How fast can we move from pilot to rollout?

Most teams see value within the first week of a guided pilot. We align outcomes on day one, configure a no-code sandbox with your data, and route real work with SLAs. Dashboards show progress immediately, so sponsors can approve a scoped rollout quickly. The exact timing depends on data readiness, stakeholder access, and any compliance reviews, but the workflow is designed to reduce dependencies and maintain momentum.

How do you handle security and compliance reviews?

Planfix supports granular roles and permissions, retention options, and clear data flow documentation. We provide an access model, logging details, and environment separation guidance to satisfy security and operations. In implementation, we help you enforce least-privilege access, review audit trails, and standardize retention. These materials shorten review cycles and give your stakeholders confidence without slowing delivery.

What integrations do we start with, and how do we expand?

We begin with native channels such as email to ticket and channel to task for fast intake. From there, you can add simple webhooks to exchange events with adjacent systems. When you’re ready, use APIs or prebuilt connectors to calendars and telephony. This staged approach lowers risk early, proves value quickly, and avoids over-engineering before the use case is proven.

Presales and Implementation Management Software

Start Fast

Turn incoming email and messages into tasks in minutes. Add auto triage and SLA timers to show live work immediately. Demonstrate time to first value with no-code setup, email to ticket, and channel to task.

Create tasks by email

See the Moment That Convinces

Stakeholders watch tickets and tasks land in one queue with SLAs running. A pilot team works a real case end to end while a dashboard updates in real time, making wins visible and unambiguous.

Charts and graphs

Faster Qualification

Qualify faster by aligning criteria early and scoping cleanly, reducing rework and accelerating the first workflow.

Shorter Time to Resolution

Reduce handoff misses and cycle time by routing work clearly and enforcing SLAs from day one.

Stronger SLA and MTTR

Lift SLA adherence and cut MTTR across the cohort with transparent queues and dashboards tracking progress.

Security Roadblocks

Deals stall when security and operations demand proof your process cannot yet demonstrate clearly.

Unpredictable Rollouts

You want predictable rollouts and repeatable expansion across teams without fire drills and rework.

Shifting Success Criteria

Pilots drift and criteria keep shifting, making decisions slow, contentious, and hard to defend.

Scope and Ownership Risk

Timelines feel at risk and ownership unclear, creating doubt and late-stage surprises during rollout.

Noisy Tools, Scattered Data

Signals are weak and adoption stalls because information lives in silos and tools compete for attention.

Adoption Pushback

Teams push back when wins are unclear and workflows feel imposed rather than proven together.

Step 1 — Align Needs and Success Metrics

Step 2 — Configure a No-Code Sandbox

Step 3 — Run a Guided Pilot

Step 4 — Package Proof and Roll Out

Step 1 — Align Needs and Success Metrics

Map pains, constraints, and risks.

Define measurable outcomes and SLAs.

Agree on scope and ownership early.

Set decision criteria for go/no-go.

Define selection parameters

Step 2 — Configure a No-Code Sandbox

Use your data to model flows.

Email to ticket and channel to task.

Set roles, permissions, and SLAs.

Document assumptions and limits.

Configure workspaces

Step 3 — Run a Guided Pilot

Route work and enforce SLAs.

Expose wins in live dashboards.

Capture stories and evidence.

Refine process with feedback.

Automate key steps

Step 4 — Package Proof and Roll Out

Summarize outcomes and risks.

Secure sponsor sign-off.

Plan rollout and training.

Schedule checkpoints and KPIs.

Create a solution package

What It Looks Like After

Teams work in one place with clear ownership and live metrics. Intake is unified, SLAs are visible, and dashboards answer sponsor questions. Adding new teams and workflows becomes systematic rather than chaotic.

Customize your workspace

How It Feels

You feel confident in executive reviews. You feel calm during go-live and training. You feel proud when the pilot team shares real wins and the organization sees progress in clear, trusted numbers.