Enterprise automation of work between systems.

You lose the most time not in one application, but in the handovers between them.

Not one click. The whole flow.

Data flow
A record is created once and moves on by itself.
Approvals
A document goes straight to the person who decides.
Documents
Data from attachments is written into the system.
Exceptions
A non-standard case goes to a person.

Baseline first, then change.

Without a baseline, impact cannot be shown.

We track

  • throughput time
  • number of manual steps
  • waiting time
  • error rate
  • volume of exceptions

Four phases, one accountability.

  1. DesignWe measure the baseline and propose a target.
  2. IntegrationSystems pass data to each other on their own.
  3. ControlsRisky steps require approval.
  4. OperationsWe monitor and fine-tune the flow.

Decisions stay with people.

We automate what repeats. People get better information.

Find the first automation priority.

Just describe the process that takes the most time.