Process automation
We automate the repetitive administrative steps in your processes that are currently done by hand: re-keying information between systems, chasing things that have not happened, assembling the same figures every month. Your staff keep the decisions, and anything the automation cannot settle is referred to them with the reason attached.
Most of this work is not complex. It is re-keying information between systems that do not exchange it, and following up on things that have not happened. In most businesses it takes several days a week of skilled people's time, and it is the work most likely to be done late or inconsistently. Automating it does not remove the people from the process. It removes the re-keying and the chasing, and leaves the decisions where they were.
What it covers
- Duplicate data entry
- The same information keyed into two systems because they do not exchange it. Entered once, and carried to the other system automatically.
- Automated follow-up
- Unpaid invoices, unsigned documents and overdue jobs followed up on a defined schedule, without anyone having to remember.
- Month-end reporting
- The figures somebody assembles by hand every month, produced automatically and ready before they are asked for.
- Reconciliation and matching
- Payments matched to invoices, deliveries to orders and hours to jobs. The clear matches are settled automatically and only the unclear ones are referred.
- Onboarding and offboarding
- The checklist that runs across several systems when a customer signs up or a member of staff joins or leaves, executed in order and confirmed complete.
- Rotas and scheduling
- Still run on a spreadsheet in many businesses. Built as a system, with the rules your business actually applies and the changes visible to everyone who needs them.
- Exception handling
- Anything the automation is not certain about is referred to a person, with the reason attached. You decide what it is permitted to settle on its own.