Romain Munoz

MonPlan Rénov, a specialist in home renovation, faced a challenge with its Sales process: tracking every lead from initial contact to the pre-visit, ensuring none were left without a response or status.

The team received dozens of leads per month to qualify, contact, and advance to the on-site visit. It was essential to know at any given time the status of each case, who was responsible, and what the next action was, all accessible directly in the field between appointments.

Solution Deployed:A workflow that structures the pipeline into 15+ stages, from initial contact to pre-visit and then handover to the architect. Each lead is contacted, assigned to a salesperson, scheduled, and tracked end-to-end. Between appointments, the salesperson dictates their report or creates a case by voice; the team maintains control via a queryable natural language cockpit.

Result:136 cases tracked in 3 months · 15+ stages tracked · 3 active users · 0 lead left without follow-up, in continuous production.

EDBN, a training organization in perinatal care present across 2 brands and 2 websites, faced two challenges related to its business processes: Marketing and Finance.

Marketing.The team wanted to increase its content production productivity by leveraging AI, while synchronizing its various tools and keeping teams in the loop for review, correction, and improvement of the proposed articles.

Solution Deployed:A workflow that suggests prioritized topics daily by volume, generates the article + FAQ + CTA, and then publishes it directly to WordPress via API. The team retains editorial review and validation.

Result:Writing time reduced from 60 to 15 minutes per article, recovering over 7 hours per week at a rate of 10 articles/week and 2 brands.

Finance.The team wanted to transform each validated registration into a signed and paid file, without chasing the three signatures (contract, payment schedule, direct debit mandate) spread across multiple tools.

Solution Deployed:As soon as a file is validated, the contract and payment schedule are sent for signature, the GoCardless mandate is generated, and the file closes automatically—all tracked in a single interface.

Result:No more manual cross-referencing between tools, 0 manual follow-up entries.

Copas Systèmes, a manufacturer and installer of custom doors present across 13 agencies, faced a challenge with its Quality/Operations process: escalating every non-compliance from the field to the right person, and deriving usable data from it.

With nearly 160 technicians across 13 agencies, often without computers, defects were reported by paper, email, or word-of-mouth, leaving no trace. The defect didn't always reach the right department, and the company had no visibility into what was being returned or on which products.

Solution Deployed:A workflow starting from the field—the technician declares it with a few fields from their phone, or by voice, between interventions. AI categorizes, prioritizes, and routes the non-compliance to the correct department (production, purchasing, works, logistics); teams analyze and resolve it up to final verification. Each declaration feeds a natural language queryable quality cockpit.

Target Result(deployment in progress, POC on 3 pilot agencies): 13 agencies covered · ~200 users · 100% of non-compliances tracked · 0 defects lost in transit.