Use cases
Workflow and portal use cases, by solution area
These are the applications customers build first on Kinetic: a resident portal over case and work order systems, onboarding across Workday, Entra ID and ServiceNow, a service catalog above BMC. Each page names the systems involved, what AI does and what people decide. Later use cases reuse the earlier ones.
USDA Proof of concept of self-service provisioning on its existing systems in 4 days. Provisioning went from three weeks to 30 minutes. Read the USDA case study
01
Client Management
Portals for people outside the organization. A resident, supplier or member makes a request once, and it lands in the case, ERP or CRM record it belongs to.
Client Management overview-
Constituent Request Portals
Give residents one place to request services, track status and get answers across every department, on top of the case, permitting and work order systems you already run.
Connects: Case management, Work order and asset management, Permitting and licensing
Read the use case -
Customer Service Experience
A customer portal where requests, documents and status live in one place, with fulfillment running across your CRM, billing and support systems.
Connects: Salesforce, Microsoft Dynamics 365, Zendesk
Read the use case -
Client Service Portals
Branded portals for each managed services client, with their own catalog and approvers, fulfilled through your PSA, RMM, Active Directory and Microsoft 365 tenants.
Connects: ConnectWise, Autotask, Active Directory
Read the use case -
Vendor and Contractor Onboarding
A portal where vendors and contractors submit documents and track requirements, with sponsor, security and procurement approvals and access that expires on time.
Connects: SAP Ariba, Coupa, Okta
Read the use case
Also built in Client Management
02
Work Management
Requests that touch HR, identity, IT and finance before they are done, such as a new hire or an access change. One workflow carries them through every approval and every system.
Work Management overview-
Employee Onboarding
Run every new-hire task across HR, identity, IT, facilities and procurement as one workflow that starts from the HR record.
Connects: Workday, SAP SuccessFactors, Active Directory
Read the use case -
Form Automation
Replace paper, PDF and email forms with web forms that fill in what your systems already know, check the answers and start the workflow on submission.
Connects: Active Directory, Workday, SAP
Read the use case -
Cyber Security and Risk Management
Turn scanner findings into owned remediation tasks with due dates, route risk exceptions for sign-off, and give security a live view of what's overdue.
Connects: Splunk, Tenable, Qualys
Read the use case -
Global Business Services
One request experience for HR, IT, finance and facilities across every region, with each function keeping its own systems and local rules.
Connects: Workday, SAP, Oracle
Read the use case -
Operations and Supply Chain
Run purchasing, supplier and exception workflows across SAP, Oracle, Coupa and supplier portals, without customizing the ERP.
Connects: SAP, Oracle, Microsoft Dynamics 365
Read the use case -
DD-2875 Automation
Digitize the DD Form 2875 (SAAR): CAC sign-in, supervisor, information owner and security manager approval in order, then provisioning and a complete record.
Connects: Active Directory, Microsoft Entra ID, ServiceNow
Read the use case -
Employee Offboarding
Remove access, recover equipment and close accounts across every system from one HR trigger, with a record of each step for audit.
Connects: Workday, SAP SuccessFactors, Okta
Read the use case -
Access Request Automation
One catalog for application and data access, approvals that follow each resource's policy, and provisioning in Okta, Active Directory and your applications.
Connects: Okta, Active Directory, Microsoft Entra ID
Read the use case -
Compliance and Audit Workflows
Run access reviews, evidence requests and policy attestations on a schedule, with each decision recorded so audit preparation becomes an export.
Connects: Okta, Active Directory, Microsoft Entra ID
Read the use case -
Role Change and Transfer Automation
When an employee moves jobs, Kinetic compares old and new access, removes what no longer fits, grants what the new role needs, and records every change.
Connects: Workday, SAP SuccessFactors, Okta
Read the use case -
Incident Response Orchestration
Turn incident runbooks into workflows that coordinate containment, notification, evidence and follow-up across security, IT, HR and legal.
Connects: Splunk, Microsoft Sentinel, CrowdStrike Falcon
Read the use case
Also built in Work Management
03
Service Management
One place for employees to ask for anything. IT tickets still land in ServiceNow or BMC; HR and facilities requests go to the systems those teams use.
Service Management overview-
Service Request Management
Take service requests from submission through approval to fulfillment across ServiceNow, identity and device tools, with SLAs tracked on the whole request.
Connects: ServiceNow, Active Directory, Microsoft Entra ID
Read the use case -
IT Service Catalog
One IT catalog in front of ServiceNow or BMC that fulfills requests across identity, devices and cloud, instead of just opening a ticket.
Connects: ServiceNow, BMC Helix, BMC Remedy
Read the use case -
Employee Self-Service Portal
One portal where employees request HR, IT and facilities services and track every open request, with fulfillment running in the systems each team already uses.
Connects: Workday, SAP SuccessFactors, ServiceNow
Read the use case -
HR Request Management
Employees ask HR for changes, letters and leave in one place, and approved changes are written to the HRIS, payroll and benefits systems without re-keying.
Connects: Workday, SAP SuccessFactors, ADP
Read the use case -
Digital Transformation
Modernize one process at a time on top of the systems you already run, with each release reusing the connections and patterns of the last.
Connects: SAP, Oracle, Workday
Read the use case -
Facilities Management
One place to request moves, repairs, space and building access, with work orders, IT tasks, badge changes and vendor jobs coordinated behind it.
Connects: IBM Maximo, Archibus, ServiceNow
Read the use case -
IT and Digital Operations
Run change, maintenance and routine operations work as workflows across ServiceNow, monitoring, infrastructure and cloud tools, with approvals and verification built in.
Connects: ServiceNow, Datadog, Splunk
Read the use case -
Legacy Modernization
Put modern forms, portals and workflows in front of mainframe, Oracle, SQL Server and older ERP systems, and replace the back end later on your own schedule.
Connects: Mainframe interfaces, Oracle Database, Microsoft SQL Server
Read the use case -
Software Provisioning
A software catalog that checks for a free license, routes purchase approvals, installs through Intune, SCCM, Jamf or your RMM, and records who has which seat.
Connects: Microsoft Intune, Microsoft SCCM, Jamf
Read the use case -
Infrastructure Provisioning
Self-service requests for servers, cloud resources and storage, with approvals and policy checks, built through vSphere, Terraform or cloud APIs. USDA cut provisioning to 30 minutes.
Connects: VMware vSphere, AWS, Microsoft Azure
Read the use case -
Device Lifecycle Management
Track every laptop and phone from request and purchase through setup, refresh and recovery, with your asset, MDM and service desk records kept in step.
Connects: Microsoft Intune, Jamf, Microsoft SCCM
Read the use case
Also built in Service Management
04
Data to action
A flag in Snowflake or Databricks opens a workflow. AI drafts a recommendation, a person approves it, and the change is written to the ERP or CRM.
Data to action overviewData to action applications
What you can build next
If your process is not listed, start from the closest solution area, or from how the platform fits together.
-
Client Management
Where most customers start: a portal for clients, suppliers or residents, wired to the records behind it.
-
Data to action
For BI teams. A flag in the warehouse opens a case, a person approves the fix, and the ERP is updated.
-
Platform overview
Why the second use case is cheaper than the first: every application shares the same three layers.
Questions about use cases
Answered by Kinetic Data. Last updated .
-
Which use case should we start with?
Pick a process that crosses at least three systems and has a clear owner and a backlog people complain about. Client portals, employee onboarding and access requests are the most common first choices, because the cost of the current workaround is easy to see.
-
Do we need to replace our systems to use these?
No. Each use case connects to the ERP, HRIS, ITSM, CRM or case system you already run, through connectors and APIs. Those systems keep their records.
-
Why does the second use case go faster than the first?
It starts with the first one's portal, workflow steps and system connections already built. An offboarding workflow, for example, reuses the Workday and Entra ID connections that onboarding set up.
-
Where does AI fit in these use cases?
Each page says exactly what AI does there and what people decide. In general, AI classifies requests, pulls details out of documents and drafts summaries; it does not approve changes to access, money or records.
-
What if our process is not listed?
Most processes we see combine the same parts: a front door, a workflow across systems and connections to systems of record. Bring yours to a working session and we will map how it would run in Kinetic.
Bring one process. Leave with a plan to build it.
Two hours with our team, at no cost. Bring one process that crosses your systems. We map it with you, show what Kinetic would build, and send you a written plan afterward.