Playbooks are Guided Apps to complete your work

Let us help you define, use, and maintain yours!

TIME TO MARKET

Playbooks remove the guess work, minimize risks, and minimize time to market of any sales, marketing, finance, HR, customer, and other business functions.

QUALITY

Playbooks help employees maintain compliance and deliver consistent and top quality deliverable even if they speak many languages and located across the globe.

CUSTOMERS

Playbooks standardize processes and improve deliverable quality resulting in higher internal/external customer satisfaction and return business.

BOTTOM LINE

Playbooks improve bottom line through happy customers, better quality deliverables, lower business risk, and optimum delivery time.

Smart Playbook is a low or no code business process app!

Let us help you minimize your employees’ time to find knowledge and figuring out how to use it

A Smart Playbook will help your bottom line by minimizing business risks, delivering consistent quality results, improving employee/customer/partner/vendor satisfaction, and improving employees’ performance.

Contact Us for More Information

OUR SERVICES

We provide Smart Playbooks based turnkey solution that integrates your employees, systems/tools, processes, knowledge, compliance, standards, rules, and policies etc..

IDENTIFY & ASSESS

We work with your key stakeholders and associates to assess your business needs, understand your existing business environment and tools, understand business goals, identify processes, and identify required Smart Playbooks.

ENABLE

We execute awareness and adoption plan to ensure that your associates are ready to consume playbooks and deliver best possible results using them. We ensure that playbooks are well received by your employees and address their day-to-day busines needs.

DEFINE & BUILD

We work with your team to implement Smart Playbooks platform and implement various Smart Playbooks. We also implement the playbooks infrastructure. We also create required intellectual property, rules, and processes with the help of your assocaites.

MAINTAIN

Our support team maintain delivered playbooks and also help define new playbooks as per the maintenance plan. Playbooks are agile and can help propogate rules, policies, and process changes across an enterprise faster and with minimum effort. 

WHY US

We work as your partner and coach!

Our agile Smart Playbooks standardize and optimize enterprise business processes to enable its employees consistently deliver improved results..faster! 

EXPERIENCE

Unparallel BPM, RPA, KM and app experience

CUSTOMER FIRST

Customer success driven decisions

TECHNOLOGY

Emerging , AI, cloud, and big data technologies

AGILE

Agility drives change & accelerates adoption

TECH AGNOSTIC

Smart Playbooks can reside on any platform

SUPPORT

Lifetime support to developed playbooks

Sample Smart Playbooks

Smart Playbooks integrate employees, customers, vendors, tools, knowledge, policies and rules to quickly deliver enterprise business processes with consistent quality results! 

Sales Playbooks

Manage a sales pipeline;  Onboard a sales employee;  Define a sales strategy; Make a sale; Vet a prospect; Avoid risks from a contract; Draft a contract; Present a solution to a prospective buyer

Pre-sales Playbooks

Create a proposal; Create a RFP response; Create a proof-of-concept; Define an enterprise solution; Create a case-study or customer success story; Give a demo to a prospective buyer

Finance Playbooks

Manage financial risk; Define financial model; Create business valuation;  Perform capital budgeting; Define capital structure; Run quarterly report; Run annual report

Marketing Playbooks

Conduct market research; Run a marketing campaign; Identify customer needs;  Track trends; Monitor competition;  Calculate ROI; Define a marketing plan

IT Playbooks

Implement a new tool; Handle a tool outage; Make a build vs buy decision; Analyze employee needs; Calculate ROI;  Add a new employee 

HR Playbooks

Coordinate pre-employment process; Administer growth plan; Revise compensation plan; Define promotion criteria; Resolve workplace issues

Partner Playbooks

Run partner recruitment drive; Run partner training; Identify and address partner needs;

Customer Playbooks

Provide customer support; Run customer satisfaction survey; Provide customer training

Employee Playbooks

Submit a timesheet; Upgrade my skills; Submit a performance review; Review an employee’s performance

Project Playbooks

Create a project plan; Conduct a project review; Create project reports; Conduct a risk review

Consulting Playbooks

Identify requirements; Define a solution; Build a solution; Deliver a solution; Conduct a Demo

Training Playbooks

Define training roadmap; Define training curriculum; Conduct training; Create training calendar

Client Testimonials

Don’t take our word for it – here’s what our clients say:

Propogating policy or rule change has been a breeze since we implemented Smart Playbooks! Now everyone has latest knowledge always.

Steve Smith

Concept Designs Inc.

Our associates always find what they are looking for. We are able to deliver quality results consistently.

Ben Williams

Base Pair Consulting

Bringing everyone on same page has never been so easy. Everyone now has same information and guidelines.

Garry Lewis

United Recruiting

Interested to Know More? Contact us!

Latest Blogs

The following are a few blogs from our consultants.

Cost of unknown of an organization

All organizations or enterprises set monthly, quarterly, and yearly goals. They invest all their energy to exceeding those goals. They are so much involved in chasing their goals that they[…]

Read more

A great searching tool is not a solution for finding information

A $1B annual revenue organization wastes $10M in failed searches every year. This $10M does not include the lost revenue due to missing or unknown information. Every organization has some[…]

Read more

Quality and delivery callenges of a global or large organization

In a global enterprise associates speak multiple languages, come from different cultures, and are located across the globe. Large enterprises have many associates and they all have one thing in[…]

Read more

Contact us

Need a quote or any information? Contact us using the following form or call us at 571-969-3414.

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