AEGIS-SECURITAS
AEGIS OS · Industries

Your industry should not have to adapt to the software.

AEGIS OS combines a stable platform with configurable modules, roles and workflows.

Industry profiles

Preconfigured workflows as a reliable starting point

Each profile connects typical challenges with relevant modules, integrations and a clear target workflow.

01

SMEs

Typical requirements

  • Distributed data
  • No central overview
  • Person-dependent workflows

Relevant platform scope

CRMTasksDocumentsBooking

Example workflow

Capture an inquiry, assign it and continue work with the team.

Useful connections

API · Webhooks · E-Mail · Microsoft 365

02

Service companies

Typical requirements

  • High scheduling effort
  • Unclear customer history
  • Projects and proposals separated

Relevant platform scope

BookingCRMProjectsInvoices

Example workflow

Connect booking, service delivery, follow-up and billing.

Useful connections

API · Webhooks · E-Mail · Microsoft 365

03

Trades

Typical requirements

  • Orders on paper
  • Status not visible
  • Documentation distributed

Relevant platform scope

OrdersTasksDocumentsCRM

Example workflow

Capture an order, document progress and inform the customer.

Useful connections

API · Webhooks · E-Mail · Microsoft 365

04

Retail

Typical requirements

  • POS and CRM separated
  • Stock unclear
  • Regular customers not recognised

Relevant platform scope

Shop productsCRMready2order pricesShop & Bestellungen

Example workflow

Review Shopify orders, approve processing and prepare shipment.

Useful connections

API · Webhooks · E-Mail · Microsoft 365

05

Shoe retail & foot measurement

Typical requirements

  • Measurements on paper
  • No growth history
  • Knowledge tied to staff

Relevant platform scope

Foot measurementHistoryProductsShop products

Example workflow

Capture measurements, review history and assign products.

Useful connections

API · Webhooks · E-Mail · Microsoft 365

06

Baby retail

Typical requirements

  • Families not connected
  • Sizes change quickly
  • Advice difficult to track

Relevant platform scope

Family profilesSize historyWish listsConsultation

Example workflow

Manage families, children, sizes and advice in one history.

Useful connections

API · Webhooks · E-Mail · Microsoft 365

07

Consulting

Typical requirements

  • Budgets unclear
  • Results distributed
  • Follow-ups missed

Relevant platform scope

ProjectsCRMAppointmentsDocuments

Example workflow

Connect project, time, outcome and next appointment.

Useful connections

API · Webhooks · E-Mail · Microsoft 365

08

Health-related businesses

Typical requirements

  • Telephone scheduling
  • Consent information distributed
  • Follow-ups missing

Relevant platform scope

BookingProfilesDocumentsReminders

Example workflow

Handle appointments, required information and follow-up steps.

Useful connections

API · Webhooks · E-Mail · Microsoft 365

09

IT & software

Typical requirements

  • Requests without a system
  • Support and projects mixed
  • Knowledge distributed

Relevant platform scope

CRMProjectsSupportKnowledge base

Example workflow

Qualify the request, assign a ticket or project and document it.

Useful connections

API · Webhooks · E-Mail · Microsoft 365

10

Custom businesses

Typical requirements

  • No standard system fits
  • Custom data models needed
  • Many isolated tools

Relevant platform scope

Smart RecordsCustom templatesWorkflowsAPIs

Example workflow

Model, test and publish a custom business process.

Useful connections

API · Webhooks · E-Mail · Microsoft 365

Introduction

Start with a bounded process and roll out carefully

Larger companies benefit from a pilot with defined users, locations, indicators and go/no-go criteria.

01

Define pilot

Set process, team, data and success criteria.

02

Learn in production

Evaluate use, cycle time and errors in real operations.

03

Expand selectively

Activate more locations and modules only after validation.

Nächster Schritt

Is your industry not explicitly listed?

AEGIS OS can be adapted to further operating models through custom data models and workflows.

In daily operation

Technology proves itself in operation, not in a concept.

Selected systems connect the customer experience, internal processes and ongoing support – with clear responsibility.

View all references
AEGIS · Operating Layer

From the customer enquiry to the completed case.

A shared technical foundation makes sure information is never lost between website, team and business application.

Customer experienceProcessResult