Process Automation

What's the problem?

Staff are spending a lot of time on manual and/or repetitive reporting tasks.
You want to free up your team to focus on growth and customer service.
You suspect there’s a better approach than ‘the way we’ve always done it’.

What are the steps?

Process walk-through

Working directly with the staff who carry out the process, to understand the process they actually follow (which is sometimes different to what the business thinks it does), and the data they capture.

Process walk-through

Identify automations

Identify options to make the process more efficient, and provide a documented set of recommendations.

Identify automations

Identify options to make the process more efficient, and provide a documented set of recommendations.

Identify automations

Identify options to make the process more efficient, and provide a documented set of recommendations.

Build automations

Build the automations, using tools including Excel VBA , Power BI and Power Automate.

Build automations

Build the automations, using tools including Excel VBA , Power BI and Power Automate.

Build automations

Build the automations, using tools including Excel VBA , Power BI and Power Automate.

The outcome

Automated processes that streamline your business and free up your team for higher value tasks.

Back

Find out more