Solutions
Solutions We Can Build
These are categories of systems we can discuss and design around your requirements. Each one is a starting point for a conversation, not a fixed product.
Please note: the illustrations on this page are concepts. They are not screenshots of completed Agile Rise client projects.
Solution categories
Illustrative concept CRM & Customer Portals
Track customers, opportunities, and service requests, and give customers a secure place to self-serve.
- Typical users
- Sales, account management, customer service, and your customers.
- Common integrations
- Email, calendars, ERP, billing, and support tools.
- Typical features
- Contact and account records
- Pipeline and activity tracking
- Customer login, requests, and documents
- Notifications and reminders
- Discovery questions
- What does a customer need to do without calling you?
- Which data must stay in your existing CRM or ERP?
Illustrative concept SaaS Platforms
Subscription products with accounts, roles, billing integration, and usage reporting.
- Typical users
- Your customers' admins and end users, plus your own support team.
- Common integrations
- Payment providers, identity providers, analytics, and customer systems via APIs.
- Typical features
- Sign-up, accounts, and roles
- Plans and billing integration
- Usage and admin reporting
- Audit history
- Discovery questions
- Who pays, and how is usage measured?
- What must be in the first release to win early customers?
Illustrative concept Workflow & Approval Systems
Replace email chains and spreadsheets with routed requests, approvals, and audit history.
- Typical users
- Employees submitting requests, managers approving them, and administrators.
- Common integrations
- HR, finance, ERP, and identity systems.
- Typical features
- Request forms
- Rules-based routing and approvals
- Status tracking and reminders
- Audit trail and reporting
- Discovery questions
- Which approval steps are required, and who can override them?
- What records must be kept for audit?
Illustrative concept ERP Integration
Connect ERP data with the CRM, commerce, HR, and reporting tools your teams already use.
- Typical users
- Finance, operations, and IT teams.
- Common integrations
- Oracle Fusion Cloud (including OIC), CRMs, e-commerce platforms, and data warehouses.
- Typical features
- Scheduled and event-driven data flows
- Error handling and alerts
- Data mapping and validation
- Monitoring dashboards
- Discovery questions
- Which system is the source of truth for each record?
- How quickly must data move between systems?
Illustrative concept E-commerce
Product catalogs, checkout, and order flows connected to inventory and fulfillment systems.
- Typical users
- Shoppers, merchandisers, and fulfillment staff.
- Common integrations
- Payments, tax, shipping, inventory, and ERP.
- Typical features
- Catalog and search
- Cart and checkout
- Order management
- Customer accounts
- Discovery questions
- B2B, B2C, or both?
- Where do product, price, and stock data live today?
Illustrative concept Reporting Dashboards
Bring operational data together into dashboards that answer the questions your teams ask most.
- Typical users
- Leaders, managers, and analysts.
- Common integrations
- ERP, CRM, spreadsheets, and databases.
- Typical features
- Key metrics and trends
- Filters and drill-downs
- Scheduled exports
- Role-based access
- Discovery questions
- Which decisions should the dashboard support?
- How fresh does the data need to be?
Have a Different System in Mind?
Describe the users, the workflow, and the systems involved. We'll help shape a practical first release.