Internal automation
We automate data exchange, enquiries, approvals and reports. We reduce manual actions across the entire process and show the team how to manage the new way of working.
We automate repetitive operations and connect work systems. Staff can see what is happening, investigate an error and change the operating rules.
Examine the process
We study employees’ work from preparing data through checking and correcting errors. We measure the volume of operations and the time they take.
- From you
- Examples of operations and participation from the employees who perform them
- Step result
- Process description and measures for comparison
Define the rules
We decide which actions can be automated and where a person is needed. We work through exceptions and the procedure for handling errors.
- From you
- Examples of ordinary cases, errors and employee decisions
- Step result
- Automation rules and assignment of responsibility
Connect the systems
We configure data exchange and automated actions. We test repeated events, stops and handover of a task to an employee.
- From you
- Access to systems and test data
- Step result
- Working automation and an activity log
Test in daily work
With the responsible employee, we go through real work situations. We compare time spent before and after the change and hand over instructions.
- From you
- Responsible employee and time to observe the process
- Step result
- Instructions, project materials and comparison of results
Look at the whole process
Every operation is surrounded by data preparation, checks, corrections and approvals. We examine the entire part of the work to understand where the team spends time.
We find out which actions should be connected or simplified and which can be eliminated. This lets us choose what to automate and how the whole process will change.
Employee experience becomes part of the solution
We examine the process with the employees who run it. Together, we identify situations with stable rules and cases that require professional judgement.
We set up an automated path for routine tasks and pass ambiguous cases to a person with the information they need. We test errors and repeated actions so an employee can understand a task’s state and continue the work.
| Situation | System action |
|---|---|
| Ordinary request | Assign a person responsible |
| Event arrives again | Keep one request |
| Additional review needed | Pass to an employee |
Rules must remain changeable
New approvals, employee roles and integrations will appear over time. We show the team where the rules are defined and which changes they can make themselves.
For technical changes, we preserve a description of connections and checks. This helps develop the process with an understanding of what a change will affect.
The person responsible takes part before handover
We involve the future process owner from the outset. Together we test stops, clarify data and work through unusual decisions they will face after handover.
Their questions inform improvements to the workflow and instructions. We agree in advance who owns the rules and who can help with technical changes.
Count all the work
We assess the effect through operation frequency, preparation and checking time, corrections, subscriptions and maintenance. We compare the original and new processes under comparable conditions.
We discuss where the team can use the time it gains and which improvements to test next. When the current task is solved, we complete the work and hand control to employees.
The team retains the right to revisit the process
We hand over rules, source code, integrations, access credentials, an activity log and instructions for errors and manual decisions. We review them along a real work path so the next task can start with an understanding of what has already been done.
The team can revise the automation rules as its tasks change.
What the work may include
Collecting enquiries
Requests from different channels reach the people responsible.
Approving documents
Participants, decisions and history in one workflow.
Regular reports
Work data is assembled on a schedule.
Exchange between systems
Orders and statuses update without re-entering them.
How the work is organised
Examine the process
We study employees’ work from preparing data through checking and correcting errors. We measure the volume of operations and the time they take.
- From you
- Examples of operations and participation from the employees who perform them
- Stage outcome
- Process description and measures for comparison
Define the rules
We decide which actions can be automated and where a person is needed. We work through exceptions and the procedure for handling errors.
- From you
- Examples of ordinary cases, errors and employee decisions
- Stage outcome
- Automation rules and assignment of responsibility
Connect the systems
We configure data exchange and automated actions. We test repeated events, stops and handover of a task to an employee.
- From you
- Access to systems and test data
- Stage outcome
- Working automation and an activity log
Test in daily work
With the responsible employee, we go through real work situations. We compare time spent before and after the change and hand over instructions.
- From you
- Responsible employee and time to observe the process
- Stage outcome
- Instructions, project materials and comparison of results
What we check
Data access
We separate roles and record actions in a log.
Errors and repeats
We test repeated processing and handover of exceptions to staff.
Economics
We compare time, errors and costs before and after.
What we hand over
- Source files and project repository
- Access credentials and a list of external integrations
- Update and recovery instructions
- Documents covering rights and licences used
- Process map, access rules and instructions for exceptions.
Which operations do you want to automate?
Describe a repetitive process and show its ordinary and exceptional cases. We will examine what can be simplified, where to keep people involved and how to measure the result.
After agreeing the work
- Example of the process and its exceptions
- Baseline measures of time and workload
- Responsible person, roles and agreed access
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