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Readiness audit
From insight to impact
You’ve completed the AI Readiness Audit and know exactly where the high-leverage bottlenecks exist in your business. Now, it’s time for execution.
AI Workflow Automation is our fixed-scope, high-impact service dedicated to building and deploying the prioritised “immediate actionable item” identified in your blueprint. We focus on implementation, testing, and training to deliver immediate, measurable ROI.
The result? A custom workflow that starts saving you time, reducing errors, and accelerating revenue within days, not months.
The Strategic Value
Why Automate Workflows Now?
This isn’t just about streamlining tasks; it’s about shifting your entire team’s focus from repetitive entry to strategic output.
Challenge Before Automation vs Strategic Outcome After Automation
Challenge: High Error Rates in manual data transfer between systems.
Outcome: Perfect Data Integrity: Eliminate errors for reliable reporting and forecasting.
Challenge: Talent Misallocation: Valuable staff are trapped in repetitive admin tasks.
Outcome: Team Capacity: Reallocate up to 15-20% of staff time to high-value strategic work.
Challenge:Slow Response Times to leads, support tickets, or internal requests.
Outcome: Capture every opportunity: Guarantee near-instant action, ensuring you capture every opportunity.
Measurable outcomes
Automation Solutions by Business Area
We build targeted solutions that integrate AI tools (like large language models for scoring/drafting) with no-code platforms, custom platforms and your existing systems (CRM, accounting, HRIS).
Sales & Marketing
Intelligent Lead Pipelines (Lead Routing & Scoring) – Accelerated Deal Velocity: A lead converts on your site and is instantly qualified by AI, routed to the correct rep, and a personalised email draft is generated—all in under 60 seconds.
Operations & Finance
Automated Invoice & Document Processing – Reduced Administrative Overheads: Automated scanning and processing of invoices, receipts, and client contracts. AI extracts key data and automatically syncs it to your accounting system, eliminating manual data entry for finance.
HR & People
Seamless New Hire Onboarding – Enhanced Compliance & Experience: New hire information auto-populates all necessary forms (offer letters, IT requests, tax forms), sends onboarding sequences, and triggers system access provisioning. Ensures consistent, compliant, and zero-touch onboarding.
We moved from the Audit straight into the Automated Invoice Processing package. Our bookkeeper was spending half a day a week on data entry; that time is now spent on reconciliation and strategic financial analysis. It's not just about saving time; it's about increasing the quality of our data
We've streamlined our process into three core phases...
Our Workflow Automation Process
The first step is making sure we have a clear understanding of the task at hand. Think of this as the final blueprint review. We will take the findings from your initial audit and finalise the specifics.
This means…
1. Confirming the exact trigger (what event starts the automation?)
2. Confirming the action (what task needs to be performed?)
3. Confirming the desired outcome (what result do you want to see?)
We will also gain secure, temporary access to the necessary systems and APIs/connectors to begin our work.
This is where our automation specialists will construct the workflow, focusing on robustness, security, and exception handling.
Extensive testing: We run extensive ‘stress tests’ using your non-sensitive production data, this testing is crucial for ensuring flawless operation when the system goes live, minimising the chances of errors or unexpected stops.
We don't just hand over the keys and walk away; we hand over the complete instruction manual and the necessary training ensuring your team is fully equipped to manage and benefit from the new workflow.
Going Live: Once testing is complete, we will deploy the live workflows. This is a quick and non-disruptive switch, which seamlessly integrates the automations into your daily business processes.
Training and Documentation: Comprehensive documentation detailing the workflow's setup, along with custom video training tailored specifically to your team's role and the particular automation we’ve built.
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