CadrianRequest a demo

For transformation and AI teams

Move more initiatives forward with the team you have.

Cadrian’s AI interviews employees and turns their knowledge into process maps and requirements for change.

Request a demo
Cadrian’s analysis dashboard showing interview evidence, identified workflows and a campaign analyst.

Customer stories

A financial services firm

AI opportunity discovery

$2.7M in estimated annual capacity value across five funded pilots.

A financial services firm used Cadrian to map and assess 27 use cases and decide where to invest.

SnapdocsMortgage technology

70 employee interviews in 10 days.

Cadrian conducted interviews across Snapdocs’ operations team with zero human interviewer hours, identifying 17 automation opportunities.

How Cadrian helps

Cadrian does the discovery so your team can decide what’s next.

Cadrian interviews the people involved and connects what they know to the process and proposed change.

For example, you might ask

Why do our escalations keep coming back?

What each team knows01
Support

Case history, customer conversations and fixes already tried.

Engineering

Relevant logs and reproduction details needed to investigate.

Account team

Customer impact, commitments and urgency.

01 / The people

Hear from the people doing the work.

Cadrian asks what each team needs, where cases get sent back and who makes the next decision.

Current handoff02
Support passes the case to EngineeringCase history, logs and customer impact
Engineering checks the evidenceAre the logs available?

Missing logs send the case back to Support.

Open question

Who owns the case while the missing information is gathered?

02 / The process

See where the handoff breaks down.

Review the process with the employee accounts beside it, including the questions that still need answers.

Proposed change03

Prepare the evidence before handing off the case.

  • Case history
  • Relevant logs
  • Customer impact
Decision to agree

Who confirms severity and chooses the next action?

Exception to resolve

Who owns the case when logs cannot be obtained?

03 / The proposed change

Define the handoff and the exception.

Agree what travels with each case and what should happen when information is missing.

Three ways to start

Start with the question you need answered.

Find opportunities, understand a process or plan a change. Start where your team needs help.

IdentifyWhere should we focus?

Ask employees across a team or function about work worth improving. Compare the opportunities, potential value and supporting evidence.

Your team canChoose which opportunities to pursue.

Customer operations
Opportunity discovery

Choose a process to examine.

  1. Customer escalations
    Selected for review

    Cases return when evidence is missing and ownership is unclear.

    Potential value

    Less time preparing cases and gathering missing information.

  2. Customer onboarding

    Several teams collect information before an account can go live.

    Question to examine

    Which checks and handoffs hold up the next step?

  3. Renewal preparation

    Account teams bring together support history and customer context.

    Question to examine

    Which inputs are needed to make the renewal decision?

Confirm the effort, frequency and constraints before deciding which opportunity to pursue.

UnderstandHow does this process actually work?

Bring the steps, handoffs and exceptions into one view. Review the employee accounts and the questions that still need answers.

Your team canEstablish a shared understanding of the process.

Customer escalations
Current process

Follow the case through the teams.

  1. Support
    Triage the customer’s escalation

    Gather the case history and fixes already tried.

  2. Engineering
    Check the logs and investigate

    Review the evidence needed to reproduce the issue.

    Account team
    Confirm the customer impact

    Bring commitments and urgency into the decision.

    When logs are missing, the case returns to Support.

  3. Ownership to agree
    Who owns the case while information is missing?

    Decide how to proceed if the logs cannot be obtained.

  4. Resolution owner
    Agree the next action and update the customer

    Confirm who is responsible for the decision.

ImproveWhat should change, and what would it take?

Compare today’s process with a proposal. Work through the requirements, responsibilities and assumptions before deciding whether to proceed.

Your team canDecide what to change and what it would take.

Customer escalations
Proposed change

Review the handoff and its exceptions.

Today

Missing logs send the case back to Support, with ownership still unclear.

Proposed

Prepare the required evidence before handoff and agree a path for missing information.

Requirement to review
Include the case history, relevant logs and customer impact before handoff.
Supporting detail

Support holds the case history, Engineering needs the logs, and the account team provides the customer impact.

Decisions still to make
  • Who confirms severity and chooses the next action?
  • Who owns the case, and what happens next, when logs cannot be obtained?

Review the proposed requirements and open questions with the people responsible for the process.

Who it’s for

Built for lean teams driving change across complex organizations.

Working with Cadrian

A few practical questions.

What do employees need to do?

Take part in an AI-led interview about their work, including the exceptions and decisions that are hard to capture in a process document.

What does our team need to do?

Set the question, choose the people to involve and review the findings. Cadrian conducts the interviews and brings the findings together; your team decides what to pursue and what to change.

How do we check the findings?

Review the supporting employee accounts alongside the process and proposed changes. Confirm important details with the people involved before acting on them.

Why not use an AI assistant with our existing documents?

When the documents don’t answer the question, someone still has to ask the people involved. Cadrian conducts those interviews and connects their accounts to the workflow and proposed changes, so your team can review them together.

How is company information protected?

Review our security information in the Trust Center.

Who implements the changes?

Your internal team or delivery partner implements the changes you choose. Cadrian supports the discovery and requirements work that informs those decisions.

A focused pilot

Get a clear next step in one week.

Bring one process you want to understand or improve. Cadrian interviews the people involved, maps how the work happens and develops proposed changes for your team to review.

Request a demo

Let’s talk about your work

Which initiative is waiting on your team?

Bring an area to explore, a process to understand or a change to plan. We’ll show you how Cadrian could help your team move it forward.

Or book a time directly