Solution brief: Workflow automation
Indicative concept brief. Not a proposal, quote or description of a deployed product.
For
Operations, HR, admin and shared-service teams
Problem
Requests arrive through several channels, approvals happen in chat, and nobody can see what is waiting on whom.
Solution concept
Map the process into stages, automate routine steps and route approvals with clear ownership and status.
- Configurable stages and rules
- Approvals with accountable owners
- Status visible to everyone involved
Workflow
- Request
- Classify
- Rule check
- Approve
- Done
Value we would aim for
- Fewer lost requests
- Routine work handled faster
- Clear accountability
Implementation stages
- DiscoveryA short problem statement and success criteria
- ScopingA written proposal with scope, approach and estimate
- PrototypingA working prototype you can try
- ImplementationWorking software in a test environment
- ValidationValidation notes against the success criteria
- HandoverLive solution, documentation and source access as agreed
Assumptions
- The current process can be described step by step, including who approves what.
- A named person on your side can answer questions and review the prototype.
- Scope, timeline and cost are confirmed in a written proposal after the scoping stage.
- Any AI output that affects a decision is reviewed by a person.
Next steps
- Send a project brief describing your current process.
- Join a short discovery call to walk through it.
- Receive a written scoping proposal before any build begins.