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Solutions library

115 places where your company still moves data by hand

Every solution starts with a problem a director will recognise in the first paragraph: the process, the systems, the people who click through it today. Then it shows the same process after automation, what waiting actually costs, and exactly what we deliver.

115ready business solutions on UiPath and Microsoft 365 — from invoices and orders to access, quality and management reporting.
10business functions, from finance to the shop floor
27quick wins: one process, a handful of systems
78solutions run deterministically, without AI
6enterprise programmes spanning several departments

The organisation, mapped

Automation does not stop at the finance department.

Pick the area you are responsible for. In each one you will find processes that consume your team’s time without needing its judgement.

The library

Find your process.

Filter by function, by the outcome you are after, by the technology you already own, or by your industry. Or simply type “invoices”, “SAP” or “Teams”.

Business function

Business outcome

Technology

All 115 solutions run on UiPath and Microsoft 365 with Microsoft Teams as the place of work, so the filter covers what differs between them.

Industry

Showing 115 of 115 solutions

Finance & accounting

18 solutions
Finance & accountingDepartmental

Invoice processing without manual data entry

Stop paying your finance team to move numbers from PDFs into the ERP.

Save timeReduce errorsIncrease capacityDocument processing · SAP / ERPView
Finance & accountingDepartmental

Three-way match exceptions resolved before the payment run

Stop chasing price and quantity differences by email while supplier payments wait for weeks.

Save timeAccelerate responseReduce costSAP / ERPView
Finance & accountingDepartmental

Account reconciliations and journals that close themselves

Stop closing the month by downloading balances into Excel and chasing sign-offs by email.

Save timeIncrease capacityReduce errorsPower Platform · SAP / ERPView
Finance & accountingQuick win

Expense reports audited automatically before reimbursement

Stop paying nine expense claims in ten on trust because nobody has time to check them against policy.

Reduce riskSave timeEmployee experienceDocument processingView
Finance & accountingDepartmental

Vendor master changes with bank-account fraud control

One convincing email is all it takes to send a six-figure payment to a fraudster's account.

Reduce riskSave timeAccelerate responsePower Platform · SAP / ERPView
Finance & accountingQuick win

The daily cash position without the 7 a.m. spreadsheet

Stop building the daily cash number by hand from four bank portals; it arrives late and nobody quite trusts it.

Save timeAccelerate responseReduce riskPower Platform · SAP / ERPView
Finance & accountingDepartmental

E‑invoicing (KSeF) submission and status reconciliation

Your ERP sends invoices to KSeF. Who checks that each one came back with a UPO, and who fixes the ones that did not?

Reduce riskSave timeReduce errorsPower Platform · SAP / ERPView
Finance & accountingEnterprise

Intercompany balances that agree before the group close

Your entities disagree about what they owe each other, and the consolidation waits for an email.

Save timeReduce riskIncrease capacityPower Platform · SAP / ERPView
Finance & accountingDepartmental

Transfer pricing files assembled from the ledger

Every filing season your team rebuilds the same tables, from the same ledgers, in Word, from scratch.

Save timeReduce riskIncrease capacitySAP / ERPView
Finance & accountingDepartmental

Capital projects that reach the asset register on time

Your newest production line is earning money and your books still call it a project.

Save timeReduce riskReduce errorsPower Platform · SAP / ERPView
Finance & accountingDepartmental

Grant settlements without the week of photocopying

Your project managers spend a week a claim proving costs the ledger already recorded.

Save timeReduce riskReduce errorsDocument processing · SAP / ERPView
Finance & accountingDepartmental

Invoices from KSeF booked to the right budget line

A structured invoice states the amount. It does not state which unit ordered the work.

Increase capacityAccelerate responseReduce riskUiPath · Microsoft 365 +1View
Finance & accountingDepartmental

Local tax accounts that reconcile themselves

Forms are typed in twice, payments arrive without a usable reference, and the first letter a resident gets is a demand.

Increase capacityReduce errorsCustomer experienceDocument processingView
Finance & accountingDepartmental

Freight billed the day it is delivered, not the month after

Orders wait for the month-end billing run, and the accessorials written on a driver's note are never billed.

Accelerate responseIncrease capacityReduce errorsDocument processingView
Finance & accountingDepartmental

Warehouse work billed from what the warehouse actually did

Storage, handling and value-added work are billed from a spreadsheet somebody rebuilds every month.

Reduce costAccelerate responseReduce errorsPower PlatformView
Finance & accountingDepartmental

Manufacturer bonuses claimed and matched to the payout

Importer bonuses are a large part of your margin, and they are tracked in a workbook one person understands.

Reduce costIncrease capacityReduce riskPower PlatformView
Finance & accountingDepartmental

Stock financing that agrees with the yard every morning

Stop paying interest on cars you have already handed over, and stop reconciling the lender's statement by hand.

Reduce costAccelerate responseReduce riskPower PlatformView
Finance & accountingDepartmental

F&I commissions matched to the deal that earned them

Your F&I income is checked when an adviser asks about a bonus, not when a partner underpays.

Reduce costReduce errorsIncrease capacityDocument processing +1View

Procurement

8 solutions
ProcurementQuick win

Purchase requests and PO approvals no longer lost in email

Purchase requests get lost between mailboxes, approvers and buyers. Stop retyping approved requests into the ERP.

Accelerate responseSave timeIncrease capacityPower Platform · SAP / ERPView
ProcurementDepartmental

Supplier onboarding and due diligence in days, not weeks

Stop losing three weeks and the compliance evidence every time a plant needs a new supplier.

Accelerate responseSave timeReduce riskDocument processing +2View
ProcurementDepartmental

P2P process mining: maverick spend and real touchless rate

Nobody knows what share of purchases bypass contracts and POs, or how often an invoice is touched. Measure it monthly.

Reduce costIncrease capacityReduce riskProcess & task mining +2View
ProcurementQuick win

Supplier quotes compared within the hour

Stop paying buyers to retype prices, units and lead times from PDFs into comparison sheets.

Save timeAccelerate responseIncrease capacityDocument processing · SAP / ERPView
ProcurementDepartmental

Indexation clauses that get applied, and renewals decided

Your suppliers calculate your annual price increase. Nobody on your side checks their arithmetic.

Reduce costReduce riskSave timeSAP / ERPView
ProcurementDepartmental

Supplier reviews that start from data, not from impressions

The numbers in your supplier review were exported by hand last week, and nobody can show the lines behind them.

Save timeIncrease capacityReduce riskPower Platform · SAP / ERPView
ProcurementDepartmental

Public procedures assembled from an approved clause library

Every new procedure starts as a copy of the last one, mistakes included.

Increase capacityReduce riskReduce errorsUiPath · Microsoft 365 +1View
ProcurementDepartmental

The carrier you booked is the carrier that shows up

Your carrier file is built from documents the carrier chose to send you.

Reduce riskAccelerate responseSave timePower PlatformView

Supply chain

14 solutions
Supply chainDepartmental

Customer orders from PDFs and emails straight into the ERP

Customer POs still get retyped from PDFs into SAP and confirmed hours later. Stop paying your order desk to type.

Save timeAccelerate responseReduce errorsDocument processing · SAP / ERPView
Supply chainDepartmental

Order confirmations and delivery dates chased automatically

Buyers spend their mornings chasing suppliers for dates, and planners plan on dates that are already wrong.

Save timeAccelerate responseReduce riskPower Platform · SAP / ERPView
Supply chainDepartmental

Freight invoice audit against rate cards and shipments

Carrier invoices are checked on a sample and paid in full; the overbilled lines are the ones nobody opened.

Reduce costIncrease capacityReduce errorsDocument processingView
Supply chainDepartmental

Inventory that agrees: WMS and ERP reconciled every night

Stop discovering at the cycle count, or when an order cannot ship, that the WMS and the ERP disagree.

Save timeReduce errorsAccelerate responsePower Platform · SAP / ERPView
Supply chainDepartmental

Product and price master data published to every channel

Stop retyping every new product and price change into the ERP, the PIM, the web shop and each marketplace.

Save timeReduce errorsAccelerate responsePower Platform · SAP / ERPView
Supply chainDepartmental

Export documents ready while the truck is loaded

Your ERP holds every figure the customs pack needs. Somebody types them in again anyway.

Save timeReduce errorsReduce riskDocument processing · SAP / ERPView
Supply chainDepartmental

Money recovered from suppliers instead of written off

Rework, scrap and freight caused by a supplier part are absorbed internally because the claim costs too much to build.

Reduce costIncrease capacityReduce riskDocument processing · SAP / ERPView
Supply chainDepartmental

Every load offered to the right carrier at the right price

Loads go to the carrier who answers first, priced from a rate sheet nobody has updated since March.

Reduce costSave timeAccelerate responseSAP / ERPView
Supply chainDepartmental

Transport orders into the TMS without retyping

Ninety customers, ninety ways of sending an order, and a forwarder retyping every one into the TMS.

Save timeIncrease capacityReduce errorsDocument processing +1View
Supply chainDepartmental

Every proof of delivery on file before the invoice is due

Freight is delivered, invoiced and disputed before anyone finds the signed document.

Accelerate responseIncrease capacityReduce riskDocument processing +1View
Supply chainDepartmental

Customs declarations that clear on the first submission

A truck waits while a broker refreshes a screen. Most of those rejections were visible in the documents.

Save timeReduce errorsAccelerate responseDocument processing +1View
Supply chainQuick win

Monitored carriage notified before the truck moves

A dispatcher decides what is monitored, types the notification and hopes nobody swaps the trailer.

Reduce riskSave timeIncrease capacityUiPath · Microsoft 365 +1View
Supply chainDepartmental

The part is next door, not on a six-week backorder

Stop ordering from the importer what your other sites already hold, and stop missing the return window for the rest.

Reduce costIncrease capacityCustomer experienceUiPath · Microsoft 365 +1View
Supply chainQuick win

Tyre season without a lost set or an unbilled shelf

Stop searching the racks for a set that has moved, and stop storing tyres nobody will collect.

Increase capacityReduce costCustomer experienceUiPath · Microsoft 365 +1View

Operations & quality

14 solutions
Operations & qualityQuick win

The daily production report without the 6 a.m. spreadsheet

Stop paying production controllers to retype MES numbers into a spreadsheet the meeting does not trust.

Save timeAccelerate responseReduce errorsPower PlatformView
Operations & qualityEnterprise

Engineering changes propagated to ERP, plants and suppliers

Stop losing engineering changes between the PLM, the ERP, three plants and forty suppliers.

Reduce errorsSave timeAccelerate responseSAP / ERPView
Operations & qualityEnterprise

Product launch readiness: forty tasks, one process

Stop learning that a launch has slipped from the carton supplier's delivery note.

Accelerate responseReduce costReduce riskSAP / ERPView
Operations & qualityQuick win

Safety and site inspections: from checklist to closed action

Stop retyping site inspections into a register and chasing corrective actions from an inbox.

Save timeReduce riskAccelerate responsePower PlatformView
Operations & qualityDepartmental

Non-conformances and CAPA handled in Teams

Containment, root cause, supplier 8D and effectiveness checks live in one spreadsheet and three mailboxes.

Reduce riskSave timeAccelerate responsePower Platform · SAP / ERPView
Operations & qualityDepartmental

Batch documentation and certificates of analysis

Finished goods sit in the dispatch bay because the certificate of analysis is still being typed.

Save timeAccelerate responseReduce errorsPower PlatformView
Operations & qualityDepartmental

Preventive maintenance that runs to plan

Stop releasing work orders by printer and typing the completion reports back a week later.

Save timeReduce riskIncrease capacityPower Platform · SAP / ERPView
Operations & qualityQuick win

One front door for every request the building generates

Broken air conditioning, a badge, a desk move: all of it lands on one office manager's memory.

Save timeEmployee experienceReduce costPower PlatformView
Operations & qualityDepartmental

Product compliance evidence, ready before it is asked for

Customers ask for the declaration; someone searches supplier emails and a shared drive to find it.

Reduce riskSave timeAccelerate responseDocument processing · SAP / ERPView
Operations & qualityQuick win

No driver dispatched on an expired document

Driver and vehicle documents expire on fourteen calendars. Dispatch checks them by asking whoever keeps the file.

Reduce riskIncrease capacitySave timePower PlatformView
Operations & qualityQuick win

The right car at the right site, and demonstrators in view

Stop moving cars between sites on a phone call and finding out where the demonstrators are by asking.

Save timeAccelerate responseReduce riskUiPath · Microsoft 365 +1View
Operations & qualityDepartmental

From contract to handover without a missing document

Stop moving handover slots on Friday because a document, a fitting or an invoice was nobody's job until Saturday.

Customer experienceSave timeAccelerate responseUiPath · Microsoft 365 +1View
Operations & qualityDepartmental

Service slots booked against real workshop capacity

Stop booking three timing belts on a Tuesday with one qualified technician, and ordering the parts once the car is on the ramp.

Increase capacityCustomer experienceSave timeUiPath · Microsoft 365 +1View
Operations & qualityDepartmental

Warranty work paid by the manufacturer at first submission

The repair is done once; the claim is built twice by your best administrator and paid in the third month.

Reduce costAccelerate responseIncrease capacityDocument processingView

Sales & marketing

13 solutions
Sales & marketingQuick win

Inbound leads qualified and routed in minutes, not days

Enquiries wait for someone's Monday sort while a competitor calls the buyer on Tuesday.

Accelerate responseIncrease capacityCustomer experienceUiPath · Microsoft 365 +1View
Sales & marketingQuick win

Won deal to a running project in an hour

Deals close in the CRM, then wait a week for someone to set up the customer, the project and the billing.

Accelerate responseIncrease capacityCustomer experienceSAP / ERPView
Sales & marketingQuick win

CRM data hygiene: duplicates, stale deals, missing fields

The pipeline review starts with an argument about the data, not about the deals.

Reduce errorsSave timeIncrease capacityPower PlatformView
Sales & marketingDepartmental

Sales commissions calculated and explained

Commission is calculated in one enormous workbook, and every dispute means rebuilding it.

Save timeReduce errorsEmployee experienceSAP / ERPView
Sales & marketingDepartmental

Tender documents turned into a compliance matrix

Your bid team spends its best days reading tender packs, not deciding which ones to win.

Save timeAccelerate responseReduce riskAI & agents · Power PlatformView
Sales & marketingDepartmental

Campaign assets that arrive complete, approved and on time

The version that went live in Romania was not the one legal approved, and nobody could prove which one it was.

Save timeAccelerate responseReduce riskPower PlatformView
Sales & marketingDepartmental

Partner deal registration and rebates without disputes

Registrations live in a mailbox, rebates in spreadsheets, and every quarter ends in an argument.

Save timeReduce errorsCustomer experiencePower Platform · SAP / ERPView
Sales & marketingDepartmental

One sales forecast, not nine spreadsheets and a feeling

Stop rebuilding the group forecast by hand from nine files that never agree.

Accelerate responseSave timeReduce errorsPower PlatformView
Sales & marketingDepartmental

A freight quote out while the enquiry is still warm

Your answer goes out Thursday; the load was booked Tuesday with whoever priced it first.

Accelerate responseIncrease capacityCustomer experienceDocument processingView
Sales & marketingDepartmental

Every lead with the right adviser within the hour

Nine channels, four brands, one receptionist deciding who calls the customer back. The Friday lead waits until Monday.

Accelerate responseCustomer experienceIncrease capacityDocument processingView
Sales & marketingDepartmental

A trade-in price in twenty minutes, reconditioning included

The customer wants a price for the old car today. The used-car manager is in a meeting, and the offer arrives tomorrow.

Accelerate responseIncrease capacityCustomer experienceDocument processingView
Sales & marketingQuick win

Customer events that end in leads, not name badges

Guest lists from three DMS exports, RSVPs in four inboxes, a sign-in sheet in a drawer, the importer waiting for proof.

Reduce riskIncrease capacityCustomer experiencePower PlatformView
Sales & marketingQuick win

The next car offered while the current one is on the ramp

Your owner base drives through your workshops every month while sales buys leads from portals.

Accelerate responseIncrease capacityCustomer experienceUiPath · Microsoft 365 +1View

Customer service

11 solutions
Customer serviceDepartmental

Every customer email classified and routed on arrival

Your best agents spend their morning sorting mail instead of answering it.

Accelerate responseIncrease capacityCustomer experienceDocument processing +1View
Customer serviceDepartmental

Order status answered before the customer asks

Every third customer contact asks where an order is; the answer already sits in SAP and the carrier portal.

Customer experienceSave timeIncrease capacityAI & agents · Power Platform +1View
Customer serviceDepartmental

Returns and refunds without a ping-pong of emails

Three weeks, two phone calls and eleven emails to give a customer their money back.

Save timeAccelerate responseCustomer experiencePower Platform · SAP / ERPView
Customer serviceDepartmental

Voice of the customer: the reasons behind the score

Your CSAT score gives you a number. Your customers' emails give you the reason, and nobody reads them.

Customer experienceIncrease capacityReduce riskDocument processing +1View
Customer serviceDepartmental

Service quality measured on every call, not on five a month

Your agents are rated on five calls out of five hundred, and the other 495 are never opened.

Increase capacityReduce errorsEmployee experienceDocument processingView
Customer serviceDepartmental

Service levels reported before the customer disputes them

Monthly SLA reports are rebuilt in Excel from ticket exports, and the customer finds the service credits first.

Reduce riskCustomer experienceSave timePower PlatformView
Customer serviceDepartmental

One front door for everything a resident reports

A broken street light reported three ways becomes three separate jobs, two of them invisible.

Increase capacityCustomer experienceAccelerate responseDocument processing +1View
Customer serviceQuick win

Every affected car found, contacted and closed

Stop rebuilding each brand's campaign completion report from a printed call sheet, the DMS and the importer portal.

Reduce riskIncrease capacityCustomer experienceUiPath · Microsoft 365 +1View
Customer serviceQuick win

Reminders that bring the car back to your workshop

Stop learning that a customer has left only when the fourth service fails to appear in the diary.

Customer experienceIncrease capacityReduce riskUiPath · Microsoft 365 +1View
Customer serviceQuick win

Repair status by message, additional work approved by a tap

Stop parking cars on the ramp while an adviser dials voicemail for a yes the customer would have tapped in a minute.

Save timeAccelerate responseCustomer experienceUiPath · Microsoft 365 +1View
Customer serviceDepartmental

Every complaint in one register, whatever the channel

Your sites log complaints their own way, and the importer's score moves before the group knows what happened.

Customer experienceReduce riskIncrease capacityDocument processingView

HR & people

6 solutions
HR & peopleEnterprise

Joiner, mover, leaver: access on day one, revoked same day

New starters wait days for access; leavers keep theirs for weeks. Both are the same missing handover.

Save timeReduce riskEmployee experienceSAP / ERPView
HR & peopleDepartmental

Payroll inputs consolidated and checked before the run

Payroll errors are found by the employee on payday, not by the team that built the file.

Reduce errorsSave timeReduce riskUiPath · Microsoft 365 +1View
HR & peopleQuick win

Qualifications and training tracked before they expire

Your training register is only as current as the last time someone remembered to update it.

Reduce riskSave timeEmployee experiencePower PlatformView
HR & peopleDepartmental

Contractor hours from timesheet to agency invoice

You approve the hours in one place and pay the agency invoice in another, and nothing checks that the two agree.

Reduce costSave timeReduce errorsPower Platform · SAP / ERPView
HR & peopleDepartmental

Every application answered, every interview booked

Applications wait days for an answer while recruiters match a panel's calendars by email.

Save timeAccelerate responseIncrease capacityUiPath · Microsoft 365 +1View
HR & peopleDepartmental

Shift cover filled in minutes, with the rules checked

A sick call should not cost a supervisor an hour of phone tag and a payroll correction.

Save timeReduce costEmployee experiencePower PlatformView

IT & services

10 solutions
IT & servicesDepartmental

Access requests and quarterly access reviews

Managers sign off on entitlements they cannot read, and nobody withdraws what nobody uses.

Reduce riskSave timeReduce errorsPower Platform · SAP / ERPView
IT & servicesQuick win

Software licences reconciled every month

Leavers, duplicates and dormant accounts keep their paid seats until somebody rebuilds the list by hand.

Reduce costSave timeReduce riskPower PlatformView
IT & servicesDepartmental

Data migration validated by testing, not spot checks

A spreadsheet sample of a few hundred records is what currently stands between your migration and go-live.

Reduce riskReduce errorsIncrease capacityTesting · SAP / ERPView
IT & servicesQuick win

Task mining: what your shared-service desks really do

Your automation backlog is a wish list until somebody measures what the desks actually do all day.

Increase capacityReduce costSave timeProcess & task miningView
IT & servicesQuick win

Project workspaces provisioned with governance in minutes

Project teams and sites built by hand, named differently every time, and never closed.

Save timeAccelerate responseReduce riskPower PlatformView
IT & servicesDepartmental

Every release regression-tested, including the phone

Regression is a checklist two people click through on the last afternoon before a release.

Reduce riskAccelerate responseCustomer experienceTestingView
IT & servicesDepartmental

Cloud spend explained to the people who cause it

A third of your resources have no owner, so the invoice is explained with a screenshot of a chart.

Reduce costIncrease capacityReduce riskPower PlatformView
IT & servicesDepartmental

Every laptop accounted for, from order to wipe certificate

Hardware ordered by email, handed over without a record, and written off when the auditor asks.

Reduce costReduce riskIncrease capacityPower PlatformView
IT & servicesDepartmental

e-Doręczenia handled like post, not like a second inbox

Four intake channels, one register typed by hand, and delivery evidence filed after the fact.

Increase capacityAccelerate responseReduce riskUiPath · Microsoft 365 +1View
IT & servicesQuick win

Accessibility checked every week, not once before the audit

The statement is written once. The site changes every day, and nobody is checking in between.

Reduce riskIncrease capacityCustomer experienceTesting · Power PlatformView
Legal & complianceQuick win

Standard contracts generated, approved and e‑signed in a day

A two-page NDA takes ten days because it is copied, proofread, printed, scanned and filed by hand.

Accelerate responseSave timeReduce riskPower Platform +1View
Legal & complianceDepartmental

Counterparty screening: sanctions, VAT status, registers

Your counterparty file was true on the day you checked it. Sanctions and VAT status moved after that.

Reduce riskReduce errorsIncrease capacitySAP / ERPView
Legal & complianceDepartmental

Data-subject requests answered in days, not at the deadline

Stop answering GDPR requests by hand on day twenty-eight of a thirty-day clock.

Reduce riskSave timeIncrease capacityUiPath · Microsoft 365 +1View
Legal & complianceEnterprise

Segregation of duties checked weekly, not once a year

The auditor finds your role conflicts once a year. By then the oldest of them is twelve months old.

Reduce riskSave timeReduce errorsSAP / ERP · Power PlatformView
Legal & complianceEnterprise

Sustainability figures collected once, evidence attached

Last year's sustainability numbers cannot be reproduced without the people who sent them.

Reduce riskSave timeIncrease capacityDocument processing · SAP / ERPView
Legal & complianceDepartmental

Insurance policies, renewals and claims on one register

Your whole insurance programme is administered from one workbook and one person's mailbox.

Reduce riskSave timeIncrease capacityDocument processing · SAP / ERPView
Legal & complianceDepartmental

Information requests answered inside the statutory clock

Requests arrive on four channels, the clock starts on all of them, and the register is written afterwards.

Increase capacitySave timeReduce riskDocument processingView
Legal & complianceQuick win

The bulletin that notices what is missing from it

Gaps in the bulletin are found by a resident, a journalist or an inspector, never by the office itself.

Increase capacityReduce riskSave timePower PlatformView
Legal & complianceDepartmental

The archive that knows what it may destroy and when

Cases close, files do not: categories unchecked, transfer lists retyped, appraisal postponed another year.

Increase capacityReduce riskSave timeUiPath · Microsoft 365 +1View
Legal & complianceDepartmental

Claim files complete before the deadline, not after it

The customer deducts the damage; the note, the photographs and the temperature record are in four places.

Reduce riskReduce costIncrease capacityDocument processingView
Legal & complianceDepartmental

Audit-ready for every brand, without the week of panic

Stop rebuilding the standards file the week before each importer audit and fixing the same finding twice.

Reduce riskSave timeIncrease capacityTestingView
Legal & complianceDepartmental

One customer across three brands, one consent record

A reminder goes to someone who opted out, because the objection lives in another brand's system.

Reduce riskReduce errorsIncrease capacityUiPath · Microsoft 365 +1View

Management & planning

9 solutions
Management & planningDepartmental

The management pack in Power BI, not fourteen Excel files

The board pack should not depend on which analyst merged which spreadsheet on which day.

Save timeAccelerate responseIncrease capacityPower Platform · SAP / ERPView
Management & planningDepartmental

Budget and forecast collection without version chaos

Stop spending a quarter of an analyst's year collecting spreadsheets from cost-centre owners.

Save timeAccelerate responseReduce errorsPower Platform · SAP / ERPView
Management & planningDepartmental

From project hours to the invoice

Consultants log hours late, finance rebuilds the billing in Excel, and invoices leave three weeks after the work.

Save timeAccelerate responseReduce costPower Platform · SAP / ERPView
Management & planningDepartmental

Policy answers in seconds instead of three emails

The same policy questions reach the same three busy people, and the answer is already written somewhere.

Save timeAccelerate responseIncrease capacityAI & agentsView
Management & planningQuick win

Meeting decisions that become tasks, not notes

Half of what a project meeting agrees is never written anywhere another person can see it.

Save timeAccelerate responseEmployee experiencePower Platform · AI & agentsView
Management & planningDepartmental

The document archive that files itself

Your documents sit on a network drive with no metadata, under retention rules nobody applies.

Save timeReduce riskIncrease capacityDocument processingView
Management & planningDepartmental

Order-to-cash process mining: where the cash gets stuck

DSO sits above target and every department has a theory. Measure how many days each step actually costs.

Reduce costAccelerate responseCustomer experienceProcess & task mining +1View
Management & planningDepartmental

No case reaches its statutory deadline unnoticed

Deadlines live in the case system, a departmental spreadsheet and somebody's memory.

Increase capacityReduce riskSave timePower PlatformView
Management & planningDepartmental

One morning view of every brand, site and workshop

Four DMS, four importer portals and nine sites, and the board sees last month in the third week of this one.

Accelerate responseIncrease capacitySave timePower PlatformView
Nothing matches those criteria.

Remove a filter, or write to us: a process missing from the library usually just means we have not written it up yet.

The rules we hold to

No invented clients, no magical returns.

The library exists to help you decide, not to impress you. Every number shows its arithmetic and every product capability is traceable to vendor documentation.

  • Scenarios are illustrative and labelled as such. They are not client results.
  • Every value model shows its working: volume times minutes times hourly cost.
  • We separate native product capability, what we build, and custom integration.
  • We also say when automation is not worth it. Every solution has that section.
Class A — verified product capabilityUiPath and Microsoft docs
Class B — verified external sourcedated and referenced
Class C — illustrative modelour assumptions

Every technology on a solution page carries its class, and every figure in a model is class C.

Not sure where to start? One process and one month of data is usually enough.

Show us the process that irritates you most. We come back with an assessment of the automatable share and a model built on your own numbers.

Book a process review