Solution
Remove Manual Steps from the Processes That Slow You Down.
Map, streamline and automate operational workflows across approvals, onboarding, documentation and reporting.
Who this is for
Operations, HR and finance leads whose processes run on email threads, spreadsheets and reminders.
The problem
Requests wait in inboxes, nobody can see who holds them, and exceptions are handled from memory. The cost shows up as slow cycle times and errors that are found late.
Example workflow: new employee onboarding
Step 1
Request
The hiring manager submits a start date, role, location and equipment needs in one form.
Step 2
Approval
HR confirms the contract; finance approves cost-centre and equipment spend above an agreed limit.
Step 3
Provisioning
IT receives tasks for accounts and hardware; facilities receives desk and access-card tasks, each with an owner and due date.
Step 4
Documents
Offer pack and policy acknowledgements are generated from templates and sent for signature.
Step 5
Close-out
The manager confirms day-one readiness; the record is archived with every step and timestamp.
Inputs we need
- Request form data
- Approval rules and limits
- Document templates
- Owner list per task type
Systems involved
- HR or payroll system
- Identity / email directory
- Document storage and e-signature
- Accounting tool for cost centres
What you get
- Completed task checklist per request
- Signed documents filed to the right folder
- Cycle-time and backlog report
Exception handling
- Approver absent: request escalates to a named delegate after an agreed time
- Start date moved: dependent tasks re-date automatically and owners are notified
- Missing data: request returns to the submitter with the specific field flagged
- Rejected spend: request pauses with the reason recorded, not silently dropped
Permissions
- Submitters see only their own requests
- Approvers see requests in their queue
- HR sees personal data; IT and facilities see only the fields their task needs
Included
- Process mapping with the people who run it
- Rules, forms, notifications and integrations
- Reporting on cycle time and stuck items
- Training and handover notes
Not included
- Redesigning your HR policy or approval authority
- Replacing your HR or accounting system
- Licences for third-party tools you choose to use
What affects cost
- Number of approval paths and exceptions
- How many systems must be read from or written to
- Whether those systems have usable APIs
- Document volume and template count
Illustrative example
A 150-person firm runs onboarding over email. Mapping shows six handoffs and no single owner. The first release covers one office and one role type, then extends once owners trust the queue.
FAQs
Business Process Automation: common questions
Which process should we automate first?
Pick one that is frequent, rules-based and painful today, with an owner willing to change it. Onboarding, quote approval and invoice handling are common starting points.
Do we need new software?
Not always. We first check whether your existing tools can handle the flow. We build custom only where they cannot handle the rules or integrations.
What happens to cases the rules don't cover?
They go to a named person with the context attached. We design the exception path before the happy path.
Can we change the rules later?
Yes. Limits, approvers and routing are kept as configuration so your team can adjust them without a rebuild.
How do we know it worked?
We measure cycle time, items waiting and rework before launch and track the same figures afterwards.
Discuss business process automation for your team
A short call is enough to check fit, the systems involved and a sensible first release.
No obligation. Clear recommendations. Confidential discussion.