Connection and intelligence
Business Process Automation
Turn manual steps such as approvals, reminders, reconciliations and reports into workflows that run on their own, with clear ownership at every stage.
Built on
- Workflow in Dynamics 365, SharePoint and monday.com
- Power Automate
- Custom workflow services
What it covers
Inside Business Process Automation
Approvals, reminders, reconciliations and reports turned into workflows that run on their own.
Process design
- Map the current process
- Remove unnecessary steps
- Define owners and service levels
Approvals
- Multi-level approvals
- Approve from mobile
- Delegation and escalation
Notifications
- SMS and email reminders
- Customer status updates
- Exception alerts
Scheduled work
- Reconciliations
- Report distribution
- Data clean-up jobs
Documents
- Generated letters and contracts
- Statements
- Filed automatically to EDMS
What changes
What changes for your organisation
Shorter cycle times
Work moves to the next person the moment the previous step is done.
Fewer errors
Rules run the same way every time.
Bottlenecks you can see
Managers know where each request is and how long it has waited.
Connected with
Business Process Automation is one part of the ecosystem.
These solutions share data and workflows with Business Process Automation, so information entered once is available everywhere it is needed.
Used across
- Enterprise Resource PlanningERPFinance, procurement, inventory, sales, projects and people on one Microsoft Dynamics 365 platform.
- Customer Relationship ManagementCRMLeads, customers, applications and service requests in one view, from first contact to after-sales.
- Electronic Document Management SystemEDMSA secure digital archive with workflows, approvals and instant search, linked to your business records.
- Integrated Call CentreVoice, SMS and digital channels joined to your CRM, so every agent knows who is calling and why.
- Data & Management IntelligenceDashboards and management reports that turn operational data into decisions.
How we deliver it
Delivering Business Process Automation, stage by stage
Five stages, with your team involved at every one.
- 1
Understand the operation
We map how work, money, information and decisions move through your organisation today.
- 2
Design the connected model
We agree the target processes, the systems involved and how they exchange data.
- 3
Implement and integrate
We configure, build, migrate data and connect each platform to the rest of your environment.
- 4
Adopt
User acceptance testing, role-based training and a supported go-live.
- 5
Support and improve
Ongoing support, upgrades and reporting improvements as the business grows.
Ready to connect Business Process Automation?
Tell us how your organisation works today. We’ll show you where the connections are missing and what joining them up would change.