Solutions
Built around how each team actually hands off work.
Start with the process that crosses into someone else’s team.
MKT
Marketing operations
Launch campaigns without the last-minute review scramble.
Campaigns depend on brand, legal and channel owners signing off in time. Pathwise gives each launch a path with review windows built in, so approvals stop landing the day before go-live.
Review windows, not review rushes
Only the reviews a campaign needs
One record of what was approved
LANE
DAY 1
DAY 3
DAY 5
DAY 7
DAY 9
Campaign owner
Brief
Launch
Creative
Production
Brand & Legal
Review
Sign-off
Process — Campaign launch
Up to 10%
Approved automatically
Instant
10–20%
Sales manager
Target: 4 hours
20–30%
Sales manager + Finance
Target: 1 day
Over 30%
Revenue leadership
Target: 2 days
Policy — Discount approval
REV
Sales operations
Close deals faster by taking the guesswork out of the deal desk.
Discounts, non-standard terms and handoffs to onboarding are where deals slow down. Pathwise applies your approval policy automatically and hands closed deals to the next team with everything attached.
Policy applied the same way every time
Approvals where managers already are
Cleaner handoffs to onboarding
ENG
Product & engineering
Ship with a checklist that enforces itself.
Release readiness, access requests and incident follow-ups all involve people outside the engineering team. Pathwise keeps those steps visible and owned without adding another meeting.
Gates that can't be skipped
Fewer status pings
Follow-ups that actually close
Release 4.12 · readiness
3/5
Release notes drafted
PRODUCT
Support team briefed
SUPPORT
Docs updated
DOCS
Rollback plan reviewed
ENGINEERING
Customer email scheduled
MARKETING
Deploy stage blocked
2 OPEN
Gate — Release readiness
Offer accepted
PT
Contract and payroll
PEOPLE TEAM
I
Laptop and accounts
IT
HM
First-week plan
HIRING MANAGER
Day one
Process — New-hire onboarding
OPS
Business operations
Run onboarding, procurement and requests from one place.
Vendor onboarding, purchase requests and new-hire setup involve finance, IT, legal and HR. Pathwise runs the parallel parts in parallel and shows the requester exactly where things stand.
Parallel work stays parallel
Requesters can see progress
Spend policy without the spreadsheet
Adoption
Roll out one process at a time.
Week 1
Map one process
Pick a process that crosses at least two teams. Draw its stages and owners as they are today, not as they should be.
Weeks 2–3
Run it with one team
Send real requests through the flow. Adjust targets and rules based on where work actually waits.
Weeks 4–6
Connect your tools
Add triggers and actions for the tools the process touches, and retire the manual steps they replace.
Month 2+
Expand deliberately
Use the cycle-time report to choose the next process, and reuse what you've built.
Solutions FAQ
Questions from team leads.
What people ask when they're deciding where to start.
One that crosses at least two teams, happens at least weekly and that someone currently has to chase. Vendor onboarding, discount approvals and content review are common first choices.
Yes. Each team can have its own flows, boards and reports, while flows that cross teams can still hand work to each other.
No. Requesters can submit forms and follow progress from a link. Accounts are needed for people who own stages or build flows.
Compare cycle time and on-target rate for the process before and after. Most teams look at the first month's report and adjust targets from there.
Tell us which process you'd start with.
We'll show you how it would look in Pathwise, using your stages and your rules.
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