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.

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.