Process automation
Documents, emails and repetitive tasks
Automate the tasks that come up every day: data entry, reminders, documents, emails, with checks and a person who approves sensitive cases.
Which needs it covers
- Your teams re-enter the same information in several tools
- Quotes, invoices or reports are produced by hand
- Reminders get forgotten
Compare packages
Choose the package that matches your situation. You can adjust it with us.
Package: Automation programme
What is not included
- Licences for third-party automation tools
What we need from you
- A process owner
- Access to the tools concerned
The steps
- 1.Observing the process
- 2.Design
- 3.Automation
- 4.Testing with the teams
- 5.Go-live
After delivery
Each workflow is documented and monitored. Enhancements are offered as part of maintenance.
What affects the quote
- Number of processes
- Tools to connect
- Volume processed
How we work
Our approach
We map the process, first automate what simple rules can handle, then add AI only at the steps where it adds measured value, with human approval.
How we deliver
- AI only where it is measured to be useful
- Human approval at decision points
- Data processed according to your written agreement
A typical automated process
Select an element to see what it does.