Automation planning
Choose repeatable work that is worth automating.
Map the trigger, decision, owner, information and exception path before configuring an automation.
Make the process visible
Document stages, owners, inputs, decisions and handoffs before deciding what to automate.
Choose the right mechanism
Consider configuration, workflow rules, approvals, functions, integrations or custom applications according to the requirement.
Keep people in the design
Define notifications, exceptions, permissions and training for the teams using the automated process.
Related client story
Read the documented story Radant Sensors LLP
Connecting soil testing with payments and reporting.
