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Intelligent Automation for Operations and Mid-Office Shared Services

Automate Processes, Eliminate Silos, Achieve Smart Scalable Operational Efficiency.

Achieve up to 30% cost savings and reduce process cycle times from days to hours. No more firefighting, just streamlined execution.

Trusted by Fortune 500 Leaders to Unlock Superior 45-Day Returns and Organizational Transformation.

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Eaton | Put It Forward
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Deckers | Put It Forward
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Opentable | Put It Forward

Break Free from the Hidden Costs Killing Your Operational Momentum

Put It Forward unifies no-code data integration, automated process orchestration, and embedded AI analytics in a single platform enabling you to connect systems, automate workflows, and gain actionable insights faster and more flexibly than traditional solutions.

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Manual Processes and Inefficiency

44% of wasted time at work is due to inefficiencies

Organizations lose $1.7 million annually for every 100 employees due to wasted time.

Data Silos and Fragmentation

Data Fragmentation and Silos

37% of data leaders spend time solving problems

Problems caused by fragmented data, rather than driving transformation and growth.

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Scaling Integration Complexity

68% of organizations cite data silos top blocker

Scaling amplifies integration challenges, risking inefficiency and stalling growth if not addressed.

According to IDC, more than 70% of leading Chief Operating Officers (COOs) have planned for large investments in IoT in the next two to three years to transform their business models, processes, and products to respond to market demands and build intelligent connected.”

Intelligent Operations Solutions for Modern Business Challenges

Boost productivity, efficiency, and service levels! Broken business processes—marked by manual workarounds, downtime, and errors—are all too common. With the help of Put It Forward Intelligent Operations, any team can optimize information flows, address bottlenecks, and eliminate obstacles to progress.

  • Get rid of data silos with one platform
  • Gain real-time, actionable insights on diverse data sets
  • Create visually engaging reports and dashboards from machine and application data
Customer Revenue Strategy

Streamline Quote to Order

Automate and integrate the quote-to-order process to deliver accurate quotes faster, reduce errors, and win more deals.

Reduce Complexity

Unify fragmented systems and automate workflows with AI to eliminate silos, lower costs, and let teams focus on high-value work.

Customer Experience

Improve Customer Experience

Use AI-powered support and predictive analytics to anticipate needs, resolve issues proactively, and deliver seamless service.


Why Intelligent Operations Now?

Fall behind competitors, lose revenue to inefficiencies, and struggle with reactive decision-making in a data-driven market.

Accelerate Decision-Making

Decision Latency Reduction

47% Decision Latency Reduction

Reason to Invest: Quickly turns fragmented data into actionable insights for faster, smarter choices.

Business Benefits:

  • Integrates siloed systems, providing a unified data platform for instant access to critical information.
  • Delivers AI-driven predictive analytics that flag risks and opportunities before they impact the business.
  • Automates complex reporting, enabling leadership to make informed decisions in minutes instead of days.

Slash Operational Costs

Operational Cost Savings

25-30% Cost Savings

Reason to Invest: Eliminates manual workflows and optimizes resource allocation.

Business Benefits:

  • Automates repetitive tasks such as data entry, order processing, and routine monitoring, reducing labor costs and errors.
  • Streamlines compliance and risk management, reducing audit and regulatory costs.
  • Enables rapid scalability without proportional increases in overhead or staffing.

Boost Customer Retention

Improved Customer Satisfaction

40% Improved Customer Sat

Reason to Invest: Aligns operations with customer expectations for seamless experiences.

Business Benefits:

  • Uses predictive analytics to anticipate customer needs and resolve issues before they escalate.
  • Reduces complaint resolution time by up to 80% through automated triage and workflow routing.
  • Personalizes interactions and recommendations, driving loyalty and repeat business.
How it works: mostly 2 minute tours

Find the hidden connections that create risk to the organization across your operational systems of record.

Transform localized process automation, tasks and integrations with end-to-end orchestration.

Improve decision quality and outcomes with a combined approach that optimizes across best-of-breed solutions.


Real-World Use Cases of Intelligent Operations for Every Team Member

Experience measurable improvements in speed, accuracy, and customer satisfaction as intelligent automation empowers each role to overcome daily operational challenges and drive better business outcomes.

Intelligent operations scaling use case
Frequent system outages disrupt business processes.

90% reduction in order failure rates with AI-driven automation.

Intelligent automation monitors infrastructure and applications in real time, detects anomalies, and triggers bots to resolve issues before they impact users. Dashboards provide instant visibility, and AI pinpoints root causes, ensuring smoother operations and freeing IT teams to focus on strategic projects.

Intelligent automation use case scale process capacity
High-volume repetitive inquiries overwhelm teams.

50% fewer inquiries requiring human intervention.

AI chatbots resolve routine questions (e.g., order status), while predictive analytics and agentic AI route complex cases to agents, cutting resolution time.

Intelligent operations use case straight through order processing.
Manual process bottlenecks cause delays and errors.

35% faster order cycle time.

Intelligent automation connects ERP, CRM, and inventory systems in real time. Workflows auto-replenish stock, flag risks, and prioritize orders, reducing manual tracking.

Who Has Succeeded With Put It Forward
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Intelligent Operations vs. Traditional Processes: See the Difference That Drives Growth

See how intelligent automation delivers faster results, greater flexibility, and measurable business value compared to traditional methods.

Value UnlockPut It ForwardCompetitorsROI Metric

Time to ROI

Rapid ROI ✔️

Slow Custom Implementation ❌

50% faster time to value, enabling quicker realization of benefits and reduced opportunity costs.

Process Efficiency Gains

End-to-end Automation ✔️

Manual Intervention ❌

85% improvement in operational efficiency, reducing cycle times and increasing throughput.

Cost Reduction

Streamlined Savings ✔️

Higher Operational Costs ❌

$1M+ annual savings for enterprise clients by eliminating redundant systems and reducing labor costs.

Scalability and Flexibility

Streamlined Savings ✔️

Limited Scaling Options ❌

24x scalability advantage, enabling seamless expansion without added infrastructure or personnel costs.

Predictive Insights

Embedded AI ✔️

Basic Reporting ❌

30% faster decision-making cycles, improving agility in responding to market changes.

Customer Experience Impact

Real-Time Optimization✔️

Limited Insights ❌

20% improvement in Net Promoter Score (NPS) due to enhanced customer interactions and personalized experiences.

Implementation Complexity

Pre-built Connectors ✔️

IT Dependent Integration ❌

Zero downtime during implementation, ensuring business continuity while transitioning to automation.

Data Governance and Compliance

Integrated Compliance ✔️

Manual Processes ❌

Reduced compliance risk by automating data governance across all workflows, saving millions in potential penalties.

Forrester Research

A Forrester study shows "A 20% improvement in operational efficiency with Intelligent Operations, these IT leaders gained visibility across their infrastructure in a single console, which allowed them to balance workloads, troubleshoot issues more efficiently, and improve performance and availability."

What A Successful Intelligent Operations Project Looks Like - Let's Be Pragmatic!

We all do projects; an intelligent operations project integration or automation or predictive can be simple, wide, or deep.

Nobody is busier than the operations team.  How can we de-risk the project, and how long is it going to take?

We employ best practices, using methodology and processes developed through many deployments, to ensure risk is mitigated and success is the destination. This integrates into your own way of working as needed.

The length depends on the level of complexity, and a first implementation, with all factors considered, can take between 3-5 days of effort over 14-60 days.

Put It Forward Revenue Intelligence Project Management Plan
Easily Integrate With Hundreds of Systems and Sources.
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Automation Integrity of the Highest Level

SOC Certification
ISO Certification

The Analysts Say Put It Forward Is Way Ahead

More Revenue Intelligence Resources:

Guidebook to Agentic Workflows

Enable Productivity, Accuracy, Growth

Learn how AI agentic workflows automate complex tasks, boost productivity, and drive business growth with real-world strategies and examples.

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Drive Revenue & Efficiency

Understand the differences, benefits, and business impact of Revenue Operations vs Sales Operations to drive smarter growth.

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Work Smarter Faster

Discover how automated data processing eliminates errors, cuts costs, and accelerates decisions to drive business efficiency.

FAQ about Revenue Intelligence Solutions

How much does intelligent operations automation cost and what is the ROI?

Costs are typically subscription-based and scale with your needs. Most organizations see ROI within 3-6 months through labor savings, error reduction, and process acceleration.  This ROI calculator can help you get an idea of what the time and return is.

Will intelligent automation disrupt our current systems or require a major overhaul?

No, intelligent automation is designed to work with your existing systems by integrating and orchestrating workflows without requiring major changes or downtime.

What if we lack in-house expertise for automation?

Most platforms are user-friendly and supported by onboarding and training. You can start with a pilot, and expert support is available if needed.

How secure is our data with intelligent operations solutions?

Leading solutions use enterprise-grade security, including encryption, user access controls, and compliance with major standards to protect your data.

What happens if our processes change or we grow?

Automation solutions are scalable and flexible. You can add or modify workflows as your business evolves, without starting over.

Will automation negatively impact our company culture or customer experience?

Automation frees your team from repetitive work, letting them focus on higher-value tasks and improving customer experience through faster, more accurate service.

How do we get started if we don’t have a center of excellence or dedicated team?

You can begin with a small, high-impact pilot project. Many providers offer guidance and best practices to help you launch and scale successfully.

What You Should Do Next

Get My Operations Automation Demo:

Instantly see how Put It Forward can help your team eliminate manual work, cut errors by 80%, and achieve 40% faster workflows. No sales pitch, just a personalized walkthrough tailored to your operations.

Key Intelligent Automation Leadership Assets

Revenue Operations IT Intelligent Automation Playbook

Revenue, Operations and IT Playbook

Learn how intelligent automation empowers operations teams to automate insights, streamline workflows, and consistently make high-quality, scalable decisions.

Intelligent Automation Buyers Guide

Buyer Guide For Intelligent Automation

Get step-by-step guidance to evaluate, select, and implement intelligent automation solutions that streamline operations, maximize ROI, and drive efficiency.

How PIF Intelligent Automation Platform Works

Step through the intelligent automation transformation journey; by the end of this video, you'll understand the value and how it works with your current investments.