Services

Process automation

Repeated data transfers, manual checks, and approvals can take up your team’s time. I help identify what is worth automating and prepare a solution for routine work and exceptions.

When to get in touch

  • People repeatedly copy data between applications.
  • Approvals and task handovers lack a clear workflow.
  • Existing automation frequently needs manual repairs.
  • You want to validate the benefits with a small pilot first.

The process comes before the tool

Together, we map inputs, steps, responsibilities, and exceptions. We check whether some steps can be simplified or removed. Then we choose suitable application connections, a workflow, or a custom script.

The design considers existing interfaces, data volume, permissions, and operating costs. Tasks that need AI can involve AI integration; predictable steps may not need it.

What you can receive

  • A process map and recommended changes.
  • An automation design covering routine flow and exceptions.
  • A pilot or implemented integration within the agreed scope.
  • Test scenarios, documentation, and an error-handling procedure.
  • A proposal for monitoring, operational ownership, and measuring benefits.

How we work together

  1. Selection: identify a specific problem and how to recognize improvement.
  2. Design: involve the people who use the process and map exceptions.
  3. Pilot: validate with test data, including duplicates and outages.
  4. Deployment: agree on operations, access, handover, and any training.
  5. Evaluation: compare actual results with expectations and propose adjustments.

Common questions

Do we need to automate the whole process immediately?

No. Starting with one clearly defined step can be a better choice. Unusual situations can remain subject to human decisions.

How do we know the automation helps?

Before the pilot, we define measures such as processing time, manual interventions, or errors. We also compare benefits with operating and maintenance costs. Savings cannot be promised without understanding the process.

Further reading

My articles cover the steps of automation and common process automation mistakes, including preparation and operational risks.

Let’s discuss your project.

Tell me what you need to solve and where your project stands. We can agree on the next step.