Process automation
Workflows, notifications, document generation and automatic rules.
Automation and AI
We identify the tasks that can be automated and integrate artificial intelligence where it brings concrete value to your processes and users.
The challenges
Every organisation is different. Here are the issues we most often encounter on this type of project.
Your teams spend time on low-value operations.
Approvals, notifications and follow-ups depend on everyone's memory and vigilance.
Documents, requests and emails contain useful information, but processing them is still manual.
The potential is real, but use cases, risks and costs still need to be clarified.
What we offer
Workflows, notifications, document generation and automatic rules.
Summarisation, classification or information extraction inside your existing applications.
Conversational or contextual assistants that guide users through their tasks.
Extracting and structuring information to feed your business tools.
Identifying relevant use cases and assessing feasibility, risks and costs.
Flow, scheduled jobs and automatic rules at the heart of your CRM.
The benefits
Non-exhaustive list: we adapt to your technical environment.
Your teams focus on the tasks that require their expertise.
Consistent, traceable processing, applied the same way every time.
Human validation when needed and careful attention to data confidentiality.
Start on a limited scope, then extend once the value has been demonstrated.
Our approach
A structured approach, regular checkpoints and clear deliverables at every stage.
We analyse your goals, processes, constraints and priorities to define a clear scope.
We propose a functional and technical solution, a phased plan and a transparent estimate.
Features are delivered in stages, demonstrated and adjusted with you throughout the project.
Deployment, documentation, knowledge transfer, then maintenance and evolutions if you wish.
FAQ
Can't find the answer you're looking for? Write to us and we will answer you directly.
Not always. Conventional automation is often enough. We start by analysing your processes to choose the simplest and most reliable solution.
Confidentiality is reviewed from the scoping stage: choice of services, type of data transmitted, providers' terms of use and applicable regulatory requirements.
Yes, and it is often recommended: a limited scope lets you validate the value and reliability of the solution before rolling it out.
Related services
Customisation, development and automation to get more value from your Salesforce environment.
Design and evolution of web applications and business solutions tailored to your processes.
Have a development project, a Salesforce need or an application to evolve? Let's discuss your goals and find a solution that fits your context.
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