Built around your operational priorities.
Extract information, validate it against your business rules and route exceptions to the responsible staff. Replace manual inbox handling with a controlled process.
Capture email and attachments
Define the owner, the expected result and the exception path before connecting this step to the next.
Extract and validate data
Define the owner, the expected result and the exception path before connecting this step to the next.
Approve exceptions
Define the owner, the expected result and the exception path before connecting this step to the next.
Update ERP and record the result
Define the owner, the expected result and the exception path before connecting this step to the next.
Connected to the systems you use.
ERP: Validated financial and operational records. Reference architecture. Available interfaces and access rights are confirmed during discovery.
Impact on the process.
Automation that leaves you in control
Manual process
20 minAutomated process
6.0 minModel assumption: 20 minutes of active handling per transaction before automation. After = 20 × (1 − automated share). Excludes waiting, implementation and operating cost. Not a customer result.
Control is part of the design.
Agree the data boundary, access rights and approval rules with your process owner. Record execution outcomes, define escalation paths and test recovery before production.
Where do we start?
With one process and a baseline. We review volume, active effort, exceptions, system access and ownership before proposing a pilot.
Can we keep our existing systems?
Discovery maps existing interfaces. APIs are preferred; software automation can bridge applications where suitable interfaces are unavailable. Feasibility is validated before commitment.
How do you measure success?
Agree a baseline and evaluation period. Track cycle time, active effort, exception rate and outcome quality. Scale only after the pilot meets the agreed acceptance criteria.