01ALLIANCE ITS
Automate the Repeated Work Between Your Tools
We can connect forms, approvals and tasks so your team spends less time entering the same information. We’ll review how the work happens before recommending an automation.
- 1Receive the request
- 2Copy it to a spreadsheet
- 3Ask for approval
- 4Enter it again in the system
Define rules, responsibilities and exceptions before automating.
Explore the example →02THE PROBLEM
Pick One Task to Start With
Show us the steps, the people involved and what happens when something needs a different response.
03DETAIL
When This Service Fits
We can review these problems with you before recommending what to build.
APPROVAL BOTTLENECKS
Give requests a visible status, a responsible person and clear approval rules.
REPEATED DATA ENTRY
Move information between the tools involved in an administrative workflow.
DOCUMENT-HEAVY PROCESSES
Connect forms, documents and follow-up without losing the record of a decision.
04DETAIL
What We Can Build for You
We’ll explain what we recommend building and what the project includes.
PROCESS DESIGN
A current-state map and an agreed future workflow with owners and exceptions.
CONFIGURED AUTOMATION
The agreed forms, approval steps and system connections, tested with representative cases.
OPERATING DOCUMENTATION
Instructions, exception handling and indicators for reviewing the workflow.
05In practice
An Approval With a Clear Next Step
Compare a manual process with an illustrative automated flow.
Explore the example to see how the service could work. The scope depends on your process and systems.
See how to start →- 1Receive the request
- 2Copy it to a spreadsheet
- 3Ask for approval
- 4Enter it again in the system
Define rules, responsibilities and exceptions before automating.
- 1Receive the request
- 2Copy it to a spreadsheet
- 3Ask for approval
- 4Enter it again in the system
Define rules, responsibilities and exceptions before automating.
- 1Capture the request once
- 2Route it to its owner
- 3Record the approval
- 4Share the agreed data with the next system
Define rules, responsibilities and exceptions before automating.
06METHOD
How We Work With Your Team
- 01
MAP THE WORK
Follow one request from entry to completion.
- 02
SIMPLIFY THE RULES
Remove unnecessary steps and define exception handling.
- 03
BUILD AND TEST
Implement the agreed workflow and test normal and failure cases.
- 04
HAND OFF
Document the process and review its use before expanding.
07FOCUS
What to Prepare
- A real example of a repeated administrative process
- The tools, permissions and people involved
- Current approval rules and frequent exceptions
08Start here
Let’s Review Your Project
Tell us what you want to improve. The first review is free.
What we’ll review
A repeated task, its rules and the tools involved.
How we can help
We’ll explain how we could help and what we recommend doing first.
Projects start at USD 4,000. The proposal explains what’s included.
Tell us about your project →09QUESTIONS
Questions About Workflow automation
What should we automate first?
Start with a task that happens often and has clear rules. We’ll compare the work it takes today with what it would take to automate it.
Is RPA always required?
No. A connection between your tools or a simpler process may be enough. We consider RPA when the task needs to happen through an application’s interface.
Can this work with older applications?
We’ll check how each application can share information, through connections, files or its interface. We’ll explain the limits before recommending a change.
What happens when a request breaks the usual rules?
We plan those cases before building the flow: where it stops, who reviews it and what information that person needs.
Does this cover industrial automation?
This service covers administrative, sales and customer service tasks. Machinery controls and plant automation would need a separate review.
10SERVICES
Other Work You May Need
We can include related work in the same proposal when you need it.
SYSTEM INTEGRATION
We can connect your CRM, store and business applications so the information reaches the people who need it.
SEE MOREWHATSAPP AND CRM
We can save WhatsApp inquiries in your CRM, assign them to a sales rep and add follow-up tasks. We’re Blip partners.
SEE MOREAI FOR BUSINESS
We can build assistants that look up information, sort messages or help with repeated tasks.
SEE MORECUSTOM SOFTWARE
We build applications around the work your team needs to do and connect them to the tools you use.
SEE MORE11QUOTE
Tell Us What You Need
Tell us what you want to build or improve and which tools you use. We’ll review the project with you.
- Tell us what you need to improve
- We review the tools you use
- We explain the work we recommend and what it costs
12CONTACT
Let’s Review Your Project
Tell us what you want to improve. We’ll review it with you before preparing a proposal.