Process Automation Real-World Use Cases
HR Onboarding Automation
Multi-step approvals configured with your business processes streamline decision-making and reduce delays.
Finance & Procurement
Streamlining invoice approvals, purchase order tracking, and expense submissions with automated routing and audit trails.
Customer & Sales Enquiries
Using AI to extract and route information from web forms, CRM leads, and service requests to the right teams for faster response.
Service Desk & IT Support
Automating ticket triage, escalation, and resolution workflows to improve service levels and reduce manual intervention.
Compliance & Governance
Ensuring critical documents are reviewed, approved, and stored correctly with automated reminders and version control.
We take a collaborative approach, we work with stakeholders to understand the process, map out automation opportunities, and deliver solutions that integrate seamlessly with your existing systems.
What We Offer
Workflow Automation
Automate repetitive tasks such as notifications, escalations, and approvals across Microsoft 365 and third-party systems.
Document Automation
Digitise document handling, routing, and storage using SharePoint, Outlook, and Power Automate.
Approval Workflows
Streamline multi-tier approvals with audit trails, automated reminders, and Microsoft Teams integration.
AI-Driven Automation
Use AI to classify documents, extract data, and trigger actions based on content or user behaviour.
System Integration
Connect automated workflows with SQL databases, SharePoint, Dataverse, and other existing systems for seamless data exchange.
Process Optimisation Consulting
Identify bottlenecks and redesign workflows using automation best practices tailored to your business.
FAQ
Yes. We specialise in digitising and automating manual workflows, including document handling and approvals.
Absolutely. We integrate automation with Microsoft 365 tools and external systems including SQL databases and Dataverse.
Yes. We use AI tools to extract data, classify submissions, and trigger intelligent workflows.
We can automate a wide range of processes including approvals, document routing, onboarding, service requests, compliance checks, and data entry tasks.
No. Our solutions are designed to integrate seamlessly with your existing systems, minimising disruption and ensuring smooth adoption.
Yes. Automated workflows can enforce policy steps, maintain audit trails, and ensure timely reviews — helping you meet regulatory requirements.
Definitely. Automation can deliver significant time savings and accuracy improvements even for small teams or individual departments.
Yes. Many clients begin with a focused pilot to prove value before scaling automation across the organisation.
View Our Other Case Studies
Real results for real businesses
Policy Management App
- 60% increase in policy update productivity
- Full visibility of tasks and acknowledgments
- Automated reminders reduce missed reviews by 80%
Read Study
Audit Integration
- 50% reduction in manual audit handling
- Site visibility across all audit sites
- Automated Client email delivery
Read Study
Recruitment Documents
- 75% reduction in HR processing time
- Error-free submissions with data validation
- Remote completion and digital signatures
Read Study
Integrated Management System
- 30% reduction in missed deadlines
- Automated notifications and timeline tracking
- Improved cross-team accountability and compliance
Read Study
Site Mobilisation
- 40% faster project start times
- Automated task creation for mobilisation workflows
- Instant workspace creation
Read Study
Asset Manager
- Eliminated manual data entry with Intune sync
- Automated PAT testing reminders for compliance
- Real-time dashboards for asset status and alerts
Read Study
