Process design
A clear purpose, approved stages, SOPs and a definition of done for the whole customer journey.
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FROM CUBICLE TO CUBES
Meet your Smart Data Department. Processes, people and evidence in one system—so you can see what happened, what needs attention and what to do next.
Built for small teams that want the discipline of a larger operation.
One purpose. Clear steps. A named owner.
The right instructions, person and proof.
Independent QA before moving forward.
Evidence to improve, repeat or stop.
THE MISSING DEPARTMENT
You have tools for the work.
Who connects the work to the result?
two7 gives each process a purpose, a method and a way to measure it. Your CRM and other tools can remain part of the picture; they are not the rulebook.
WHAT IT IS
A Smart Data Department turns scattered instructions, assignments and records into one understandable way of running a process. It keeps definitions, actual work and verified outcomes visibly separate.
A clear purpose, approved stages, SOPs and a definition of done for the whole customer journey.
The next action has an owner, instructions, timing and the context needed to do it well.
Evidence is reviewed independently. Failed checks lead to rework or focused practice, not a false completion.
Recorded effort, customer evidence and missing data stay visible so a manager can explain the next decision.
INSIDE STUDIO
Studio is where a business runs the cube templates it has installed. These five views follow a single action from the library it came from, through the person it was assigned to, to the customer record it finally changes.
Interface illustrations of the method. Not a real customer’s data, and not a performance claim.
ONE PROCESS. END TO END.
A cube is a complete customer journey, from first contact to close. Each step carries the instructions, evidence and decision rules needed to move forward.
Social, search, events or referrals
Understand fit before making an offer
A defined scope and next action
Evidence, not a checked box
Illustrative journey—not live results. The source and offer determine the exact steps.
Explore cubes and Studio →ANATOMY OF A CUBE
A cube is not a folder of documents. It is a process with a shape: how somebody arrived, where they are now, what the next job is, what proof that job owes, and what the evidence let you decide.
DISCIPLINE, WITHOUT THE BUREAUCRACY
Documented SOPs, required proof and pinned instructions. People work from the same version.
Assigned work, independent review and visible exceptions. Completion has to mean something.
Review the evidence before changing a script, a process or a training plan. Missing data stays visible.
WHERE TO START
A first cube should matter, repeat often enough to observe, and have an outcome somebody can name. These three are the usual starting points, drawn from the retained templates.
New business, from a first enquiry through qualification and an offer to a confirmed outcome. The source changes the instructions at the front of the process and leaves the rest of it alone.
Onboarding a new person: the training, a practice attempt, and a retest carried out on separate real work rather than on the practice. Nobody signs off their own attempt.
A delivery or service process where finishing is a claim somebody has to back. Each stage carries the proof it owes, so that completed and verified stay two different words.
Illustrative starting points drawn from the retained templates. Not case studies, and not customer results.
See which processes suit a cube →WHAT IT IS NOT
The nearest tool on the shelf usually does something adjacent. These are the comparisons worth settling early, because each one leaves a different job undone.
DIRECT ANSWERS
Short answers to the questions a small team should settle before adding another tool, dashboard or AI workflow.
It is the operating layer that connects a business process to the people doing the work, the evidence they produce and the decision that follows. two7 provides the Studio workspace and the reusable cubes inside it.
A cube is one end-to-end, repeatable customer process. It includes the source, stages, handoffs, SOPs, required evidence, quality checks and measures needed to move from first contact to a verified outcome.
No. A CRM can remain the system where customer records live. two7 is the rulebook and operating method around the work: what should happen next, who owns it, what proof is required and how the result is reviewed.
No. The current foundation supports assigned work, training and independent review. Automation belongs only on proven, bounded steps after permissions, failure handling and human-review needs are agreed.
Start with one process that matters, repeats often enough to observe and has a named outcome. Map the current path, agree what counts as evidence, then run a focused pilot before expanding.
The working foundation includes business workspaces, fixed roles, template installations, assigned work, training, independent QA and recorded customer evidence. Live provider connections and managed sign-in still require separate setup and testing.
WHERE THIS STANDS
A status section on a marketing page is unusual. It is here because the product’s argument is that missing data stays visible, and a website that hid its own gaps would be arguing against itself.
Business workspaces and switching, memberships, fixed roles, subtractive custom permissions, versioned template installations, assigned work, submitted evidence and recorded time, independent QA, rework, training with earned achievements, reviewed customer stage evidence, and partial labour costs.
Managed sign-in activation, invitation delivery, real provider connections and webhooks, payment and refund reconciliation, complete cost coverage, and white-label domains. A service that is not connected is labelled as not connected rather than drawn as working.
Admission is invitation only until a separate public launch decision. Creating an account does not by itself grant membership of a business. The way in is a conversation about one process.
BOUNDARIES
Most of what a system like this gets wrong is a boundary in the wrong place: one business seeing another, a role title standing in for a permission, or a definition and a result stored as the same thing.
START WITH ONE PROCESS
Start with the process, the people involved and the outcome you need. We’ll discuss the fit and a defined implementation scope.
Start a conversationOur implementation approach →