Resources · Playbooks

The Autonomous Back Office.

Six operating playbooks drawn from live Q-Base deployments. Each one takes a workflow your team runs by hand today and shows exactly how it runs itself — the trigger, the automated chain, the human approval points, and what to measure.

How to use these

Fix the workflow that hurts most, first.

Every playbook follows the same discipline: one trigger, an automated chain across modules, human sign-off where judgement matters, and an audit trail behind every step. Start with one. The rest of the platform is already there when you're ready.

Playbook 01 · Staffing & IT services

Bench-to-Bill

The signature staffing workflow: a requisition opens, AI matches your bench, and the placement onboards, enrolls in payroll and starts billing the client — the same day. No re-keying across ATS, HRIS, payroll and invoicing.

Outcome: same-day placement-to-billing, utilisation and margin live by project.

The chain

  1. Requisition opened — trigger from client demand.
  2. AI bench matching — consultants scored against the req; human picks from the shortlist.
  3. Placement confirmed — employee record created, contracts routed for e-sign.
  4. Payroll enrolled — PF/ESI, 401(k) or CPF applied per market, automatically.
  5. Client billing starts — day one, with utilisation tracking live.
Playbook 02 · People operations

Hire-to-Retire

One employee record from signed offer to exit. Onboarding, payroll, benefits, reviews and offboarding run from the same profile — with country-aware compliance applied at every step, in every market.

Outcome: zero re-entry across the employee lifecycle, filings computed and queued per country.

The chain

  1. Offer accepted — trigger from the Talent module.
  2. Record & contracts — employee profile, documents and e-sign in one flow.
  3. Payroll & benefits — enrolled with market-correct statutory treatment.
  4. Access & assets — SSO, tools and equipment provisioned before day one.
  5. Reviews to exit — OKRs, learning and offboarding on the same record.
Playbook 03 · Professional services

Proposal-to-Collection

An accepted proposal creates the project, staffs it, opens milestone billing with market-correct tax and routes the MSA for e-signature — engagement margin visible live, not three weeks after month-end.

Outcome: one record from first touch to renewal, forecasting at 94% accuracy on your own history.

The chain

  1. Proposal accepted — trigger from sales.
  2. Project created & staffed — roles matched from bench and pipeline.
  3. Milestone billing opened — tax computed per market.
  4. Contract e-signed — sealed on the immutable audit trail.
  5. Margin live — timesheets, costs and invoices on one engagement P&L.
Playbook 04 · Finance

The Continuous Close

Stop closing the books — keep them closed. Because finance reads the same data layer as HR, sales and delivery, reconciliation happens continuously and variance is flagged by AI the day it appears.

Outcome: a P&L that is live instead of month-end, filings queued automatically in every market.

The chain

  1. Every event posts once — invoices, payroll and expenses land on one ledger.
  2. Continuous reconciliation — records match because they were never separate.
  3. AI variance watch — budget vs actual flagged as it drifts, not after.
  4. Statutory filings — GST, TDS, VAT computed and queued per market.
  5. Board pack live — consolidated across entities and currencies, on demand.
Playbook 05 · Expansion

New Market in a Week

Opening a country used to mean a local payroll vendor, a compliance consultant and months of setup. On Q-Base, a new market switches on with currency, tax and statutory rules included — the same platform, local by default.

Outcome: one compliance posture across every market, from your first country to your fortieth.

The chain

  1. Entity created — legal entity added to the same data layer.
  2. Compliance enabled — CPF, WPS, VAT or 401(k) rules switch on natively.
  3. Data residency set — region chosen per your policy.
  4. First hire onboarded — payroll runs correctly from employee one.
  5. Consolidation automatic — multi-entity, multi-currency P&L, live.
Playbook 06 · Talent

Hiring at Volume

A thousand applications is a triage problem for humans and a screening problem for AI. Structured scorecards, AI screening with human sign-off on every shortlist, and an accepted offer that becomes a payroll-enrolled employee with zero re-entry.

Outcome: screening at volume without losing judgement — every decision auditable, every hire onboarded automatically.

The chain

  1. Role opened — structured scorecard and interview kit generated.
  2. AI screening — applications scored at volume against the rubric.
  3. Human shortlist — recruiters review the ranked slate; humans decide.
  4. Offer to record — acceptance flows into onboarding in one click.
  5. Learning loop — every outcome improves the next match.
What to measure

The four numbers every autonomous back office tracks.

Whatever playbook you start with, these are the metrics that tell you it's working — the same four we benchmark in the State of Autonomous Operations.

Automation rate
Workflows run / day

The median customer reaches 312 daily runs within a quarter — each chain exposes the next one worth automating.

Cycle time
Trigger → done

Placement-to-billing in a day, offer-to-onboarded before day one, close as a review not a project.

Re-entry count
Times a record is re-keyed

The honest patchwork metric. On one data layer, the correct answer is zero.

Approval latency
Prepared → approved

Autonomy done right shifts humans from doing to deciding — measure how fast decisions clear.

Pick a playbook. We'll run it live.

Bring the workflow that hurts most to a 30-minute call — we'll show it running on Q-Base before the call ends.