What counts as “Process Automation” here

You’ll receive one of the following solution types (or a blended approach where appropriate):

Workflow automation

Automated routing, approvals, SLAs, escalations, and audit trails—often sitting “on top” of humans + systems to manage handoffs and exceptions. McKinsey describes this style as smart workflow: software that helps initiate/track end-to-end work and manage handoffs (including between robots and humans).

System integration (API / webhook / iPaaS)

Data moves automatically between systems (CRM, ERP, ticketing, email, spreadsheets) with validation, retries, and error handling.

RPA (robotic process automation)

When the only interface is a legacy UI, RPA can automate rules-based work like moving data between email and systems, generating reports, and checking files.

AI-enabled automation

For language-heavy steps: triage, classification, extraction, summarisation, drafting responses, or routing—paired with guardrails, confidence thresholds, and human review where needed.

Lightweight web app / internal tool

A secure intake portal, operations dashboard, or exception queue—built only when a workflow needs a clean front-end rather than more workarounds.

What's Included

1) Solution design package

• Scope definition: what’s in, what’s out, success metrics

• To-be workflow: happy path + key exception paths

• System & data mapping: where data comes from/goes, required fields, validations

• Architecture diagram: components, integrations, auth, logging, storage

• Risk & controls review: access, auditability, error handling, compliance touchpoints

2) Build of one automation (production-ready)

We deliver one complete automation solution that includes:

• Core workflow logic (rules, routing, SLAs, retries)

• Connectors/integrations (API/webhook/RPA as needed)

• Input validation + data hygiene checks

• Exception handling (dead-letter queue or equivalent)

• Secure credential handling (no passwords in scripts)

• Environment setup (dev/test/prod pattern where feasible)

3) Testing and quality gates

• Test plan (happy path + edge cases + failure modes)

• UAT support: guided testing with your SMEs

• Performance checks where volume warrants it

• Release checklist and rollback approach

4) Documentation (hand-over ready)

• Runbook: how it works, where to look when it fails, common fixes

• Support playbook: alerts, escalation path, ownership assumptions

• User SOP (1–2 pages): “what changes for the team”

• Configuration reference: variables, credentials, schedules, endpoints

5) Monitoring basics

• Logging for key events and failures

• Simple health/throughput view (dashboard or report)

• Alerting hooks (email/Teams/Slack/etc., depending on your tools)

You’ll also get “OCM-ready” materials (SOP + workflow summary + rollout checklist), but change management execution is owned by the business.

What’s not included (unless you add it)

• Full organisational change management (comms plan, training delivery, role redesign)

• Multi-process programs / CoE build-out

• Multiple automations (this package delivers one)

• 24/7 support or ongoing managed services

• Licensing costs for platforms/tools (your org typically provides these)

1) Starter Automation — $14,900

Good for: one workflow, clear rules, low exceptions
Typical shape:

• 1 trigger → 1–2 systems

• Minimal data transformation

• Basic exception handling + notifications

• Single environment deploy (or simple dev/prod)

2) Standard Automation — $19,900

Good for: most real business processes
Typical shape:

• 2–4 systems (CRM/ERP/email/forms/ticketing)

• More validation + branching

• Exception queue + retries

• UAT cycle + production rollout

• Solid runbook + monitoring hooks

3) Complex Automation — $49,900+

Good for: high exception rates, brittle systems, or “automation + small app”
Typical shape:

• RPA + integrations, or custom web UI, or heavier security/compliance

• Multiple roles/approvals, audit trails

• More testing surface area and operational hardening

Book a process audit or discovery call

If you’re exploring AI in business process automation and want to avoid expensive experiments, start with a structured discovery.

A process audit will identify where workflow automation, RPA, and AI actually fit, quantify value (time, cycle time, errors, cost-to-serve), and define the controls needed for a safe rollout.

• Learn more:

  • process automation

  • process audit

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