Process automation
Creating records, following up, routing approvals and preparing reports: we simplify your processes and automate the steps taking up your team’s time, using your tools and the approvals you need.
A 30-minute first conversation · In English or French
An example workflow
A form submission or an event in your software starts the process.
Information is checked, a record is created and the request is assigned to the right person.
An approval, reminder or next task is triggered according to your rules. Exceptions are flagged.
A scenario to adapt to your tools, responsibilities and the steps that require human involvement.
Everyday processes
We examine the process before automating it: useful steps, approvals and special cases. Here are four possible starting points.
After a sale, someone needs to recreate the record, open the project, assign tasks and request missing information.
What we can put in place
A workflow triggered by the confirmed sale: records, task lists and notifications, with checks on the required information.
Requests get lost in email. Your team has to check who is waiting for what and follow up with the people involved.
What we can put in place
A defined approval flow with owners, deadlines and reminders. Pending requests and special cases remain visible.
Each week, the same data needs to be gathered, checked and formatted to update the team.
What we can put in place
Scheduled collection and preparation, consistency checks and distribution to the right people, with missing data flagged.
Incoming documents need to be classified, attached to the right record and checked before the next step.
What we can put in place
A workflow to classify documents, prepare useful fields and request approval. AI can help read documents whose formats vary.
Client work · DealCoach
For DealCoach, we extended the data flows and reporting of an existing platform. QuickBooks data was integrated into its analytics environment, alongside new reporting pipelines.
What we deliver
Automation covers the workflow, the connections it needs and how to handle situations outside the expected path.
We clarify the trigger, required data, actions, approvals and owners. Steps that are no longer useful are reviewed before building.
We define alerts, recovery and cases to handle manually. Duplicates, missing data and interruptions are part of testing.
Documentation, onboarding and support arrangements are planned. Your team knows how to follow a run, recognize an incident and request a change.
The choice depends on your software, processing volumes, business rules and the team that will maintain the automations.
Build the triggers, conditions, reminders and actions that make up the process.
Connect the process to your team’s records, documents and communications.
Develop the connections and processing that need more control.
Interpret a document, classify a request or draft a response, with appropriate review.
Access, licensing, usage costs and maintenance are reviewed before choosing tools. Some steps rely on simple rules; others may benefit from AI.
How we work
We work with the people doing the work. Each step links to the corresponding section of our delivery framework.
Observe the current steps, volumes, time spent and exceptions encountered.
Choose a first process based on potential gains, feasibility and effort. Define success criteria.
Simplify the workflow, connect tools and build rules with the required approvals.
Test with the team on representative cases, including errors and manual recovery.
Roll out gradually, check the first runs and help the team get started.
Review incidents, costs and actual time saved. Adapt the process to new needs.
Integration moves data between tools. Automation triggers and connects actions according to rules. AI can interpret a document or draft a response when inputs are less structured. A project can combine all three.
We first examine what your current tools allow: connectors, APIs, exports and access permissions. We then propose a suitable approach. Technical and licensing limits are identified before confirming the scope.
We define which cases can be retried automatically and which need to be handed to a person. Logs, notifications and assigned responsibilities help track runs and handle incidents under the agreed arrangements.
We compare time spent, volume processed, errors and rework before and after the pilot. Licence, execution and maintenance fees are included when assessing whether to continue or adjust the solution.
They depend on the number of steps, systems, available access and exceptions to handle. We define an initial scope and estimate after diagnosis. Recurring costs and support are specified in the proposal.
We agree responsibilities with your team and partners. Documentation and onboarding accompany delivery. Support, monitoring and improvements can be provided under the agreement, including when your software or rules change.
Move the required data before triggering the next steps in the process.
Explore integrationProcess documents, find information or prepare actions within the workflow.
Explore applied AIGive your team an interface suited to tracking, approving and managing its work.
Explore custom developmentStart with your everyday work
Describe the steps, tools and things slowing you down. We’ll help you choose a first process to simplify and automate.
A 30-minute first conversation · In English or French
Based in Sherbrooke, we support your teams in English and French.
