Bits In Glass https://bitsinglass.com/ We Design, Build, and Manage Outcome-driven Automation Solutions Mon, 09 Mar 2026 18:31:11 +0000 en-CA hourly 1 https://bitsinglass.com/wp-content/uploads/2019/06/elementor/thumbs/cropped-BIG-Logo-2016-stacked-all-blue-1-p80kbmmhgav5lorrb9kldqp7b8pp9vrslfgrsbgiro.png Bits In Glass https://bitsinglass.com/ 32 32 Manufacturing Customer360 https://bitsinglass.com/manufacturing-customer360/ Mon, 09 Mar 2026 18:31:11 +0000 https://bitsinglass.com/?p=115343 This is the heading Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. This is the heading Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. This is the heading Lorem ipsum dolor sit amet, consectetur adipiscing ... Read more

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Teams are Measured on Conversion, Growth, and Retention — But Lifecycle Visibility Isn’t Always There

Manufacturing Sales and Customer Success teams often lack a connected view of account and product performance across the order lifecycle.

As a result:

  • Delivery commitments become uncertain
  • High-value accounts aren’t consistently prioritized
  • Expansion opportunities are missed
  • Service or warranty issues surface too late to manage risk effectively

WHY WE BUILT THIS SOLUTION

Manufacturing Sales and Customer Success teams are measured on conversion, growth, and retention—yet often lack a connected view of account and product performance across the order lifecycle. Delivery commitments become uncertain, high-value accounts aren’t consistently prioritized, expansion opportunities are missed, and service or warranty issues surface too late to manage risk effectively.

“When product, order, and service data are disconnected, teams operate reactively. Customer360 connects the order lifecycle to improve expansion and manage risk.”


– Patrick Golec
   Chief Technology Officer,
   Bits In Glass

BUSINESS IMPACT

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Improve Order Conversion

Increase quote-to-order conversion by improving visibility into product availability and delivery timelines.

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Increase Account Revenue

Use AI-driven purchase patterns & insights to drive product cross-sell, upsell, and substitution opportunities.

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Increase Customer Retention

Identify recurring service issues, returns, and warranty exposure to better manage customer retention and claims.

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]]> Cell Phone Repair Unifies 500+ Stores with Creatio’s No-Code CRM https://bitsinglass.com/cell-phone-repair-unifies-500-stores-with-creatios-no-code-crm/ Tue, 13 Jan 2026 14:44:50 +0000 https://bitsinglass.com/?p=114851 The post Cell Phone Repair Unifies 500+ Stores with Creatio’s No-Code CRM appeared first on Bits In Glass.

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]]> PegaWorld https://bitsinglass.com/pegaworld2026/ Mon, 05 Jan 2026 14:49:43 +0000 https://bitsinglass.com/?p=114290 Date(s): June 7-9, 2026 Location: Las Vegas, NV Website:  PegaWorld Build the roadmap to real-world AI. The most ambitious minds. The boldest innovations. The clearest path to enterprise-ready excellence. This is where your autonomous future becomes reality. Connect with us: Want to learn more about Bits In Glass? Chat with our BIG experts during the ... Read more

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]]> Date(s): June 7-9, 2026
Location: Las Vegas, NV
Website:  PegaWorld

Build the roadmap to real-world AI. The most ambitious minds. The boldest innovations. The clearest path to enterprise-ready excellence. This is where your autonomous future becomes reality.

Connect with us:
Want to learn more about Bits In Glass? Chat with our BIG experts during the event!

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]]> BoomiWorld2026 https://bitsinglass.com/boomiworld2026/ Mon, 05 Jan 2026 14:46:11 +0000 https://bitsinglass.com/?p=114286 Date(s): May 11-14, 2026 Location: Chicago, IL Website:  BoomiWorld2026 Tennis champion, Venus Williams, takes the BoomiWorld stage. Bringing energy, clarity, and insight to every moment on stage. Connect with us: Want to learn more about Bits In Glass? Chat with our BIG experts during the event!

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]]> Date(s): May 11-14, 2026
Location: Chicago, IL
Website:  BoomiWorld2026

Tennis champion, Venus Williams, takes the BoomiWorld stage. Bringing energy, clarity, and insight to every moment on stage.

Connect with us:
Want to learn more about Bits In Glass? Chat with our BIG experts during the event!

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]]> From Legacy to Agentic CRM: Guided Care Moves to Creatio in 4.5 Months https://bitsinglass.com/guided-care-creatio/ Mon, 05 Jan 2026 13:51:54 +0000 https://bitsinglass.com/?p=114261 Business Outcomes Record Speed of Delivery & Expansion Went live in just 4.5 months, replacing legacy systems and delivering 300+ additional features and enhancements within the implementation window. Full 360° Customer View Created a single, connected view of every customer touchpoint across sales, service, and delivery to improve engagement and outcomes. AI-Powered, Future-Ready Platform Leveraged ... Read more

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Business Outcomes

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Record Speed of Delivery & Expansion

Went live in just 4.5 months, replacing legacy systems and delivering 300+ additional features and enhancements within the implementation window.

360 degree view

Full 360° Customer View

Created a single, connected view of every customer touchpoint across sales, service, and delivery to improve engagement and outcomes.

AI

AI-Powered, Future-Ready Platform

Leveraged Creatio’s agentic AI and deep integrations to turn data into action, streamline workflows, and rapidly deploy new capabilities at scale.

Security, Scalability, and Speed in One Platform

When Guided Care set out to modernize its technology stack, the team brought decades of experience with large, complex legacy systems — and the caution that comes with it. At first, the idea of deploying no-code platform seemed far-fetched. They had seen firsthand what happens when software built for a single department is stretched across the enterprise: fragile architectures, security gaps, compliance headaches, and stalled scalability.

Guided Care was pleasantly surprised by Creatio, and their confidence grew when the team demonstrated the platform’s ability to handle their exact use cases during the evaluation process — not in theory, but in working prototypes. The team saw built-in guardrails for HIPAA compliance, enterprise-grade security, and governance already in place, along with an architecture designed to scale across business units without losing performance or control. It wasn’t just the flexibility of no-code; it was the assurance that speed could be matched with rigor.

Justin Schaefer headshot

"I’ll admit, the idea that we were going to buy a no-code platform was pretty entertaining for me. But Creatio did a good job demonstrating our use case and what we really needed the software to do, and they did it quickly. That gave me a lot of confidence that the tool could be shaped in a way that was meaningful for our company."

Justin Schaefer

Focal Point Care

Justin Schaefer headshot

"We’re really excited about what the CRM means in terms of getting more of a customer 360 viewpoint — not only on the deal side, but also on how we deliver services to our customer base. The tools will help us sit down with customers, understand where they need to go, and determine how we as a business can better serve them."

Justin Schaefer

Focal Point Care

"Six months ago, this would have been a high-cost, high-effort project with only moderate success. Now, with AI, we can handle completely unstructured documents, extract the data we need, and automate processes that simply weren’t possible before."

Barney Holmes

SVP, Bits In Glass | CEO, Omnico

4.5 Months to a Smarter, More Agile CRM Platform

Guided Care’s new platform went live in just four and a half months — an extraordinary pace for an enterprise-grade implementation. Achieving delivery speed at this scale required the right combination of technology, methodology, and expertise.

To make it happen, Guided Care partnered with Omnico (now part of Bits in Glass), member of Creatio’s global community of trusted implementation experts. This network is known for accelerating value through proven delivery frameworks, deep product knowledge, and industry-specific best practices. Working together, the teams adopted a rapid-prototyping approach, putting early versions of the system in front of users so they could test, provide feedback, and shape the platform in real time.

That collaborative, iterative process not only maintained momentum but also unlocked innovation. By launch day, more than 300 additional enhancements had been delivered beyond the original plan — many representing capabilities the legacy system could never support. With Creatio’s no-code environment, these enhancements were designed, tested, and deployed without delaying the go-live date, ensuring that the system launched not as a copy of the old processes but as a significantly improved platform from day one.

360° Customer Visibility and Seamless Self-Service

With the new platform in place, Guided Care now has a true 360-degree view of its customers — bringing together sales data, service delivery records, and ongoing engagement history into one unified interface. This consolidated perspective will allow teams to sit down with clients fully informed, anticipate needs, and proactively identify opportunities to improve service.

The platform also powers a B2C portal, giving customers direct access thier cases. The self-service capability reduces administrative overhead, speeds up response times, and provides customers with greater transparency into their interactions with Guided Care.

With Creatio, Guided Care has eliminated the silos that once slowed operations and limited visibility. The result is a stronger customer experience and a more agile organization ready to adapt to changing demands.

Guided Care logo

Guided Care, a business unit of Focal Point Care, replaced its aging legacy systems with Creatio’s AI-native, no-code platform in partnership with Omnico (now part of Bits In Glass). In just 4.5 months, the organization went live with a solution that not only improved service delivery and accelerated innovation, but also strengthened compliance and governance across the enterprise.

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]]> Revitalizing an Enterprise Lease Management Platform https://bitsinglass.com/prc-revitalizes-enterprise-lease-management-with-creatio/ Sun, 04 Jan 2026 16:42:34 +0000 https://bitsinglass.com/?p=114219 The post Revitalizing an Enterprise Lease Management Platform appeared first on Bits In Glass.

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]]> AI Agent Conference 2026 https://bitsinglass.com/ai-agent-conference-2026/ Sat, 03 Jan 2026 15:18:38 +0000 https://bitsinglass.com/?p=115377 Date(s): May 4–5, 2026 Location: New York, NY Website: AI Agent Conference 2026 AI-native event dedicated entirely to agentic systems, autonomous workflows, and enterprise AI execution. This will be the 2nd edition of the conference. The inaugural event hosted 500 attendees, and the organizers are projecting 2,500 attendees in 2026, reflecting strong momentum and agentic ... Read more

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]]> Date(s): May 4–5, 2026
Location: New York, NY
Website: AI Agent Conference 2026

AI-native event dedicated entirely to agentic systems, autonomous workflows, and enterprise AI execution. This will be the 2nd edition of the conference. The inaugural event hosted 500 attendees, and the organizers are projecting 2,500 attendees in 2026, reflecting strong momentum and agentic AI relevance. We are proposing a Silver sponsorship, including a demo stage presentation, to ensure strong visibility and position Creatio at the forefront of the agentic AI conversation.

Connect with us:
Want to learn more about Bits In Glass? Chat with our BIG experts during the event!

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]]> AppianWorld 2026 https://bitsinglass.com/appianworld-2026/ Fri, 02 Jan 2026 14:51:43 +0000 https://bitsinglass.com/?p=114293 Date(s): April 27-29, 2026 Location: Orlando, FL Website:  AppianWorld Appian World is your front-row seat to the future. Come learn about process orchestration, AI, and digital transformation from the experts. Join the brightest minds from the most innovative companies to spark real change in your business. Connect with us: Want to learn more about Bits In ... Read more

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]]> Date(s): April 27-29, 2026
Location: Orlando, FL
Website:  AppianWorld

Appian World is your front-row seat to the future. Come learn about process orchestration, AI, and digital transformation from the experts. Join the brightest minds from the most innovative companies to spark real change in your business.

Connect with us:
Want to learn more about Bits In Glass? Chat with our BIG experts during the event!

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]]> The AI Summit https://bitsinglass.com/the-ai-summit/ Tue, 18 Nov 2025 20:53:16 +0000 https://bitsinglass.com/?p=113730 Date(s): December 10-11, 2025 Location: New York, NY Website: newyork.theaisummit.com For a decade, The AI Summit New York has been the trusted platform for enterprise leaders and tech innovators to explore and apply commercial AI. We unite influential minds, pioneering technologies, and practical insight, to transform theoretical discussions into tangible, profitable business outcomes. Connect with ... Read more

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]]> Date(s): December 10-11, 2025
Location: New York, NY
Website: newyork.theaisummit.com

For a decade, The AI Summit New York has been the trusted platform for enterprise leaders and tech innovators to explore and apply commercial AI. We unite influential minds, pioneering technologies, and practical insight, to transform theoretical discussions into tangible, profitable business outcomes.

Connect with us:
Want to learn more about Bits In Glass? Chat with our BIG experts during the event!

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