Record an important process
Describe triggers, work steps, responsibilities and typical exceptions in Doc. The outgoing management and employees add their experiential knowledge together with the related documents.
NexoriaFor Business successionChoose a demo ↗Nexoria for business handovers
Business succession: make operational knowledge usable for the incoming management.
Take over proven operational processes and automate recurring steps. Document knowledge, organise documents and find answers with sources.
Nexoria Base from 29 € per user / month plus VAT
Setup for your workflow: individual quote.
Your next workflowWith Nexoria
Handover note
Work instruction
documented customer agreement
A question for Nex
According to the handover document, how do we handle a follow-up order? List the agreed steps, contacts and open questions with sources.
Continue the process.
Answer with sources → work note in Doc → next steps
Your everyday work
The incoming management needs the context.
How is a follow-up order handled? Who knows the specifics of an existing customer? Which work instruction applies? Before the handover, the outgoing management and the team can document these questions together. After the takeover, Nexoria helps you find the stored answers and documents and carry them forward in everyday work.
Find agreements after the handover
Ask Nex about the stored process or the documented customer agreements. The sources show the new management where the information can be found and which points need to be clarified with the team.
Keep the working foundation up to date
Add new ways of working in Doc and store the current version in Drive. Use Nex to record open handover points as tasks and name the responsible person.
Your familiar workflows
Continue and automate proven operational processes.
New management can build on the business's established processes. Together, we document the important steps and set up suitable automations so that documents, tasks and responsibilities come together in everyday work.
We agree email workflows with the Mail and Meet add-on, as well as the individual setup, in the quote to suit your needs.
Continue the familiar inbox routine
An individually configured workflow recognises incoming proposals and invoices and automatically files them in the agreed filing location.
Turn explanations into company knowledge
Upload an audio file with explanations of the operational process. Nexoria automatically converts it into searchable text.
Follow up on open handover points
Tell Nex who is responsible and what the next step is. Nex creates the task or the clarification meeting from your instruction.
A concrete starting point
Your pilot: hand over one operational process.
We work with you to choose an important recurring process. Before the handover, you document it together; after the takeover, existing documents and questions form the starting point.
- One business and one selected operational process
- An agreed set of documents in Nexoria Drive
- One workspace for the agreed people involved in the handover
- A process description, typical search questions and open handover points
The agreed result
A process for the incoming management.
The joint result is a reviewed process description with the related documents. The next responsible person finds the documented steps and can clarify open questions with the team in a targeted way.
In the custom quote, we agree on the services, your involvement, the setup price and the date. The review takes place jointly, based on the questions about the selected process.
Set up together
Hand over your first operational process. Three clear steps.
- 01
Choose a process and its questions
Together, we choose a recurring process. You name the people who know it and the questions the incoming management should be able to answer.
- 02
Bring knowledge and documents together
You record steps, responsibilities and specifics in Doc. We agree on the document collection, the workspace and access for the agreed people.
- 03
Check answers and add to them in everyday work
Together, we test typical questions with Nex and read the matching passages. You clarify open points and decide who will maintain the process description under the new management.
Your starting point
Agree on platform and setup for your handover.
Setup: individual quote for your selected workflow.
29 €per user per month
plus VAT
Nexoria Base with monthly billing. Drive, document search, Nex, Doc and Workspaces are part of the core product.
Nexoria in action
Company knowledge and workflows connected.
CSA Group connects company knowledge and workflows with Nexoria.
„VoiceBots, complete email automation: proposals, invoices, everything is recognised and filed. All our company knowledge is held centrally in the AI and connected to all our systems through interfaces.“
Practical guide
Knowledge transfer during staff changes: keeping knowledge in the company
Good to know
Your starting point for business succession at a glance.
When do we start on the working foundation?
Before the handover, the outgoing management and the team can explain and document processes together. After the takeover, you start with existing documents and concrete questions from everyday work. For both situations, we choose a suitable process.
What does the pilot cost?
The platform starts with Nexoria Base at €29 per user per month plus VAT, billed monthly. For the setup, you receive an individual quote with the agreed scope, involvement and date.
How does experiential knowledge become findable?
The outgoing management and employees record explanations, responsibilities and exceptions in a document. The intended people can query the stored and indexed content with Nex and look it up in the sources.
Can we automate our familiar workflows?
Yes. Together, we select recurring steps and set up suitable automations, for example for recognising and filing incoming quotes and invoices. When scans are uploaded, text recognition makes them searchable automatically. Nex creates tasks and appointments from your instructions. We agree email workflows with the Mail and Meet add-on and the individual setup in the quote.
The next step
See the working foundation in a demo.
We show you the path from the handover documents to a question with sources. Tell us which process the incoming management should know.
Choose an appointment directly or describe your first workflow to us.