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Business Systems & ERP

Workflow and business process automation

Finance, HR, IT and operations still copy data, chase approvals and send reminders by hand. We pick the workflows worth automating, build on platforms you already license where possible, and keep people on judgement calls.

Discuss your project How the work is delivered

A good fit if

  • A frequent, rule-based process depends on someone remembering it.
  • Approvals stall in inboxes, with no record of who holds or approved what.
  • Staff key data from emails, PDFs or spreadsheets; onboarding crosses HR, IT and managers.
  • Your Power Automate, Salesforce Flow, HubSpot or ERPNext licences could do more work.

What is included

  • Workflow map: steps, owners, rules, exceptions, approvals, unwritten workarounds
  • Backlog scored on volume, rule clarity, exceptions, cost of mistakes
  • Automations in your existing platforms, or small custom services
  • Approval points, and exceptions routed to named people or queues
  • Audit log: what ran, when, on whose authority
  • Tested manual fallback, runbook, test evidence and training

What this service is

Software routes requests, fills documents, sends reminders and updates records; people handle judgement. Good candidates run often, follow clear rules, have few exceptions and hurt when missed or done wrong; rare, judgement-heavy or changing ones do not. See which workflows to automate.

Workflows we commonly automate

In larger organisations, back offices run the same process hundreds of times across departments and sites:

Purchasing and approvals

Requisitions routed by amount, department and budget; limits enforced, full history.

Supplier invoices

Read from email or scans, matched to orders and receipts, queued for ERP approval.

Staff on and offboarding

HR events trigger accounts, licences, equipment and access removal, so nothing depends on memory.

Customer onboarding

Credit checks, documents and contract sign-off across sales, finance and legal.

Month-end and compliance

Close checklists, reconciliation reminders, policy acknowledgements, audit evidence.

Requests and reports

IT and facilities requests closed with approvals; scheduled reports without manual exports.

Spanning several applications? It needs system integration underneath. Emails, PDFs or free text? AI document processing extracts the data for a person to review and AI agents handle interpretation, while the workflow applies your rules and approvals.

Platforms

What you already license usually suffices; new tools only when they clearly justify their cost, and outgrown workflows move to an integration platform or small custom service. Naming a product implies no partner status.

Checklist: is this workflow ready to automate?

Fill this in for one workflow. If you cannot answer most items, clarify the process before automating it.

  • Name it in one line, for example "new supplier onboarding".
  • Trigger: a form, email, date or status change?
  • Frequency: how many times a week or month?
  • Steps: each step, and who does it today.
  • Rules: is each decision rule written down? What is it?
  • Exceptions: the common ones, and who handles them.
  • Approvals: which steps need a person, and with what authority?
  • Systems: which applications, and the same every time?
  • Data: complete and reliable when the workflow starts?
  • Cost of error: what happens if a step is wrong or missed?
  • Manual fallback: how would work continue if automation stopped?
  • Owner: who owns the rules afterwards?

Moving information between systems? Also see the integration readiness checklist.

Delivery

How the work is delivered

  1. Map the workflow

    Walk through it with the people who do it, including unwritten exceptions and workarounds.

    Output: Workflow map.

  2. Prioritise

    Score steps on frequency, rule clarity, exceptions and cost of mistakes; some stay manual on purpose.

    Output: Prioritised automation backlog.

  3. Build with approvals

    Explicit approval points, exception routing, logging and a manual route that still works.

    Output: Working automation in test.

  4. Test and pilot

    Test normal cases, exceptions and failures; pilot with real users before full switch-over.

    Output: Test evidence, pilot notes.

  5. Hand over and improve

    Hand over runbook and rule ownership, train users and maintainers, and pick the next workflow.

    Output: Runbook, training, updated backlog.

Scope at a glance

Not included unless agreed

  • Automating decisions that need a person: hiring, credit, clinical
  • New licences, bought from vendors with our advice
  • Restructuring, HR change programmes; support without a managed-service agreement

What we need from you

  • Time with the people who do the work today
  • Test access to systems; de-identified real case examples
  • Process owner; controls such as approval limits, segregation of duties

Before handover

  • Every rule written in plain language as well as configured
  • Exceptions routed, never skipped; approvals and logs match your controls
  • Fallback tested; users see item status; organisation-owned service accounts

What affects the cost

  • Steps, exceptions and approval points
  • Existing platforms or new tooling; systems to integrate
  • Document extraction and data clean-up needed
  • Number of users and training needed

No package prices: estimates in naira from an agreed scope, taxes shown separately.

Questions buyers usually ask

How much time will automation save us?

We do not quote savings figures in advance. Mapping records how often each task happens and how long it takes today, so you can estimate the effect with your own numbers and judge whether it is worth it.

What if the automation makes a mistake?

Validation checks, approval points for important steps and a log of every action. Exceptions go to a person, and the manual fallback keeps work moving if you pause it.

Can you use AI in the workflow?

Where it genuinely helps, such as reading an invoice or drafting a summary for review, never as the final decision-maker for consequential outcomes. We explain limits, data handling and cost first.

Which workflow should we start with?

A high-volume, rule-based process with visible pain and a willing owner, such as purchase approvals or supplier invoice intake. An early success builds confidence for harder ones.

Is there a process your teams repeat every day?

Describe it in a few sentences. We will reply to talk through whether automating it is worthwhile and where to start.

Discuss a workflow