FLOWTASK / DELIVERY PROCESS
A clear process from first call to handover.
Practical automation is as much about understanding your business as it is about connecting software. These are the stages I work through.
THE PROCESS
Four straightforward stages.
01
Understand the task
We review the current steps, the data involved and where time or errors build up.
02
Agree on a plan
I outline what can be automated, what stays with your team and the expected scope and cost.
03
Build and test
The workflow is implemented and checked with relevant, agreed test scenarios.
04
Handover and support
I explain how to operate the workflow and agree any optional support separately.
WORKING PRINCIPLES
Clear boundaries keep everyone informed.
Privacy by design
Access and data handling are assessed before connecting systems.
Practical checks
Important decisions and exceptional situations can stay with the right people.
Clear ownership
Deliverables, timelines, licences and ongoing support are documented.
START THE CONVERSATION
Have a process in mind?
A short description is enough to begin. We can work through the technical details together.