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Workflow automation and internal tools

Turn the spreadsheet, email and copy-paste processes that run your operations into reliable internal tools and automated workflows.

Typical timing
6–10 weeks
Engagement
Fixed scope
Delivery framework
User researchDiscoveryAlphaBetaLive
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Objective

Remove repetitive manual work from an operational process — approvals, onboarding, case handling, reporting — by building a fit-for-purpose internal tool or automation, using low-code where it is enough and custom code where it is not.

You may need this if

  • Critical processes run on spreadsheets and shared inboxes
  • Staff re-key the same data into several systems
  • Nobody can say where a request is or who owns it
How it runs

Activities, step by step

The plan follows our delivery framework. Steps that do not apply to this kind of work are left out rather than padded.

  1. 01 · User research1 week

    Observe the process

    • Shadow the people doing the work
    • Measure volumes, handling time and error rates
    • Map hand-offs and exceptions
  2. 02 · Discovery1–2 weeks

    Design the target workflow

    • Future-state process with automation points marked
    • Tool choice: Power Platform, n8n, Retool or custom build
    • Prototype tested with the team
  3. 03 · Alpha3–4 weeks

    Build

    • Workflow, forms and integrations built
    • AI steps added where judgement is routine
    • Pilot with one team
  4. 05 · Live1–2 weeks

    Roll out and measure

    • Training and rollout to all users
    • Before-and-after metrics reported
    • Ownership handed to a named process owner

Deliverables

What you keep at the end.

  • Automated workflow or internal tool in production
  • Process maps, current and future state
  • Integration with your existing systems
  • User guide and admin runbook
  • Benefits report against the baseline

Outcomes

What it is built to change.

  • Hours of manual work removed every week
  • Fewer errors and a clear audit trail
  • Visibility of every request and its owner

Often combined with

Every engagement starts with a 45-minute working session with the SME who would own the work. No deck.

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