Case Study 02 · Partner & Revenue Operations

From ad-hoc approvals to a governed deal & partner blueprint

A B2B SaaS company was struggling with slow, inconsistent partner onboarding and deal approvals. SuperSoft helped them turn scattered email threads and spreadsheets into a single, governed blueprint that sales, finance, and legal can all work from.

The Challenge

  • Partner onboarding steps and pricing approvals lived in email and spreadsheets.
  • Every region had its own “version” of the process.
  • Deals stalled when they hit finance or legal, with little visibility on where things were stuck.

The Goals

  • Create one clear, end-to-end journey for partner onboarding and deal approvals.
  • Give sales a live view of where each partner or deal is in the process.
  • Reduce turnaround time without relaxing checks, controls, or documentation.

2x

Faster partner onboarding in pilot regions

35%

Shorter approval cycles for complex deals

50%

Fewer “where is this stuck?” internal follow-ups

1

Source of truth for partner and deal status across teams

How SuperSoft Helped

Map the partner & deal journey

Ops, sales, finance, and legal sit together to describe the ideal journey in plain language: onboarding steps, KYC checks, approvals, pricing exceptions, and contract sign-off. SuperSoft turns this into a structured blueprint with stages, roles, and rules.

Encode approvals and ownership

Each step in the blueprint is linked to clear owners, SLAs, and conditions. Requests auto-route to the right approver, with reminders and escalation rules baked in. Everyone sees the same status, instead of hunting through inboxes.

Launch, monitor, and refine

The blueprint is tested in a safe environment, then rolled out to production. SuperSoft tracks cycle times, bottlenecks, and exception patterns so teams can refine steps, adjust SLAs, and add new variants without rebuilding the whole process.

Native AI Systems, Ready to Go Live

SuperSoft converts natural-language blueprints into Superpowers-native modules—governed, orchestrated, and prepared to run critical operations.