Process automation
Routine work that runs itself, every day
We find the process that pays back first, build it across your tools, and keep it running.
Built forQopia FinancialJSI Systems
Most automation breaks after launch
The usual model is build and leave. The first change breaks it, nobody knows how it works, and the work goes back to being done by hand.
We stay, so someone is still accountable in month 9. Already have a build that broke? Start here.
Only what pays back gets built
We weigh the hours it takes today against the cost to change it. We rank everything by payback, so the first build earns back its cost inside 6 months. The solutions show the 10 kinds of work we see most.
What you get
A map of the work
How it moves through your firm, drawn with the people who do it.
A ranked list
Every candidate process, in order of payback.
The build
One process at a time, across your tools, with a record of every run.
Someone accountable
We watch it, fix it when something changes, and meet with you each month.
Nobody has to start it
- The systemDoes the routine parton a schedule, or when something arrives
- The systemKeeps a record of what it did
- The systemFlags what it isn’t sure ofit doesn’t guess
- A personDecides the exceptionsand signs off the result
Who it’s for
Where it fits, and where it doesn’t
It fits
- A service firm of 15 to 200 people
- A process that runs daily or weekly
- Leadership that wants it looked after
It doesn’t
- A one-off build and a handover
- A team small enough for the owner to hold together
- An organization over 500 people
Questions about process automation
What if the first process isn’t the biggest win?
Often the first problem points to a bigger one. We map the whole process before anything is built, so you start with the version that pays back best.
Which tools do you build with?
Whatever fits the process and your systems. We don’t resell a platform.
What happens when something breaks?
It’s monitored, so we usually know first, and fixing it is part of the retainer.
Do we own what you build?
It runs on your accounts and your data. The details are in the agreement, and we go through them with you before anything is signed.
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
Keep reading
Start with one process.
A working session on how your firm actually runs. You leave knowing the first process worth fixing.