Process improvement and automation case studies

The kinds of projects we take on: what we do, what we measure and the outcomes we design for. Named client stories are added as clients agree to share them. Every project below is an illustrative scenario, not a report of a named client’s results.

Up to -70%

Faster invoice cycle

Reading, routing and posting invoices through an automated approval flow instead of manual email.

Up to 12 h

Saved each week

Weekly sales reporting handled by a dashboard fed directly from the CRM.

~15 min

Lead response time

Leads are enriched, scored and sent to the right agent in minutes instead of days.

Illustrative, not client results. These are outcomes we design projects around. Your own targets are set after the free process review.

Projects

Wholesale and logistics

RPA for order entry at a distributor

How a distributor with an older desktop ERP could use a software robot for purchase order entry, with a pilot, controls and a maintenance plan.