Projects
Follow delivery status, planned work and responsible people before a delay becomes a surprise.
The Capy Family / CapyM
CAPYM · BUSINESS INTELLIGENCE
CapyM brings projects, customers and follow-ups into one system.
CapyM by RoboCloud connects projects, customer records, quotations, documents and financial context across teams. Customize the workflow around your business, with AI summaries and LINE OA support within the agreed scope.
01 / The operational problem
Your teams have their own workflows. Connect the work they share.
Each team has its own tools, records and ways of working. People have to move between programs to follow the same job. We start by understanding the customer, then shape CapyM around the work so teams can share one operating view.
Data and source context
- Projects
- CRM
- Quotation
- Documents
- AR
- Excel
- Follow-up
- People
CapyMOperational context
What the team reviews
- Today
- Risk
- Follow-up
- Project Status
- Customer Context
- AI Brief
02 / What the user sees
Open the day with the work that needs a conversation.
Customers
Keep customer context alongside the projects and follow-ups it affects.
Documents
Find the records that support a decision without asking every team for another copy.
Sales / Quotation Context
See a quotation in the context of its customer and next follow-up.
Financial Signals
Bring receivables, due dates and project cash flow into the operating conversation.
AI Daily Brief
Start with a summary, then review the underlying work with its owner.
CAPYM / Evaluate your workflow
Connect project, customer, quotation and document work across teams
For project- and operations-driven companies: project managers, sales teams and business leaders who need to coordinate work across people and departments.
An example journey to review in your demo
Use one real company workflow to review who needs each piece of context and what needs following up.
- 01
Customer and quotation
Sales reviews the customer context, quotation and next follow-up.
- 02
Project and responsible people
Project teams review the plan, delivery status and who to speak with next.
- 03
Documents and financial context
The relevant teams review supporting records, receivables and due dates.
- 04
Brief and decisions
Use the AI Daily Brief as a starting point, then verify source records with their owner.
An evaluation example · Actual steps and data connections are agreed for your company's workflow.
Six points to check when evaluating CapyM
Projects
Follow delivery status, planned work and responsible people before a delay becomes a surprise.
Check in the demo: Choose one project and check how the team follows responsible people and delivery status.
Customers
Keep customer context alongside the projects and follow-ups it affects.
Check in the demo: Find the same customer context from both the sales and project teams' perspectives.
Documents
Find the records that support a decision without asking every team for another copy.
Check in the demo: Bring sample documents and identify which records support a decision.
Sales / Quotation Context
See a quotation in the context of its customer and next follow-up.
Check in the demo: Choose one quotation and review the next follow-up.
Financial Signals
Bring receivables, due dates and project cash flow into the operating conversation.
Check in the demo: Specify the financial context you need and accounting work requiring further scope review.
AI Daily Brief
Start with a summary, then review the underlying work with its owner.
Check in the demo: Check which source work supports the AI brief and who decides the next action.
03 / The role of AI
A clearer starting point for the next decision.
AI helps surface context across business operations and summarize items to follow up. Project intelligence is useful when the team can connect a signal to the customer, record and person responsible.
What AI does not do
AI helps surface context. People remain responsible for approval and action. It does not autonomously manage the company, approve spending or send customer commitments on your team's behalf.
04 / Fit with existing systems
Start with the operation you already have.
We start with the programs and workflows your teams already use. Together we define what should move into CapyM, what needs a connection, and how AI and LINE OA should support the work. Customization, migration and integration scope are agreed for each customer.
05 / Implementation
Agree the scope. Start with a useful decision.
- 01
Discover
Map one cross-team workflow and its current points of friction.
- 02
Connect
Identify record owners, data sources and any agreed import or connection needs.
- 03
Configure
Set up project context, responsibilities and the follow-ups your team needs.
- 04
Use
Review the daily brief together and keep source records current.
Scope and implementation plans depend on data, existing systems and team readiness, and are agreed after discovery.
Before you get started
Who is CapyM for?
For project- and operations-driven companies: project managers, sales teams and business leaders who need to coordinate work across people and departments.
What should we prepare for a walkthrough?
Bring one project journey, the teams involved and an example of a follow-up that often gets missed.
How does it fit existing systems?
We start with the programs and workflows your teams already use. Together we define what should move into CapyM, what needs a connection, and how AI and LINE OA should support the work. Customization, migration and integration scope are agreed for each customer.
What are the limits of AI?
AI helps surface context. People remain responsible for approval and action. It does not autonomously manage the company, approve spending or send customer commitments on your team's behalf.
Can CapyM immediately replace an ERP or tax accounting system?
Evaluate the specific work you need. The scope described on this page covers projects, customers, quotations, documents and financial signals. If you need inventory, tax accounting or regulated documents, bring those requirements and your existing software to RoboCloud for scope review before an agreement.
What should we prepare to assess CapyM pricing and implementation time?
Prepare the number of users, participating teams, one workflow, sample records and a list of current programs. Identify the changes, migration and connections you need, then review scope, pricing and the implementation plan with RoboCloud.
How does CapyM connect sales and project teams?
CapyM brings customer, quotation, project, document and follow-up context together so teams can review progress with the responsible person. Start the assessment with one real workflow, such as moving from a quotation into project delivery, and agree the steps and scope with RoboCloud.
Do we need to replace every existing program to use CapyM?
Begin by reviewing your existing programs and data. Agree which work belongs in CapyM and which systems need a connection. Migration, customization and LINE OA scope are assessed for each customer; bring an example workflow and a list of current systems to the demo.
06 / Your next step
Request a CapyM demo
Bring one project journey, the teams involved and an example of a follow-up that often gets missed.
Opens an email draft. Nothing is sent until you send it.