Disconnected work
Customer, project, people, finance, communication, and reporting context is spread across tools.
Flex Implementation and Industry Packs
Implement connected operations around how your organization works.
Translate roles, recurring work, records, reporting, integrations, and operating obligations into a practical Flex configuration with the relevant Industry Pack.
Consultant partners bring sector knowledge and lead implementation and adoption. Batoi supplies Flex, product expertise, technical guidance, enablement, and escalation support.
Start with operations, not a feature list
A useful Flex implementation reflects what people are accountable for and how work moves through the organization.
Sector-specific workflows
The organization needs operating patterns suited to its industry without a separate product.
Data transition
Existing records need clear ownership, quality review, mapping, retention, and validation.
Adoption risk
Roles, decisions, onboarding, support, and measures of useful adoption need attention.
Implementation scope
Connect the workspace to the operating model.
The engagement defines a usable initial scope and the conditions for responsible expansion.
Workflow discovery
Map roles, customer journeys, recurring work, approvals, exceptions, documents, and reporting needs.
Pack and workspace design
Select the relevant Industry Pack, define configuration decisions, responsibilities, and access.
Data and connections
Prepare records, retention decisions, imports, integrations, validation, and transition sequencing.
Onboarding and operation
Enable users, verify workflows, establish support, review adoption, and govern later changes.
Industry Packs support different operating contexts
Education, Professional Services, Incubation Center, Retail, Restaurant, Clinic, and Salon are supported Industry Packs. Exact workflows, configuration, and availability are confirmed for the organization.
People and programs
Education and Incubation Center connect participants, cohorts, milestones, services, learning, and reporting.
Client and professional work
Professional Services connects clients, engagements, delivery activity, time, billing, and reporting.
Location-based operations
Retail, Restaurant, Clinic, and Salon connect the records, schedules, service activity, transactions, and oversight relevant to each context.
A practical implementation pathway
1
Discover
Clarify operating goals, roles, workflows, records, reporting, obligations, and adoption constraints.
2
Configure
Agree the workspace, Industry Pack, responsibilities, access, workflow, and reporting decisions.
3
Prepare
Ready data, connections, users, guidance, validation criteria, communications, and support.
4
Adopt
Launch the agreed scope, observe use, resolve issues, and govern further operational expansion.
Shared delivery, clear accountability
Your organization
Owns operating outcomes, process decisions, data, priorities, risk acceptance, and adoption.
Provides process owners, representative users, context, records, and timely decisions.
Consultant partner
Leads agreed discovery, implementation, configuration, data preparation, onboarding, and ongoing services.
Brings sector knowledge and change capability.
Batoi
Provides Flex, Industry Pack expertise, product guidance, partner enablement, and technical support.
Supports specialist review and escalation where needed.
Bring the operating context to the conversation
Useful discovery starts with users, responsibilities, recurring workflows, records, integrations, migration scope, reporting, and applicable obligations.
Frequently asked questions
Selection considers the organization’s operating context, roles, recurring workflows, records, reporting, integrations, migration needs, and applicable obligations.
The current catalog supports an Additional Industry Pack for organizations that need another supported operating context in the same Flex workspace. Exact configuration is confirmed during discovery.
Consultant partners can lead workflow discovery, configuration, onboarding, training, adoption, and ongoing services. Batoi provides Flex, product expertise, technical guidance, enablement, and escalation support.