Automation / Agent build

What do you get?

• A production-ready automation “agent” hosted in a hardened cloud workspace: MFA, end-to-end encryption, role-based access and audit logging are pre-configured, so critical apps can be used securely from day one.

• 30-minute scoping call with our specialists to capture goals, data sources and success metrics.

• Outcomes report within 24 h: architecture diagram, integration list (e.g., Zapier/Make routes), effort & ROI estimate, and an implementation roadmap everyone can sign off on.

• Digital Back Office Guide: step-by-step playbooks, reusable templates and best-practice checklists that show staff how to monitor, adjust and extend the agent without external help.

• Ongoing enablement: annotated workflows, test data, and a sandbox so teams can safely iterate and add new automations.

Why does it matter?

• 60–80 % of back-office effort is still data re-keying, status chasing and report compilation. Automating these touchpoints typically cuts process cost by 30 – 50 % within the first quarter, freeing FTEs for higher-value work.

• A secure, compliant foundation eliminates shadow IT and the re-work that follows failed audits.

• Pre-built templates and guided hand-over compress delivery time from months to days, shrinking external consulting spend.

• Standardised, API-first integrations future-proof operations: when apps change, only a low-code connector, not a full project, is required.

• Clear ROI visibility in the outcome report builds stakeholder confidence and accelerates executive sign-off.

What do you need to bring?

• Access credentials (or SSO tokens) for the apps and data sources you want integrated.

• A process owner empowered to prioritise use-cases and accept deliverables during the 30-minute scoping call.

• Basic usage policies (security, data retention, compliance) so we can align the workspace hardening with your governance.

• Optional: existing SOPs or KPIs; we map them to the digital playbooks to preserve institutional knowledge while modernising execution.