Processes and systems
Automation and integration: AI connected to your business systems
A model that runs alongside your tools changes nothing day to day. Automation and integration connect AI to your ERP, your CRM or your ticketing system, where the work actually happens.
What automation and integration cover
Process automation hands a program the repetitive, rule-based tasks: copying a value across, triggering the next step, sending a reminder, filing. Integration makes systems talk to one another through their interfaces (APIs), so that information moves without being re-keyed.
AI widens what can be automated. Where a fixed rule fails on a badly worded email or an unusual document, a model can interpret the content and let the rest of the process carry on. The work that needs judgement stays with your teams.
What automation makes possible
Typical examples, to be adjusted to your processes and tools.
Remove double entry
Carry information from one system to another automatically, so nobody has to copy and paste between two screens.
Route and prepare requests
A request arrives, is qualified, attached to the right record and passed to the right person with the relevant details.
Feed your dashboards
Indicators update from the source systems, with no manual export.
What we deliver
- Automation of the workflows and processes selected during discovery
- API integration with your existing business systems
- Documented security and data handling
- Documentation, handover and training for your teams
Who this service is for
- People copy information between two tools.
- A process depends on manual steps that everyone considers pointless.
- Your systems expose interfaces, or can be made to.
Automating a poorly defined process does not make it better. If that is the situation, discovery will bring it to light.
How it works
Discovery maps the process as it really runs, exceptions included. The proof of value automates a single workflow, measured against the number you chose. Integration then moves the solution into your environment and connects it to your systems. In operation, the monthly service covers monitoring and support. You decide whether to continue after each step.
Frequently asked questions about AI as a Service
Do we have to replace our current tools?
No. The principle is to connect to the systems you already use (ERP, CRM, ticketing, file shares) rather than add a new one to learn.
What happens when the automation meets an unexpected case?
A well-designed automation knows its limits. Anything outside its scope is passed to a person, with the context needed to decide, and monitoring flags anomalies.
Who maintains the automations afterwards?
That is your choice. The monthly service covers monitoring, adjustments and support, with no long lock-in. The documentation and training also allow your own team to take over.
A task your teams should no longer be doing by hand?
Describe the process and the tools involved. We reply within one working day.
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