Work
Where processes get stuck, and what we do about it.
Three representative engagements that show how we work. Documented client case studies with validated outcomes will be published here as they are approved.
From inbox to ledger without re-keying
- Challenge
- Invoices arrive by email, are typed in by hand and approved through chasing. Month-end depends on spreadsheets.
- Approach
- Map the full invoice journey with finance and the approvers. Remove steps that add no control, then define which decisions rules can take and which need a person.
- Solution
- Document intelligence captures and validates invoices; a workflow routes approvals and posts approved data to the ERP. People handle exceptions only.
- What we measure
- Processing time per invoice
- Share of invoices handled without manual touch
- Error and rework rate
- Days to close
Requests answered where the knowledge lives
- Challenge
- Teams answer the same questions from scattered documents and systems. Response quality depends on who picks up the request.
- Approach
- Identify the most frequent request types, who owns each answer and when a request must escalate. Clean up the knowledge sources first.
- Solution
- An assistant grounded in company knowledge drafts answers and triages requests, with clear hand-over to people for sensitive or unusual cases.
- What we measure
- First-response time
- Share of requests resolved at first contact
- Escalation rate
- Customer satisfaction
One flow from signed deal to live client
- Challenge
- Hand-offs between sales, legal and delivery lose time and information. Clients repeat themselves; teams chase status.
- Approach
- Map the journey end to end from the client’s point of view. Agree one owner per stage and the data that must travel with the client.
- Solution
- CRM, contracts and tasks connected in one orchestrated workflow, with a shared status view and automatic reminders.
- What we measure
- Time from signature to go-live
- Number of hand-offs
- Information requested more than once
- Onboarding satisfaction
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