Automation

The problem it solves

• The same predictable work is repeated by people who need their time for higher-value decisions.

Typical use

• For a repetitive workflow that follows clear rules and is currently handled manually.

What is included

• Process mapping and automation design
• One scoped workflow implementation
• Testing, exception notes and handover

What is not included

• Unbounded process transformation
• Human decision-making replacement
• Third-party subscription costs

Typical process

1. Document the current process
2. Choose the smallest reliable automation
3. Test normal and exception cases

What we need from you

• Steps, rules and current tools
• Examples of inputs and outputs
• People responsible for exceptions