Cross-department automation

Improve the entire process, not just one department’s task.

An order may pass through sales, operations and finance. Improving one step is not enough if the rest still depends on emails and manual reminders. We connect the handoffs and make responsibility clear.

Book a 30-minute callOur approach
One case across teams
  1. InputOrder in sales
  2. DataShared case status
  3. HandoffOperations gets the task
  4. HandoffFinance gets the documents
  5. ExceptionA person approves
  6. OutcomeDone without reminders

What we solve

Where work gets stuck between departments

What we design

A common case status, agreed next steps, approval routes, exception handling, alerts and records of completed actions.

What we measure

Total time from start to finish, waiting between teams, repeated data entry, errors and process cost. We check that the workload has actually decreased rather than moved elsewhere.

Where we start

We follow one real case from intake to completion and work with the people who handle each step. Then we define and test the smallest useful change.

How we work

Audit, Adoption, Integration.

Each phase is scoped separately, and after each one we decide together whether to continue.

  1. AuditWith leadership, we follow one case across departments and find where it waits.
  2. AdoptionTeams work in the new process. We measure waiting and repeated data entry before and after.
  3. IntegrationWe connect the handoffs between systems. A person approves sensitive steps.

How we work in detail

Before and after: an order across departments

Illustrative example. Not a client case study.

Today

Each department on its own

  1. Sales receives the order by email
  2. Operations learns about it from a forwarded message
  3. Finance waits for documents
  4. Data is entered again
  5. Nobody sees the overall status

Forwarding · repeated entry · manual reminders

With ENTER

One process across teams

  1. The case has a shared status
  2. The next step is assigned by agreed rules
  3. A designated person approves exceptions
  4. Everyone sees where the case stands

Shared status · clear responsibility · a record of every step

What is holding back your growth today?

Book a 30-minute callWe go through one process and whether and where it makes sense to start with an Audit. Send us a messageDescribe the process where work gets stuck. We will get back to you.

The initial call is an introduction. The Audit and any further work are scoped and agreed separately.

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