Professional Services
Expand your setup anytime
Targeted engagements to go deeper — purchased alongside or after your core implementation.
🔗
Connect Rework with your ERP, accounting back-end, HR system, or custom internal tools. Scoped per project, sitting alongside your core implementation.
- Scoping & field mapping tailored to your system structure
- Build, test, and validation cycle with your team
- Documentation for your tech and ops teams
- Typical timeline 2–6 weeks, separate from your core implementation project
Case Study
3 hrs → 0
daily PO entry
100%
automated PO creation
0
copy-paste errors
Challenge
Procurement requests were managed in shared spreadsheets and email approvals. Once approved, the purchasing officer manually typed POs into the accounting system — item by item, supplier by supplier. ~3 hours per day on re-entry, with frequent copy-paste errors and missed line items at month-end reconciliation.
Solution
Connected Rework Work Ops with their accounting system via the Integration Pack. The flow now runs end-to-end inside Rework: requester submits a purchase request → purchasing officer reviews, confirms supplier, and approves → Rework automatically groups items by supplier and creates POs in the accounting system. No manual re-entry, no handoff documents.
Result
Eliminated 3 hours of daily PO entry. Zero copy-paste errors at month-end. POs are created the moment approval lands, so procurement and finance teams see the same real-time status — no more "did this get approved?" emails.
🎓
Hired new team members? Expanding to a new department? This pack ensures everyone gets up to speed quickly — with hands-on workshops and a review of how your team is actually using Rework.
- 2–3 extra workshops — for new teams, new departments, or refresher training
- Updated user guides reflecting any new workflows or processes added since go-live
- Adoption health check — we review your usage data and recommend concrete improvements
- 1 follow-up call two weeks later to make sure adoption sticks
Case Study
95%
adoption rate
3 weeks
to full consistency
12 advisors
onboarded
Challenge
After opening a new branch in Penang, the agency hired 12 education advisors over 2 months. New advisors were using the CRM inconsistently — skipping student qualification stages, not logging parent meetings, and bypassing the standard intake checklist. Leadership visibility into branch performance dropped, and pipeline reporting became unreliable.
Solution
Ran a targeted onboarding workshop for the new advisors focused on the agency's configured workflow (parent intake → student qualification → course matching → enrollment), not generic Rework features. Followed up with an adoption health check to identify gaps, plus a session for branch managers on using the activity dashboards to coach and follow up.
Result
CRM usage consistency across new advisors reached 95% within 3 weeks. Manager visibility into branch activity improved significantly. Parent follow-up tracking became reliable, and the team standardized on the same intake framework as established advisors.
📊
You've been using Rework CRM for a few months and have real data. Now it's time to optimize. We'll analyze your pipeline performance and redesign what's not working — so more leads turn into closed deals.
- 2–3 strategic consulting sessions with your dedicated CS team
- Pipeline performance audit — conversion rates by stage, bottlenecks, SLA compliance
- Process redesign — updated pipeline stages, rules, and automations based on findings
- Implementation of all changes directly in your Rework system by our CS team
Case Study
8% → 35%
lead conversion
30 days
avg sales cycle
0 manual
routing decisions
Challenge
A defined sales process existed on paper, but execution was inconsistent. Leads got returned without clear rules, routing was manual, marketing-to-sales handoff was lossy, and lead-to-win conversion stuck around 8% with no clear bottleneck to point at.
Solution
3-session consulting engagement to redesign the Revenue Motion end-to-end. Built a unified architecture: lead capturing across channels with marketing-side ownership · smart lead routing with SLAs · lead return + recycling system (warm pool / cold pool) · performance-based routing prioritizing reps with best conversion · explicit marketing–sales alignment criteria · pipeline stages with clear gates (Information Collected → Appointment Set → Appointment Done → Closing → Win/Lost). All rules and SLAs were then implemented directly in Rework.
Result
Conversion lifted from 8% to 35% within one quarter. Sales cycle stabilized at 30 days average. Marketing–sales finger-pointing stopped because routing rules and lead-return logic are now explicit, automated, and auditable.
📈
Stop guessing how your team is performing. We'll build custom dashboards that give managers real-time visibility — so decisions are based on data, not assumptions.
- 2–3 custom dashboards designed and built (e.g., sales performance, pipeline health, team KPIs)
- KPI definitions — we help you decide what to track and configure the right metrics
- Scheduled reports & automated alerts — the right data to the right people at the right time
- 1 training session on reading dashboards and making data-driven decisions
Case Study
6 hrs → 0
weekly reporting
Daily
review cadence
9 KPIs
tracked live
Challenge
The CEO ran weekly leadership reviews looking at sales, bookings, and customer numbers — but data came from 4 different sources (booking system, accounting software, marketing dashboards, and manual Excel). Compiling the view took 6+ hours every Friday, and by Monday morning the numbers were already stale.
Solution
Built a unified CEO Dashboard consolidating real-time data across the business: revenue, bookings, customers, channel performance (Website / Mobile / OTA / Walk-in), top destinations and tours, sales by market, and operations. KPI cards show month-over-month deltas at a glance. Automated alerts flag anomalies — high cancellation rates, peak-season approaching, price-spike on key routes — before they become problems.
Result
Weekly compilation eliminated. The CEO opens the dashboard daily and sees real-time numbers across all channels and markets. Decisions that used to wait for Monday morning now happen day-of.
🔄
Your business grew — but your system setup didn't grow with it. Refit your SOPs and system to how your team actually works today, before the drift becomes a rebuild.
- System & SOP review — audit your current Rework setup and standard operating procedures, flag where drift has crept in
- SOP optimization advisory — recommend what to change, keep, or retire (up to 3–5 processes reworked)
- System reconfiguration — we adjust workflows, pipelines, fields, and automations to match the new SOPs
- Present, dry-run & fine-tune — walk your team through the updated setup, run live scenarios, adjust as issues surface
- 2–3 focused sessions — Session 1: review & survey → we adjust setup. Sessions 2–3: present, dry-run, fine-tune. Training not included — add Training & Adoption Pack if needed.
Case Study
13 → 4
workflow variants consolidated
38 stores
rolled up in one view
18 mo
on Rework at kickoff
Challenge
18 months in, the retail chain had grown from 12 stores to 38 stores across 3 provinces. What started as 4 clean Work Ops workflows (opening checklist, incident report, supply request, overtime approval) had spawned 13 regional variants as store managers customized locally. Central ops couldn't roll up data across the chain, approvals were routing to people who'd since left, and every new store hire got trained on whichever variant their regional manager preferred.
Solution
Three-session System Optimization Pack. Session 1: reviewed all 13 workflow variants, consolidated back to 4 standardized workflows that absorbed the legitimate regional edge cases. Reworked approval routing to go by role (not by named person). Retired 9 duplicate fields and 6 automations that no longer triggered. Sessions 2 & 3: dry-ran each workflow with regional managers from all 3 provinces, adjusted for real edge cases — emergency supply requests bypass normal approval; overtime auto-approves under a threshold.
Result
Central ops now rolls up store-level data across all 38 stores in one view. Approval routing follows role, not person — no more broken routes when someone leaves. Regional managers stopped creating local variants because the standardized workflows cover their real edge cases. New store hires learn one workflow, not one-per-province.
➕
You've mastered one workflow — now unlock the rest. Add new use cases on top of your existing Rework setup: extra pipelines, new team workflows, or additional processes for teams you haven't onboarded yet.
- Scoping session — identify the new use case(s), map process ownership, define what success looks like
- New workflow build — configure new pipelines, forms, fields, and automations (up to 3–5 new processes)
- System integration — connect new workflows to your existing Rework setup (shared fields, user permissions, cross-team visibility)
- Present, dry-run & fine-tune — walk the new user group through the setup, run live scenarios, adjust as issues surface
- 2–3 focused sessions — Session 1: scope & build. Sessions 2–3: present, dry-run, fine-tune. Training not included — add Training & Adoption Pack if needed.
Case Study
3
new use cases added
3 wks
to go-live
4 teams
on one platform
Challenge
After 12 months on Rework Work Ops for procurement (purchase approval + PO management), the company was ready to expand. Three other teams — HR, Warehouse Dispatch, and Customer Service — were still running on WhatsApp groups and Excel logs. Leadership wanted them on Rework too, but no one internally had bandwidth to configure workflows from scratch. Building in-house would have taken quarters, not weeks.
Solution
Three-session Use Case Expansion Pack. Session 1: scoped all 3 new use cases with each team lead — HR leave approvals with 2-level routing, warehouse dispatch tracking with delivery status updates, and customer complaint handling with SLA-based escalation. Built the workflows in-system, connected them to existing user permissions. Sessions 2 & 3: dry-ran each workflow with the actual team using real cases, fine-tuned notifications and approval routing.
Result
Three new teams onboarded within 3 weeks. HR leave requests settle in hours instead of days. Warehouse dispatch has real-time status visibility so customer service can answer "where's my order?" without calling the warehouse. Complaints route by category with auto-escalation past 24 hours. All four workflows live in one system — no more team-by-team tool sprawl.
🤖
Ready to let AI handle the repetitive work? We'll deploy Rework's AI agents into your workflows — trained on your data, tested for accuracy, monitored for impact.
- AI agent configuration & deployment based on Rework's current AI capabilities
- Model training on your specific data, workflows, and business context
- Testing & fine-tuning to ensure accuracy before full rollout to the team
- Team training on how to work effectively alongside AI agents
- 30-day monitoring & adjustment — we watch, tweak, and optimize post-deployment
Case Study
9 agents
deployed & maintained
~1.5 hrs
saved per deal
100%
discovery consistency
Challenge
Sales reps repeatedly built discovery questions from scratch, researched prospects manually, drafted meeting summaries by hand, and assembled buyer-context notes deal by deal. ~1.5 hours per deal lost on admin and research — time that should have gone to selling.
Solution
Built a custom Agent Library in Rework — a curated set of AI agents the team uses daily, versioned and maintainable. Includes METDICC AI Agent (drafts qualification questions per opportunity), Prospector Master (researches prospects from public data), Meeting Summary Bot (auto-generates structured notes from call recordings), Business Model Canvas Expert (extracts buyer's business context), and a Research Assistant. Agents are owned by named team members so they keep improving over time.
Result
Sales reps reclaim ~1.5 hours per deal on admin and research. Discovery consistency improved across the team — junior reps now follow the same qualification framework as seniors via the METDICC agent. New hires ramp faster because the institutional knowledge is in the agents, not in heads.