Process Automation
We build business process automation for growing companies: the data entry, invoices, reports and handoffs your team repeats every week, done by software across the tools you already use, with anything outside the rules handed to a person.
We reply within one business day.
Sounds familiar?
- Someone copies the same data from one system into another every day.
- Invoices, orders and requests wait in an inbox until someone has time to type them in.
- The weekly report takes a person most of a day to put together.
- Handoffs between teams depend on someone remembering to send an email.
- You've connected tools with Zapier, Make or a script someone wrote, and now nobody knows what runs where.
If that's where the hours go, Process Automation was built for exactly this: taking the routine off your team and leaving the decisions with them.
What you get
Every automation delivers three things. The exact deliverables are named in the proposal, so there's never a question about what's included.
A running automation
Built to the agreed scope and running in your business, with an alert whenever something needs a person.
Its runbook
What it does, what it connects to and what to do if it stops, written for the people who will own it.
A handover your team can run
Training and monitoring in place, with us on call while it settles.
How the work runs
The team that maps the process is the team that automates it.
Map the process.
The first milestone maps the process as it runs today: every step, system and exception, and how often each one happens. If a step should be simplified or dropped rather than automated, we say so before anything is built, because automating it as it stands would only repeat the problem faster.
Automate, milestone by milestone.
Each milestone automates part of the process. It's agreed in writing before it starts, tested on real cases against the way your team does the work today, and paid when it lands.
Hand over and monitor.
The automation goes to your team with the runbook, training and alerts to run it. Exceptions and failures reach a person instead of failing silently, and we stay on call while it settles in.
We take a small number of engagements at a time.
Start dates go in the order conversations begin, so the sooner you reach out, the earlier the date you can hold.
Start the conversationHow pricing works
No two processes are the same size, so the fee depends on what has to be automated:
- 01How many steps and decisions the process has
- 02How many tools it runs through, and how easily they connect
- 03How many exceptions it has to handle, and how each one is decided
- 04How much data moves through it, and the state that data is in
One proposal prices the whole automation, milestone by milestone. The first milestone maps the process; each milestone is paid as it lands.
How the engagement is governed
The same four rules on every build, agreed before work starts, so nothing surprises you mid-build:
- 01Scope
- Priced in one proposal before work starts, and locked in detail by the first milestone.
- 02Delivery and payment
- By milestone.
- 03Changes
- Mid-engagement changes are agreed in writing, with their cost stated before they're built.
- 04The carried credit
- If a Blueprint came first and you hired us to build within 30 days of its final presentation, the Blueprint fee counts toward this work.
Common questions
How much does business process automation cost?
It depends on how many steps and tools the process has, how many exceptions it handles and how much data moves through it. One proposal prices the whole automation, milestone by milestone, before you commit, and the first milestone estimates what it will cost each month to keep running.
What business processes should be automated first?
The ones that run often, follow clear rules and cost your team hours every week: data entry between systems, invoices and orders, recurring reports, handoffs between teams. A process that changes every time someone runs it has to be standardized before it's automated, and the first milestone tells you which is which. If you can't yet tell where the time goes, the Modernization Blueprint finds out first.
Are you a business process automation company?
Yes. We build automations, and one team takes each one from the map of the process to running in your business. The difference is the first milestone: it checks whether to automate the process as it stands or simplify it first, before anything is built.
Do we need an automation consultant, or can we just buy the software?
Software gives you a platform. Someone still has to decide what to automate, build it around the exceptions your process has and hand your team something it can run. That's the work we do. If a tool your team can run on its own is enough, we'll say so.
Do you use Zapier, Make or n8n?
When they fit. The tools are chosen in the first milestone, by what the process needs, what it will cost to run and who will maintain it. Some automations run on a workflow platform, some on the APIs of the software you already use, and some on custom code.
Can you automate business processes with AI?
Yes, where it earns its place: reading documents, sorting requests, drafting replies. Before we build an AI step, we agree with you which cases a person reviews, and those go to your team instead of moving on unchecked. If you want to know where AI pays off across the business first, start with the AI Blueprint.
What happens when an automation fails?
It tells someone. Every automation we hand over has monitoring and alerts, and anything it can't process goes to a person with what they need to finish it, instead of disappearing.
Process Automation or Custom Software?
If the work already runs through tools you have and the time goes to moving it between them, it's an automation. If the process needs a system it doesn't have yet, it's Custom Software. Many projects are both, and one proposal covers them.
Tell us what's slowing you down.
We reply within one business day, and if we're not the right fit, we'll say so.