Choose a suitable process
We record work steps, people involved and recurring handovers. Together we choose a process with recognizable benefits. Goals, responsibilities and exceptions are determined before implementation.
PROCESSES & INTEGRATIONS
Automation
Less manual work.
More time for your business.
We connect your business systems and automate recurring tasks so data can move between your website, online shop, customer management and accounting without repeated manual entry.
Contact usAutomate workflows and connect your systems
An order arrives in your online shop and is then copied into another system by hand. These handovers take time and can introduce errors. We assess which steps can be automated, including how to handle exceptions, approvals and failed processes.
Set up interfaces
We check how your programs can exchange data. For example, we connect the online shop, customer management (CRM) and accounting via available interfaces. We coordinate data formats and access rights with the process.
Set rules and approvals
We define what triggers a process and what steps follow. Some tasks run automatically, others require approval. Special cases and responsibilities are expressly taken into account.
Check data
We determine how missing information, different formats and duplicate entries are handled. Unclear data may be passed on for review before taking the next step.
Test processes
We test typical workflows and possible errors, checking that data reaches the right system and approvals work as intended. Your team learns the new process before it goes live.
Check operation
We plan notifications and manual intervention options for failed operations. Checks and support are specified in the offer. If interfaces or processes change, we will adapt the automation upon agreement.
PLANNING, DELIVERY AND SUPPORT
How we deliver your project.
Understand the process
We describe today's process and determine which work steps should be simplified.
Connect and check
We set up interfaces and rules. Tests show whether data transfers and exceptions are handled correctly.
Launch and support
We accompany the start and show your team how to control the process and intervene if necessary.
THE NEXT STEP
Which tasks
are you doing twice?
Show us a recurring process. We check which steps can be connected and automated.
Discuss your projectDoes process automation always need AI?
No. Many tasks can be automated with fixed rules and interfaces. We examine AI where it can be helpful for the specific task.
Can you connect our existing software?
We check available interfaces and access rights. We can then say which connection is possible and whether additional services or adjustments are necessary.
What happens if there is an error?
We plan error messages, responsibilities and options for intervention. For each process, it is determined when a process should be carried out again or checked by a person.
Can we start with a single process?
Yes. A clearly defined process is ideal for checking benefits and operation. Further connections and functions can then follow.