Workflow Automation
Collapse manual process into observed, auditable workflows.
Workflow Automation
Collapse manual process into observed, auditable workflows.
DELIVERABLES
Workflow designs with routing and approval rules
Connectors for CRM, ERP, ticketing and data sources
Exception dashboards for ops teams
Clean escalation to a human on edge cases
ENGAGEMENT PHASES
The process moves through three distinct phases:
Map: Sit with operators, map current flow, mark every step.
Build: Incremental delivery by workflow with tests and dashboard.
Operate: On-call through first month; runbook transferred when ready.
ESTIMATED TIMELINE
4-6 weeks for first production release