04 · Automation
Workflow automation and systems integration without fragile handoffs.
Workflow automation for approvals, notifications, documents, reporting, and the gaps between existing tools.
The problem
What this engagement needs to resolve.
People are still copying information, chasing approvals, moving documents, or assembling routine reports by hand.
Deliverable
A workflow with defined triggers, exceptions, ownership, audit trails, and fallback behaviour when an integration fails.
Client input
A process owner, examples of the current handoff, and permission to inspect the systems involved.
Commercial shape
A clear starting point, then a responsible scope.
- Commercial starting point
- Bounded implementation may start around £7,500; the final scope depends on systems, volume, and exception paths.
- Duration
- Confirmed after the workflow, systems, and exception paths are scoped.
What is covered
The practical shape of the engagement.
The exact scope is agreed around the operational outcome, the systems involved, and the evidence needed to accept the work.
- 01
Approvals and notifications
- 02
Document movement and naming
- 03
Reporting and scheduled outputs
- 04
Exception handling
- 05
API and webhook integrations
- 06
Operational audit trails
Scoping questions
Questions before assumptions.
- What starts the workflow?
- What happens when expected data is missing?
- Who owns exceptions?
- What must be recorded for later assurance?
What changes the scope
- Number of systems and edge cases
- Volume and timing of events
- Exception and audit requirements
Related routes