The situations myvue was built for. Start from the one you are in.

A person gives notice. Three people do the same job three ways. An auditor asks for the written procedure. myvue answers each one from a record of how the work actually gets done, written from the work itself and confirmed by the people who do it.

01

A key person is leaving, or could.

Someone who has been there fifteen years gives notice, or you start to wonder what would stop if they were out for a month. The way they work lives in their head and their inbox. myvue already holds how they work, so whatever they run alone becomes the handover list, with a document for each, before the goodbye party.

The list of what one person runs alone, with the hours it takes
A document for each, written from their real runs, for whoever steps in
A grade that falls on its own when a process comes to rest on one keeper
Marcus · runs alone, last 90 daysAccounting
invoice matching12 runs · 7.5 h a monthno document yet
premium finance follow-ups9 runs · 5.0 h a monthno document yet
carrier statement downloads13 runs · 3.5 h a monthdocument ready
direct-bill commissions6 runs · 3.0 h a monthdocument ready
the handover list4 processes · 19 h a month

Confirm the two without a document and myvue writes them from his runs. Nobody interviews Marcus.

Policy endorsements · 23 runs · 4 peopleminutes a run
from the agency system9 min
from the carrier portal14 min
by email thread17 min
most common · carrier portalfastest · agency system
set as the standard · from the agency systemsep 9 · Beth Ramos
runs that strayed from it since2 of 11

The most common way is not the fastest. One confirmed way replaces three, and the record names any run that strays from it.

02

The same job, done three ways.

Ask three people how an endorsement gets processed and you get three answers, each correct for the person giving it. myvue finds the versions actually run, side by side with their timings, so you can pick one. Pick it and myvue writes it up as the standard, then tells you when a run drifts from it.

Every version of a process actually run, with who runs it and how long it takes
One confirmed way, written as the official document
Drift from the standard, measured from the runs themselves
03

Someone outside asks how it runs.

An auditor, a carrier, a lender, a funder, or the buyer’s diligence list asks for the written procedure. The binder was out of date the day it was finished. Every confirmed process on the record carries a document written from the steps people take. It names the system used at each step, is dated, and refreshes as the work changes. Print it and hand it over.

A current, dated document for every confirmed process, confirmed by a named owner
An Extract when it matters: a short briefing with every claim traced to a moment on the record
A grade, from published criteria, for the whole company
Claims first notice · Claimscurrent · confirmed sep 11 · Dana Whitfield
01Log the loss against the policy · agency system
02Confirm the details with the insured in writing · Outlook
03Submit the first notice · carrier portal
04Record the claim number on the file · agency system
05Notify the producer and set the follow-up · Outlook
from 17 runs · 3 people · last 60 daysprint · save as PDF
you, week one · how is a policy cancellation handled here?

Four steps. Run 31 times in the last 60 days by Beth, Tom and Dana. The official document was confirmed on sep 2.

01Open the policy in the agency system
02Confirm the request with the insured, in writing
03Submit the cancellation in the carrier portal
04Note the file and tell Accounting

Asked of the record, or of an AI assistant connected to it. The administrator’s afternoon stays hers.

04

New people learn by shadowing.

Every new hire learns the office by following someone around and asking. The person everyone asks spends her week answering. With the record, a new hire opens the official document for each process in their department and reads how it is done here. They can also ask the record a question in plain words. It answers from real runs and shows its working.

A written, current answer to “how do we do this here?” for every process
Who else runs each process, so cover does not rest on one person
Fewer interruptions for the person who used to be the manual
05

Nobody can say where the hours go.

The close takes longer every quarter. Service feels slower than last year. Everyone has a theory and nobody has the number. myvue names the friction by department, with the hours a month and the step that causes it, from the runs themselves. The fix is usually one step, and the rest of the job is fine as it is.

Hours lost to friction, by department, with the cause named
A process that is slowing week by week, and the step where the minutes go
A question answered again on the cadence you set, with what moved and what held
Where the hours go · Harbor Point Insurancethis month
Accountingcarrier lines re-typed by hand before matching9 h
Servicecertificate requests answered from three templates6 h
Renewalsthe renewal list rebuilt in Excel each week5 h
Claimsfirst notice re-keyed into the carrier portal4 h
named friction24 h a month

Each line opens the runs behind it. It is counted in hours, and it is never a report on a person.

What to hand to software firstranked by hours a month
1re-keying carrier lines before matchingAccounting · 1 person · 9 h a monthworkflow drafted
2certificate of insurance issuanceService · 3 people · 6 h a monthautomated · 6 runs in 30 days
3the renewal list rebuilt in ExcelRenewals · 2 people · 5 h a monthdraft ready to check
4first notice re-keyed into the portalClaims · 2 people · 4 h a monthnot yet drafted

Each workflow is drafted from the steps actually taken. Nothing runs without a person pressing Run.

06

Deciding what to automate first.

Every vendor has a shortlist for you. myvue ranks yours by what each piece of work costs today, measured from real runs with their durations and the friction in them. The workflow drafts itself from the steps people take, runs through the apps you connect, and keeps its runs on the record. Your AI assistants work from the same record, so they ask how the work is done here before doing it.

Automation and AI opportunities ranked by the hours they would return
A workflow drafted from the process on the record, checked before it runs
Claude, ChatGPT, Copilot or Gemini connected to the record, where they get summaries and totals only

Who opens it first, and what they say afterward.

One record, read differently by each person who is accountable for how the work runs.

The owner planning the next chapter“Someone will ask how the company really works. I can show them.”Built the business over decades and knows every process because they once did all of them. A successor or a buyer will ask how it really runs. Start with continuity, then the documents.
The operations leader who has to make it consistent“myvue will help us get control over and standardize our processes.”Hired or promoted to make the business run the same way every time, and asked to write the SOPs. Start with one confirmed way, then documentation that stays current without a second job.
The office or practice administrator“New people can learn our processes from what we actually do, not from me.”The person everyone asks. Trains every new hire from memory and covers every absence without notes. Start with onboarding from the record.
The finance lead who carries the close“We can show the auditor exactly how our close runs, and someone else could run it.”Owns month-end, reconciliations and commissions, often as the only person who can. Start with the written procedure, then where the hours go.
The IT lead or managed IT partner“It understands the shape of work, not its content, and nothing changes without a person confirming it.”Approves anything installed on company computers. The software is lightweight, runs on the computers where work happens, and needs no integration project. What never enters the record is stated plainly.
The advisor, consultant or fractional COO“I can sit beside every employee across every client.”Each engagement starts with weeks of discovery interviews, and the findings rest on what staff remember. With myvue, every client is on one screen, each in their own room. myvue for advisors.

Where it lands first.

myvue is for repeatable work done at a computer across several tools: intake, renewals, billing, scheduling, reconciliations and filings. The industries here are where it lands first, with the processes it typically finds. It does not read the content of documents or email, which is what makes regulated work possible.

Independent insurance agenciesRenewals, certificate of insurance issuance, endorsements, commission reconciliation, claims first notice, book roll intake after an acquisition.
Accounting, bookkeeping and tax firmsMonth-end close, client onboarding, payroll runs, 1099 preparation, engagement letters. Partners nearing retirement and staff who each own their clients.
Property managementMove-in and move-out, owner statements, delinquency follow-up, work orders, lease renewals, across the portals and spreadsheets they run on.
Title, escrow and settlementOrder opening, title search ordering, closing package preparation, disbursement, post-closing. Strictly sequenced and audited by underwriters and lenders.
Freight brokers, 3PLs and distributorsLoad booking, carrier onboarding, proof of delivery and invoicing, order entry, returns. Dispatchers who hold relationships alone.
Law firm operationsClient intake, conflicts checks, the billing cycle and docket entry. myvue reads nothing from the matters themselves.
Nonprofits and foundationsGrant reporting, donor acknowledgment, program intake, board packets. The documentation funders and boards ask for, from a team where one person holds grants or finance.
Advisory practicesEvery client above, from one workspace. Clients never see each other’s numbers. Comparisons live only in your workspace.

Three steps, and the first one is the only one you notice.

01

Deploy quietly.

Lightweight software on the computers where work happens. There is nothing to integrate, nothing to migrate and nothing new to learn. Most organizations are running within a day.

02

myvue drafts, your team confirms.

Within weeks every process the team runs is on the record. Your people confirm the ones that are real. A confirmed process gets a document written from the steps actually taken.

03

It becomes the standard.

The document is how anyone runs the process now. The record names drift, tells you when a process goes quiet, and ranks what to improve or automate next by what it costs today.

The first quarter.

A count of every process, kept current, that leadership can read any week
One written, confirmed way to do each thing that used to have three
A list of what one person holds alone, and a document for each before they leave
Hours lost to friction, by department, with the cause named
A shortlist for automation and AI with the hours it would return already measured

What the record will not do.

We understand the work, not the worker.
The shape of work, not its content.
Everything stays inside your environment.
Nothing changes without a person confirming it.

It will not read your documents or your email, and it will not report on individuals. Screen video is never stored. What never enters the record.

The first things people ask.

Do we have to pick one use case?

No. One record backs all six. Most teams arrive with one situation in mind, usually a person leaving or the same job done three ways. The others follow from the same record with no extra setup.

How soon do we see the first result?

Discovery starts the first day, and most teams confirm their first processes inside two weeks. By the end of thirty days you can read every process one team runs, which ones are done more than one way, and what one person holds alone.

Does it work for a small team?

Yes. myvue works the same for eight people as for eight hundred. There is no IT project and no consultant on site, and nobody leaves their work for interviews.

Does myvue report on my staff?

No. myvue understands the work, not the worker. It will not read documents or email and never reports on individuals. It understands the shape of work: which tools, in which order, for how long. Nothing changes without a person confirming it.

Start with one team and thirty days.

By the end of it you will see every process that team runs, which ones are done three different ways, and what one person holds alone.

A walkthrough of a live record, on a demonstration company, in thirty minutes.