What is getting in the way
Trigger an action from an approved request without entering the same information again.
- Repeated data entry
- Approvals that are hard to follow
- Exceptions handled outside the usual workflow
Service
Copying information, notifying a colleague, checking a complete record: some steps can be automated. We first look at the actual process and its exceptions to decide what can run on its own and where a person should stay involved.
Trigger an action from an approved request without entering the same information again.
Automation should stay understandable and account for exceptions; eliminating all errors is not promised.
These possibilities are not a fixed package. Scope, deliverables and conditions are defined in a proposal for your project.
Describe triggers, checks, notifications and recovery when a step fails.
Understand daily work.
Choose a useful first step.
See and try each version.
Prepare launch and what comes next.
Which task comes back every day or every week? Let’s start there.