Unifying Your Workflow

An interactive overview of the current challenges in your Print & IT operations and how Circle Unified provides a single, streamlined solution. This dashboard translates the key findings from discovery sessions into a clear path forward.

Data Silos

Information is fragmented across multiple, disconnected systems like e-automate, Autotask, and Sherpa, leading to duplicate data entry and a lack of a single source of truth.

Manual Handoffs

Critical processes rely on emails and Excel sheets (like the "Order Log") to move work between departments, causing delays, errors, and a lack of visibility into order status.

No Proactive Alerts

Teams rely on "human memory" to track key events like lease returns and supply replenishment. There's no automated system to alert staff to upcoming needs or potential issues.

Sales & CRM: From Chaos to Clarity

The current sales process is hindered by inefficient tools and a lack of a unified client view. Reps struggle with creating opportunities, generating proposals, and tracking activity. Circle Unified centralizes all sales functions into one intuitive interface.

Interactive Sales Pipeline Analysis

Pipeline Stage Insights

Click on a stage in the pipeline chart to see related pain points and how Circle Unified provides a solution.

Operations: The Disconnected Order-to-Cash Flow

From submitting an "Order Packet" to fulfillment and billing, the process is a series of manual, error-prone steps across different departments and systems. Circle Unified automates this entire workflow, providing real-time visibility for everyone involved.

Interactive Order Process Visualization

Process Step Insights

Click a step in the process flow on the left to explore the associated challenges and solutions.

Service Management: Reactive to Proactive

Service delivery for both Print and IT suffers from a lack of proactive monitoring, manual ticket handling, and poor communication. Circle Unified introduces an automated, intelligent service desk to improve response times and customer satisfaction.

Ticket Lifecycle Challenges

Service Improvement Areas

Click on a ticket status to see current issues and proposed improvements.

Finance: Automating Commissions & Billing

Commission calculation is a time-consuming, manual process reliant on an Excel "Order Log" and manual checks for funding. Billing is split between systems. Circle Unified integrates these functions for accuracy and speed.

Before: Manual Commission Process

  • Order marked "complete" in source system.
  • Commission Analyst manually updates "Order Log" Excel sheet.
  • Manually check if deal is funded by leasing company.
  • Calculate commission based on custom rules per rep.
  • Create "Commission Summary Sheet" for manager review.
  • Submit to Accounting/Trinet for payout.
  • Pain Point: Slow, error-prone, lack of rep visibility.

After: Circle Unified Automated Workflow

  • Order status automatically changes to "Funded" via integration.
  • Commission is instantly calculated based on predefined rules.
  • Awaiting approval task is created for Sales Manager.
  • Upon approval, payout is automatically queued in payroll integration.
  • Rep sees pending and paid commission in their dashboard.
  • Benefit: Fast, accurate, transparent, and hands-off.