Action management and automation

Insight is useful.
Action creates value.

PISE converts prioritized process signals into focused work for people or governed automated responses, with the context, evidence and outcome always connected.

Explore capabilities ↓ See the operating model ↗

PISE Automation Studio Flow active

01TriggerHigh-value cash delay

→

02DecisionImpact above threshold

→

03ResponseCreate owned action

→

04OutcomeMonitor resolution

Insight qualifiedCash Conversion Intelligence · 4.2M EUR impact

Now

Collection action createdOwner and evidence attached automatically

+2 sec

Finance leader notifiedEscalation channel · High priority

+4 sec

Every response is traceableSignal → Owner → Outcome

DetectDecideExecuteProve value

Beyond the dashboard

Close the distance between knowing and doing.

An insight should arrive with the affected population, business impact, recommended response and supporting evidence already attached.

PISE decides whether the next step requires human judgment, a notification, a governed workflow or a fully automated action. The response stays proportionate to risk and remains measurable from creation through resolution.

Context attachedOwnership clearControls built inValue measured

Two ways to act

Human judgment where it matters. Automation where it scales.

01 / My ActionsTask Inbox

Give people focused work, not another queue.

Each action is prioritized by business impact and arrives with the affected cases, recommendation, evidence, owner, due date and escalation context.

HighResolve delayed high-value accounts12 cases · 4.2M EUR

MediumReview payment-term exceptions28 cases · Policy control

WatchValidate recurring output failures7 cases · Evidence ready

Impact-based prioritization
Case and event evidence
Ownership and due dates
Resolution history

02 / AutomationsGoverned flows

Make repeatable responses consistent by design.

Define transparent triggers, conditions, actions, approvals and exception paths for decisions that can be executed safely and repeatedly.

WhenInvoice output fails andValue exceeds threshold thenNotify owner + create task

Business-rule triggers
Notifications and assignments
Approval gates
Monitoring and retry logic

Inside the product

One action layer. Two complementary experiences.

My Actions organizes human judgment and collaboration. Automation Studio designs repeatable, governed responses. Both remain connected to the same process context and evidence.

01 / Task Inbox

My Actions

Move from an operational priority to the assigned case, its supporting details, collaboration and a traceable resolution.

PISE Task Inbox showing status, priority, responsible owner and business object — **Filter and coordinate every assigned case by status, priority, owner and business object.**02 / Manage

PISE task detail with business evidence, actions, collaborators and activity history — **Resolve with the business context, collaborators, action controls and complete activity history together.**03 / Resolve

02 / Governed flows

Automation Studio

Organize automations by business process, control their schedule and lifecycle, and build the execution flow visually from governed modules.

PISE Automation Hubs organized by business process and data model — **Group active automations, connections and run health around each process workspace.**01 / Organize

PISE automation workspace with schedule, modules, status and run history — **Control schedules, modules, connections, publication status and run history in one governed workspace.**02 / Govern

PISE visual automation flow connecting data, transforms, files, business rules and actions — **Compose retrieval, transformation, business rules and actions into an explainable execution flow.**03 / Build

The execution chain

One governed path from signal to result.

The original business question and evidence remain connected at every stage, so teams can understand why an action exists and whether it changed the outcome.

01Qualify

Is the signal material?

Apply population, value, risk and confidence thresholds before action.

02Route

Who or what should respond?

Select an owner, team, notification channel or automation path.

03Resolve

What must be completed?

Guide the intervention with context, evidence and required controls.

04Measure

Did the outcome improve?

Track closure, residual exposure, recurrence and realized benefit.

Core capabilities

Designed for operational ownership and control.

Business triggers

Start a response from governed KPI, event, process and object conditions.

Smart assignments

Determine ownership using company, customer, process, role and value context.

Notifications

Deliver decision-ready messages through the right channel and escalation path.

Evidence packages

Attach cases, events, documents, calculations and recommended action automatically.

Approval controls

Require human review for material, sensitive or exceptional decisions.

Outcome monitoring

Measure completion, recurrence, resolved exposure and the value of intervention.

O2C example

From cash delay to a focused collection response.

SignalA customer is forecast to pay 35 days after contractual maturity.

ImpactThe affected invoices create a material working-capital and cost-of-capital impact.

ResponsePISE creates a prioritized collection action with invoice evidence and owner already attached.

OutcomeResolution and realized timing improvement return to the management view.

Automation with accountability

Fast does not mean uncontrolled.

01Transparent logic

Users can see which signal, threshold and business rule initiated the response.

02Human-in-the-loop

Approval and exception paths keep judgment where materiality or risk requires it.

03Complete traceability

Creation, assignment, updates, evidence and closure remain in one history.

04Continuous learning

Measured outcomes refine thresholds, priorities and the next recommended action.

Turn insight into momentum

Build the response around the decision, the evidence and the value.

Discuss an automation opportunity ↗

Insight is useful.Action creates value.