Process automation The machine handles routine. Exceptions stay with you.
We connect mailboxes, documents, ERP, catalog and support into flows that handle standard cases on their own and pass anything uncertain to the right person, with the context they need.
Where to start
Where things repeat every day.
-
Incoming invoices
Read the invoice, match supplier and order, post the cases that add up. Discrepancies go to accounting with a reason.
-
Problem orders
Spot price, stock or address errors before the delivery gets stuck. What a rule can fix gets fixed.
-
Catalog upkeep
Normalise attributes, assign categories, suggest texts. Price-relevant fields go to approval.
-
Support triage
Classify tickets, prepare suitable replies, send sensitive cases straight to support.
Copy and paste is not a job description.
Typing up invoices, fixing orders, sorting tickets: a flow takes care of it and only asks your team about exceptions.
One flow, four steps
Every step has a limit. And an owner.
-
Capture
Take in an email, document or event, read the fields, flag what is missing.
-
Classify
Determine the case type, apply rules, set priority and responsibility.
-
Decide
If the case is within the limit, it continues. Otherwise request approval or hand it to a person.
-
Act and record
Update ERP or CRM, inform the team, store the decision with all inputs.
For flows inside Magento there is our Workflow module: visual editor, review before publishing, every run traceable. See the Workflow module
Control
Sensitive actions need limits. Not a disclaimer.
-
Approval limits
Which amounts, actions and uncertainties always need a person is decided in advance.
-
Data processing
Which sources are used, how long data stays and where it is processed is limited before go-live.
-
Traceable
Input, rule, result, approval and final action are attached to one case.
-
Manual takeover
If a step cannot continue safely, a person takes over without losing information.
Measure first
No baseline, no success.
-
Cycle time
From arrival to a completed or deliberately escalated case.
-
Manual work per case
Minutes a person still needs per case.
-
Exception rate
How many cases go to review, correction or manual takeover.
-
Deadlines met
How many cases finish within the agreed time window.
