Use cases

    Your knowledge.
    Your software.

    The people who do the work know what the software needs to do. Start there.

    Construction estimating + quoting · Lifestyle Drywall

    Her takeoff. Her process. Her software.

    Industry software didn’t fit. Neither did the custom build.

    Jannie now shapes her own Customware application, starting from her takeoff and estimating process, and keeps refining it as the business changes.

    Read the Lifestyle story
    Workflow overview
    1. 01Takeoff + estimating

      Start with how she measures and prices the work.

    2. 02Quoting

      Shape the quote around the way the team works.

    3. 03Coordination

      Give people a shared place to coordinate.

    Sales + quoting · Use-case overview

    Configure, Price, Quote (CPQ), built around Your process.

    Turn expert quoting knowledge into a process the team can share.

    Tailor product rules, pricing decisions, approvals and quoting to how your team sells. Customers are transforming sales and choosing tailored software in place of Salesforce. Replacement is a choice, not the starting requirement: keep the systems that work.

    In an anonymous water-treatment equipment case, expert quoting knowledge became shared product and accessory logic.

    Read the quoting story
    Example quoting workflow
    1. 01Configure

      Capture product and accessory rules.

    2. 02Price

      Make pricing decisions explicit.

    3. 03Approve

      Bring quotes through the right review.

    Enterprise use-case overview

    Supply chains, built around Your operations.

    Connect people, decisions and handoffs across supply-chain operations.

    Customware’s work includes supply-chain processes for global Fortune 500 businesses. The starting point is the people who understand the operation: what information they need, which decisions they make and where work passes between teams.

    Shape the shared process around those needs, then scope connections to the systems that support it.

    Supply-chain process overview
    1. 01People

      Bring operational knowledge together.

    2. 02Decisions

      Make the rules and exceptions explicit.

    3. 03Handoffs

      Connect the next team with what it needs.

    Workflow overview

    Internal processes, built around Your people.

    Bring the way your team works into shared software.

    Start with an internal request, review or approval process. Capture the steps, decisions and handoffs your people know, then shape the software around them. Keep refining the process with feedback from the team.

    Talk about Your process
    Example internal process
    1. 01Request

      Capture what the team needs.

    2. 02Review

      Apply your procedures and approvals.

    3. 03Improve

      Use team feedback to refine the work.

    What could Your team build?

    Start with the knowledge Your people already have.