Integration with Existing Systems
When systems do not talk to each other, information is copied manually between applications, with delays, duplications and errors.
What we automate
- Connection between ERP, CRM, email and other business applications
- Automatic data synchronisation between systems
- Automation of processes that span several applications
- Reliable operation even where no native integration is available
Consistent information across systems, with no manual entry and without replacing what already exists.
Approval Workflows and Internal Requests
Many processes depend on approvals or on answers from other departments that sit still in email chains, with nobody knowing which step they are at.
What we automate
- Automatic routing of requests for approval
- Intelligent task assignment, based on workload, availability, request type and each person’s resolution history
- Management of multi-level approval workflows
- Internal requests to other departments, when the process depends on information only they produce
- Splitting of a request into separate requests when it involves several departments, with the answers folded back into the process under way
- Manual routing at any stage, to raise a question or ask for a clarification, with the interaction logged in the process
- Monitoring of outstanding items and automatic reminders
- Full logging of every decision for audit
Approvals and internal answers that no longer live in email, with the status of every request always visible.
Digital Signature
Critical documents depend on signatures that, in a manual process, delay contracts and decisions.
What we automate
- Automatic sending of documents for digital signature
- Signature integrated into the approval workflows
- Monitoring of pending signatures and automatic reminders
- Complete archiving and traceability of every document
Documents signed faster, with a digital audit trail and zero paper.