STACK Consultants

Delivery

Workflow automation

Connect the tools you already use and automate the repetitive steps, with a person still handling the exceptions.

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How this engagement runs

Work moves from one system to the next without someone copying it, and the steps that need judgement are either handled carefully or sent to a person.

  1. 01

    Map the manual path

    We write down how the work moves today: the trigger, each handoff, the time it takes, and where it goes wrong.

  2. 02

    Choose the build

    A configured workflow where the tools already connect, or a bespoke build when the logic, volume or data rules out a no-code tool.

  3. 03

    Automate the normal case

    The repeatable path runs itself. Documents, emails and forms are read, routed and written back. Exceptions stop for a person.

  4. 04

    Check it against the baseline

    After it is live we compare it with the original path: what still needs a person, and what no longer does.

What we do

  • A map of the current steps, time and exceptions
  • A configured workflow, or a bespoke build when that will not hold
  • Connections between the systems you already use
  • An automated step only where a fixed rule is not enough
  • A review against the original baseline once it is live

This sits with StackFlow and StackOS. The review is where we confirm it is the right first step.

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