Services

Automations

Streamline and automate many parts of your unique business processes and workflows with software — from process discovery to deployment and continuous improvement.

  1. 1
    Process Discovery & Mapping
    Goal: Understand business workflows and identify opportunities for automation.
    • Workshops with stakeholders and end users
    • Map current-state workflows and manual processes
    • Identify pain points, inefficiencies, and automation candidates
    • Define success metrics and business impact
    Deliverables:
    • Process Maps
    • Automation Opportunity Report
    • Prioritized Workflow Backlog
  2. 2
    Workflow Design & Prototyping
    Goal: Design future-state workflows and validate with prototypes.
    • Design optimized workflows using automation principles
    • Use no-code/low-code tools for rapid prototyping
    • Validate solutions with user feedback
    Deliverables:
    • Future-State Workflow Diagrams
    • Automation Prototypes
    • User Feedback Summary
  3. 3
    Technical Architecture & Tool Selection
    Goal: Choose the right automation tools and define technical infrastructure.
    • Evaluate automation platforms (e.g. Zapier, Make, n8n, RPA, APIs)
    • Plan system integrations, data flows, and access control
    • Align with IT governance, security, and compliance
    Deliverables:
    • Automation Tool Evaluation Matrix
    • Integration Architecture Diagrams
    • Security & Access Plan
  4. 4
    Iterative Automation Development
    Goal: Build, test, and refine automation flows incrementally.
    • Create automations in short, feedback-driven cycles
    • Use test data to simulate edge cases and errors
    • Deploy incrementally and measure impact
    Deliverables:
    • Live Automation Flows
    • Test Logs and Validation Reports
    • Feature Toggle/Control Panel
  5. 5
    Testing, QA & Stakeholder Validation
    Goal: Ensure automations work as expected and meet business needs.
    • End-to-end testing with real scenarios
    • Stakeholder sign-off and approvals
    • Refine automations based on test outcomes
    Deliverables:
    • QA Reports
    • Signed-Off Workflow Scripts
    • Issue Logs & Resolutions
  6. 6
    Deployment & Enablement
    Goal: Deploy automations and prepare users for change.
    • Deploy to production environments
    • Provide training and documentation
    • Enable monitoring and alerting
    Deliverables:
    • Deployed Automation Infrastructure
    • Training Guides
    • Monitoring Dashboards
  7. 7
    Continuous Improvement
    Goal: Monitor, maintain, and evolve automations over time.
    • Track performance, errors, and usage
    • Continuously refine workflows for efficiency
    • Collect feedback and plan enhancements
    Deliverables:
    • Automation Maintenance Plan
    • Performance & Usage Reports
    • Enhancement Backlog

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