NewOrbit view now shows every workflow at a glance. Read the release notes

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Different teams, the same kind of work.

Every team has requests that arrive, wait for someone and move on. Orrery handles them the same way, whether it is an invoice, a contract, a new hire or an access request.

Finance operations

Get invoices approved before they are due.

Invoices arrive by email, approvals happen in chat and the ledger lives in another system. Orrery connects the three, checks budgets on its own and shows which invoices are waiting for whom.

Templates to start from

  • Invoice approval
  • Vendor onboarding
  • Purchase requests
  • Month-end checklist
  • Expense review
Invoice approval38 runs in progress, sample data
  1. Invoice receivedAutomaticEmail inbox
  2. Details extractedAutomaticOrrery
  3. Budget checkAutomaticAccounting
  4. Manager approvalPersonTeam chat9 waiting
  5. Finance approvalPersonTeam chat25 waiting
  6. Scheduled for paymentAutomaticAccounting

What you can measure

  • Paid on timeShare of invoices scheduled before their due date.
  • Waiting at approvalHours each approval step holds a run.
  • ExceptionsInvoices that needed a person to fix data.

Open invoice approval in the demo

Revenue operations

Move contracts while the deal is still warm.

Contracts, discounts and handoffs pass between sales, legal and finance. Orrery routes each one by value and type, and shows where deals are waiting for review or signature.

Templates to start from

  • Contract review
  • Discount approvals
  • Sales-to-success handoff
  • Renewal reminders
Contract review14 runs in progress, sample data
  1. Draft submittedAutomaticCRM
  2. Template checkAutomaticOrrery
  3. Legal reviewPersonTeam chat4 waiting
  4. SignaturesPersonE-signature10 waiting
  5. Filed to CRMAutomaticCRM

What you can measure

  • Time to signatureFrom draft submitted to fully signed.
  • Waiting at legalQueue time before review starts.
  • Handoff speedFrom signed deal to kickoff scheduled.

Open contract review in the demo

People operations

Give every new hire a ready first day.

Accounts, equipment and a manager plan all need to be ready before day one. Orrery starts the work when the offer is signed and keeps every task visible until it is done.

Templates to start from

  • New hire setup
  • Leave requests
  • Role changes
  • Offboarding
New hire setup9 runs in progress, sample data
  1. Offer signedAutomaticHR system
  2. Accounts createdAutomaticIdentity provider
  3. Equipment orderedPersonHelp desk3 waiting
  4. Manager checklistPersonTeam chat6 waiting
  5. Welcome pack sentAutomaticEmail

What you can measure

  • Ready on day oneNew hires with accounts and equipment in place.
  • Manager checklistTime managers take to complete their part.
  • Open tasksSetup tasks still open per start date.

Open new hire setup in the demo

IT and support

Grant access fast, with a trail for every decision.

Requests for access, devices and refunds come through the help desk and need the right approver. Orrery finds the owner, asks for approval in chat and grants access once it is given.

Templates to start from

  • Access requests
  • Customer refunds
  • Device orders
  • Software requests
Access requests22 runs in progress, sample data
  1. Request submittedAutomaticHelp desk
  2. Owner approvalPersonTeam chat19 waiting
  3. Access grantedAutomaticIdentity provider
  4. Requester notifiedAutomaticTeam chat

What you can measure

  • Time to accessFrom request to access granted.
  • Owner responseHow long resource owners take to decide.
  • Refund timeFrom request to money returned.

Open access requests in the demo

Start with the process that hurts most.

Most teams begin with one workflow that everyone complains about, then add the next once it runs smoothly.

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