What Omni adds
Your current systems still hold your orders, stock and accounts. Omni starts with files from those systems, checks the figures and prepares a next step for someone to review. A first test can use files you provide; a direct connection to a system takes separate work.
For example, Omni could put a purchase order, delivery note and recent supplier emails into one reminder draft. The purchase manager checks the quantities and promised date before using it. The original records stay in your existing systems.
What your existing tools may already do
Before adding anything, check what your current software can do. A report may already show the problem. A form or rule may already route it to the right person. The useful question is which part still takes too much manual work.
- Your business systems: keep the official order, stock and account records.
- Reports: show figures and changes; some also send alerts or let you take action.
- Simple rules: handle predictable steps such as routing a form or checking a date.
- Omni: helps when someone still needs to bring records together, check a figure and prepare a next step.
Our tool comparison gives questions to ask before choosing software. The report guide looks at the work between spotting a problem and following it up.
Four things to agree before starting
| What | Why it matters | What to check |
|---|---|---|
| Files | Use the records the task needs. | Which files are allowed, how current they are and who can see them. |
| Result | Prepare a report, draft or suggestion. | Numbers match the files, links work and missing details are shown. |
| Approval | Show a proposed change to the right person. | Who may approve it and what happens if they say no. |
| Saved history | Make it possible to see what happened. | Which files, draft, decision and result are kept, and for how long. |
Some tasks need only one spreadsheet; others need to search many documents. Either way, agree who can see copies, search results, saved activity and backups, and when they are deleted.
A distribution example
A sales file shows fewer shops buying in one area. Visit notes and stock figures might help explain why, but they must cover the same dates, shops and products. Omni could prepare a note showing what changed, which files it used and what still needs checking. These are sample figures, not a customer result.
Spot the change
A rule flags an area for the team to check.
Check the files
Compare sales, visit notes and stock figures for the same period.
Draft a note
Describe the change and what is still unknown.
Manager reviews
A regional manager checks the files and decides whether to follow up.
Find where the work waits
Bringing files together may save preparation time, but it cannot make missing data, unavailable people or supplier replies arrive faster. Use the delay guide to track those waits separately.
Where the work runs
We agree where the app runs, which services see your files and where saved records are kept. If you need private or on-site processing, every service must meet that requirement. Changing a provider can mean checking the quality again and adjusting the setup.
Omni in practice
We start with a task your team does today. We check which files are available, agree what the result should look like and test it with the person who will use it. Any new connection or action needs its own checks. See how Omni works and the sample screens.
Common questions
Do we need a new operating system?
No. Omni starts with files from the systems you already use. Ask exactly what would connect or change in your setup.
Does Omni need all our company files?
No. One task may need only a spreadsheet or a few documents. Give it access only to the records it needs.
Will Omni send or change anything on its own?
The first task can stop at a draft. We agree and test any sending or record changes separately, with a person approving where required.
Get startedTell us which task needs files from more than one system.