Service · Automation
Overview
Once the process is right, automation is usually straightforward: rules in the ERP, scheduled jobs, event-driven workflows between systems, and exception queues so humans only handle the cases that genuinely need judgement.
01The problem
Staff move data from emails, portals and spreadsheets into the ERP by hand, every day.
Purchase requests and discounts wait in inboxes because nobody knows who needs to approve them.
Recurring invoices, accruals and reconciliations built by hand every period.
Overdue invoices, expiring contracts and late deliveries noticed only when a customer complains.
02Our approach
We map the process end to end, timing each step and counting how often it happens. That makes it obvious where automation pays back and where it does not. A step done twice a year rarely justifies engineering; one done two hundred times a day almost always does.
Automation is built inside the ERP where possible, so rules live alongside the data they act on. Cross-system workflows use the integration layer with the same reliability standards as any integration: idempotent, retried, logged and alerted. Every automated process has an exception queue that a person reviews.
03Capabilities
Rule-based routing by amount, category, department or customer, with delegation and escalation.
Automatic invoicing on delivery, payment matching, dunning and credit holds.
Reorder proposals, PO generation, three-way matching and payment runs.
Event-driven emails, messages and tasks when something needs attention.
Contracts, certificates, labels and reports produced automatically from ERP data.
Processes spanning ERP, CRM, eCommerce, email and document tools.
04Technical considerations
Thresholds and routing rules maintained by administrators, not hardcoded.
Cases that do not fit the rules go to a visible queue with clear reasons.
Every automated action records what triggered it and what it did.
Scheduled tasks can re-run safely without creating duplicates.
05Process
Document the current process, volumes and time spent.
Remove unnecessary steps and fix data issues first.
Build rules, jobs and workflows with exception handling.
Compare time and error rates before and after.
06Outcomes
Staff move from data entry to handling exceptions and customers.
Rules apply the same way every time.
Orders, approvals and invoices move without waiting in inboxes.
Where it applies
Related services
Insights
A grounded look at AI in ERP: document processing, support and sales assistance, natural-language reporting — plus the limits, risks, controls and how to choose a first use case.
FAQ
High-volume, rule-based processes with clear inputs: invoicing on delivery, purchase approvals, reorder proposals, payment matching and status notifications are common starting points.
Often not. Modern ERPs have strong built-in automation. External tools are useful when workflows span many systems.
Automate the routine path and route exceptions to people with the context they need. Full automation is rarely the goal.
Next step
Describe the manual work. We will tell you what can be automated and what it would take.