One BPM, many critical processes
FieldWy FLOW models, runs and monitors processes in the office and in the field. Here are some of the cases we solve, by industry.
Human resources and compliance · Banking, fintech, lending and insurance · Compliance · Logistics, delivery and last mile · Consumer goods, retail and field marketing · Healthcare and medical services · Telecom and field operations · Private security · Government and public sector · Secure documents and printing · Cross-functional processes
Human resources and compliance
Processes that apply to any industry with staff in offices, in the field or on shifts.
Mexico's 40-hour workweek: time records and compliance evidence
Plan, record, validate, clarify, reconcile and prove every workday, with a mobile app and auditable evidence.
Read the guideMobile and web time clock with geolocation
Clock-in and clock-out with location and device validation, anti-fraud controls, exceptions, justifications and an audit log.
Discuss this caseRecruiting and employee onboarding
From job request to hire: requests, interviews, documents and approvals in a single flow.
Discuss this caseBanking, fintech, lending and insurance
Regulated processes with complete case files and traceability for Compliance and AML.
Onboarding and KYC
Customer onboarding with guided capture, identity verification, a 360° case file and e-signature.
Discuss this casePower-of-attorney review
Documentary and legal analysis of signatories and their authority, with AI that prepares and a legal team that decides.
Discuss this caseCredit case files
Assembly, review and approval of applications with checklists, expiration dates and SLAs per stage.
Discuss this caseAssistance and service management
Request intake, provider assignment, service tracking and billing, with measurable times.
Discuss this caseClaims
Every claim as a case file with evidence, assessment, owners and SLAs.
Discuss this caseCompliance
Portals and case files to stay compliant with suppliers, customers and authorities, with audit-ready evidence. Also read: "Has my invoice arrived yet?".
Supplier portal
Supplier onboarding, case files and document validation, expiration control and approval flows in one place.
Discuss this caseREPSE portal
Control of specialized service providers registered in REPSE, Mexico's registry of specialized service providers: valid registration, periodic labor and tax compliance documents, expiration alerts and a case file per provider.
Discuss this caseSelf-service invoicing
A portal where your customers generate their CFDI (Mexican e-invoice) with their ticket or folio number, backed by validation rules and visible turnaround times.
Discuss this caseKYC/AML case files
Assembly and periodic refresh of customer identification files, with checklists, expiration dates and an audit log.
Discuss this caseLogistics, delivery and last mile
Operations with high daily volumes of orders, routes and evidence.
Delivery and last-mile management
Order assignment to drivers by destination and shift, mobile app, delivery status and ERP reconciliation.
Discuss this caseDelivery incidents
Geotagged evidence from the delivery point, cross-team review and root-cause dashboards.
Discuss this caseDocument courier and logistics
Documents sent for signature tied to the case file, branch and intercompany exchange, statements and POS terminals, with tracking and SLAs.
See the casePickup and delivery of documents or goods
Orders, routes, photo evidence and delivery confirmation, even offline.
Discuss this caseConsumer goods, retail and field marketing
Point-of-sale execution and supplier processes.
Field marketing and point-of-sale execution
Routes and visits, store audits, photo evidence and real-time execution KPIs.
Discuss this caseCommercial planning by distribution center
Visit plans, coverage tracking and point-of-sale monitoring by region.
Discuss this caseNew product onboarding
From supplier to shelf: review by each team, a product case file and ERP integration.
Discuss this caseOperating permits and licenses
Tracking of filings, documents and expiration dates per location, from application to renewal.
Discuss this caseHealthcare and medical services
The administrative and operational work behind patient care.
Administrative records
Onboarding of medical staff, agreements, credentials and suppliers with expiration dates and alerts.
Discuss this caseTechnicians and hospital services
Service scheduling, visits, inventory and restocking with field evidence.
Discuss this caseMedical sales reps
Visit plans, activity logging and territory tracking.
Discuss this caseAppointments and sample collection
Scheduling, slot assignment and tracking of every visit with full traceability.
Discuss this caseTelecom and field operations
In-house teams and contractors working outside the office.
Service orders and installations
Dynamic assignment, routes, geotagged evidence and sign-off on completion.
Discuss this caseContractor supervision
Visits, audits and third-party compliance with dashboards by zone.
Discuss this caseField inventory
Counts, movements and reconciliation of equipment and materials with evidence.
Discuss this casePrivate security
Operations where every minute and every piece of evidence counts.
Escort and transport monitoring
Logistics coordination for escorts, GPS tracking and a log for every service.
Discuss this caseIncident response
Logging, assignment and follow-up of alerts with measurable response times.
Discuss this casePatrols and service supervision
Rounds with checkpoints, photo evidence and incident reports.
Discuss this caseGovernment and public sector
Procedures with verified identity and end-to-end traceability.
Secure documents and printing
Processes where the physical document and its control are the product.
Cross-functional processes
For any company, in any department.
Approvals and cross-team flows
From spreadsheets and email to flows with owners, SLAs and dashboards.
Discuss this caseDocument management with SLAs
Case files with versions, expiration dates and alerts.
Discuss this caseAI agents with control (AURA AI OS)
AI carries out operational tasks; your team validates and decides.
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