Process discovery
Map the current steps, handovers and recurring problems with the people who do the work. Identify where an approval, human judgement or supplier dependency should remain, rather than treating every manual step as unnecessary.
Turn repetitive business tasks into controlled, understandable workflows. Strata Digital helps you identify automation opportunities, define approvals and connect suitable systems, with clear ownership for the process after it goes live.
Routine work often moves through inboxes and spreadsheets because no one has had time to improve the process. A request is copied into another system, someone chases an approval and a manager maintains a separate status list. Automating the wrong version of that process can make mistakes travel faster.
We start by understanding the task, the information it uses and the decisions people make along the way. The next step is to simplify and agree the process before choosing appropriate automation tools. A useful workflow has a clear owner, handles exceptions and makes it possible to see what happened when something needs investigation.
Map the current steps, handovers and recurring problems with the people who do the work. Identify where an approval, human judgement or supplier dependency should remain, rather than treating every manual step as unnecessary.
Define triggers, inputs, permissions and expected outcomes. Consider suitable platforms, including Microsoft Power Automate where appropriate, and check licensing and connector requirements against the systems involved.
Plan what happens when information is missing, an approval is delayed or a connected service fails. Build a clear route for review and recovery so a workflow does not silently stop or make an unwanted change repeatedly.
Document how the workflow operates, who can change it and which accounts or connections it depends on. Agree monitoring and support so the process continues to work when staff, permissions or business systems change.
Choose a repeatable process with a clear owner and measurable benefit. Understand its current volume, time and error points before designing a change.
Implement an agreed workflow and test realistic inputs, failures and approvals. Give users a clear way to raise issues during a controlled pilot.
Review results against the starting point and document the handover. Update the workflow when the underlying process changes, rather than allowing workarounds to accumulate.
Your proposal sets out the systems, deliverables, responsibilities and service arrangements included. We agree these before work begins.
Something else on your mind?
Talk to usRepeatable requests, approvals, notifications and transfers between supported systems can be good candidates. The right starting point has clear rules, reliable inputs and an owner who can confirm whether the result is correct.
No. A good workflow makes the necessary controls easier to follow. Human approval and judgement can remain central, particularly where a task affects access, finance, confidential information or customer commitments.
We assess the systems, supported connection methods and permissions available. Some services need additional licensing or supplier input, and those dependencies should be confirmed before the build is agreed.
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