PITCH REBOLT

Pitch Rebolt

You see how Rebolt can run one of your critical operations. Here's how to help everyone on the team see it too

1
The Value
2
Getting Started
3
Common Concerns

The Value

What is Rebolt?

Rebolt gives your company a governed operational software layer without a multi-year transformation program. It captures how a process actually works—the data, rules, permissions, and know-how—and turns it into governed software that executes the process across the systems you already use.

Why would we want this?

Your critical operations cross ERP, CRM, spreadsheets, email, and people's heads. Today that gap is closed by manual handoffs and duplicate entry—which slows cycle time, creates exceptions, and leaks revenue.

The usual options don't close it:

  • Packaged SaaS forces your process to bend to the tool
  • Custom transformation programs take years and go stale
  • Doing nothing keeps the cost buried in manual work and errors

Who owns it?

Owned by operations. Governed by IT. Executed by software. Operations teams evolve their processes directly, while IT keeps control of permissions, data access, testing, releases, and audit history.

Getting Started

We don't know where to start

Think about the task you or your team dread doing every week.

We begin with a workflow that's spreadsheet-heavy, touches several departments or approvals, relies on manual work, or uses multiple solutions stitched together.

What are the steps to get started?

  1. Choose one critical operation—the process with the most manual handoffs, approvals, and exceptions
  2. Map the process: triggers, systems and business objects involved, rules, approvals, and what gets written back
  3. Define the operational metric that should improve: cycle time, manual touches, exception rate, or invoice accuracy
  4. Kickoff a pilot with Rebolt. Read: how to pilot

Examples of operations Rebolt has run, by department

Operations

  • Project tracking dashboards that consolidate updates from multiple spreadsheets and departments.
  • Approval workflows (purchase orders, vendor onboarding, expense approvals) replacing long email chains.
  • Customer or partner portals to share project progress, documents, or metrics.

Finance & Admin

  • Expense reimbursement or invoice tracking apps instead of scattered Excel sheets and email threads.
  • Budget vs. actuals dashboards pulling data from accounting tools like QuickBooks or NetSuite
  • Contract renewal reminders connected to Google Drive or DocuSign
  • CFO dashboarding for cashflow and accounting tracking
  • Internal ticketing system to request product features, improving team collaboration

👩💻 HR & People Ops

  • Employee onboarding/offboarding trackers pulling data from HRIS, Slack, and IT
  • Time-off requests and approvals that integrate with calendars and payroll
  • Parking slot and office spot manager app

📊 Sales & Customer Success

  • Pipeline dashboards for quota and commission tracking pulling data from CRM
  • Client implementation trackers that assign tasks and sync with CRM
  • Customer onboarding app, avoiding manual forms or email chains

Common Concerns

We don't have time right now

You might feel you don't have the time, but that's exactly why you need this.

The truth is, your team is already losing time every day to manual, repetitive tasks that shouldn't exist.

Every delay, every follow-up, every small thing that "just takes a few minutes" adds up to hours, days, and even weeks of lost productivity.

When you automate, you don't find more time: you create it.

What takes hours today can run on its own tomorrow. What slows you down now becomes instant.

The companies that move fastest aren't the ones with more time. They're the ones that stop wasting it. You don't need extra time to start. You start and you'll get time.

When piloting, Rebolt team will setup everything that's needed for the team to start using the tools.

This is not the priority. Our current processes "work fine"

Your team may think their current workflow "works fine", the reality is that it's slow, repetitive and bloated. If you dig into it, they go back and forth from Excel, emails, getting blocked by each other by simple requests waiting and excusing themselves "because they need to wait for X person".

If one replies in 30 seconds what usually takes a day gets done in hours. What takes hours gets done now. What is automated is done x100 times a day what took weeks to do only once.

Speed and automation compound.

You will likely uncover deep inefficiencies and processes that might even be completely automated.

Top companies already leverage AI to automate every part of the company possible, driving up to x10 improvements in productivity.

Integrating AI into your company might not be the direct priority, but evolving your way of working to surpass your competitors is.

Outcompete with technology