Insights

Ideas to build and operate better.

Guides, analysis and lessons on product, artificial intelligence, growth, communications and cloud.

Editorial themes

Software and SaaS development

Digital products that solve, scale and evolve.

AI, automation and data

AI systems for real-world processes.

Marketing, ecommerce and marketplaces

Demand, catalogue, partners and conversion.

Communications and customer care

Every conversation in the right channel.

Cloud, infrastructure and operations

Available, observable and ready services.

results

31 results

Web form follow-up diagram from receipt to closure

Comunicaciones y atención6 min

From form submission to first contact: how to design a traceable sales follow-up process

Design a web form follow-up process with validation, deduplication, assignment, retries and traceability to reduce missed requests and duplicate contacts.

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Diagram of a manual process assessed before automation

Automatización, IA y datos7 min

When a Manual Task Is Ready to Be Automated

Learn how to check whether a process has sufficient rules, data, and controls before connecting systems and automating a manual task.

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Diagram of a communication preference center connected to multiple systems

Communications Care7 min

Communication preference center: from consent to operational rules

Design a preference center that turns every choice into verifiable rules by channel, purpose, frequency, and sending system.

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Order reconciliation diagram across sales, payment, shipping, and customer service

Commerce & Marketplaces7 min

Order reconciliation: how to detect and resolve discrepancies between sales, payment, delivery, and customer service

Design an order reconciliation process to compare sales, payment, delivery, and customer service, resolve issues, and prevent discrepancies.

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Team reviewing a restoration test for a digital service

Cloud Operations6 min

How to verify that a backup can recover a service

A guide to designing restoration tests, validating services and data, gathering evidence, and improving operational continuity.

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Conceptual diagram of an exception queue in an automation with human review

Automatización, datos e IA7 min

Exception queue: automations that stop, explain, and regain control

Design an exception queue to stop, explain, and recover automations with human control, traceability, and safe actions.

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erpnext7 min

What is ERP Next? What benefits does it bring?

Learn why ERPNext is a sure value for your business

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