Map the current process
Document roles, inputs, outputs, systems, decisions and exceptions. Agree a starting point for activity time and waiting time.
BUSINESS SERVICES
Process discovery & workflow automation
Understand the work before automating it.
A process can look clear in a presentation and still depend on repeated copying, informal approvals and individual reminders. We work with the people involved to understand the actual sequence, including the exceptions that slow it down.
Discuss your requirements ↗The operational challenge
Work waits between people or systems, information is entered more than once, and managers have difficulty seeing what needs attention.
What the engagement can include
- A reviewed current-state process view
- A prioritised improvement and automation backlog
- Defined requirements and acceptance criteria
- A tested workflow and agreed ownership, where implementation is in scope
How we approach the work
Prioritise improvements
Separate process changes from automation opportunities. Consider frequency, operational impact, data quality and the effort needed to implement each change.
Build and support adoption
Configure selected intake, approval, reporting or data-transfer workflows. Test normal and exception paths with the people who will use them.
ILLUSTRATIVE USE CASE
A practical starting point
A recurring request arrives by email, is copied into a spreadsheet and waits for an approver. A scoped project could connect intake, validation, approval and exception reporting, while preserving human decisions where needed.
This is an illustrative scenario, not a completed customer case study.
How to assess progress
Agree baseline and follow-up measures such as turnaround time, manual touches, queue age and rework. The relevant measures depend on the process and available data.
Agree the scope before starting
Start with one workflow or a wider discovery engagement. System access, integration permissions, data handling, responsibilities and support are agreed before implementation.