Business process automation, connected to your tools

Repetitive work handed back to the machines.

Indicative duration4 to 8 weeks

Re-entering an order, copying an invoice from one tool to another, chasing a missing document, filing supporting documents: these tasks occupy your teams without creating value. They also generate errors, because repetitive work always ends up being done badly at some point.

Valtieri automates these processes starting from what you already use. No tool change is imposed: workflows connect to your email, CRM, accounting software and storage spaces. AI is used only where it adds something, for example to read an unstructured document or sort an incoming request.

An automation that fails silently is worse than a manual process. Every workflow delivered is therefore monitored, with alerts and error recovery. The engagement lasts 4 to 8 weeks, depending on the number of processes handled.

What you get

  • A map of manual tasks, with their frequency, estimated cost and automation priority.
  • Automated workflows connected to your existing tools, documented step by step.
  • Automatic collection and filing of the evidence useful for your audits and your clients.
  • Monitoring with alerts, an execution log and error recovery.
  • A maintenance guide so that your teams know how to change a workflow without breaking everything.

How it runs

  1. Mapping

    We observe how the work is actually done, list the manual tasks and estimate what they cost. The processes to automate first are chosen with you.

  2. Workflow design

    Each workflow is described before it is built: trigger, steps, error cases, points where a person must approve. Nothing is automated without a clear rule.

  3. Commissioning

    Workflows first run in parallel with manual processing to compare results. They take over once their reliability has been verified.

  4. Monitoring

    Alerts, the execution log and the recovery procedure are in place. Your teams know who to notify and what to do in case of an anomaly.

Frequently asked

Do we need to change software to automate?

No. Workflows connect to your current tools. If a software application does not allow any reliable connection, we flag it at scoping, with the possible options.

What role does AI play in automation?

A precise one. Many workflows only need simple rules. AI is used to read unstructured documents, extract information or sort requests, with a check built in.

What happens when a workflow fails?

An alert goes to the right person, the error is logged and processing can resume without loss or duplication. This behaviour is tested before commissioning.

In the same practice area : AI and automation

All engagements

Let us talk about your context.

Thirty minutes to qualify the need. The written scope follows within fourteen working days.

Request a call