THE BUSINESS CHALLENGE

Where work starts to break down.

01

Work gets stuck between systems

An approval finishes in one application while the next team waits for someone to copy the result.

02

Employees chase separate task lists

Different entry points and identities make it difficult to see what is waiting and who owns it.

03

Failures are hard to trace

Manual handoffs and disconnected interfaces leave teams without a coherent execution history.

HOW IT WORKS

A practical path from problem to process.

People own decisions. Systems carry out configured actions. Any AI assistance must use authorized context and produce work for review.

  1. 01

    Business owner

    Map the handoffs

    Identify the request, decisions, system records and exception owners across the end-to-end process.

  2. 02

    Integration team

    Connect authorized systems

    Configure APIs, connectors or a suitable robot for defined actions. Validate identity and data mappings.

  3. 03

    Workflow designer

    Orchestrate the work

    Configure routing, human approvals, time limits and system actions in BPA.

  4. 04

    Service owner

    Handle exceptions

    Monitor execution, investigate failed actions and route exceptions to a responsible person.

  5. 05

    Process owner

    Review and refine

    Use execution records to review delays. Introduce BPI analysis when the available event data supports it.

The platform behind the solution.

Scope the capabilities around the process. The solution is not a separate product line.

Make the handoffs visible.

Business scenario · Purchase requisition to ERP purchase order

  1. 01Purchase request submitted
  2. 02Budget owner approves
  3. 03Purchasing manager approves
  4. 04ERP purchase order created
  5. 05Order reference returned

See the work in practice.

A FOCUSED START

Agree the scope.
Establish the baseline.

What to bring

Choose a bounded workflow and document the systems, APIs, identity model and data ownership. Test failure recovery and access controls with the application owners before broadening the scope.

What to measure

Compare handoff delays, manual re-entry, exception rates and end-to-end cycle time for the same process population.

Implementation scope and outcomes depend on the process, data, systems and team. Agree success criteria during discovery.

YOUR QUESTIONS

Before you begin.

Do we need to replace our ERP?

The solution coordinates work across existing applications. Integration feasibility depends on the interfaces, permissions and data available in each system.

What happens when a system action fails?

Define monitoring, error routing and recovery responsibilities as part of the workflow. Confirm retry behavior with the target application to avoid duplicate business actions.

Can AI approve a request by itself?

Procurement and finance retain approval authority. Automation executes the approved handoff through configured interfaces and permissions.

Start with one process.
Build toward something bigger.

Bring your team, your systems, and the work you want to improve.

Book a demo