Workflow Automation
Every order gets typed twice, once for sales and once for accounts.
Fix the workflow first, then automate it. We map the work, count the waste, find the bottleneck and cut the steps that shouldn't exist. Then we automate the rest on tools you already own, with a person approving key actions, and measure the results against where you started.
What we do
- Walk through the workflow with the people who run it, workarounds included
- Count the waste: waiting, re-typing, rework, chasing and hand-offs that add nothing
- Redesign the process and remove steps before anything gets automated
- Automate on tools you already own, with a person approving wherever the work touches a customer, a payment or a record
- Rank what's left by how much more work gets through for each hour saved at the bottleneck
What you receive
- Map of the process today, with the waste counted
- Capacity table with the bottleneck marked
- Redesigned process with owners
- One working automation on your systems, tested on real cases
- Runbook, and handover to the process owner
- Next automations, ranked by the work they free up at the bottleneck
How it works
The 3-week Workflow Automation Sprint, one workflow at a time.
Measured against your baseline
- Time from request to done
- Hours of manual handling each week
- Errors and rework caught later in the process
Experience behind it, Rahul Nath
- Rahul Nath's current work covers sales and marketing operations, the path from signed deal to cash collected, CRM improvements, executive dashboards and business process automation.
- He has built and run operating processes across CRM, revenue controls, deal paperwork and business reporting.
- He has automated manual reporting and tracking using CRM data and workflow rules.
EliteWorks delivers the full engagement end to end, with the right expertise for each part of the work.