Reducing re-keying and keeping track of your information.
Administrative tasks slip in between jobs, orders and customer requests. Together with you, we look for what can be simplified, prepared or connected to the tools already in use.
Each automation is examined with the people concerned: information required, expected quality, exceptions and approval before use.
Preparing documents from the work carried out
A report may draw on notes, photos, exchanges and reference documents. A suitable solution can gather the available elements and prepare a first draft to be checked.
The person responsible checks the information, adds any missing elements and approves the document before it is sent.
Limiting re-keying between tools
A request received by e-mail can feed a file, a tracking spreadsheet or business software. We examine the possible connections and the checks needed so that the same information is carried over consistently.
Order changes, duplicates and incomplete information are among the situations to test.
Finding information in your documents
We can look into a search assistant connected to a selection of your documents. It should help find information and indicate the sources used, within the limits of authorised access.
Quality depends in particular on the state of the documents, how up to date they are and the system’s ability to flag information that is missing or uncertain.
Preparing quotes and following up on requests
We examine how to gather the information needed for a quote, spot missing documents and prepare a reply or a reminder. Commercial terms, amounts and commitments remain subject to the approvals defined with you.
Choosing the right approach for your business
We start with the software you use. We examine its functions, connection options and limitations before proposing a new tool or a development.
Total cost, ease of use and maintenance matter as much as the capabilities of AI. You need to understand who keeps the solution running and what it requires day to day.
Testing before scaling up
The first test covers a representative task and documents. We assess the result with the users: reliability, checking time, errors and ease of use. These observations inform the decision on deployment.
Questions about automation
Can we keep our business software?
We first examine your current environment. The possible connections and any changes required are clarified before implementation.
How much time can we save?
That depends on the task, how often it occurs and the checks that need to remain. We measure the time actually saved, taking checking and corrections into account.