Work Area
Workflow Automation
We automate workflows: the path one piece of work takes through the people who handle it. Each hand-off becomes clear, timed, and visible, so requests stop waiting in inboxes and managers can see where everything stands.
- 1,200+ clients helped
- Building since 2010
- 15 services, one team
- 50+ technologies
At a glance
What we build
We automate workflows: each request or approval moves from person to person in the right order, and every step is tracked.
Problems we solve
Work gets stuck in inboxes, nobody knows who has it, and approvals depend on someone remembering.
Who we serve
Teams that handle requests, approvals, or hand-offs, and managers who need to see where each item stands.
How to choose
Draw the real path of one request first. Automate the steps that wait for people, and add rules only where decisions are clear.
In practice
Work with a clear path and an owner at each step
We build the path one piece of work takes between people. It routes the item, reminds whoever has it, records decisions, and shows everyone where it stands.
In many organizations, requests travel by email. Nobody can see where one is, approvals wait for someone to notice, and reasons for decisions disappear.
A workflow replaces this with one tracked item. The owner of each step is known, delays are visible, and the history is kept for later questions.
A request moving through a workflow
A sequence of 5 steps. A request is made: Through a simple form.; It is routed: To the right person by rule.; It is reviewed: With a clear deadline.; It is approved or returned: With a reason recorded.; It is completed and logged: And the requester is told..
- A request is madeThrough a simple form.
- It is routedTo the right person by rule.
- It is reviewedWith a clear deadline.
- It is approved or returnedWith a reason recorded.
- It is completed and loggedAnd the requester is told.
Often built with
The difference
Where a request waits
Most of the time spent on a request is waiting, not working. Workflows reduce the waiting.
Where a request waits
Before: By email. Request sits in an inbox; Approver is unsure who must sign; Requester asks for an update. After: In a workflow. Request goes straight to the owner; The right approver is chosen by rule; Status is visible to all.
Before
By email
Each hand-off depends on someone noticing.
- Request sits in an inbox
- Approver is unsure who must sign
- Requester asks for an update
After
In a workflow
Each hand-off is routed and timed.
- Request goes straight to the owner
- The right approver is chosen by rule
- Status is visible to all
What it looks like
A request, its steps, and who owns each
A workflow system is easiest to judge by one request.
What we build
Parts of a workflow system
Intake
- A simple form that asks only what is needed.
- Checks that catch missing details early.
Routing
- Rules for who handles which request.
- Fall-backs when someone is away.
Decisions
- Approvals with deadlines and reminders.
- Reasons recorded with each decision.
Visibility
- A status for every item.
- Reports on delays and workload.
Choosing
How much structure does your workflow need?
Workflows range from simple to complex. Start with the lightest that solves the problem.
How does your work move today?
Choose this when
Leave requests, purchases, access requests.
- What you get
- A form, a routing rule, and an approval, running in a few days.
- Keep in mind
- Keep it simple. More steps rarely mean better control.
Choose this when
Onboarding, contracts, and customer set-up, with different steps for different cases.
- What you get
- A workflow with branches, deadlines, and a view of every case.
- Keep in mind
- Map the real process first. Software cannot fix a process nobody agrees.
Choose this when
Service requests, orders, and claims.
- What you get
- A workflow connected to customer records and messages.
- Keep in mind
- Test changes carefully, because customers will notice mistakes.
A typical example
Equipment requests that no longer get lost
A typical case is an organization where staff request equipment by email. A manager approves, finance orders, and the request is lost twice a month.
A workflow could take the request through a form, send it to the manager, then to finance, and tell the requester when the order is placed. Delays would be visible, and the history would be kept.
Tell us about a request that gets stuck
Describe one request that moves through several people. We will map it and show where the time is lost.