Process analysis and mapping
We map the process step by step and decide together which steps can be expressed as rules, which need a human decision, and where the automation should stop.
We automate repetitive work end to end.
We analyze processes that run manually, depend on specific people and consume time — then turn data transfer, reporting, document handling and system-to-system integrations into flows that need far less intervention.
Scope
What we automate
Automation isn't handing every task to a machine. We separate the repetitive, rule-based steps and leave the judgement to people. Flows are built on enterprise automation platforms, and where the standard building blocks fall short we develop purpose-built modules.
System-to-system integration
We set up data exchange between tools that don't talk to each other — ready-made connectors for common enterprise applications, an API connection or interface automation for the rest.
Document and form handling
Data is extracted from incoming forms, spreadsheets, PDFs and email attachments, validated, pushed into the right system, and output documents are generated automatically.
Reporting automation
Compiling, formatting and distributing the reports you produce daily, weekly or monthly moves onto scheduled jobs.
Approval flows and notifications
Approval requests, reminders and status updates live inside the flow, so who a step is waiting on — and for how long — is always visible.
Monitoring and error handling
Every run is logged, and the rules for retrying, halting the process and notifying the right person are defined in advance.
Outcomes
What automation gives your team
The point isn't replacing people — it's freeing the team's time for the work that genuinely needs a decision.
How far it goes
Whatever a person does on a computer can largely be automated.
A large share of what people do at their computers during the day can be handed over to an automation system.
If someone logs into the ERP, opens a record in the accounting software, pulls data out of an Excel file, moves it into another system, checks invoices, processes orders, reviews stock levels, prepares reports, sends emails or updates customers, a significant part of those steps can be made automatic.
The process doesn’t have to run the same way every time
A process doesn’t have to repeat exactly the same steps to be a fit for automation. Where it takes different paths in different situations, the decision points and possible scenarios are defined and the algorithm is built around them.
The system can act differently depending on the type of incoming data, the customer’s status, the transaction amount, the stock level, the content of a document or rules set in advance. Where it fits, it completes the work automatically; in another case it routes the item to a different system or asks for human approval.
Automation is therefore not just a “bot repeating the same action”. Variable processes, decision logic and branching scenarios can be turned into digital workflows as well.
An API is not a requirement
A system doesn’t need an API connection to be brought into an automation. Where an API exists, data exchange and certain operations run more directly, faster and in a more scalable way. But ERP systems, accounting programs, desktop applications, web panels and in-house software without an API can be automated through their user interface.
What an employee does with a mouse and keyboard — locating fields on screen, clicking buttons, moving through menus, reading, copying and typing data, and handling files — can be carried out by the automation the same way.
Older or closed systems therefore don’t have to stay outside the process. Depending on the technical make-up of the system in place, we build an API integration, a UI automation, or a hybrid that uses both.
What an automation can do over the course of a day
Automation systems can build end-to-end workflows across ERP software, accounting programs, CRM systems, desktop applications, web panels, Excel files, PDF documents, email systems and in-house software.
- Create and update records in ERP systems.
- Enter invoices, vouchers or account movements into accounting software.
- Check e-invoice and e-archive documents.
- Read and edit data in Excel files and move it into other systems.
- Add customer records to CRM systems.
- Check orders and post them into the relevant system.
- Compare stock quantities and raise alerts at critical levels.
- Reconcile bank movements against accounting records.
- Check current accounts and payment status.
- Pull data from websites or company portals.
- Transfer data between different systems.
- Exchange data directly with systems over an API.
- Work through the user interface in applications that have no API.
- Extract data from PDF, Word, Excel or image files.
- Read incoming emails and start a process based on their content.
- Send automatic email, WhatsApp or system notifications.
- Download, rename, file or upload documents.
- Prepare daily, weekly or monthly reports.
- Compare data to spot missing, incorrect or unusual records.
- Take different decisions against defined criteria.
- Run different steps in different applications depending on the result.
- Ask for human approval or review where it is needed.
- Analyse documents, text and data using AI.
- Run at set times or when a specific event occurs.
Say an employee opens their computer in the morning, logs into the ERP, checks incoming orders, posts invoices into the accounting software, updates an Excel sheet, reviews stock levels, emails customers and prepares a report for their manager at the end of the day. Most of that can run under a single automation flow.
The system doesn’t have to follow a fixed order either. One action when the order can be filled, another when stock is short, an approval step above a certain amount, a different check when data is missing.
Whether the software in use offers an API is not decisive on its own. Where an API fits we use it; where it doesn’t, the automation drives the application itself, the way an employee would.
The system can log into the applications it needs, check data, decide based on conditions, carry out the work, record the results, and pass on only the points that genuinely need human judgement.
How we work
Start small, measure, then widen.
We begin with the single process that costs the most time. Once that flow runs and the gain is visible, we widen the scope. It lowers the risk and gives the team time to settle into the new way of working.
- We work around your existing systemsAutomation sits between the tools you already use; in most projects nothing has to be replaced.
- We optimise for the outcome, not the methodReady-made connectors and APIs where they fit, interface automation or purpose-built modules where they don't.
- Failure scenarios are defined up frontWhat happens when a flow fails, who gets notified and where the process resumes are part of the setup.
What you receive
A working flow, its rules and a way to watch it.
Every automation is delivered with a process map, defined rules, scenarios describing what happens when something fails, and a monitoring view where you can see the run history. The flows run in your own corporate environment; ownership stays with you.
- Process map
- Rule and decision table
- Working automation flow
- Error and exception scenarios
- Run logs
- Notification rules
- Usage guide
- ObservationMapping the process step by step
We watch the process with the person who runs it day to day and record which screen does what, where each piece of data goes and how long every step takes — producing both a process map and a concrete estimate of the time to be won back.
- RulesDefining decisions and exceptions
Decision points, exceptions and the steps that need human approval go into writing, along with an integration plan covering how each system will be connected. Where the automation should stop is settled here too.
- BuildDeveloping and testing the flow
We build the flow and test it against real data and failure scenarios. Before go-live it runs in parallel with the current process on a limited scope, so the results can be compared and the switch made with confidence.
- MonitoringLive tracking and refinement
We watch the run logs, fix the steps that stumble and report what the flow is actually saving. Based on that result we widen the scope to the next process and grow the automation step by step.
Who it fits
When this service is the right call
If one of these is on your team's agenda, that is where automation pays off first.
- Data entry repeated through the dayRoutine work where the same information is typed into more than one system by hand.
- Systems that don't talk to each otherSoftware connected only by exported files or manual re-entry.
- Recurring reports assembled by handReports compiled the same way every week or month, costing hours each time.
- Documents and forms waiting for approvalApproval chains running over email where nobody can tell whose turn it is.
FAQ
Frequently asked questions
The questions we hear most often on automation projects. If yours isn't here, write to us.
Do we have to replace our current software?
No. Automation sits between the systems you already use and connects them. If a software change does turn out to be necessary, we explain why and set out the alternatives before anything is decided — the call stays yours.
Our system has no API — is it still possible?
Yes. Where there is no API, we build the flow through the application's own user interface, or on export files, email attachments and scheduled reads. We review the connection options the system exposes and state in the quote which method we will use.
Where should we start?
With the process that repeats most often and costs the most time. Starting with one flow shows the gain quickly and lets you widen the scope from there.
What happens if the automation fails?
Failure scenarios are part of the flow. What gets retried, what stops the process, and who is notified are defined in advance — and every run is logged.
How long does setup take?
Setup time follows the number of steps in the process and the systems to be connected. Once the analysis is done we put the timeline in writing, stage by stage. Automating a single process takes considerably less time than a full ERP project.