We work alongside the people doing the job, build software around their process, and maintain it as the work changes.
1
Start with one recurring job.
Walk through an invoice, a reporting cycle or another task with the person who does it. Identify the repeated steps, the missing information and the decisions that need judgment.
What you get
A defined process, its owner and the result worth improving.
Your team’s part
Show examples and explain what makes a good result.
2
Agree what the build must prove.
Set the scope around that job. Agree which systems are involved, what access is needed and where the software must stop for review. Choose a measure that reflects the problem: preparation time, rework or turnaround.
What you get
A written scope, review boundaries and acceptance criteria.
Your team’s part
Confirm the priorities, access and approval responsibilities.
3
Build and check real examples.
Connect the relevant information and build the working process. Run representative cases beside the existing process, including missing data and exceptions. Review the differences together.
What you get
Working software with results your team can check.
Your team’s part
Compare outputs and flag what needs to change.
4
Put it into daily use.
Agree when the process is ready to use, who reviews its output and how problems get reported. Set the maintenance responsibilities before the team starts depending on it.
What you get
An accepted process, operating instructions and a support plan.
Your team’s part
Name the process owner and approve the move into use.
Hiring for a role full of manual work?
A job description can be a useful starting point. We can walk through the recurring tasks and identify where software could give the team more capacity.
Bring the tasks.
For example: entering data, assembling reports, checking documents or following up on missing information.
Keep the decisions clear.
Define who owns the numbers, reviews exceptions and authorizes the next action.
We start with the tools your team already uses. The scope identifies the connections required and any changes needed to make the process work.
How do we judge whether it is working?
Agree the measure before building. Compare the same kind of work before and after, including the time people spend checking or correcting the output.
How are price and timing set?
They depend on the process, systems and review requirements. The proposal defines the scope, delivery terms and ongoing support before the work starts.
Start with the work
Show us a finance process that takes too much manual work.
Bring a recurring report, a file your team prepares, or a role you’re hiring for. We’ll work through the steps with you and identify where software could help.