Map the handoffs
Identify where work is copied, delayed, checked or passed to someone else.
Stop copying details
from tool to tool.
An enquiry arrives. Someone copies its details, updates a record and chases the next step. We look for a better way to move that work along.
Follow the work from one person to the next.
A task rarely happens in one tool. We map the handoffs between people, records and systems, then define which steps can move automatically and which need judgment.
Connect the right steps
Use supported connections and defined access. Apply AI only where it adds a useful capability.
Handle the exceptions
Make failures visible and define what happens when information is incomplete or an action needs approval.
What you get.
What we need.
Not every connection needs AI. A rule-based automation may be enough for a predictable task.
What we can scope together
- A workflow map with owners and triggers
- The agreed system connections and rules
- Exception handling and testing notes
- Instructions for checking and maintaining the workflow
A workflow map with owners and triggersWhat helps us start
- A repeated process with a clear starting point
- A list of the tools involved
- Examples of normal work and exceptions
- An owner for each important decision
One enquiry. Four handoffs.
Explore a possible workflow. This is an illustration, not a live system or a client project.
Who handles this System
An enquiry arrives through an approved channel.
The workflow collects the details it is allowed to use. A missing field or an unexpected attachment is flagged for someone to check.
Next step receives
An enquiry ready to review- Use only the approved channel
- Flag missing information
Step 1 of 4