Solutions
What Duvo does, and where to use it.
Duvo handles operational work that lives between systems: it reads the signal, checks the rules, follows up with people or portals, updates the record, and shows what changed. If the process is unclear, start with Clarity to map how the work really happens first.
What Duvo does
Duvo does the follow-up work between systems.
Use Duvo when work starts in one place, needs checks somewhere else, depends on people replying, and only counts when the source system is updated.
Plain answer
Duvo handles the operational work that spans systems: confirming deliveries, chasing suppliers, closing exceptions, reconciling data, and writing the result back.
How Duvo runs work
The same pattern works across finance, supply chain, and sales.
Understand
Find out how the work really happens.
When the process is unclear, Clarity captures the screens, messages, handoffs, exceptions, and costs.
Set rules
Agree what Duvo should handle.
The team confirms what starts the work, what Duvo can do, where approval is needed, and what finished looks like.
Spot
Pick up the next item.
Duvo sees a claim, alert, mismatch, order, supplier reply, missing field, or cutoff risk.
Follow up
Do the chase work.
It checks records, contacts people, uses portals, prepares updates, and makes calls where needed.
Update
Save the outcome where the team works.
The final status, evidence, owner, and reason are written back so the team can see what changed.
Finished work
The work is finished when the record is correct.
Not when an alert is created or a ticket is assigned. Duvo keeps the work moving until the result is visible for review.
Where to use Duvo
Use Duvo where the work has a clear start and finish.
The best first use cases are not abstract automation ideas. They are recurring pieces of operational work with a visible trigger, follow-up across tools, rules or approvals, and a result the business can recognize.
Good fit
- The same issue keeps coming back
- The work touches more than one system
- Someone has to chase people or portals
- There is a number to improve
- One team owns the result
Common channels
- ERP and finance systems
- Supplier and customer portals
- Spreadsheets
- Shared inboxes
- Calls
- BI / DWH
Common teams
- Finance
- Supply Chain
- Sales / Commercial
- Shared Services
Usually not the first fit
- Work that changes every time
- Strategy choices with no repeatable next step
- One-button automations your current system already handles
- Work nobody can define as finished
More starting points
These are examples, not boundaries.
If work has a trigger, repeated follow-up, systems to check, and a result to save, it is worth testing. These patterns are common places teams ask Duvo to help.
AP invoice capture
Read scanned invoices, match them to goods receipts, and prepare the SAP update.
Supplier delivery monitor
Watch confirmations, shipping notices, and missing ETAs, then chase before the cutoff.
Customer invoicing
Pull monthly billing inputs from WMS, tariffs, approvals, and customer rules.
Portal price updates
Prepare repeated price, product, and term changes across supplier or retailer portals.
Store issue follow-up
Turn field reports into checked, routed, and closed operational tasks.
Document validation
Check invoices, receipts, IDs, or claims against policy before a person reviews exceptions.
Duvo Clarity
Use Clarity when people describe the process differently.
Clarity watches walkthroughs, reads process documents, and asks the team targeted questions. It shows where the work happens, why it stalls, what it costs, and which part Duvo should run.
Start with Clarity when
01
Every team does it differently.
The same work changes by market, customer, site, or operator.
02
Nobody agrees where to start.
People know the work is slow, but not which part Duvo should run first.
03
The cost is still a guess.
Leaders need volume, time, error, and exception numbers before approving a project.
04
The team needs a shared plan.
Clarity shows what to fix, what to automate, and what to leave alone.
Use cases by team
Browse by the team that feels the pain.
Each example shows what starts the work, what Duvo handles, how the team knows it is finished, which systems are involved, and where people approve.
Finance
Cash moves slower when the case never gets built.
Finance teams can see the leak. The delay is in building the case, finding the reason, chasing the other side, and updating the record cleanly.
Use Duvo where finance work waits on evidence, approvals, counterparties, and write-backs across AR, AP, ERP, portals, and inboxes.
Use Duvo for
Use case
Trade deductions and disputes
The deduction landed. The dispute case still needs to be built.
Claims arrive in volume, but somebody still has to retrieve the reason, assemble evidence, chase the response, and update AR.
What starts it
A customer deduction, short-pay, or claims notice lands in AR.
What Duvo handles
Pulls invoice and claim evidence, contacts AP or dispute teams, and packages the next action.
How you know it is finished
The deduction is disputed, accepted, or logged with reason code, evidence, timestamp, and AR update.
What improves
More recoverable cash gets worked before small claims default to write-off.
Systems and channels
Teams
See how this case runs
Where your team approves
Finance approves ambiguous claims, write-offs, or commercial concessions.
What happens inside
- Confirm the reason and next action with retailer AP or dispute contacts
- Build the case from invoices, claims, and supporting documents
- Submit or stage the dispute and track promise-to-pay, rejection, or write-off
- Update AR with reason codes, timestamps, and supporting evidence
Ambiguous cases pause for finance review with the evidence already assembled.
Use case
Invoice reconciliation
The numbers do not match. Three teams end up in the same huddle.
A small mismatch turns into a larger invoice exception when teams have to compare invoices, ERP records, portals, and email trails by hand.
What starts it
An invoice, PO, goods receipt, portal record, or email trail does not match.
What Duvo handles
Compares records, finds the mismatch source, routes judgement only where needed, and writes the rationale back.
How you know it is finished
The mismatch source is recorded, the exception is resolved, and the finance or supply record is updated.
What improves
Month-end exceptions move faster because the source and owner are clear.
Systems and channels
Teams
See how this case runs
Where your team approves
Finance or supply owners approve material corrections and disputed commercial judgement.
What happens inside
- Compare invoices, ERP entries, portal records, and correspondence
- Identify the source record or missing evidence
- Route the exception only when judgement is required
- Write the resolution and rationale back into the record
The case can pause for commercial judgement, then resume with the full context intact.
Use case
Payment-term and due-date follow-through
Paying on time should be routine. It turns into a manual chase.
Approvals, missing fields, and supplier follow-up can stall the payment run until the window is already expensive.
What starts it
An invoice or approval path is approaching due date without readiness.
What Duvo handles
Chases missing approvals, fields, or attachments and prepares the exception status before the breach.
How you know it is finished
The invoice is ready, blocked with a known reason, or escalated before terms are breached.
What improves
Payment discipline improves without moving approval authority away from the team.
Systems and channels
Teams
See how this case runs
Where your team approves
Payment release and term changes stay with AP, treasury, or the named approver.
What happens inside
- Monitor invoices nearing due date across AP queues and inboxes
- Chase missing approvals, fields, or attachments
- Prepare exceptions with the recommended next action
- Update payment status, timestamps, and rationale in the AP record
Approvals stay with the team. Duvo handles the follow-up and state tracking around them.
Supply chain
The alert is visible. The recovery work still waits.
Supply teams usually have the signal already. The drag is checking stock, confirming slots, chasing missing parties, and updating the system before the window closes.
Use Duvo where availability, OTIF, supplier follow-up, and procurement timing depend on daily long-tail execution.
Use Duvo for
Use case
Availability and exceptions
The stockout alert is visible. The recovery work still waits.
Teams see the signal, but someone still has to check stock, trigger the right move, chase the missing party, and record what changed.
What starts it
An OOS risk, sales velocity spike, or SKU-location availability gap appears.
What Duvo handles
Checks stock, inbound POs, supplier constraints, and creates or stages the recovery move.
How you know it is finished
The order, transfer, substitute, or escalation is created and the SKU-location record is updated.
What improves
More long-tail availability risks get worked before they become firefighting.
Systems and channels
Teams
See how this case runs
Where your team approves
Allocation, substitutes, and critical-customer tradeoffs can pause for a supply owner.
What happens inside
- Pull OOS alerts and sales velocity by SKU-location
- Check DC stock, inbound POs, and supplier constraints
- Create the order, transfer, substitute, or escalation
- Log evidence, timestamps, and what changed
When recovery needs judgement, the case reaches the owner with the stock picture and recommended next move attached.
Use case
Supplier follow-up and appointments
The appointment is due tomorrow. Nobody has made the call yet.
A lot of OTIF pain is preventable if someone confirms the slot, resolves simple constraints, and updates the system before cutoff.
What starts it
A delivery, carrier slot, or customer appointment is nearing cutoff without confirmation.
What Duvo handles
Calls or messages the right party, negotiates allowed alternatives, and updates the TMS or ERP status.
How you know it is finished
The appointment is confirmed or rescheduled with ETA, reference, status, and evidence stored.
What improves
Fewer preventable surprises reach the dock, customer, or daily escalation meeting.
Systems and channels
Teams
See how this case runs
Where your team approves
Capacity, commercial, or customer-critical exceptions pause for the responsible owner.
What happens inside
- Call carriers and customer DCs before cutoff
- Negotiate alternative slots within preset rules
- Update TMS and ERP with appointment time, ETA, and references
- Flag repeated no-shows, capacity issues, or critical-customer risk
Routine follow-up keeps moving. High-risk exceptions pause with the full trail intact.
Use case
Procurement and commodity renegotiation
The commodity moved. The renegotiation still waits for quarterly review.
Long-tail supplier opportunities wait until someone has time to pull market prices, map exposure, and open the negotiation.
What starts it
A market threshold is crossed, a supplier price diverges, or exposure reaches an agreed rule.
What Duvo handles
Assembles exposure, terms, deltas, supplier history, and drafts the outreach or call prep.
How you know it is finished
The negotiation case is launched, approved, rejected, or tracked with the commercial record updated.
What improves
The long tail gets covered while the savings window is still open.
Systems and channels
Teams
See how this case runs
Where your team approves
Buyers approve the counter-position, outreach, and final commercial move.
What happens inside
- Monitor agreed price thresholds and supplier exposure
- Pull contract terms, deltas, and supplier history
- Draft outreach or call prep and pause for approval where needed
- Track responses and update the commercial record
The commercial owner still decides on the move. Duvo makes sure the case is ready before the window closes.
Sales / Commercial
The order came in. A rep still has to decode it.
Sales work breaks when the customer does not stay inside the clean portal. Orders, promo details, requests, and margin checks arrive through messy channels.
Use Duvo where commercial work depends on interpretation, validation, approvals, and clean handoff into ERP, CRM, portals, or trackers.
Use Duvo for
Use case
Order capture and exception handling
The order came in on WhatsApp. A sales rep still has to interpret it.
Orders arrive through WhatsApp, email, attachments, and phone notes, then get clarified and keyed in manually.
What starts it
An inbound order or order change arrives outside the clean portal.
What Duvo handles
Reads the message, validates SKU, pack size, quantity, and missing fields, then creates or stages the order.
How you know it is finished
The order is booked, staged, or returned for clarification with the customer and system status updated.
What improves
Cleaner order intake and fewer manual touches before the rep can get back to selling.
Systems and channels
Teams
See how this case runs
Where your team approves
Reps approve pricing, substitutions, customer intent, or any order with real ambiguity.
What happens inside
- Read inbound messages, attachments, and call notes
- Validate SKU, pack size, quantity, and missing fields
- Create or stage the order in ERP or customer portal
- Return clarification only when the ambiguity is real
Sales reps stay in the loop for true judgement calls. Duvo handles the interpretation and data-entry work around them.
Use case
Promotions and trade-spend execution
The promo is approved. The setup still has to survive the handoffs.
Promo dates, mechanics, funding, launch checks, and payout evidence live across spreadsheets, portals, emails, and ERP records.
What starts it
An approved promotion enters setup, launch validation, post-event check, or payout review.
What Duvo handles
Checks mechanics, dates, funding, portal setup, approvals, evidence, and payout logic.
How you know it is finished
The promotion is validated, launched, closed, or escalated with supporting records written back.
What improves
Cleaner launches and fewer late discoveries after the next promotion is already committed.
Systems and channels
Teams
See how this case runs
Where your team approves
Commercial owners approve funding changes, mechanics, payout decisions, and disputed claims.
What happens inside
- Check mechanics, price points, dates, and funding before launch
- Build the execution checklist across retailer portal, ERP, and approvals
- Collect post-event evidence and validate claims or deductions
- Write the decision and supporting evidence back
The workflow can pause for commercial approval, then resume through setup and post-event validation.
Use case
Pricing and margin exceptions
The customer asks for a price move. The margin check waits in another file.
Commercial exceptions often need agreement terms, margin context, customer history, approvals, and a clean system update.
What starts it
A discount, price-change, or margin exception request enters through CRM, email, account notes, or a tracker.
What Duvo handles
Checks margin rules, agreement terms, customer context, and approval thresholds, then prepares the next action.
How you know it is finished
The request is approved, rejected, or escalated with rationale, supporting records, and system status updated.
What improves
More commercial requests move with context instead of waiting on rep memory or spreadsheet checks.
Systems and channels
Teams
See how this case runs
Where your team approves
Commercial leaders approve price moves, exceptions outside policy, and margin-sensitive decisions.
What happens inside
- Read the request and identify the customer, SKU, terms, and requested change
- Check margin, agreement history, and policy thresholds
- Prepare approval context or stage the system update
- Write the decision, rationale, and owner back into CRM or the tracker
Duvo can prepare the decision file, but commercial authority stays with the named approver.