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Process Automation

Let the routine run itself.

A lot of daily work follows the same rules every time. We automate those steps so they happen consistently and on schedule, without someone copying, checking and forwarding by hand.

Describe your problemSee examples
Sound familiar?

Problems this solves.

If any of these describe your week, this is likely part of the answer.

  • Staff copy information from one screen to another
  • Follow-ups happen only when someone remembers
  • Approvals sit in inboxes
  • Routine reports are assembled by hand
  • The process works only when a certain person is in
Process Automation

What we automate.

  • Workflows and approvals

    Requests, approvals and handoffs routed by rule, with a clear record of who did what and when.

  • Documents

    Quotes, work orders, letters and forms generated from your data, the same way every time.

  • Reports and alerts

    Scheduled reports delivered on their own, and alerts when something needs attention instead of when someone happens to look.

  • Data checks

    Missing or inconsistent entries caught at the point of entry, before they spread to other systems.

  • Reminders and follow-ups

    Customers, clients and staff reminded on schedule, so nothing depends on memory.

  • Exceptions to people

    Automation handles the normal case and sends the unusual one to a person, with the context needed to decide.

Our approach

Predictable beats clever.

Good automation does exactly the same thing every time and leaves a clear record of what it did. We use rules-based automation wherever the rules are known, and keep people in charge of the decisions that need judgment.

  • Every automated step is logged and can be checked
  • Your team can see and change the rules
  • Exceptions go to a person, not into a black box
Systems we build

What this looks like in practice.

  • Manufacturing

    Quality data entered once

    Inspection results are entered at the station, checked as they are entered, and rolled into trends by part, line and supplier, ready for review meetings without a spreadsheet.

  • Car dealers

    One inventory, every channel

    A vehicle entered once appears on the website, marketplaces and internal reports, and comes off all of them when it sells.

    1. DMSInventory tools
    2. ByteClasp
    3. WebsiteMarketplacesReports
  • Dealer groups

    Group reporting without the exports

    Each store's daily numbers are pulled from its own systems into one group report, delivered every morning.

  • Accounting firms

    Document collection that follows up on its own

    Each client gets a checklist of what is needed and reminders on a schedule, and staff see what is still outstanding at a glance.

  • Law and financial offices

    Intake that sorts itself

    Incoming documents are classified, key details are pulled out and the file goes to the right client, with anything uncertain sent to a person for review.

    1. EmailUploadsScans
    2. Intake
    3. Client filesPractice system
  • Field services

    From booking to invoice without retyping

    A booking request on the website becomes a customer record, a scheduled job and, once the work is done, an invoice in accounting.

    1. Online booking
    2. ByteClasp
    3. CRMSchedulingAccounting
More systems we build
Industries

Where we apply it.

Our focus industries, and the experience behind them. Other industries are welcome too.

Other capabilities

Often used together.

Tell us what you're working with.

Describe the problem and the systems involved. We'll tell you plainly what we'd suggest.

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