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Automation for operations

The work between the systems, done by people who should be doing something else.

What it usually looks like

Every process runs, but each one depends on somebody moving information by hand, and nobody can see status without asking.

Workflows worth looking at

These are example workflows, not delivered projects. We are a new company and would rather say so than imply a track record we have not earned yet.

  • Approval routing with escalation and visible status
  • Document intake, classification and filing
  • Scheduled operational reporting
  • Exception queues instead of inbox triage
  • Handoffs between teams that stop depending on memory
  • Replacing the spreadsheet that coordinates everything

Systems typically involved

ERPTicketingEmailSpreadsheetsDocument storage

Other areas

Find one operations workflow worth automating

Start with the process that costs the most time, not the one that sounds the most interesting.