Process digitization & automation

1. Brief service summary

Prepare the digital evolution of a process by connecting business needs, processing rules and interfaces. The engagement examines simplification and automation options before selecting a solution or turning existing practices into automated processing.

2. Your needs

Files move between several tools, entries are repeated or processing responsibilities are difficult to track. You wish to reduce breakdowns without reproducing poorly defined rules in a new tool.

You need to distinguish what can be simplified, what must remain under human control and what could be automated.

3. Objectives of the engagement

The engagement aims to clarify the target process, identify data and prepare functional requirements. It helps examine exceptions, validations and conditions necessary for monitoring processing.

The objective is a framework understandable to users and technical teams, with explicit responsibility boundaries.

4. Indicative scope

The work may cover stages, actors, rules, information and interfaces of an agreed process. Options may combine practice adjustments, tool changes or targeted automation.

Error cases, recovery and traceability are examined from the design stage. Analysis distinguishes business logic from technical implementation; security and access needs are identified for examination.

5. Possible delivery arrangements

Interviews, authorised observation and design workshops may be combined. A mock-up or limited prototype may be considered if its environment, data and conditions are expressly agreed.

6. Possible deliverables

Deliverables may include a target process map, requirements dossier, processing rules and validation or recovery scenarios.

7. Conditions and limitations

Neither time savings nor elimination of errors is guaranteed. Development, connection, migration and production deployment are not automatically included. Technical authorisations remain necessary. Service 08.03 examines process optimisation; 06.07 focuses on tasks and software-robot scenarios.