STEP 01 · CONNECT APPROVED SOURCES
Choose exactly what the system can use
Spreadsheets, CRM exports, QMS data and approved knowledge documents are connected into a controlled source set.
Automates repetitive stepsSaves admin timeKeeps people in control
Source
Type
Refresh
Status
Operations KPI
Spreadsheet
Daily
Connected
CRM export
CSV
Daily
Connected
Quality policies
Drive
On change
Approved
Draft procedures
Drive
—
Excluded
Sources8
Docs54
Excluded11
STEP 02 · SEE MANAGEMENT VIEWS INSTANTLY
Raw data becomes decision-ready
KPIs, trends and exception lists are assembled into a clean operating dashboard rather than another spreadsheet.
Automates repetitive stepsSaves admin timeKeeps people in control
On-time delivery94%
Open CAPA6
Sales pipeline€184k
Operational exceptions
3 delivery risks and 2 quality escalations need attention.
Weekly trend
Support SLA improved 11% versus last week.
Management pack
Friday report already generated and ready to review.
Drill-down
Every metric links back to its source.
STEP 03 · ASK THE BUSINESS A QUESTION
Use internal AI on approved information
People can ask plain-language questions and receive answers grounded in the authorised sources.
Automates repetitive stepsSaves admin timeKeeps people in control
Which supplier compliance issues need attention before Friday?
Three items need action: Nexa Foods BRCGS certificate expires in 18 days, Tera Farma is missing a quality agreement, and MediPack insurance expires in 29 days.
Show the owners.
Nexa Foods → A. Kovac · Tera Farma → Supplier Quality · MediPack → J. Novak.
Answer sourceSupplier compliance register
Citations3 records linked
Review ruleHuman review for external use
AccessQA + management only
STEP 04 · DELIVER THE BUSINESS RHYTHM
Reports and alerts go out automatically
Scheduled digests, management packs and exception alerts keep the right people informed without waiting for someone to compile them.
Automates repetitive stepsSaves admin timeKeeps people in control
Daily
Operations exceptions08:00
Support SLA17:00
Weekly
Management packFriday 08:00
Recruitment performanceMonday 09:00
Alert-based
Critical CAPAImmediate
Supplier overdueImmediate
SourcesRefresh
→VorloBuilds output
→ReviewerApproves
→TeamReceives