Workflow examples

Illustrative workflow examples.

These are illustrative examples, not customer results. Each shows an operational problem, the NextWho module used, and the human decision. NextWho works at workflow level, not employee level.

Illustrative example

Agency client onboarding

Operational problem
Onboarding steps are spread across chat threads and documents, so it is unclear who collects assets and who confirms kickoff.
Modules used
Workflow MapLiving SOPs
Human decision
A person reviews the drafted onboarding map and SOP, names an owner for each step, and approves it before it is used.

Illustrative example

Client delivery

Operational problem
Work passes between production, review, and account leads, and it is not always visible which handoff is waiting.
Modules used
Handoff TrackerBottleneck Radar
Human decision
The Bottleneck Radar flags a step that often waits; the workflow owner decides whether to change the step or leave it.

Illustrative example

Product-release coordination

Operational problem
Release tasks cross engineering, support, and marketing, and the next action after sign-off is often unstated.
Modules used
Workflow MapWeekly Ops Review
Human decision
The weekly review lists handoffs without a confirmed owner; the team agrees who picks each one up.

Illustrative example

Cross-functional request handoffs

Operational problem
Requests between teams arrive through many channels, and recurring manual steps are repeated by hand.
Modules used
Automation RadarOps Room
Human decision
Automation Radar suggests steps that could be automated; a person decides whether any suggestion is adopted.