Process automation

The problem

An approved quote has to be copied into invoicing and then into the CRM. Follow-ups depend on a reminder, and reports rely on several files. These actions take time and increase the risk of oversights. I start from the way you actually work to connect your tools and automate the steps that lend themselves to it, while keeping human validation where it matters.

This is for you if…

• The same information is copied into several tools.
• Recurring tasks depend on a single person.
• Oversights and corrections slow down the processing of files.

What changes

How it runs

1. 01

   Observe how you work

   We identify the tasks, volumes, tools, and exceptions. We choose a first useful and measurable workflow.

2. 02

   Define the rules

   I check the connection possibilities and clarify the validations, required access, and error cases before estimating the cost.

3. 03

   Build and test

   I build the workflow and test it on representative cases with you before activating it.

4. 04

   Put into service and monitor

   We gradually activate the automation. I document how it works and the control points.

The questions I get asked

• Do I need to replace my tools?

  Not necessarily. I first check their integration capabilities. If a connection is impossible or unreliable, we discuss it before selecting the solution.

• Will everything be automated?

  No. Sensitive decisions can remain subject to your approval. The goal is to reduce repetitive tasks and make exceptions visible.

• What budget and timeline should I expect?

  They depend on the number of tools, the available access, and specific cases. Scoping makes it possible to propose an appropriate scope, quote, and timeline.