What you get
Review the task
A process description and assessment of the options.
Review the task
We work through one process with you and assess the systems, data and exceptions.
What we review together
You show us how the work is done today.
AI & automation
Copying information from emails, entering the same details in several systems or repeatedly passing tasks along takes attention. We investigate a process like that and automate the repeatable work.
We map the inputs, steps, exceptions and output. Then we design the integration or automation: transferring form details, creating a task or preparing a message, for example.
AI can help summarise text or categorise messages. A fixed transfer of information may only need ordinary rules. We choose the setup around the task and agree where human review is needed.
Describe the repeated work and its exceptions.
Exchange the information the chosen systems need for the task.
Test expected and exceptional cases and agree who handles problems.
We handle the technical work. You assess whether the result fits day-to-day practice.
What you get
Review the task
A process description and assessment of the options.
We work through one process with you and assess the systems, data and exceptions.
What we review together
You show us how the work is done today.
What you get
Design the solution
A proposal with process design and scope.
We define the steps, access, checks and costs of the proposed automation.
What we review together
We agree what may run automatically and where review is required.
What you get
Build and test
A tested automation with documented limitations.
We create the connections and test normal inputs, errors and agreed exceptions.
What we review together
You assess whether the output is useful; we build the solution.
What you get
Hand over and maintain
Access, instructions and maintenance arrangements.
We provide instructions and agree who handles alerts, changes and maintenance.
What we review together
Together, we assign responsibility for use and maintenance.
We define what the automation may do, which data it needs and when a person takes over. Software and usage costs are made visible before starting.
For lead follow-up and customer communications, we offer marketing automation. Each automation has a defined task and someone responsible for it.
Answers about the work and the arrangements.
No. We choose tools around the work. A fixed transfer or reminder often only needs ordinary rules. We add AI when it is useful for the chosen task.
We investigate that first. It depends on access and the integration options available. Limitations and software costs are set out in the proposal.
Only for steps explicitly agreed and tested. Other situations are routed for human review or handover.
Describe one recurring task and the systems involved. We will assess what can be automated and what needs to stay manual.
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