Case Studies
Operations, Industry & B2B Services

Operations core for a large assistance network

Client: red de servicios de asistencia que atiende aseguradoras, empresas y usuarios finales en México

A durable operations platform that unified service execution across internal teams and third-party providers in a large assistance network.

Operations team coordinating service requests in a support center.
01

Key Results

7M+
Users covered by the network
100+
Client companies served
6 years
Sustained operation

At a Glance

Client profile: Assistance services network serving insurers, enterprises, and end users in Mexico.

Use Case

Enacment built a durable operations platform for Assistance services network serving insurers, enterprises, and end users in Mexico, an operations, industry, and B2B services organization coordinating internal teams and third-party providers. The platform addressed fragmented service execution by putting service intake, follow-up, business rules, and administrative closure into one shared operating layer.

What Was Slowing the Operation Down

Managing the complexity of a service network where the operating layer was fragmented. The lack of a shared system made service tracking difficult, created coordination friction, and hindered the ability to scale the operation.

Reliance on disconnected tools and manual processes limited the visibility needed to maintain response quality. In large-scale networks, operational fragmentation makes it difficult to consistently apply business rules and increases friction in service delivery.

What We Built

  • We developed a central operating platform with web and Android touchpoints so the organization could manage service workflows through a shared system
  • The project focused on providing a solid central execution system, allowing for service management from intake to administrative closing through a single operating layer
  • Shared operations hub: Unifies service management, business rules, and operational tracking
  • Web workflow for internal teams: Supports coordination and case administration from a central environment
  • Mobile experience for third-party providers: Enables field execution and real-time service updates
  • Results

  • 7M+: Users covered by the network
  • 100+: Client companies served
  • 6 years: Sustained operation
  • Network Scale: The platform supports a network serving more than 7 million users
  • Corporate Adoption: Active service for more than 100 client companies
  • Related Services

  • Custom software
  • Process automation
  • Project Scope

    For confidentiality, specific details regarding activity levels or individual corporate client details are not public. This case focuses on the system structure and its operational durability.

    Why It Matters

    Large assistance networks need control that holds up across volume, providers, and corporate clients. This custom software and process automation work gave the organization a stable base for a network covering 7M+ users, serving 100+ companies, and sustaining operation for 6 years.

    Technologies & Solutions

    Services Used

    Services

    Process Automation

    We build process automation for teams that have outgrown spreadsheets, inbox-driven coordination, and manual re-entry across systems. Enacment designs the workflow logic, integrations, controls, and exception paths required to make operations faster, more consistent, and easier to scale. When AI helps, it is used inside a bounded step such as document interpretation, classification, or intake, not as an uncontrolled replacement for the workflow itself.

    • Workflow automation for approvals, intake, reconciliations, routing, notifications, and follow-up steps
    • System integrations and API orchestration that eliminate copy-paste work across ERP, CRM, forms, and internal tools
    • Business rules, validations, and exception handling designed around real operating conditions
    Learn more
    Services

    Custom Operational Software

    We build custom software for companies that have outgrown spreadsheets, disconnected tools, and generic SaaS workflows. This is not software assembled around a template. It is the system of work itself: internal platforms, customer and partner portals, field applications, and back-office systems built around your operating rules, approvals, exceptions, integrations, and reporting needs.

    • Operational platforms designed around real workflows, approvals, and handoffs
    • Customer, vendor, and partner portals with role-based permissions and business rules
    • Data models and process logic built for your operation, not forced into generic SaaS constraints
    Learn more
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