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Workflow and process automation

Remove the copy and paste between your systems.

When people are the integration layer between your tools, work waits on inboxes and spreadsheets. We map those handoffs and automate the parts that follow rules.

Bring one workflow

Signs you need this

  • Orders, tickets or requests are typed into a second system by hand.
  • A spreadsheet is rebuilt before every meeting because the systems disagree.
  • New hires wait for access because the request travels by email.
  • Exceptions sit in someone's inbox with no owner.

What we build

  • Integrations between the systems you already own
  • Workflows started by one source event, not a forwarded spreadsheet
  • Approval routing with escalation before deadlines
  • Exception queues with a named owner per type
  • Status views so nobody has to ask if something updated

Example walkthroughs

Illustrative example, not a client result.

Illustrative example, not a client result.

HR (any industry): Employee onboarding

Once an offer is accepted, IT, facilities and the hiring manager each act on an emailed list. Access is copied from someone similar and the laptop waits on missing details.

Manual step removedAI step or human approvalPerson approves

BEFORE: MANUAL

Offer accepted in HR systemStarters list emailedAccess copied from similar roleLaptop waits on cost centerUrgent tickets on day onePerson ready

AFTER: AI-ASSISTED

HR record is the only triggerAI prepares access, equipment, badgeEach owner approvesEscalation before start dateReady time recorded
Estimated time
30 to 50%
Estimated 30 to 50% less coordination time per new hire
Estimated cost
20 to 40%
Estimated 20 to 40% lower coordination cost per new hire
Where people approve
The IT, facilities and hiring manager owners each approve their part. Any access outside the standard role bundle needs explicit approval.
Basis
Lower confidence: no direct public benchmark was found for onboarding coordination. The range is based on the steps removed and McKinsey's estimate that current AI and other technologies could automate activities that take 60 to 70% of employees' time. Sources: McKinsey, The economic potential of generative AI.

Illustrative example, not a client result. Actual savings depend on the process and scope.

Illustrative example, not a client result.

Manufacturing: Engineering change from PLM to ERP

An approved engineering change has to reach the ERP bill of materials, with a decision on existing stock and open orders. Today a planner bridges the two systems by hand.

Manual step removedAI step or human approvalPerson approves

BEFORE: MANUAL

Change approved in PLMChange notice PDF emailedPlanner retypes BOM in ERPStock and open orders checked by handPurchasing emailedTracker sheet updatedChange live in ERP

AFTER: AI-ASSISTED

Change approved in PLMAI drafts ERP BOM updateAI lists affected stock, orders, POsPlanner approvesERP updated, purchasing notifiedStatus logged
Estimated time
30 to 50%
Estimated 30 to 50% less manual handling time per change
Estimated cost
25 to 40%
Estimated 25 to 40% lower handling cost per change, after running costs
Where people approve
Engineering still approves the change in PLM. The planner approves every BOM update and decides what happens to existing stock and open orders.
Basis
Drafting and checking work. In a controlled study, professionals using a generative AI assistant on writing tasks took 40% less time. McKinsey estimates current AI and other technologies could automate activities that take 60 to 70% of employees' time. The range is set below both to allow for review time. Sources: Noy and Zhang, via MIT News. McKinsey, The economic potential of generative AI.

Illustrative example, not a client result. Actual savings depend on the process and scope.

How we work

1

Assess

Pick one workflow. Map the systems, people and exceptions.

2

Design

Agree on the system of record, owners, approval points and how we will measure success.

3

Build and pilot

Build in your environment and run it beside the current process.

4

Run and hand over

Roll out, train your team and document everything.

Questions

Do we need to replace our systems?

No. We connect what you already own. If a system has no API, we look at exports and database views, and use controlled screen automation only as a last resort.

Is this RPA?

Sometimes. We prefer direct integrations because they break less often. Where a screen bot is the only option, we add monitoring and an exception queue.

Which handoff costs your team the most time?

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