Workflow and process automation
We take a process that relies on people copying data between systems and turn it into a workflow: intake, extraction, validation, human approval where it matters, and an export or integration at the end.
Signs you need this
Documents arrive by email and are typed in by hand
Approvals live in inboxes, and nobody can say where a request is
The same checks are done by eye, every day
What we do
We map the process as it really runs, including the exceptions, and automate the predictable parts first.
Rules are written down and testable, people stay in charge of the decisions that need judgement, and every step is recorded so you can answer an auditor's question in seconds.
What you get
- Process mapping, including the exceptions
- Document, email and form intake
- Validation rules and exception queues
- Approval limits and human sign-off
- Audit history, reporting and export
A typical first milestone
One workflow automated end to end on your real (anonymised) documents, with an exceptions queue and an audit trail.
Technology we often use
Let's discuss what you need
A free 30-minute consultation with the people who would do the work. We'll tell you plainly whether we're the right firm for it, and what a fixed-price first step would look like.