Animal Humane New Mexico, a nonprofit animal welfare organization, had been considering automating their Accounts Payable (AP) process for years. The organization's goal to go paperless in 2019 was hindered by their paper-heavy AP process. The process involved receiving invoices either through email or direct mail, printing out the document, stamping it, and taking it to another building for coding. After coding, the document was sent back for approval. This process was time-consuming and involved a lot of physical movement of documents between different buildings and departments. The onset of the COVID-19 pandemic and the shift to remote work further complicated the process, necessitating a more streamlined and automated solution.

Lewis Management Corp., a privately owned business since 1955, had been struggling with tracking their business processes with complete visibility. The company, which focuses on land acquisition, land development, planned communities, and property management, was dealing with time-sensitive, paper-driven processes that were difficult to track. Despite efforts to reduce paper consumption in 2008, the remaining paper processes still caused bottlenecks. Additionally, the company faced challenges with forms submitted via their Intranet. These electronic forms were submitted without any automated workflow, leading to manual distribution to different departments for completion. This manual process made it impossible to ensure that forms were filled out correctly, there was no mechanism to assign tasks, and the submitted forms could easily be overlooked or lost.

Interstate Cargo, a utility trailer dealership with over 75 stores nationwide, was facing challenges with its outdated processes. As a growing company with multiple new stores and ongoing hiring, the need for process automation quickly became evident. The company's existing processes involved a heavy reliance on email, which was being used for simple tasks like getting approvals. These email approval processes were often disorganized, confusing, and slow, leading to inefficiencies in the company's operations. The company's CEO and Lead Developer began searching for a workflow automation platform that could replace their email processes, alter internal applications to improve efficiency, and increase company-wide organization.