Sales → proposals and quoting (information flow)
Workflows that drive an outcome from step to step. Process steps that hand work to each other.
Cross-industryRun by organizations in 6 industries. Counted from public, sourced parts only; each organization below links to the parts it was counted on.
- Organizations running it
- 10
- Of their industry
- 0%
The pattern
What every instance has, in order
- PeopleSalesin 100% of instancesinformation
- ProcessProposals and quotingin 100% of instancesthen
- DecisionsMarket and positioningin 100% of instancesthen
- ProcessLead generationin 100% of instancesthen
- DecisionsPricingin 100% of instancesthen
- ProcessProduct or service designin 100% of instanceswork
- ProcessProduction or deliveryin 100% of instances
Coloured arrows: a flow of that type seen between the two at instance organizations. Grey arrows: order only.
Structure
Element
Share of instances
Companies
Customer service and support
80%
8
Suppliers and partners
60%
6
Org structure
50%
5
Account management
30%
3
Site and operations engineers
20%
2
Customer onboarding
80%
8
Hiring
70%
7
Logistics and fulfilment
50%
5
Billing and invoicing
50%
5
Learning and improvement
40%
4
Quality control
30%
3
Uptime and incident response
30%
3
Onboarding and training
30%
3
Planning and scheduling
20%
2
Procurement
20%
2
Usage metering and billing
50%
5
Integrations
40%
4
Inference serving
30%
3
Network and interconnection
20%
2
Regions and availability zones
50%
5
Inventory and assets
20%
2
Compute capacity
20%
2
Customer data
20%
2
Reporting and dashboards
20%
2
Data management
20%
2
Contracts
80%
8
Strategy and goals
80%
8
Policies and culture
70%
7
Security and access
70%
7
Regulatory compliance
70%
7
Security certifications and audits
40%
4
Usage pricing and metering
30%
3
Governance and decision rights
30%
3
Data residency and sovereignty
30%
3
Model release and versioning
20%
2
Data protection and security assurance
20%
2
Variant · where they differ
Member
Variants, couplings and instances
Every level, number, source and dimension: Member, $300 a year.
Couplings · what comes together
Member
Variants, couplings and instances
Every level, number, source and dimension: Member, $300 a year.
Entropy
Where it runs rough
Operating-reality findings at instance companies: workarounds, manual hand-offs, bottlenecks.
- Sales4 findingsDependency 2 · Manual hand-off 2 · at 4 companies
- Suppliers and partners4 findingsDependency 4 · at 4 companies
- Customer onboarding3 findingsBottleneck 1 · Dependency 1 · Manual hand-off 1 · at 3 companies
- Logistics and fulfilment3 findingsDependency 1 · Informal channel 1 · Manual hand-off 1 · at 3 companies
- Proposals and quoting2 findingsManual hand-off 2 · at 2 companies
- Compute capacity1 findingBottleneck 1 · at 1 company
- Network and interconnection1 findingDependency 1 · at 1 company
- Product or service design1 findingDependency 1 · at 1 company
Seen across
Where it holds
Industries
Business model
- product10%
- service10%
- subscription10%
Size
- 11-50 people10%
Region
- United States30%
- Canada10%
- Colorado, USA (headquarters); Oxfordshire, United Kingdom10%
- Germany / United States10%
- Redwood City, California (HQ); offices in New York, Shanghai, London, Berlin and Singapore10%
- San Francisco, United States10%
Instances
The 10 companies it was seen at
Member
Variants, couplings and instances
Every level, number, source and dimension: Member, $300 a year.