,883

Events captured

5

Opportunities ranked

Public Sector Procurement: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per procurement stage
Document and application switching during solicitation and evaluation
Review cycles and rework between officers, legal and program offices
Contract file completeness effort

Typical Findings

Solicitations are drafted by adapting prior documents and checking clauses by hand.
Evaluator scores are consolidated in spreadsheets before entry into the procurement system.
Contract files are assembled from emails, documents and system records near award.

What the Opportunity Register Supports

The opportunity register supports guided solicitation drafting from approved clauses.
Findings support integrating funding checks with purchase requests.
Documentation variation supports standard evaluation and file templates.

Example Opportunities

1.Solicitation Drafting From Prior Templates AI Agent Agentify
2.Funding Verification Across Financial and Procurement Systems Integration Simplify
3.Proposal Scoring Consolidation in Spreadsheets AI Agent Agentify
4.Contract File Checklist Assembly RPA Automate
5.Varied Evaluation Documentation Practices Standardization Standardize

Roles and Titles

Chief Financial Officer
Head of Supply Chain
VP Supply Chain, SVP Supply Chain, Chief Supply Chain Officer
Head of Shared Services
Global Business Services Leader, VP Shared Services, Head of Operational Excellence
Chief Procurement Officer
Chief Procurement Officer, VP Procurement, Head of Procurement Operations

Continue

Public Sector Legal and Compliance

Legal and Compliance in Public Sector

Agency legal and compliance teams handle public records requests, regulatory rulemaking support, contract review and audit responses. Attorneys and analysts search document repositories and email, redact records and track matters in a legal matter system. Effort concentrates in records search, redaction review and response preparation under statutory deadlines.

12

Legal analysts analyzed

1,543

Matters analyzed

18,674

Events captured

5

Opportunities ranked

Public Sector Legal and Compliance: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per matter stage
Document and application switching during search and redaction
Review and approval loops between analysts and attorneys
Deadline proximity and handling variation by matter type

Typical Findings

Responsive records are located through repeated searches across email, shared folders and repositories.
Redaction and exemption decisions are made page by page in PDF tools and logged separately.
Statutory deadlines are tracked in spreadsheets alongside the matter system.

What the Opportunity Register Supports

The opportunity register supports assisted records search and redaction review.
Findings support integrated deadline tracking with the matter system.
Variation between attorneys supports standard exemption guidance.

Example Opportunities

1.Records Search Across Email and Repositories AI Agent Agentify
2.Manual Redaction Review in PDF Tools AI Agent Agentify
3.Deadline Tracking in Spreadsheets Integration Simplify
4.Response Letter Drafting From Prior Matters AI Agent Automate
5.Exemption Determination Practices Vary by Attorney Standardization Standardize

Roles and Titles

Chief Compliance Officer
Chief Compliance Officer, Head of Compliance Operations, Head of Regulatory Compliance

Continue

Fintech and Payments Payments Operations

Payments Operations in Fintech and Payments

Payments operations teams resolve failed, held and disputed transactions across card, ACH and wire rails. Analysts move between the processing platform, the case management tool, the card network dispute portal and the ledger to investigate each exception and return funds or release holds. Much of the effort goes to re-keying transaction references between systems and waiting on handoffs between operations, risk and finance.

24

Operations analysts analyzed

1,178

Payment exceptions analyzed

14,644

Events captured

5

Opportunities ranked

Fintech and Payments Payments Operations: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per exception stage
Application switching between the processing console, dispute portals and the ledger
Rework and reopen patterns by exception type and reason code
Workload distribution across analysts and queues

Typical Findings

Analysts repeatedly move between the processing console and the card network portal to confirm the same transaction before filing a dispute response.
Chargeback evidence is commonly assembled in spreadsheets and email attachments before it is uploaded to the network portal.
Ledger adjustments follow a consistent sequence of screens regardless of exception type, which makes them suited to automation.

What the Opportunity Register Supports

The opportunity register supports prioritizing integrations between the processing console and dispute portals.
The register quantifies the time analysts spend on evidence assembly and identifies where an AI agent can prepare dispute responses.
Process conformance results support standardizing reason code handling across operations teams.

Example Opportunities

1.Manual Transaction Lookup Across Processor and Network Portals Integration Automate
2.Chargeback Evidence Assembly in Spreadsheets AI Agent Agentify
3.Repeated Re-Keying of Transaction References into the Ledger RPA Automate
4.Inconsistent Reason Code Handling Between Teams Standardization Standardize
5.Escalation Handoffs Between Operations and Risk UX Simplify

Roles and Titles

Head of Financial Crime
Chief AML Officer, MLRO, Head of Financial Crime Operations

Continue

Fintech and Payments KYC and Financial Crime

KYC and Financial Crime in Fintech and Payments

KYC and financial crime teams review merchant and customer profiles, screen parties against sanctions and watchlists, and investigate transaction monitoring alerts. Investigators work across the case management platform, screening tools, the core processing system and external registries, then document the rationale for each disposition. Time is spent gathering evidence from separate systems and drafting narratives for regulatory filings.

19

Financial crime investigators analyzed

1,515

Alerts analyzed

12,660

Events captured

5

Opportunities ranked

Fintech and Payments KYC and Financial Crime: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per investigation stage
Application sequence from alert to disposition
Review depth and rework by alert typology
Queue balance and handoff delay between frontline and escalation reviewers

Typical Findings

Investigators open the same customer profile in several systems to confirm identity and account history before reaching a disposition.
Alerts that are closed without escalation tend to follow an identical screen sequence, which indicates a repeatable pattern.
Narrative documentation is drafted in a word processor and pasted back into the case record, adding handoffs at the end of each investigation.

What the Opportunity Register Supports

The opportunity register supports a business case for AI-assisted narrative preparation.
The register identifies which alert typologies follow repeatable sequences suited to automated pre-review.
Workload findings support rebalancing alert assignment between frontline and escalation teams.

Example Opportunities

1.Suspicious Activity Narrative Drafting Bottleneck AI Agent Agentify
2.Manual Evidence Gathering Across Profile and Screening Systems Integration Automate
3.Low-Risk Alert Review Following a Repeatable Sequence RPA Automate
4.Uneven Alert Distribution Across Investigators Standardization Rebalance
5.Second-Line Review Handoffs by Chat and Email UX Simplify

Roles and Titles

Chief Compliance Officer
Chief Compliance Officer, Head of Compliance Operations, Head of Regulatory Compliance
Head of Financial Crime
Chief AML Officer, MLRO, Head of Financial Crime Operations
Head of Onboarding and KYC
Head of Client Onboarding, Head of KYC Operations, Director of Customer Due Diligence

Continue

Fintech and Payments Customer Onboarding

Customer Onboarding in Fintech and Payments

Merchant onboarding covers application intake, identity and business verification, risk underwriting, pricing and account setup before a merchant can process payments. Onboarding specialists work across the CRM, verification tools, underwriting systems and the boarding platform, and often chase missing documents by email. Delays accumulate where applications wait for documents or for underwriting review.

19

Onboarding specialists analyzed

1,493

Merchant applications analyzed

8,179

Events captured

5

Opportunities ranked

Fintech and Payments Customer Onboarding: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per onboarding stage
Wait time between document requests and receipt
Application switching between the CRM, verification tools and the boarding platform
Rework by merchant category and application source

Typical Findings

Specialists send repeated document requests by email and return to the CRM to update status after each reply.
Application details entered in the CRM are entered again in the boarding platform after underwriting approval.
Pricing exceptions follow several different approval paths depending on who initiates the request.

What the Opportunity Register Supports

The opportunity register supports prioritizing automated document follow-up and status tracking.
The register quantifies the effort spent on duplicate data entry between the CRM and the boarding platform.
Process conformance results support a single approval path for pricing exceptions.

Example Opportunities

1.Missing Document Follow-Up Loops by Email AI Agent Agentify
2.Re-Keying Application Data into the Boarding Platform Integration Automate
3.Underwriting Review of Low-Risk Merchant Categories RPA Automate
4.Inconsistent Pricing Exception Approval Paths Standardization Standardize
5.Verification Result Checks Across Multiple Portals UX Simplify

Roles and Titles

Head of Onboarding and KYC
Head of Client Onboarding, Head of KYC Operations, Director of Customer Due Diligence

Continue

Fintech and Payments Customer Service

Customer Service in Fintech and Payments

Support teams handle merchant and cardholder inquiries about declined transactions, settlement timing, fees, chargebacks and account changes. Agents combine the ticketing system, the merchant portal, the processing console and internal knowledge articles to answer each request. Time is spent verifying identity, locating transactions and coordinating with payments operations for items that need research.

33

Support agents analyzed

1,541

Support cases analyzed

17,701

Events captured

5

Opportunities ranked

Fintech and Payments Customer Service: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per support stage
Application switching between the ticketing system, merchant portal and processing console
Reopen and transfer patterns by inquiry category
Distribution of cases across agents and tiers

Typical Findings

Agents verify the merchant in the ticketing system and again in the merchant portal before researching a transaction.
Escalations to payments operations are coordinated through chat messages that are not linked back to the support case.
Inquiries about settlement timing and fees follow similar research steps and receive responses drafted by hand each time.

What the Opportunity Register Supports

The opportunity register supports an integrated transaction view inside the ticketing system.
The register identifies inquiry categories where an AI agent can prepare response drafts for agent review.
Routing findings support rebalancing cases between general and specialist agents.

Example Opportunities

1.Declined Transaction Inquiries Requiring Manual Console Lookup Integration Automate
2.Response Drafting for Settlement and Fee Questions AI Agent Agentify
3.Escalation Handoffs to Payments Operations by Chat UX Simplify
4.Knowledge Article Searches Across Separate Repositories Standardization Standardize
5.Uneven Case Routing Between General and Specialist Agents Standardization Rebalance

Roles and Titles

Chief Operating Officer
Head of Customer Operations
Chief Customer Officer, VP Customer Operations, Head of Contact Center

Continue

Fintech and Payments Legal and Compliance

Legal and Compliance in Fintech and Payments

Legal and compliance teams manage regulatory examinations, state licensing, partner bank requirements, card network rules and contract review for payment programs. Staff work across the GRC platform, contract repository, shared document folders and email to collect evidence and track obligations. A large share of effort goes to locating supporting documents and reconciling control status across systems.

21

Compliance analysts analyzed

1,971

Compliance requests analyzed

19,923

Events captured

5

Opportunities ranked

Fintech and Payments Legal and Compliance: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per review stage
Application sequence from request intake to response
Rework and revision patterns by request type
Workload distribution between legal and compliance staff

Typical Findings

Evidence for recurring control tests is requested from business owners by email and stored in shared folders outside the GRC platform.
Control status in the GRC platform is updated manually after review activity that takes place in documents and spreadsheets.
Contract reviews for partner programs involve repeated comparison of clauses across separate agreements.

What the Opportunity Register Supports

The opportunity register supports consolidating evidence collection into the GRC platform.
The register quantifies the time spent on response drafting and identifies where AI assistance applies.
Process conformance findings support standard templates for recurring regulatory requests.

Example Opportunities

1.Control Evidence Requests Handled by Email and Shared Folders Integration Automate
2.Regulatory Response Drafting Bottleneck AI Agent Agentify
3.Policy to Control Mapping Maintained in Spreadsheets Standardization Standardize
4.Contract Clause Comparison Across Partner Agreements AI Agent Agentify
5.Review Handoffs Between Legal and Business Owners UX Simplify

Roles and Titles

Chief Compliance Officer
Chief Compliance Officer, Head of Compliance Operations, Head of Regulatory Compliance

Continue

Retail and E-commerce Order Management

Order Management in Retail and E-Commerce

Order management covers order capture, payment authorization, inventory allocation, fulfillment and delivery across web, marketplace and store channels. Order specialists resolve exceptions such as address errors, inventory shortfalls, fraud holds and split shipments using the order management system, the warehouse system and carrier portals. Effort concentrates on exceptions that require checking several systems before an order can be released.

14

Order specialists analyzed

556

Orders analyzed

12,822

Events captured

5

Opportunities ranked

Retail and E-commerce Order Management: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per order stage
Application switching between the order system, warehouse system and carrier portals
Exception rework patterns by channel and exception type
Workload distribution across specialists and shifts

Typical Findings

Specialists open the order system, the risk tool and the storefront admin to release a single held order.
Address corrections follow the same sequence of screens and are completed by hand for each affected order.
Exception handling for marketplace orders differs from web orders in the order of steps and the systems used.

What the Opportunity Register Supports

The opportunity register supports prioritizing a unified hold review view for order specialists.
The register identifies exception types that follow repeatable sequences suited to automation.
Process conformance results support consistent exception handling across sales channels.

Example Opportunities

1.Fraud Hold Reviews Repeated Across Order and Risk Tools Integration Automate
2.Address Correction Handled by Email and Manual Edits RPA Automate
3.Backorder Substitution Decisions Made by Hand AI Agent Agentify
4.Carrier Delay Follow-Up Across Separate Portals UX Simplify
5.Different Exception Handling Steps by Sales Channel Standardization Standardize

Roles and Titles

Chief Operating Officer
Head of Supply Chain
VP Supply Chain, SVP Supply Chain, Chief Supply Chain Officer

Continue

Retail and E-commerce Customer Service

Customer Service in Retail and E-Commerce

Retail customer service handles where-is-my-order inquiries, returns, refunds, exchanges, damaged items and account issues across chat, email and phone. Agents use the helpdesk, the order management system, the returns platform and carrier tracking, and apply policy rules that vary by product category and sales channel. Handling time is driven by moving between these systems to confirm order status and approve the right resolution.

15

Customer care agents analyzed

503

Return requests analyzed

16,446

Events captured

5

Opportunities ranked

Retail and E-commerce Customer Service: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per contact stage
Application switching between the helpdesk, order system, returns platform and payment tools
Repeat contact and reopen patterns by contact reason
Queue distribution across channels and agents

Typical Findings

Agents check order and tracking details in separate systems before answering a delivery inquiry.
Refunds are issued in the payment dashboard and then recorded again in the helpdesk and the order system.
Policy exceptions are approved through informal messages and logged in a spreadsheet outside the helpdesk.

What the Opportunity Register Supports

The opportunity register supports embedding order and tracking data in the helpdesk.
The register quantifies the effort spent on refund processing across tools.
Findings support documenting a single exception approval path for return policy.

Example Opportunities

1.Order Status Inquiries Requiring Manual Tracking Lookup Integration Automate
2.Refund Approvals Processed Across Storefront and Payment Tools RPA Automate
3.Resolution Drafting for Damaged and Late Delivery Contacts AI Agent Agentify
4.Return Policy Exceptions Tracked in Spreadsheets Standardization Standardize
5.Peak Season Queue Imbalance Between Channels Standardization Rebalance

Roles and Titles

Chief Operating Officer
Head of Customer Operations
Chief Customer Officer, VP Customer Operations, Head of Contact Center

Continue

Retail and E-commerce Warranty and Service

Warranty and Service in Retail and E-Commerce

Warranty teams validate coverage, diagnose product issues, and arrange repair, replacement or reimbursement for items sold through retail and online channels. Warranty coordinators work across the warranty claims system, order history, manufacturer or vendor portals and service partner scheduling tools. Cases slow down when proof of purchase, product serial data and vendor approvals sit in different systems.

30

Warranty coordinators analyzed

650

Warranty claims analyzed

11,741

Events captured

5

Opportunities ranked

Retail and E-commerce Warranty and Service: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per warranty stage
Wait time between vendor requests and approvals
Application switching between the claims system, order history and vendor portals
Rework by product category and disposition type

Typical Findings

Coordinators confirm purchase date and serial details in the order system before every coverage decision.
Vendor reimbursement requests are compiled in spreadsheets from several earlier claims screens.
Disposition decisions for similar defects vary by product category and by coordinator.

What the Opportunity Register Supports

The opportunity register supports automating coverage validation from purchase and serial records.
The register quantifies the effort spent preparing vendor reimbursement and identifies where RPA applies.
Process conformance findings support consistent disposition rules across categories.

Example Opportunities

1.Coverage Checks Against Purchase History and Serial Records Integration Automate
2.Vendor Reimbursement Claims Prepared in Spreadsheets RPA Automate
3.Photo and Description Review for Defect Diagnosis AI Agent Agentify
4.Vendor Approval Delays Handled by Email UX Simplify
5.Inconsistent Disposition Rules Across Product Categories Standardization Standardize

Roles and Titles

Head of Supply Chain
VP Supply Chain, SVP Supply Chain, Chief Supply Chain Officer
Head of Quality and Regulatory
Chief Quality Officer, VP Quality Assurance, Head of Regulatory Operations

Continue

Retail and E-commerce Supply Chain and Planning

Supply Chain and Planning in Retail and E-Commerce

Retail supply chain planners forecast demand, set replenishment quantities, manage purchase orders and balance inventory across distribution centers and stores. Planners work between the planning system, the ERP, vendor portals and large spreadsheets that hold promotion calendars, overrides and supplier constraints. Effort is spent consolidating data from these sources and adjusting plans after supplier or demand changes.

30

Inventory planners analyzed

2,055

Replenishment plans analyzed

17,954

Events captured

5

Opportunities ranked

Retail and E-commerce Supply Chain and Planning: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per planning stage
Application sequence between the planning system, ERP, vendor portals and spreadsheets
Manual override and rework patterns by category
Workload distribution across planners and planning cycles

Typical Findings

Planners export forecasts from the planning system into spreadsheets, apply adjustments and key results back into the ERP.
Purchase orders are created from approved plans through a consistent set of ERP screens.
Supplier confirmations and delivery date changes arrive by email and are applied to the plan by hand.

What the Opportunity Register Supports

The opportunity register supports integrating override and promotion data into the planning system.
The register identifies purchase order entry and supplier follow-up as candidates for automation and AI agents.
Findings support standardizing planning workflows across merchandise categories.

Example Opportunities

1.Promotion and Override Adjustments Maintained in Spreadsheets Integration Automate
2.Supplier Confirmation Follow-Up by Email AI Agent Agentify
3.Purchase Order Entry from Approved Replenishment Plans RPA Automate
4.Store Allocation Changes Coordinated Through Chat UX Simplify
5.Different Planning Workflows Across Merchandise Categories Standardization Standardize

Roles and Titles

Chief Operating Officer
Head of Supply Chain
VP Supply Chain, SVP Supply Chain, Chief Supply Chain Officer

Continue

Retail and E-commerce Payments Operations

Payments Operations in Retail and E-Commerce

Retail payments operations reconcile card, wallet and buy-now-pay-later settlements against orders, manage chargebacks and refunds, and investigate unmatched deposits. Analysts use the payment gateway console, processor reports, the ERP general ledger and bank statements to match each settlement to its underlying orders. Time is spent downloading reports, matching items in spreadsheets and posting adjustments for fees, refunds and disputes.

24

Payments analysts analyzed

999

Settlement items analyzed

9,366

Events captured

5

Opportunities ranked

Retail and E-commerce Payments Operations: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per reconciliation stage
Application sequence from settlement report to ledger posting
Rework and unmatched item patterns by payment method
Workload distribution across analysts during close periods

Typical Findings

Analysts download settlement files from each payment provider and combine them in spreadsheets before matching against orders.
Variance investigation moves between the gateway, the storefront and bank statements without a fixed sequence.
Fee and refund adjustments are posted to the ledger through repeated entries that follow the same screens.

What the Opportunity Register Supports

The opportunity register supports automating settlement report collection across payment providers.
The register quantifies the effort spent on spreadsheet matching and identifies where integration applies.
Process conformance results support a standard procedure for unmatched variance review.

Example Opportunities

1.Daily Settlement Report Downloads from Multiple Gateways RPA Automate
2.Spreadsheet Matching of Deposits to Orders Integration Automate
3.Chargeback Evidence Gathering from Order and Shipping Records AI Agent Agentify
4.Unmatched Variance Review Without a Standard Procedure Standardization Standardize
5.Manual Journal Entry Posting for Fees and Refunds RPA Automate

Roles and Titles

Head of Financial Crime
Chief AML Officer, MLRO, Head of Financial Crime Operations

Continue

Transportation and Logistics Order Management

Order Management in Transportation and Logistics

Freight order management covers quote requests, booking, load tendering and confirmation for contracted and spot shipments. Coordinators spend most of their time re-keying booking details between the transportation management system, carrier portals and customer emails, and resolving rate, equipment and appointment exceptions. Systems typically include a TMS, carrier and shipper portals, Outlook and Excel rate sheets.

35

Order coordinators analyzed

1,559

Shipments analyzed

15,043

Events captured

5

Opportunities ranked

Transportation and Logistics Order Management: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per booking stage
Application switches between the TMS, carrier portals and email
Rework loops caused by rejected tenders and rate mismatches
Variation in booking handling paths across coordinators and lanes

Typical Findings

Booking details arrive by email and are re-entered into the TMS by hand, which adds a recurring delay before tendering begins.
Tender rejections send coordinators back through several carrier portals in sequence, with the same shipment data re-entered at each one.
Appointment changes for time-sensitive loads are coordinated through Teams and email threads that sit outside the TMS workflow.

What the Opportunity Register Supports

The opportunity register supports prioritizing intake automation by lane and customer segment.
The measured handoff paths quantify where tender cycle time is spent on portal re-entry.
The register supports a standard booking path that coordinators can follow across carriers and modes.

Example Opportunities

1.Booking Request Re-Keying from Email into TMS AI Agent Agentify
2.Manual Spot Rate Lookup in Excel Rate Sheets Integration Automate
3.Repeated Tender Rejections Across Carrier Portals RPA Rebalance
4.Dock Appointment Rescheduling Handoffs Standardization Standardize
5.Booking Confirmation Drafting Delays UX Simplify

Roles and Titles

Chief Operating Officer
Head of Supply Chain
VP Supply Chain, SVP Supply Chain, Chief Supply Chain Officer

Continue

Transportation and Logistics Supply Chain and Planning

Supply Chain and Planning in Transportation and Logistics

Network and capacity planning in logistics covers demand forecasting by lane, carrier capacity allocation, route and load planning, and mid-week replanning when volumes shift. Planners assemble data from the TMS, warehouse systems and spreadsheet models, then circulate plan changes to dispatch and carrier managers by email and chat. Much of the effort goes to consolidating forecast inputs and reconciling plan versions.

19

Transportation planners analyzed

1,963

Load plans analyzed

16,714

Events captured

5

Opportunities ranked

Transportation and Logistics Supply Chain and Planning: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per planning stage
Time spent moving data between planning tools and spreadsheets
Replanning loops triggered by capacity and volume changes
Variation in planning paths across regions and planners

Typical Findings

Forecast inputs are exported from the planning system into spreadsheets and combined by hand before every capacity review.
Plan changes are communicated to dispatch through chat and email, so the TMS record trails the plan that dispatchers are actually working from.
Carrier capacity commitments are collected through individual email exchanges and then keyed into allocation tables.

What the Opportunity Register Supports

The opportunity register supports connecting forecast sources to the planning model without spreadsheet staging.
The measured replanning paths quantify how much planner time is consumed by communicating plan changes.
The register supports a single plan of record shared by planning and dispatch.

Example Opportunities

1.Forecast Consolidation in Offline Spreadsheet Models Integration Automate
2.Plan Version Reconciliation Between Excel and TMS Standardization Standardize
3.Carrier Capacity Confirmation by Email AI Agent Agentify
4.Late Replanning Handoffs to Dispatch RPA Rebalance
5.Duplicate Warehouse Volume Lookups UX Simplify

Roles and Titles

Chief Operating Officer
Head of Supply Chain
VP Supply Chain, SVP Supply Chain, Chief Supply Chain Officer

Continue

Transportation and Logistics Customer Service

Customer Service in Transportation and Logistics

Logistics customer service handles shipment status inquiries, proof of delivery requests, delay notifications, damage and loss claims, and accessorial charge disputes. Agents move between the TMS, carrier tracking portals, the CRM and email to assemble an answer for each contact. Most effort goes to locating shipment events across systems and drafting customer updates.

12

Customer service representatives analyzed

1,683

Inquiries analyzed

12,577

Events captured

5

Opportunities ranked

Transportation and Logistics Customer Service: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per inquiry stage
Application switches while researching a shipment
Escalation and reassignment loops between service and operations
Variation in resolution paths by inquiry type and representative

Typical Findings

Representatives consult the TMS, a visibility portal and a carrier site to establish the current location of a single shipment.
Proof of delivery requests are fulfilled by downloading documents from carrier portals and attaching them to email replies.
Accessorial charge disputes move between customer service and billing through email without a consistent handoff format.

What the Opportunity Register Supports

The opportunity register supports prioritizing a unified shipment view for the highest-volume inquiry types.
The measured research paths quantify the time spent navigating tracking sources.
The register supports standard handoff criteria between customer service, operations and billing.

Example Opportunities

1.Shipment Status Lookups Across Tracking Sources Integration Simplify
2.Delay Notification Drafting Bottleneck AI Agent Agentify
3.Proof of Delivery Retrieval from Carrier Portals RPA Automate
4.Accessorial Dispute Escalation Handoffs Standardization Standardize
5.Cargo Claim Document Assembly AI Agent Agentify

Roles and Titles

Chief Operating Officer
Head of Customer Operations
Chief Customer Officer, VP Customer Operations, Head of Contact Center

Continue

Transportation and Logistics Finance Operations

Finance Operations in Transportation and Logistics

Logistics finance operations include freight audit and payment, carrier invoice matching, customer billing with accessorials, and fuel surcharge reconciliation. Analysts compare carrier invoices to tendered rates and delivery events, resolve discrepancies and post approved charges to the ERP. The work is concentrated in matching invoices to shipment records and managing disputes with carriers.

43

Freight audit analysts analyzed

614

Freight invoices analyzed

12,722

Events captured

5

Opportunities ranked

Transportation and Logistics Finance Operations: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per audit stage
Switches between the audit platform, TMS and ERP
Dispute and resubmission loops with carriers
Variation in approval paths across business units

Typical Findings

Analysts verify carrier charges against TMS shipment records by switching between the audit platform and the TMS for each flagged invoice.
Fuel surcharge tables are maintained in spreadsheets and consulted manually when rates change during the billing period.
Out-of-tolerance invoices are routed for approval by email, and the approval status is recorded separately in the ERP.

What the Opportunity Register Supports

The opportunity register supports automating the matching steps that dominate analyst time.
The measured dispute paths quantify the effort carried by recurring accessorial categories.
The register supports consistent approval routing and coding across business units.

Example Opportunities

1.Carrier Invoice Matching Against TMS Shipment Records Integration Automate
2.Accessorial and Detention Charge Dispute Cycles AI Agent Agentify
3.Fuel Surcharge Recalculation in Spreadsheets RPA Automate
4.Approval Routing for Out-of-Tolerance Invoices Standardization Standardize
5.Invoice Image Download and Attachment Handoffs UX Simplify

Roles and Titles

Chief Operating Officer
Chief Financial Officer
Head of Shared Services
Global Business Services Leader, VP Shared Services, Head of Operational Excellence

Continue

Transportation and Logistics Procurement

Procurement in Transportation and Logistics

Logistics procurement covers carrier and subcontractor sourcing, freight lane bid events, rate agreement onboarding, and purchasing of equipment, fuel and facility services. Buyers coordinate bid packages in spreadsheets, evaluate responses, verify carrier compliance and insurance, and load awarded rates into the TMS. Work is concentrated in bid data preparation, carrier qualification and rate loading.

34

Procurement analysts analyzed

733

Sourcing events analyzed

13,235

Events captured

5

Opportunities ranked

Transportation and Logistics Procurement: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per sourcing stage
Time spent moving bid data between the TMS, spreadsheets and the sourcing platform
Rework loops from incomplete carrier responses and compliance gaps
Variation in sourcing paths across modes and regions

Typical Findings

Bid packages are assembled from lane history exported from the TMS and reshaped in spreadsheets before upload to the sourcing platform.
Carrier insurance certificates and operating authority are verified through separate compliance portals and recorded by hand.
Awarded rates are transcribed from evaluation spreadsheets into TMS rate tables after contract signature.

What the Opportunity Register Supports

The opportunity register supports connecting TMS lane history directly to bid package preparation.
The measured qualification paths quantify the effort spent on repeated compliance verification.
The register supports a consistent bid response format that reduces normalization work.

Example Opportunities

1.Lane History Extraction for Bid Packages Integration Automate
2.Carrier Insurance and Authority Verification AI Agent Agentify
3.Awarded Rate Loading into the TMS RPA Automate
4.Bid Response Normalization in Spreadsheets Standardization Standardize
5.Rate Agreement Redlining Handoffs with Legal UX Simplify

Roles and Titles

Chief Financial Officer
Head of Supply Chain
VP Supply Chain, SVP Supply Chain, Chief Supply Chain Officer
Head of Shared Services
Global Business Services Leader, VP Shared Services, Head of Operational Excellence
Chief Procurement Officer
Chief Procurement Officer, VP Procurement, Head of Procurement Operations

Continue

Professional and Business Services Customer Onboarding

Client Onboarding in Professional and Business Services

Client onboarding and engagement setup at a professional services firm covers conflict checks, client acceptance, engagement letter drafting, matter or project creation and billing setup. Staff move information between the CRM, the conflicts database, the practice management system and Word documents. Effort is concentrated in repeated data entry across these systems and in approval routing between partners and risk teams.

40

Engagement administrators analyzed

1,276

Engagements analyzed

16,271

Events captured

5

Opportunities ranked

Professional and Business Services Customer Onboarding: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per onboarding stage
Application switches between the CRM, conflicts database and billing system
Approval and rework loops between partners, risk and administrators
Variation in onboarding paths across practice groups and service lines

Typical Findings

Client and matter details are entered into the CRM, the conflicts database and the billing system as separate steps for the same engagement.
Engagement letters are assembled by copying clauses from earlier letters into Word, with review comments exchanged by email.
Acceptance approvals wait on partner and risk reviewers, and status is tracked in email threads outside the onboarding systems.

What the Opportunity Register Supports

The opportunity register supports a single capture of client data that feeds each downstream system.
The measured approval paths quantify where acceptance cycle time is spent waiting on reviewers.
The register supports standard engagement letter assembly across practice groups.

Example Opportunities

1.Client Data Re-Entry Between CRM and Practice Management Integration Automate
2.Engagement Letter Assembly from Prior Templates AI Agent Agentify
3.Conflict Check Result Review Handoffs Standardization Standardize
4.Partner Approval Chasing by Email UX Simplify
5.Matter Opening Form Keying in Billing System RPA Automate

Roles and Titles

Head of Onboarding and KYC
Head of Client Onboarding, Head of KYC Operations, Director of Customer Due Diligence

Continue

Professional and Business Services Finance Operations

Finance Operations in Professional and Business Services

Professional services finance operations cover time and expense capture, billing preparation, invoice review by engagement leaders, collections and revenue recognition. Billing staff pull unbilled time from the practice management system, apply client billing terms and circulate draft invoices for partner review. Much of the effort is spent on pre-bill adjustments, write-down approvals and chasing missing time entries.

27

Billing specialists analyzed

929

Client invoices analyzed

15,547

Events captured

5

Opportunities ranked

Professional and Business Services Finance Operations: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per billing stage
Time spent moving data between practice management, spreadsheets and the ERP
Revision loops between billing staff and engagement leaders
Variation in billing paths across clients and billing arrangements

Typical Findings

Billing specialists export unbilled time to spreadsheets to apply client rate cards and billing guidelines before preparing the pre-bill.
Pre-bill drafts circulate to engagement leaders by email, and requested revisions are applied by hand in the billing system.
Invoices rejected by client e-billing portals are corrected and resubmitted through repeated manual steps.

What the Opportunity Register Supports

The opportunity register supports automating guideline checks that currently occur in spreadsheets.
The measured review paths quantify the time that pre-bills spend waiting on engagement leaders.
The register supports consistent write-down approval routing across offices.

Example Opportunities

1.Missing Time Entry Follow-Up by Email AI Agent Agentify
2.Pre-Bill Narrative Editing in Word AI Agent Agentify
3.Client E-Billing Portal Resubmissions RPA Automate
4.Write-Down Approval Routing Variation Standardization Standardize
5.Cash Application Reconciliation Between Bank Files and ERP Integration Automate

Roles and Titles

Chief Operating Officer
Chief Financial Officer
Head of Shared Services
Global Business Services Leader, VP Shared Services, Head of Operational Excellence

Continue

Professional and Business Services Human Resources

Human Resources in Professional and Business Services

Human resources in professional services covers campus and lateral recruiting, staffing and resource allocation, onboarding of consultants, performance cycles and mobility across offices. HR staff coordinate between the applicant tracking system, the HRIS, staffing tools and email. Work is concentrated in candidate processing, new hire setup across systems and keeping resource records aligned with project assignments.

23

HR coordinators analyzed

833

Hires analyzed

17,916

Events captured

5

Opportunities ranked

Professional and Business Services Human Resources: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per hiring and onboarding stage
Application switches between recruiting, HCM and IT request systems
Rework loops caused by incomplete candidate and new hire records
Variation in onboarding paths across offices and service lines

Typical Findings

Interview scheduling is coordinated through email exchanges with multiple busy reviewers rather than inside the recruiting system.
Accepted offers are re-keyed from the recruiting system into the HCM system as a separate task for each new hire.
Start-date access requests are raised with IT through a service portal after the hire record is complete, which leaves new consultants waiting on provisioning.

What the Opportunity Register Supports

The opportunity register supports automating scheduling and record transfer for the highest-volume hiring groups.
The measured onboarding paths quantify the effort spent on data re-entry between HR systems.
The register supports an earlier trigger for access provisioning in the hire workflow.

Example Opportunities

1.Interview Scheduling Across Partner Calendars AI Agent Agentify
2.Offer Letter Preparation Outside the Recruiting System Integration Automate
3.New Hire Data Re-Entry from Recruiting to HCM RPA Automate
4.Resource Profile Updates Tracked in Spreadsheets Standardization Standardize
5.Access Request Handoffs to IT at Start Date UX Simplify

Roles and Titles

Head of Shared Services
Global Business Services Leader, VP Shared Services, Head of Operational Excellence
Chief Human Resources Officer
Chief Human Resources Officer, VP People Operations, Head of HR Operations

Continue

Professional and Business Services Legal and Compliance

Legal and Compliance in Professional and Business Services

Legal and compliance at a professional services firm covers independence checks, client and vendor due diligence, contract review for engagement terms, regulatory attestations and records retention. Reviewers consult restricted entity lists, sanctions screening tools and prior contracts, and document decisions in matter management and email. The work is concentrated in independence and conflict review, contract clause comparison and attestation follow-up.

42

Compliance analysts analyzed

767

Reviews analyzed

20,559

Events captured

5

Opportunities ranked

Professional and Business Services Legal and Compliance: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per review stage
Application switches between independence, screening and matter systems
Escalation and clarification loops between reviewers and engagement teams
Variation in review paths by request type and region

Typical Findings

Reviewers check the same entity against the independence system and a separate sanctions screening tool, and record the combined result by hand.
Contract review involves comparing counterparty language to standard terms in Word, with reviewer notes circulated by email.
Attestation completion is tracked in spreadsheets and chased through reminder emails to individual staff.

What the Opportunity Register Supports

The opportunity register supports consolidating entity checks into a single review step.
The measured review paths quantify reviewer time spent on clause comparison.
The register supports defined escalation criteria that apply the same way across regions.

Example Opportunities

1.Contract Clause Comparison Against Standard Terms AI Agent Agentify
2.Restricted List Lookups Across Independence and Screening Tools Integration Simplify
3.Request Triage from Shared Mailbox AI Agent Agentify
4.Escalation Handoffs for High-Risk Engagements Standardization Standardize
5.Annual Attestation Reminder and Tracking Cycles RPA Automate

Roles and Titles

Chief Compliance Officer
Chief Compliance Officer, Head of Compliance Operations, Head of Regulatory Compliance

Continue

Professional and Business Services IT and Service Management

IT and Service Management in Professional and Business Services

IT service management at a professional services firm supports consultants who work at client sites and on firm devices. Typical work includes access and software requests, device issues, collaboration tool support, client-mandated security configurations and onboarding or offboarding changes. Analysts move among the service desk platform, identity management, endpoint tools and chat to diagnose and fulfill requests.

19

Service desk analysts analyzed

1,294

Tickets analyzed

14,070

Events captured

5

Opportunities ranked

Professional and Business Services IT and Service Management: Process Inventory — Process Inventory

Example product views. Figures shown are illustrative.

What Pyze Measures

Elapsed and hands-on time per ticket stage
Application switches during diagnosis and fulfillment
Reassignment and escalation loops between support tiers
Variation in fulfillment paths across request types and analysts

Typical Findings

Access requests are fulfilled by visiting the identity console and one or more application admin consoles for each ticket.
Analysts discuss diagnosis in chat and then transcribe the outcome into the ticket record after the fact.
Tickets are reassigned between support tiers because the initial category does not match the underlying request.

What the Opportunity Register Supports

The opportunity register supports automating fulfillment for the most frequent access request types.
The measured diagnosis paths quantify analyst time spent searching for knowledge across tools.
The register supports clearer categorization rules that reduce reassignment between tiers.

Example Opportunities

1.Ticket Recategorization and Reassignment Loops AI Agent Agentify
2.Access Request Fulfillment Across Identity and Application Consoles RPA Automate
3.Knowledge Article Search During Diagnosis AI Agent Agentify
4.Client-Mandated Software Approval Handoffs Standardization Standardize
5.Resolution Notes Copied Between Teams and ServiceNow UX Simplify

Roles and Titles

Chief Information Officer
Head of Shared Services
Global Business Services Leader, VP Shared Services, Head of Operational Excellence

Continue

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