Where it helps
- Capture incoming documents and prepare them for review
- Reconcile data across CRM, ERP and business applications
- Trigger approvals and reminders at the right time
What the project includes
- Documented current and target processes
- Interfaces and field mappings
- Rules for duplicates, failures and retries
- Monitoring and handover to process owners
Questions to prepare
- Which system holds the authoritative record?
- How are duplicates identified today?
- What should happen after a step fails?
Test before daily work depends on it
Acceptance uses agreed examples from your workflow, including incomplete inputs and common exceptions. We check the intended result as well as whether failures remain visible and the process hands control to a person when needed. Owners receive a documented basis for deciding whether to put the solution into use.
Deliberate boundaries
Not every process needs AI. When rules are unambiguous, conventional automation is often easier to test and operate.
Scope, price and timing
After an initial conversation, we clarify prerequisites and prepare an individual proposal. Pilot scope, acceptance criteria and timing are agreed before starting.