BA-001 — Inbound request intake and qualification Pilot BA-001
Inbound request intake and qualification Classify an inbound request, identify missing information, propose a priority and draft a reply.
Sales & Commerce · Support & Customer relations
Human control. Replying to the requester and booking an appointment stay human decisions.
BA-002 — Voice intake and call qualification On quote BA-002
Voice intake and call qualification Answer live, qualify the caller, route to the right team and prepare an exploitable transcript.
Sales & Commerce · Support & Customer relations
Human control. Any commitment made on the phone and escalation to an advisor stay supervised.
BA-003 — Quote and proposal preparation In construction BA-003
Quote and proposal preparation Build a draft quote from a brief and an approved price list, flagging every assumption.
Sales & Commerce · Finance
Human control. Editing, sending and any price commitment stay human decisions.
BA-004 — Commercial follow-up and opportunity tracking Pilot BA-004
Commercial follow-up and opportunity tracking Spot opportunities with no next action and prepare contextual follow-ups from the authorised history.
Sales & Commerce
Human control. Sending the follow-up and any change of sales stage are validated by a person.
BA-005 — Assisted prospecting and account watch Pilot BA-005
Assisted prospecting and account watch Build a list of target accounts from explicit criteria and prepare the first messages.
Sales & Commerce
Human control. Every contact is initiated by a human; consent and opt-outs are respected.
BA-006 — Support request handling (level 1) On quote BA-006
Support request handling (level 1) Understand a request, search the knowledge base, propose an answer or an escalation.
Support & Customer relations
Human control. The reply to the customer and closing the ticket stay human.
BA-007 — Complaint qualification and escalation In construction BA-007
Complaint qualification and escalation Qualify a complaint, check the documents, prepare the escalation file and the resolution plan.
Support & Customer relations
Human control. The commercial repair decision and the reply to the customer stay human.
BA-008 — Invoice preparation In construction BA-008
Invoice preparation Prepare an invoice from a validated work order and the customer billing rules.
Finance
Human control. Issuing the invoice and recording a payment stay with authorised roles.
BA-009 — Overdue invoice follow-up In construction BA-009
Overdue invoice follow-up Identify overdue amounts and prepare an adapted reminder sequence, with no automatic settlement.
Finance
Human control. Every send is validated; no automatic reconciliation or cash receipt.
BA-010 — Expense reports and receipts On quote BA-010
Expense reports and receipts Check receipts, verify compliance with internal rules and prepare the entry.
Finance
Human control. Expense approval and accounting stay human.
BA-011 — Bank reconciliation and matching In construction BA-011
Bank reconciliation and matching Match a bank statement against known entries and flag the anomalies to handle.
Finance
Human control. Final matching and the accounting entry stay human decisions.
BA-012 — Meeting minutes and transcript In construction BA-012
Meeting minutes and transcript Transcribe then structure minutes: decisions, arguments retained, open points.
Coordination & Documentation
Human control. Circulating the minutes and retaining a decision stay validated.
BA-013 — Action tracking and internal follow-up In construction BA-013
Action tracking and internal follow-up Turn validated minutes into actions with an owner and a due date, then track progress.
Coordination & Documentation
Human control. Chasing a colleague and assigning a workload stay manager decisions.
BA-014 — Scheduling and slot management On quote BA-014
Scheduling and slot management Propose slots according to availability, duration and constraints, and flag conflicts.
Coordination & Documentation · Support & Customer relations
Human control. Booking and notifying the other party stay human actions.
BA-015 — Documentation and knowledge management In construction BA-015
Documentation and knowledge management Structure, update and make internal documentation searchable from reference sources.
Coordination & Documentation · IT & Data
Human control. Publishing a page and removing a source stay arbitrated.
BA-016 — Document watch and synthesis In construction BA-016
Document watch and synthesis Query a document corpus and produce a sourced synthesis, flagging areas that are not covered.
IT & Data · Coordination & Documentation
Human control. Validating the synthesis and any external use stay human responsibilities.
BA-017 — CV data extraction In construction BA-017
CV data extraction Extract CV data into a profile, every proposed field carrying its source extract to be validated.
Recruitment & HR
Human control. Each field is validated field by field by a recruiter; nothing is recorded automatically.
BA-018 — Profile / role criteria matching In construction BA-018
Profile / role criteria matching Rank profiles against the criteria of a role, exposing gaps and missing information.
Recruitment & HR
Human control. No automatic rejection: the decision to submit a profile belongs to the recruiter.
BA-019 — Profile sourcing and pre-selection On quote BA-019
Profile sourcing and pre-selection Search for profiles against explicit criteria on authorised sources and prepare a sourced shortlist.
Recruitment & HR
Human control. Choice of sources, final selection and every contact stay human.
BA-020 — Interview preparation and synthesis In construction BA-020
Interview preparation and synthesis Prepare an interview grid from the role, then synthesise the assessment elements expressed.
Recruitment & HR
Human control. The hiring decision and interview notes are never generated or modified by an agent.
BA-021 — Job ad and role description drafting In construction BA-021
Job ad and role description drafting Produce a job ad and a role description that comply with the reference framework, from internal interviews.
Recruitment & HR
Human control. Publishing the ad and the role title stay validated.
BA-022 — Onboarding and HR document handling On quote BA-022
Onboarding and HR document handling Track missing documents in an onboarding path and prepare the next steps.
Recruitment & HR
Human control. Reminders sent to a person stay triggered by a human.
BA-023 — GDPR compliance for HR processing In construction BA-023
GDPR compliance for HR processing Maintain the register of HR processing activities, check retention periods and flag gaps before any control.
Recruitment & HR · Finance
Human control. Legal qualification and any purge decision stay with an identified owner.
BA-024 — Management control and business performance In construction BA-024
Management control and business performance Build consulting firm performance monitoring: pipeline, margin per assignment, time tracking and freelance contracts.
Finance
Human control. Management decisions and margin sign-off stay human.
BA-025 — Customer need structuring In construction BA-025
Customer need structuring Turn a raw request (specification, e-mail, attachments) into an actionable need: products, volumes, delivery and availability constraints.
Sales & Commerce
Human control. Rewording the need and committing to a delivery date stay validated by the sales representative.
BA-026 — Order control In construction BA-026
Order control Check a recorded order: price list compliance, customer creditworthiness, consistency of terms and completeness of documents.
Sales & Commerce
Human control. Creditworthiness sign-off and order acceptance stay human decisions.
BA-027 — Acknowledgement and routing In construction BA-027
Acknowledgement and routing Prepare the order acknowledgement and route it to the right recipient, without re-keying between sales and administration.
Sales & Commerce
Human control. Sending it and any escalation decision stay triggered by a person.
BA-028 — Availability and sourcing arbitration In construction BA-028
Availability and sourcing arbitration Arbitrate availability between stock and sourcing, comparing service level, lead time and cost.
Procurement & Logistics
Human control. The decision to source or to serve from stock stays human.
BA-029 — Supplier comparison and consultation In construction BA-029
Supplier comparison and consultation Compare suppliers on explicit criteria: price, lead time, quality, incidents, and prepare the request for quotation.
Procurement & Logistics
Human control. Supplier selection and price commitment stay purchasing decisions.
BA-030 — Supplier confirmation matching In construction BA-030
Supplier confirmation matching Match the supplier confirmation against the order placed and flag price, lead time and availability gaps.
Procurement & Logistics
Human control. Gap validation and stock update stay validated by a human.
BA-031 — Packing and labelling control In construction BA-031
Packing and labelling control Check the compliance of an order preparation: products, quantity, packaging and label, before handover to the carrier.
Procurement & Logistics
Human control. Releasing the parcel and any reshipment decision stay human.
BA-032 — Shipment tracking and delay prediction In construction BA-032
Shipment tracking and delay prediction Track shipments, anticipate delays and alert before the customer discovers them.
Procurement & Logistics
Human control. The customer relationship and any new delivery promise stay with a human.
BA-033 — Proof of delivery matching In construction BA-033
Proof of delivery matching Match the delivery proof of a shipment to the order to release billing and closure without re-keying.
Procurement & Logistics · Finance
Human control. Releasing the invoice and resolving a delivery gap stay human decisions.
BA-034 — Credit note proposal and SAV closure In construction BA-034
Credit note proposal and SAV closure Prepare the credit note and the closure of a complaint file from warranty rules and commercial impact.
Finance · Support & Customer relations
Human control. Commercial agreement on the credit note and file closure stay validated by a person.
BA-035 — Document flow traceability and compliance In construction BA-035
Document flow traceability and compliance Trace documents across the whole chain and check their compliance: quote, order, delivery note, invoice, credit note, complaint file.
IT & Data · Finance
Human control. Retention policy, access rights and any purge action stay human decisions.
BA-036 — Project governance In construction BA-036
Project governance Prepare governance boards, consolidate progress indicators and flag deviations on schedule, budget and risk.
IT & Project Management · Coordination & Documentation
Human control. Prioritisation, budget sign-off and escalation decisions stay human decisions.
BA-037 — Functional project manager In construction BA-037
Functional project manager Frame the business need, write user stories and acceptance criteria, and prepare the framing workshops.
IT & Project Management
Human control. Backlog prioritisation and scope validation with the business stay with the project manager.
BA-038 — Technical project manager In construction BA-038
Technical project manager Prepare the technical response: architecture assumptions, test plan, release milestones and impact analysis.
IT & Project Management · IT & Data
Human control. Architecture choices, deadline commitments and the go-live decision stay validated by the technical team.
BA-039 — Scrum Master In construction BA-039
Scrum Master Prepare the ceremonies, run progress tracking, unblock impediments and produce the iteration report.
IT & Project Management · Coordination & Documentation
Human control. Facilitating the ceremonies and carrying out team decisions stay with a human.
Select at least one mission, ask for guidance or describe another need.
