Business automation

A request arrives by email. Someone copies it into a spreadsheet, checks the details and follows up for approval. We map those handoffs with the people doing them, including the exceptions that a tidy flowchart can miss.

The answer may be configuring an existing tool, connecting two systems or building a small internal application. We compare those options before recommending custom software. Every important action needs an owner, a visible status and a recovery path.

Start with a workflow review: the current steps, available integrations, data permissions and points of failure. The output is a proposed first improvement, its dependencies and acceptance criteria. Implementation scope follows that review.

Access to someone who knows the process, examples with sensitive data removed, and a view of the tools involved. Together we choose a baseline—such as re-entry time or missed handoffs—before deciding how to assess the change.

If a built-in rule or existing product solves the problem reliably, a custom application may be unnecessary. An unstable process also needs clearer responsibilities before it needs automation.