Process Automation
Processes, integrations and automation. First we describe how the work is really done, simplify it and agree on the rules. Only then do we move it into a system.
Common requests:The same data is entered by hand in several places, You learn about failures from customers, Reports go out of date before anyone makes a decision based on them
Services in this area
3 services
01Process Automation · 01
Process Automation
Automating repeatable steps once the process is described and stable. The team handles the exceptions instead of repeating routine work.
Learn more
02Process Automation · 02
System Integrations
Connecting CRM, ERP, advertising and reporting so data isn't entered twice. A single source of truth for each entity and control of exchange errors.
Learn more
03Process Automation · 03
Business Process Optimization
Simplifying the process before automation and scaling: goal, owner, exceptions and removing unnecessary steps.
Learn moreWhat people come with
Does this sound familiar?
- The same data is entered by hand in several places.Situation 01Automation speeds up whatever is already there, including disorder.
- You learn about failures from customers.Situation 02Automation speeds up whatever is already there, including disorder.
- Reports go out of date before anyone makes a decision based on them.Situation 03Automation speeds up whatever is already there, including disorder.
- Every exception to the process is handled through messages and one person's memory.Situation 04Automation speeds up whatever is already there, including disorder.
The core idea of this area
Automation speeds up whatever is already there, including disorder.
The self-assessment for this area checks readiness for automation: whether the process is described, whether it's stable, whether the result has an owner and whether the cost of manual work has been calculated.
- 01Repeatable processes
- 02Technology backbone
- 03Failure detection
- 04Management data
- 05Accountability
How we see it
Automation is a multiplier. It multiplies a working process by speed and scale, and it multiplies a broken one just as faithfully.
That's why the order matters more than the choice of platform: describe the process as it is, find where time and money are lost, remove unnecessary steps, test the rules by hand for two weeks, automate one step and measure.
When this area won't help
- We don't automate a process that isn't described: the system would lock the disorder into code.
- We don't automate decisions that require judgment based on incomplete data.
- We don't start automation until the exceptions are named and a data owner is assigned.
Questions
What must be ready before automation?
Four things: at least two people perform the process the same way, each stage has a transition criterion, a data owner is assigned, and the exceptions are named.
What should be automated first?
A step that repeats often, rarely changes and has a measurable result. Especially one where a manual error is expensive. One step; the whole process can wait.
How can you tell an implementation has gone wrong?
Double bookkeeping appears: work is recorded both in the system "for the report" and in a messaging app "for real". That means the system doesn't describe the real work.
How much does support after launch cost?
Budget for it from the start. The rules change along with the business, and a system without an owner falls behind the process within a few months.
Related articles and case analyses
Why automation speeds up chaos
Automation doesn't create order. It multiplies whatever is already there, and does it faster than you can spot the error.
How many hours a month does your team spend moving data by hand?
That number turns automation from a wish into a calculation. The first meeting is free.