The same detail, typed three times
A job is keyed into a booking sheet, an accounts package and a report, and the versions drift apart in between.
Workflow automation
Removing repeated manual handling and connecting the tools you already run, where the systems involved support it.
Automation is at its most useful when it is unglamorous. A detail entered once instead of three times. A confirmation that sends itself. A handoff that arrives with the right person without anyone remembering to forward it.
We start by following a real process end to end and marking the points where a person is moving information rather than making a decision. Those are the points worth automating. The decisions stay with the people who should be making them.
We do not publish savings figures, because they depend entirely on the operation in front of us. What we will do is set out precisely which steps change.
Where it usually starts
A job is keyed into a booking sheet, an accounts package and a report, and the versions drift apart in between.
Follow ups, renewals and reminders depend on somebody remembering, which works until the week gets busy.
Work sits waiting because the next person does not know it is ready for them.
The same export, paste and tidy routine repeats every week before anyone can see where things stand.
What we build
What is technically possible depends on the tools involved. We check that before quoting rather than after.
Following the real workflow with the people who run it, and marking where information is simply being moved.
Connecting accounting, scheduling, payment, email or storage tools where each provides a supported interface.
Details captured once and passed onward, so the second and third entries stop existing.
Confirmations, chases and internal alerts triggered by the work itself rather than by someone's memory.
Regular figures compiled and delivered on a schedule, drawn from the live records.
When something does not complete, it is flagged and recoverable rather than lost quietly.
Common questions
We will not put a figure on it before looking. What we can do is describe exactly which steps would stop being manual, and let you judge what that is worth against the cost of the work.
Where those tools provide a supported way to connect, usually yes. Where they do not, we will say so rather than build something fragile on top of an interface that is not meant to be used that way.
Often not. Automation frequently sits on top of what is already in place, and it is a reasonable first step before deciding whether a new system is justified.
Automations are built to fail visibly rather than silently, so a problem surfaces as an alert or a flagged record instead of a job quietly going missing.
Related
For when the automation keeps running into the absence of a shared record.
Read moreWhere the repeated handling is specifically around customers and enquiries.
Read moreThe full offer, and how discovery, hosting and support sit around it.
Read moreContact
For consultancy, bespoke systems, workflow automation or digital infrastructure enquiries, contact Anglo Ascot Group directly.
We aim to reply within five working days · contact@angloascotgroup.com