Build a simple tool for a repetitive business process
If a process is repeated, rule-based, and dependent on data already available to the business, a small custom tool may reduce the manual work without replacing the underlying systems.
Common uses
File processing
Built around the fields and rules your process actually uses.
Reconciliation
Built around the fields and rules your process actually uses.
Exception checking
Built around the fields and rules your process actually uses.
Recurring calculations
Built around the fields and rules your process actually uses.
Business workflow tracking
Built around the fields and rules your process actually uses.
Is this happening in your business?
We know the task is repetitive but do not know what software we need.
This is a good candidate to review if the steps are repeated and the inputs are reasonably consistent. The first step is to map the current process before deciding what should be automated.
We do not want to replace our ERP.
This is a good candidate to review if the steps are repeated and the inputs are reasonably consistent. The first step is to map the current process before deciding what should be automated.
We want to test a small solution before considering anything larger.
This is a good candidate to review if the steps are repeated and the inputs are reasonably consistent. The first step is to map the current process before deciding what should be automated.
Start with one repeated task
Bring the current files, the steps employees perform, the business rules they apply, and an example of the desired output. The goal is to determine whether a small tool can create a measurable improvement.
Describe the task