Process automation

What today depends on someone remembering starts running on its own. We map the process as it actually happens and leave it working, with owners and a record of what happened.

Tell us about your project
The problem

The work that holds the operation together lives in spreadsheets, paper forms and the heads of two or three people. It works, until one of them goes on holiday or somebody mistypes a row.

How you notice it
  • Someone re-enters into one system what they already entered into another.
  • Finding out where something stands means asking one specific person.
  • Month-end close depends on somebody consolidating files by hand.
  • There is a spreadsheet nobody but its owner dares to touch.
The delivery

What we build

We start by mapping the process as it actually runs, which is rarely how it is documented. Then we turn it into a flow with states, owners and a record of what happened. We integrate the systems you already run instead of replacing them, because changing everything at once is the most expensive way to be wrong.

What you get
  • The process running in production, not in a demo.
  • Your team using it daily, with support until they stop asking how it works.
  • Repositories, infrastructure and documentation in your name.
What we have written about this

Where we have done this

Services · Process automation
Certification · Field operations

Audits off paper, onto a platform

A certification firm ran its on-site audits entirely on paper. We centralized their legal documents and put an app in their auditors’ hands. The whole process is digital today.

Scope
Platform + field app
Users
Auditors on site
Status
In daily operation
Logistics · Parcel operation

One platform for the whole parcel

Waybills, pickups, branches, distribution centres, routes and drivers in one system. Every step scans the parcel by QR code, and delivery closes with a signature and a photo. The recipient follows the shipment from the web, and the postal code catalogue validates the address before the parcel leaves.

Scope
Operations platform
In the field
Scan, signature, evidence
Status
In operation
Sales management · Invoicing

Quote and invoice in the same place

A management system for small companies where the catalogue, the customers and the quotes live together, and the invoice comes out of the same place with CFDI 4.0, the Mexican electronic invoice. Each company only sees its own: the separation is in the design, not in a permission someone has to remember to set.

Scope
Customers, catalogue, quotes
Tax
CFDI 4.0
Status
Online
How we work
  1. 01 First contact
  2. 02 Diagnosis
  3. 03 Proposal
  4. 04 Sprint build
  5. 05 Ongoing support
See the full process
Ways to work together
  • Diagnosis sprint 2 weeks
  • Custom build From 6 weeks
  • Monthly team Ongoing
See the models

45 minutes to find out whether this applies to you

Four questions first, so the call starts where it matters instead of at the beginning. If in those 45 minutes we see this is not for you, we say so right there.

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