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Service

Workflow Automation

Automation only helps if people use it. Our workflow engagements put as much effort into the people and the process as into the software.

When this service fits

  • A paper or email process is slowing service delivery.
  • Approval rules and policy need to be applied consistently.
  • You must produce records of who did what, and when.
  • You own a workflow tool, but it has not been configured to fit.

What you receive

  • Current- and future-state process maps, agreed with the people who do the work.
  • Digital forms, routing rules, notifications and escalations.
  • Integrations with the systems that hold the underlying records.
  • Training materials and a rollout plan.

How the engagement works

  1. Process mapping

    Workshops with staff to document the current process and agree on the target process.

  2. Configure or build

    We configure the platform you already own where it fits, and build what is needed where it does not.

  3. Pilot

    A pilot with a small group confirms the workflow before full rollout.

  4. Rollout and tuning

    Training, go-live support and adjustments based on how the workflow performs.

Outcomes we work toward

  • Faster, more predictable processing
  • Staff adoption, not just deployment
  • Policy applied the same way every time
  • Complete records for audits and requests

Relevant technologies

We choose tools to fit your environment and your team’s ability to support them.

  • C# / .NET
  • TypeScript
  • React
  • SQL Server
  • PostgreSQL
  • Azure

Ways to engage

  • Fixed scope

    A defined deliverable for an agreed price. Best for discovery, assessments and well-understood projects.

  • Time and materials

    Billed for the work performed, with regular reporting. Best when scope will evolve as you learn.

  • Retainer and support

    A reserved block of time each month for maintenance, enhancements and on-call help after launch.

  • Solution

    Workflow Automation

    Replace paper forms, email approvals and spreadsheet tracking with automated, auditable workflows.
  • Service

    Systems Integration

    Design, build and monitoring of integrations between vendor, in-house and partner systems.

Discuss workflow automation with an engineer.

Tell us about the system, the process or the problem. We will follow up to understand it and outline options.