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Business Process Automation

Streamline manual workflows, reduce errors, and free your team to focus on higher‑value work by orchestrating people, process, and technology.

What we typically automate

We start by mapping the real‑world process, then design lightweight automations that sit on top of your existing tools – rather than forcing a full re‑platform from day one.

  • Approvals and hand‑offs across finance, operations, and sales
  • Data collection and validation between spreadsheets, CRMs, and ERPs
  • Document generation, distribution, and e‑mail notifications
  • Monitoring tasks and reminders so nothing gets “stuck” in someone’s inbox

Snapshot

Typical automation engagements run 6–12 weeks depending on scope, with measurable savings within the first quarter after go‑live.

  • 30–60% reduction in manual effort
  • Fewer data entry errors
  • Faster cycle times for core processes

Sample case studies

Case Study

Automating month‑end reconciliations for a finance team

A mid‑size services company was reconciling invoices, payments, and bank statements manually in Excel. The team spent 5–6 days every month on copy‑paste and checks.

  • Designed a standardised data template and validation rules
  • Built automated matching logic and exception reporting
  • Generated management summaries at the push of a button

Impact: month‑end effort reduced from 6 days to 2, with clearer audit trails.

We started with a proof‑of‑concept in Excel, then migrated the logic into a robust backend workflow with clear monitoring and exception handling so finance could trust every run.

Talk to us about finance automation
Case Study

Digitising a manual approval workflow

An operations team was approving requests via email threads, leading to delays and lost context.

  • Mapped the end‑to‑end approval process and stakeholders
  • Implemented a simple web form and status tracking dashboard
  • Added automated notifications and reminders at each step

Impact: approval time cut by 50%, and teams gained full visibility into bottlenecks.

The project included simple dashboards for tracking stuck items and a change‑management plan so managers and requestors were comfortable moving away from email.

Discuss your approval workflow