A climber resting in a yellow portaledge tent on a granite cliff
Chapter 3

Optimize

Keep the story sharp.

What's live is never finished. Yuz watches how your processes run, finds what to improve, and helps you deliver it, so your systems get better every quarter instead of just older.

Where will AI pay off next? AI WINS LEAD 01 QUALIFY 02 QUOTE 03 APPROVE 04 NEXT AI WIN IMPACT EFFORT 02 QUALIFY 04 APPROVE SEND TO DELIVER

Find your next AI win

Yuz knows how every process runs, so it can see where AI will pay off next and help you deliver it.

Next Salesforce release lands in 21 days RELEASE-READY FLOW SCRIPT FIX READY ! FIELD INTEGRATION FIX READY ! TODAY 21 DAYS RELEASE DAY

Stay release-ready

See what the next Salesforce or NetSuite release will affect before it lands, not after.

Live: quote-to-cash, last 90 days IMPROVE CRM INTEGRATION ERP CRM ! FIX SLOW APPROVAL READY TO BUILD FIX BROKEN HANDOFF READY TO BUILD FIX MANUAL WORK READY TO BUILD

Improve what's live

Spot the slow approvals, broken handoffs and manual workarounds, and get a ready-to-build fix for each one.

Unused in the last 12 months CLEAN UP FIELD FIELD LAST RUN 14 MO SCRIPT SCRIPT FIELD FLOW LAST RUN 14 MO FLOW SCRIPT LAST RUN 14 MO FIELD RETIRE SAFE TO REMOVE

Clean up what nobody uses

Find the fields, flows and scripts that haven't run in a year, and retire them safely.

Why it’s different

The story keeps writing itself

Every improvement goes straight back into Org Memory, so it never goes stale.

From insight to delivery in one place

Optimize hands every improvement straight to Deliver, with the full context attached.