Service line 05
We automate what already makes sense.
We free up hours of the administrative team by eliminating repetitive tasks, with the tools your company already has and without endless technology projects.
- Business Automation
- Document Automation
- HR Automation
- Payroll Automation
- Administrative Automation
- Financial Automation
Situations we solve
If any of this sounds familiar, it's time to look into it.
The administrative team lives copying and pasting
Hours of skilled work consumed consolidating files, transcribing data and building reports that could generate themselves.
Automating a messy process multiplies the mess
Many companies buy tools before organizing the process. The result is faster, more expensive chaos.
Approvals get lost in email
Without a defined flow there is no traceability, nor evidence of who approved what and when.
Services and deliverables
What exactly you receive.
Each component can be contracted alone or combined. Deliverables are concrete documents and models, not reports of general recommendations.
Request, approval and information consolidation flows across areas, with automatic logging and notifications.
Deliverables:
- Automated flow with approval rules
- Configured forms and notifications
- Operation and administration manual
Vacation, leave and employment certificate requests, onboarding and offboarding, with full traceability.
Deliverables:
- Employee request portal
- Approval flow along the reporting line
- Automatic reports for human resources
Structured capture of changes, automatic validations before close and generation of recurring reports.
Deliverables:
- Single change form with validations
- Pre-close control rules
- Automatically generated payroll reports
Document generation from templates, filing, version control and signature flows.
Deliverables:
- Master templates with variable fields
- Review, approval and signature flow
- Organized repository with access control
Reconciliations, accounting data uploads, receivables tracking and consolidation of periodic reports.
Deliverables:
- Reconciliation and validation routines
- Automatic report consolidation
- Alerts for exceptions and deviations
How we do it
The process automation project, step by step.
- 01
Manual task inventory
We measure the frequency, time and cost of each candidate activity.
- 02
Prioritization by return
We select what saves the most hours with the least implementation complexity.
- 03
Organize the process
We redesign and document before automating. Without this step we do not move forward.
- 04
Configuration
We implement on the tools available in your organization.
- 05
Testing with real users
Controlled pilot, adjustments and control validation.
- 06
Training and handover
Training, administration manual and support during stabilization.
Expected outcomes
Administrative team hours freed and measured
Full traceability of approvals and documents
Fewer errors from manual transcription
Processes that do not depend on a specific person
Book a consultationInitial session of 45 to 60 minutes, free of charge, with a written preliminary scope.Frequently asked questions
About process automation.
Let's talk
Tell us about your process automation case.
Initial session of 45 to 60 minutes, free of charge, with a written preliminary scope.