# For operations leaders: price the change before you fund it

> For COOs and operations, finance and revenue operations leaders: map a costly process, see its cost per step, and scope a first automation designed to pay back in 90 days.

Source: https://co-worq.com/solutions/operations

For operations leaders

# Price the change before you fund it.

Map a process, see its cost per step, and scope a first automation designed to pay back in 90 days.

[Start with Rigel](https://co-worq.com/rigel)[Book a working session](https://calendar.app.google/yF5awaB5GSSMDumE8)

4 weeks

typical build for a first automation

90 days

payback window a first project is scoped to

400+

systems QRION connects to

QRION: From Requirements Document To A Governed, Running Workflow.A wholesale onboarding process, from requirements to a governed workflow running across Shopify, Salesforce and HubSpot.

Transcript

Every business runs on processes. Most of them still live in email, spreadsheets, and people's heads. QRION turns them into governed workflows that run on the systems you already use.

Take wholesale onboarding. A distributor wants to buy on credit. Finance decides how much. Revenue operations sets the price and terms. Usually, that's days of back and forth and a decision nobody can reconstruct later.

It starts on QRION's agent platform. Agents help your team brainstorm the process and gather the requirements, asking the questions a specification left open.

Then they convert the plain language specification into a first draft of the workflow and check it before anyone builds a thing.

What comes out is built for business people, not only IT. Steps read in plain language, and a person's approval is simply a step of its own with agents in the loop coming next.

Bigger processes break into reusable sub flows like this one, which opens every account across three systems.

Every workflow belongs to an organization, a division, and a group, and a built in knowledge bank of proven flows means the next team starts from what already works.

Decisions can run on a business rules engine, version rule tables, with an impact check before change goes live.

And before you build anything, the ROI tool shows what a workflow is worth, time saved, running cost, and payback, so you invest where it counts.

Access is enterprise grade. Everyone signs in securely, and roles match how teams really work. A flow author designs, a process admin reviews and runs, and a viewer can look but never change.

QRION connects to more than 400 business systems. Shopify, Salesforce, and HubSpot are just the examples here, connected once with OAuth for the whole organization. QRION even subscribes to Shopify's events. So a new application starts the workflow on its own.

Now it runs for real. A distributor applies on the store. Seconds later, finance has a task with the risk score, the reasons, and the policy's recommendation already prepared.

Finance approves the credit and QRION checks that this manager is authorized for that amount.

Then a different person in revenue operations sets the terms without ever seeing the credit data. The separation of duties is enforced, not just hoped for.

Once both approve, the account appears in Shopify, Salesforce, and HubSpot in one run with no copying and no rekeying.

Every step is on a record, who decided under what authority and every right to every system. People are notified when it's their turn, and a failure opens a repair task instead of leaving a half finished account.

That's QRION. Your processes designed by the business, governed by policy, and running on the systems you already own.

Sound familiar?

## Signs a process is ready to be priced and fixed

High volume, several hand-offs, approvals or exceptions, and at least two systems or teams involved.

- ### You keep hiring reviewers

    Analysts and reviewers are added to keep up with a queue, not to improve it.

- ### Volume is outpacing headcount

    Orders, applications or exceptions grow faster than the team that handles them.

- ### Audit found gaps

    Approvals happen in email and nobody can reconstruct who decided what, under which policy.

- ### A system migration is coming

    An ERP or CRM change is the moment to fix the process instead of re-wiring the old one.

- ### A pilot never paid back

    An RPA or AI pilot worked in a demo, broke in production, or never showed its return.

- ### Work runs on spreadsheets

    The real process lives in email threads, shared sheets and people’s heads.


Why process, not assistants

## AI made individuals faster. Processes still lag.

1.  01

    ### The shift

    Every employee now has an AI assistant. Each one helps a single person finish a single task.

2.  02

    ### The gap

    Your business runs on processes that cross people, divisions and systems. A faster individual does not make the process faster, cheaper or safer.

3.  03

    ### The cost of guessing

    Without a map and a price per step, teams fund pilots that never pay back, or let agents act with no limits and no record.

4.  04

    ### The way forward

    Map the process, put a cost on every step, automate the steps that pay, and enforce approval gates and authority limits on each one.

5.  05

    ### The offer

    Start with Rigel, our discovery agent. Leave with a scoped project designed to pay back in 90 days.


## Which process should an operations team automate first?

Start with a high-volume process that has several hand-offs, approvals or exceptions and touches at least two systems or teams. Price it step by step: active time, wait time, who does each step and what their hour costs. Automate first where the cost-side savings alone cover the build within 90 days, and put approval gates on every automated decision.

Good first candidates

Order review, credit approval, account onboarding, returns triage

Evidence needed

Volume, minutes per step, hourly cost per role

Decision rule

Fund it when the cost-side floor pays back within 90 days

Start

Rigel discovery session, then a 30-minute working session

Pillar 1 · Provable ROI

## Know the cost of every step. Fund only the changes that pay back.

Every QRION workflow carries an ROI view with what-if controls. Try the illustrative version on one process.

[Run the calculator](https://co-worq.com/roi#calculator)

- $96KReview capacity released a year, order review modelIllustrative
- 20 daysPayback on a $5,000 build in that modelIllustrative · cost side only

Process families

## Not a list of systems. A list of the work.

QRION connects to 400+ systems, so we start from the process, whatever it runs on.

- ### Order to cash

    High-value order review, quote to order, B2B account onboarding, credit approval.

- ### Customer service and retention

    Returns and refunds triage, abandoned cart routing.

- ### Data and record integrity

    Golden record reconciliation, stockout pipeline impact.

- ### Procure to pay

    Vendor onboarding, invoice exceptions, spend approvals.

- ### Record to report

    Month-end close checklists, reconciliations, journal approvals.

- ### Internal approvals

    Policy exceptions, discount approvals, employee onboarding, contract review.


QRION: High Order Value Workflow.A worked example: high-value order review on QRION.

Transcript

Your biggest orders come from your best customers, and they're also where fraud costs you the most. Here's how QRION tells the two apart in seconds.

A $10,000 order arrives. Ship it blindly, and a stolen card becomes a chargeback. Hold every big order, and your best customers wait. The payment gateway sees a card. It can't see that this buyer has a deal open with your sales team.

This is the high value order review workflow. It starts the moment Shopify records an order, pulls that customer's order history from Shopify and their relationship from Salesforce.

Then it scores the risk and picks a lane. Low risk clears on its own. Anything uncertain goes to a fraud analyst, and nothing high risk is ever cleared automatically.

The score is in a black box. Every point has a reason. No account in the CRM, a first order, an unusually large basket. Points come off for a clean history, an open opportunity, a direct customer. Any decision can be explained in the record alone.

Shopify and Salesforce are connected once for the whole organization. Two of the more than 400 systems QRION works with. QRION subscribes to Shopify's order event itself, so every new order starts a review on its own.

Let's run two real orders. First, Sarah Mitchell, a long standing customer, orders two carbon kayaks, $9,500.

Seconds later, it's cleared. High value, yes, but Salesforce shows a direct customer with an open deal, so the score is zero. The decision and its reasons are written onto the order. Nobody had to touch it.

And Salesforce records it too, so Sarah's account team knows exactly what happened.

Now a first time buyer, three kayaks, over $14,000, no history, and no account.

This one goes to the fraud analyst review queue with the evidence attached.

The analyst sees what the workflow found, a score of 80 and exactly why. They check the buyer and approve.

The order now carries the decision, the score, every reason, and who made the call.

Trusted customers never wait. Risky orders get a person with the evidence, and every decision is explained and written back to the systems your teams already use. That's QRION.

Worked example

## High-value order review

Trusted customers clear in seconds. Uncertain orders reach a reviewer with every fact in one task. Every decision and its reasons are written back to Shopify, Salesforce and HubSpot.

Illustrative value: about $360,000 a year, or $287,000 counting cost-side levers alone.

[See the full example](https://co-worq.com/examples/high-value-order-review)

How a first project runs

## One workflow, about four weeks, from $5,000

Choose one workflow, shape it with our agent, agree the business case, we build it, and you see it work before go-live. Own it, or let us run it.

[How the 90-day ROI project works](https://co-worq.com/how-it-works/90-day-roi-project)

[Pricing restrictions apply.](https://co-worq.com/how-it-works/90-day-roi-project#pricing-terms)

Questions we hear

## From operations leaders

We're not ready for an automation project.

Start with Rigel instead. There is no commitment until the numbers work, and you will know which process to fix first.

Is a first project with a new vendor too risky?

The first project is small and fixed in scope, and it is chosen so its cost-side case pays back within 90 days. You see the model before you sign, and you can own the result outright.

We already have RPA or workflow tools.

Keep them. QRION maps the process above your current tools and connects to more than 400 systems, so it orchestrates what you already run rather than replacing it.

Can we trust automated decisions?

Every automated step acts within set authority. An agent cannot exceed its cap, a second approver can be required above a threshold, and every decision records why, under which policy version.

## Which of your processes pays back first?

Find out without a sales call. Describe it to Rigel, then bring the requirements to a working session.

[Start with Rigel](https://co-worq.com/rigel)[Book a working session](https://calendar.app.google/yF5awaB5GSSMDumE8)