Service
Business process automation
A lot of team time goes into copying data, sending reminders and waiting for approvals. We analyse these procedures, redesign them and automate them inside the systems you already use, while keeping control and a clear record of every step.
Who it is for
- Departments relying on paper or email approvals
- Teams re-entering the same data in more than one system
- Companies that want fewer errors in sensitive procedures
Problems we solve
- Requests stuck because nobody noticed them
- Errors caused by manual data entry
- No easy way to know the status and owner of a request
What we deliver
- 01Process inventory and automation priorities
- 02Workflow redesign
- 03Automated approvals, alerts and tasks
- 04Automatic document and notification generation
- 05Dashboards for request status
- 06Testing, training and support
What you get
- Less time spent on repetitive tasks
- A clear path and owner for every request
- Fewer data-entry and hand-off errors
- An auditable record for every procedure
How we deliver
Every project follows the same phases, adapted to its size.
- 01
Discovery
We understand your goals, current processes and challenges, and define the project scope and success metrics.
- 02
Design
We design the solution, technical architecture and data flows following platform best practices.
- 03
Build & configure
We configure the system and develop the required customisations in short iterations with regular reviews.
- 04
Integration & data migration
We connect the system to your other platforms, migrate your data and validate its integrity.
- 05
Testing, training & go-live
We test with your team, train your users and go live with a well-planned cut-over.
- 06
Operations & support
We stay with you after go-live with support, continuous improvement and evolution as your business grows.
Related services and platforms
CRM implementation & optimisation
We build the CRM your team actually uses, or fix an existing one that is not delivering.
DetailsSystem integration & data workflows
We connect Salesforce, ERP systems and other applications so data moves between them without double entry, and build custom portals for customers and partners.
Details
Creatio implementation
We implement Creatio for customer management and low-code process automation, from requirements discovery to post-launch support.
DetailsLet's talk about your next system
Tell us about your processes and the systems you use, and we will propose clear first steps.