Process catalogue
Processes we can scope and automate.
These three demonstration examples show how we think about start, end, systems, exceptions and human control. They are not customer cases and not the full catalogue.
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Automation type
Domain
3 of 3 demonstration examples. The full process catalogue will be imported from the source register when available.
DemonstrationMedium risk
Order email to a controlled order draft
Incoming order emails and PDFs are interpreted, customer and item are matched against master data, and an order draft is created. A person reviews and approves before anything becomes a binding order.
- Domain
- Sales and order
- Trigger
- An order email or a PDF containing an order.
- Outcome
- A controlled order draft – or an owned exception task.
Email/IMAPERPCRMCustomer and item master
Review and approval before the order becomes binding.
Read the exampleDemonstrationHigh risk
Service report to an invoice-ready basis
A work or service report is structured, reconciled against the agreement and price list, and becomes an invoice-ready basis. An authorised person attests it before it reaches finance.
- Domain
- Field service and finance
- Trigger
- A completed service report, often with free text and attachments.
- Outcome
- A reconciled, attested basis – not a sent invoice.
Field serviceAgreement registerPrice listERP/finance
Attestation by an authorised person before it becomes invoice basis.
Read the exampleDemonstrationHigh risk
Scoped CRM or data migration
Accounts, contacts, relationships and history are inventoried, mapped and test-loaded. Reconciliation against source and target happens before a controlled cutover with a write stop and a rollback plan.
- Domain
- Data and systems
- Trigger
- A named source, a named target and a scoped data object.
- Outcome
- A verified migration with reconciliation, or an explicit decision to stop.
Source systemTarget systemExport/APIReconciliation tooling
Business reconciliation and acceptance before cutover; cutover is a separate decision.
Read the exampleWhat the catalogue is not
This is three curated demonstrations, not the full process catalogue. The original catalogue with 298 candidates, domains and overlap groups will be imported from the source register when available – we do not fill it with invented processes or maturity levels.
A process in the catalogue is not automatically orderable. A delivery requires a scoped process owner, volume, data, systems and acceptance criteria.
Recognise one of these processes?
Describe your variant in one sentence. We use it to propose the next step – a process analysis on site or a defined automation.
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