Examples
Three processes, three different automation problems.
These are demonstration examples, not customer cases. They show how we scope the work, which data is needed, where people remain in the loop, and what the delivery does not promise.
Three scoped examples
Example A
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.
Start and end
- Start: An order email or a PDF containing an order.
- End: A controlled order draft – or an owned exception task.
Systems
- Email/IMAP
- ERP
- CRM
- Item and customer master
Exceptions
- Unknown customer
- Ambiguous item
- Price deviation
- Credit or block state
People
Review and approval before the order becomes binding.
What this example does not promise: No automatic binding order, no payment and no delivery confirmation.
Example B
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.
Start and end
- Start: A completed service report, often with free text and attachments.
- End: A reconciled, attested basis – not a sent invoice.
Systems
- Field service
- Agreement register
- Price list
- ERP/finance
Exceptions
- Missing signature
- Unclear scope
- Price deviation
- Duplicate reported time
People
Attestation by an authorised person before it becomes invoice basis.
What this example does not promise: No invoice is sent and no payment is handled by the automation.
Example C
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.
Start and end
- Start: A named source, a named target and a scoped data object.
- End: A verified migration with reconciliation, or an explicit decision to stop.
Systems
- Source system
- Target system
- Export/API
- Reconciliation tooling
Exceptions
- Duplicates
- Missing keys
- Conflicting ownership
- Incomplete history
People
Business reconciliation and acceptance before cutover; cutover is a separate decision.
What this example does not promise: No general system replacement and no migration without scope and an owner.
What they have in common
A named process owner and a clear start and end state.
A baseline before delivery: volume, active time, lead time, errors and exceptions.
Scoped data and system access with least privilege.
Human control for actions that affect customers, agreements or finances.
Traceability: every run, exception and decision should be followable.
Acceptance criteria, test evidence and a documented rollback path.
Which one resembles your process?
Describe the process in one sentence. We use it to propose the next step – a process analysis on site or a defined automation. We do not promise an effect before we have seen the volume, data and system conditions.