Process design
We map the current path including exceptions, then design the target flow with clear rules for what is automated and what is escalated.
Automation and workflows
Document heavy, high volume processes rebuilt end to end, with people kept in the loop exactly where judgement matters.
Best for
- Finance, insurance and logistics operations
- Teams buried in manual document handling
- Processes that stall whenever volume spikes
- 70%+
- Cases handled without a human touch
- Hours
- Turnaround cut from days
- Full
- Audit trail on every decision
What it is
The work that eats your week.
Most operational cost sits in work that is repetitive but not simple: invoices, claims, applications, contracts, onboarding. These processes resist traditional automation because inputs arrive in inconsistent formats and the exceptions need a decision.
We rebuild them as a pipeline, where software handles extraction, validation and routing, and a person handles the cases that genuinely need one.
What we do
The work, item by item.
Each engagement covers the same four areas, weighted to where your risk and value actually sit.
Document intelligence
Extraction and classification across scanned, emailed and uploaded documents, with confidence scores that route uncertain cases to review.
Systems integration
Connections into ERP, CRM, finance and case systems, using the interfaces you already support rather than a parallel copy of the data.
Human in the loop
Review queues, thresholds and audit trails, so automation lifts throughput without removing accountability.
How we implement
The steps, and what you get at each one.
Fixed deliverables, agreed durations and a decision point at the end of every step.
- 01
Map
1 to 2 weeks
We follow the work as it happens, measure volumes and exception rates, then agree the target flow with the team that runs it.
Deliverables
- Current state process map
- Volume and exception analysis
- Target flow design
- 02
Automate
4 to 10 weeks
We build the pipeline against live documents, tuning extraction and rules until accuracy holds on the awkward cases as well as the clean ones.
Deliverables
- Working pipeline
- Accuracy and exception reporting
- Integration to core systems
- 03
Run
2 to 4 weeks
A supervised period with the team, then a phased handover with monitoring and a documented path for new document types.
Deliverables
- Supervised go live
- Operations runbook
- Support and monitoring
Related
Often paired with.
Next step
Talk it through with the team who would do the work.
A 30 minute call on automation & workflows, what it would take in your business, and whether it is worth doing at all.