Business Process Automation
Mapping the process before automating any part of it.
The unglamorous core of automation work: finding where time actually goes, removing the steps that should not exist, and only then automating what remains. Automating a bad process just produces bad results faster.
Tools we work in
- n8n
- Make
- Zapier
- Google Workspace
- Microsoft 365
- Slack
- HubSpot
- Xero
Works well with
Scope
What this covers
The specific work included when you engage us for this service.
- Process discovery interviews and a written map of the current state
- Identification of steps to delete, simplify, reorder or automate
- Cross-system integration between finance, CRM, support and operations tools
- Approval workflows with audit trails for regulated processes
- Scheduled and event-driven jobs replacing manual recurring work
- Documentation and SOPs your team can follow after handover
What you receive
- 01A current-state process map with each step time-costed
- 02A prioritised automation backlog, ordered by payback rather than by ease
- 03Delivered automations with SOPs and a named owner for each
Questions
Business Process Automation, answered
Where do you usually find the most waste?
Handoffs. Work waiting for a person to notice it, re-entering the same data into a second system, and status updates that exist only because nobody can see the process. Those three patterns account for most of the recoverable time in the businesses we map.
Our process is not documented at all. Is that a problem?
It is normal, and it is part of the work. The discovery interviews produce the documentation as a by-product. In our experience an undocumented process usually has two or three variant paths in active use, and half the value is agreeing on one.
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Tell us where the manual work is
A 30-minute call. We map the process, tell you what we would automate or build first, and what it costs. No retainer before you agree the scope.
- No retainer before scope is agreed
- Written plan you can act on alone
- Worldwide delivery, on your hours