OPERATIONS
Nia
Client Retention

Service renewal

Keep track of service expiry dates.

Workflow scoped to your process
Discuss Service renewal
The problem
  • The manager manually tracks service expiry dates.
Nia
How it works

Example paths: the agreed action or human review. This diagram does not run on your live data.

renewal.workflow
live
OKReview2xService termInput data2xRead serviceexpiryWorkflow rulesExpiryapproaching?2xDraft reminderAfter validation2xTo managerPermitted action2xHuman reviewException or refusal2xCalendar /registerReference source
How it works
  1. 01Input: Service term.
  2. 02The system checks the expiry date and prepares a reminder; the manager confirms renewal terms.
  3. 03Output to verify: To manager.
  4. 04Exceptions go to staff; permitted actions are agreed before launch.
What we verify at launch
  • ✓The manager sees the expiry date and reminder draft and confirms the terms.
  • ✓We check repeated processing and connection failures using agreed examples.
Possible connections — agreed before implementation
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Workflow example

An illustration of the logic, not a customer case. Connections and results are agreed before implementation.

Input

Service term

Expected output

The manager sees the expiry date and reminder draft and confirms the terms.

FAQ

What inputs do we need?

We need an example of “Service term”, processing rules and an owner for “To manager”. Access is requested after connections are agreed.

What happens if data is missing or an error occurs?

We check “Expiry approaching?”. Exceptions go to staff; permitted actions are agreed before launch.

How is the result accepted?

The manager sees the expiry date and reminder draft and confirms the terms.

How long does implementation take?

Scope, price and timing are defined after checking systems, access and exceptions. This page describes a possible workflow, not a ready connection to your data.