Description
Most operational cost hides in re-entering the same information into different systems. This engagement finds that work, removes it, and returns the hours.
What is included
- Workflow discovery and process mapping
- Automation opportunity analysis with effort estimates
- Implementation across your existing tool stack
- Automated quoting, onboarding and document generation
- Lead routing and notification rules
- Record synchronisation between systems
- Scheduled reporting
- Team training and written runbooks
Scope
Automation of up to three business workflows. Additional workflows are quoted per process.
Expected timeline
Three to six weeks depending on complexity.
Terms & limitations
Requires access to the systems involved. Subscription costs for automation platforms are billed by those providers.
Next step: Add to your order, or book an automation assessment.
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