Illustrative scenarios · SMEs

30 illustrative use cases for SME business applications.

Explore typical situations by industry, role, need or tool type. They help you recognise a problem and a possible solution; they are not customer references, delivered products or promises of results.

30illustrative use cases
9industries and contexts
12tool families

The library grows from observable business situations. It does not replace an assessment of your process or prove a customer delivery.

Three entry points

Start with what you already recognise.

You may know the problem without knowing the name of the tool. The filters let you start from daily work.

02

I imagine a tool

CRM, field application, customer portal, workflow, dashboard, ITSM tool or AI copilot.

Explore solutions →
03

I recognise my industry

Construction, maintenance, manufacturing, distribution, B2B services, real estate, training or IT.

Explore industries →
GE2Smart library

Filter the cases that resemble your situation.

Filters do not define your need. One Smart Tool can connect several roles and processes.

30available use cases
B2B services · OperationsBusiness application

Case follow-up and approvals

One record for owners, documents, status, deadlines and decisions instead of several spreadsheets and email threads.

RoleOperations managerNeedVisibility
Before

Several tables, attachments and email reminders circulate between teams.

Smart Tool

One case with roles, documents, approvals, deadlines and a complete history.

Desired outcome

Know immediately who needs to act.

View the related solution
Trade & distribution · OperationsWorkflow automation

Order-to-delivery workflow

Order checks, availability, preparation, delivery updates and exceptions in one controlled flow.

RoleSales administrationNeedAutomation
Before

Order information is copied between email, spreadsheets and logistics tools.

Smart Tool

A workflow that assigns each step, records exceptions and keeps the customer status visible.

Desired outcome

Move from order to delivery with less manual coordination.

View the related solution
B2B services · SalesCustom CRM

B2B CRM for the real pipeline

Prospects, stages, next actions, quotes, special conditions and handover to operations.

RoleSales managerNeedFollow-up
Before

The pipeline is split between a generic CRM, personal notes and spreadsheets.

Smart Tool

A focused CRM that follows the company sales cycle and its decision points.

Desired outcome

Give sales and management the same view of the pipeline.

View the related solution
Manufacturing · SalesWorkflow automation

Approval of special commercial conditions

Price, margin, payment or delivery exceptions reviewed by the right people with a complete history.

RoleSales managerNeedGovernance
Before

Approvals happen in email and the final decision is difficult to retrieve.

Smart Tool

A controlled request with rules, evidence, approval and notification paths.

Desired outcome

Protect commercial decisions without slowing every quote.

View the related solution
B2B services · SalesWorkflow automation

Sales-to-operations handoff

A signed opportunity becomes an operational case with the right fields, tasks and approvals.

RoleAccount managerNeedRe-keying
Before

Sales sends an email and operations rebuilds the context in a launch file.

Smart Tool

A controlled handoff that validates data and assigns the next action.

Desired outcome

Start delivery with the same information.

View the related solution
Maintenance · Field operationsField application

Mobile field intervention

Mission, checklist, photos, parts, signature and report in one mobile journey.

RoleField technicianNeedDouble entry
Before

Missions arrive by phone, photos remain in a messaging app and the report is rewritten at the office.

Smart Tool

A guided intervention with contextual evidence and a report generated from validated information.

Desired outcome

Connect the field team and the office.

View the related solution
Maintenance · Field serviceBusiness application

Maintenance and service operations cockpit

Contracts, equipment, recurring work, interventions, parts, reports and customer commitments in one view.

RoleMaintenance managerNeedPlanning
Before

The planner combines calls, paper notes, spreadsheets and technician feedback.

Smart Tool

An operational application that follows the asset and service cycle from request to report.

Desired outcome

Plan the workload and see the causes behind recurring work.

View the related solution
Manufacturing · OperationsBusiness application

Targeted equipment fleet management

Equipment, locations, contracts, inspections, incidents and history with role-based views.

RoleFleet managerNeedCentralisation
Before

Asset information is spread across files and the history depends on one person.

Smart Tool

A focused fleet record with ownership, documents, dates and alerts.

Desired outcome

Know which equipment needs attention and why.

View the related solution
Construction · Field operationsField application

Mobile construction site tracking

Progress, observations, photos, tasks, lots and decisions captured close to the work.

RoleSite managerNeedFollow-up
Before

Site updates arrive in different formats and the weekly report is rebuilt manually.

Smart Tool

A mobile site record linked to milestones, responsible people and evidence.

Desired outcome

Keep site progress and decisions in the same operational view.

View the related solution
Construction · Field operationsField application

Construction snag tracking

Photos, location, lot, owner, deadline, correction evidence and closure decision.

RoleSite managerNeedFollow-up
Before

Snags are photographed, messaged and re-entered in a spreadsheet before the meeting.

Smart Tool

A field record linked to the site, lot and responsible person.

Desired outcome

Run the meeting from a reliable list.

View the related solution
Construction · ProjectsDocument portal

Construction documents and useful versions

Plans, reports, approvals and latest useful versions linked to the project and its responsibilities.

RoleProject managerNeedRetrieval
Before

Documents circulate through email and teams are unsure which version should be used.

Smart Tool

A structured document space with metadata, permissions and a clear history.

Desired outcome

Find the right document when the decision is made.

View the related solution
Construction · ManagementDashboard & BI

Multi-project construction cockpit

Progress, blockers, late actions and decisions across active projects.

RoleOperations directorNeedPortfolio visibility
Before

Each project reports differently and management consolidates the view late.

Smart Tool

A common operational model with project-level drill-down.

Desired outcome

See where management attention is needed.

View the related solution
Industry · QualityWorkflow

Quality non-conformity workflow

Report, qualify, assign, evidence and close corrective actions in one place.

RoleQuality managerNeedTraceability
Before

Forms, photos and corrective actions are spread across files and conversations.

Smart Tool

A non-conformity record with owner, deadline, evidence and closure decision.

Desired outcome

Track the treatment from signal to closure.

View the related solution
Trade & distribution · LogisticsBusiness application

Simple stock or fleet tool to replace Excel

Items, movements, locations, thresholds and responsibilities without the fragility of a shared workbook.

RoleLogistics managerNeedReplace Excel
Before

Several versions of the stock or equipment file circulate between teams.

Smart Tool

A controlled record with history, simple views and the right validations.

Desired outcome

Make availability reliable without deploying an oversized ERP.

View the related solution
B2B services · Customer serviceCustomer portal

Customer portal for cases and documents

Securely share status, documents, requests and next steps without multiplying emails.

RoleCustomer service managerNeedCustomer visibility
Before

Customers ask for updates and documents through separate conversations.

Smart Tool

A role-based portal linked to the operational case.

Desired outcome

Give each customer a clear, authorised view.

View the related solution
Trade & distribution · Customer serviceCustomer portal

Self-service customer order tracking

Order status, documents, delivery milestones and questions in a secure customer space.

RoleCustomer service managerNeedCustomer visibility
Before

Customers request the same order updates through repeated emails and calls.

Smart Tool

A portal connected to the operational status and the documents customers may access.

Desired outcome

Give customers a clear status without exposing internal work.

View the related solution
Real estate · Customer serviceCustomer portal

Tenant and owner request tracking

Requests, documents, appointments, providers and resolution history in one case.

RoleProperty managerNeedCentralisation
Before

Requests arrive through calls, email and messages with no shared follow-up.

Smart Tool

A portal and workflow that route each request and keep its evidence together.

Desired outcome

Make every request visible from intake to resolution.

View the related solution
Training · AdministrationBusiness application

Training journey administration

Registrations, sessions, documents, attendance, reminders and certificates in a structured journey.

RoleTraining coordinatorNeedAutomation
Before

Registration information is copied between forms, files and email.

Smart Tool

A shared training record with roles, deadlines, documents and generated outputs.

Desired outcome

Reduce administration while keeping the learner journey traceable.

View the related solution
HR · Internal operationsWorkflow automation

New-joiner onboarding

Tasks, approvals, equipment, access and documents tracked across HR, IT and management.

RoleHR managerNeedCoordination
Before

The arrival checklist is copied between email, spreadsheets and separate requests.

Smart Tool

One onboarding case with owners, deadlines, evidence and exceptions.

Desired outcome

Make the first days predictable for every team.

View the related solution
All industries · Back officeDocument automation

Automatic business document generation

Prepare reports, quotes, certificates or summaries from validated business data.

RoleBack-office managerNeedLess re-keying
Before

The same information is copied manually into several document templates.

Smart Tool

A controlled generation step with a template, approval and delivery status.

Desired outcome

Create consistent documents from information already entered once.

View the related solution
Management · Multi-sourceDashboard & BI

Multi-source management cockpit

Shared definitions, alerts and links from indicators to the cases that need action.

RoleManaging directorNeedDecision support
Before

Monthly exports and manual consolidation delay a reliable view of the business.

Smart Tool

A governed cockpit connected to source data and operational records.

Desired outcome

Arrive in the meeting with the numbers and the actions ready.

View the related solution
B2B services · ManagementDashboard & BI

Contextual sales forecasting

Pipeline stages, probabilities, timing, risks and next actions brought together for a realistic view.

RoleSales directorNeedForecasting
Before

The forecast is assembled from opinions, exports and late corrections.

Smart Tool

A cockpit that makes definitions, assumptions and underlying opportunities visible.

Desired outcome

Discuss the forecast with the cases behind the number.

View the related solution
Operations · DataBusiness intelligence

Operational reporting across sources

Combine files, database records and exports with quality checks and a clear refresh rhythm.

RoleOperations managerNeedConsolidation
Before

Teams use different definitions and the report is rebuilt manually each month.

Smart Tool

A shared data model with visible controls and action views.

Desired outcome

Use one reliable operational picture.

View the related solution
Internal support · AIAI business copilot

Internal document assistant

Find procedures and relevant passages in an authorised corpus with source links and permissions.

RoleSupport agentNeedInformation retrieval
Before

Instructions and answers are spread across folders and old tickets.

Smart Tool

A source-grounded search and summary assistant with human review.

Desired outcome

Find useful information faster without inventing an answer.

View the related solution
All industries · OperationsAI business copilot

Operational preparation copilot

Summarise a case, find the relevant rule and prepare the next action from authorised sources.

RoleOperations managerNeedPreparation
Before

A manager reads several records and documents before every review or decision.

Smart Tool

A contextual assistant that shows its sources and leaves the decision to the responsible person.

Desired outcome

Prepare operational decisions faster without losing traceability.

View the related solution
IT · Service DeskITSM / Service Desk

ITSM request and incident portal

Guided intake, routing, queues, priorities, SLAs, knowledge and a complete history.

RoleService Desk managerNeedSupport structure
Before

A shared mailbox and manual SLA tracking make the support flow hard to see.

Smart Tool

A focused portal and operational cockpit designed around the real support process.

Desired outcome

Structure support without making it heavier.

View the related solution
IT operations · ITSMITSM workflow

Major incident coordination

Detection, qualification, mobilisation, communication, recovery and review with roles and timestamps.

RoleIncident managerNeedCoordination
Before

Updates are spread across chats and emails while teams reconstruct the timeline.

Smart Tool

A controlled incident flow with communication and evidence in one record.

Desired outcome

Coordinate recovery with a shared operational view.

View the related solution
IT operations · ChangeITSM workflow

Change approval workflow

Risk, impact, approvals, calendar, tasks, rollback and review in a proportionate flow.

RoleChange managerNeedGovernance
Before

Approvals are scattered and reporting is assembled after the fact.

Smart Tool

A change record that connects governance and execution.

Desired outcome

Keep traceability without unnecessary bureaucracy.

View the related solution
IT · Service ManagementITSM / Dashboard

ITSM SLA, backlog and queue cockpit

Queue age, SLA risk, escalations, recurring causes and ownership in an operational view.

RoleService Desk managerNeedDecision support
Before

Support reporting is assembled manually and hides the cases that need action.

Smart Tool

A cockpit linked to the ticket flow, definitions and responsible teams.

Desired outcome

Turn support indicators into a prioritised operating list.

View the related solution
IT · Service ManagementAI business copilot

ITSM knowledge copilot

Search authorised knowledge, summarise history and prepare a response without bypassing permissions.

RoleSupport agentNeedFaster diagnosis
Before

Agents browse several sources before they can qualify a ticket.

Smart Tool

A source-grounded assistant with visible references and human validation.

Desired outcome

Support agents spend less time searching.

View the related solution
How to read the scenarios

An illustrative use case is not a standardised promise. It is a starting point.

Two companies can name the same problem and have different rules, data, responsibilities and constraints. The diagnostic turns the generic scenario into a realistic scope.

01Recognise the friction

Identify the task, information break or risk worth addressing.

02Observe the real flow

Understand users, data, decisions, exceptions and existing tools.

03Prototype the use

Make the idea visible before investing in every feature and integration.

04Measure the outcome

Check that the tool reduces time, errors, delays or lack of visibility.

Your case is not listed?

Describe the current process.
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