Process Automation

Replace email-driven work with reliable workflows.

Requests, approvals and hand-offs that run themselves: tracked, auditable and easy to improve, so your people spend their time on work that needs them.

Start a conversation Explore by sector
  • Approvals
  • Document workflows
  • Audit trail
Illustration of an approval workflow: submit, check, approve and notify, with a complete audit trail Approval workflow Routed, tracked and auditable 1Submit2Check3Approve4NotifyComplete audit trailWho did what, when and why SLA on trackReminders sent ApprovedManager sign-off Illustration of an approval workflow: submit, check, approve and notify, with a complete audit trail Approval workflow Routed, tracked and auditable 1Submit2Check3Approve4NotifyComplete audit trailWho did what, when and why

Across sectors

Automation that fits your sector.

Choose a sector to see what this looks like day to day.

Public sector

Requests and approvals that run themselves

Route service requests, approvals and information requests automatically, with deadlines tracked and every step recorded.

  • Request intake and routing
  • Approval chains with deadlines
  • Complete audit history

Higher education

Student and staff processes without the paperwork

Extensions, module changes and staff onboarding handled through simple forms and automatic routing.

  • Student request workflows
  • Staff onboarding
  • Approvals by role

Real estate

Lettings and maintenance on autopilot

Referencing, tenancy renewals, rent reminders and maintenance jobs move through automatically, with every step tracked.

  • Tenant referencing workflow
  • Renewals and rent reminders
  • Maintenance job routing

Professional services

Less admin between client work

New client intake, conflict checks, timesheet reminders and invoice approvals automated end to end.

  • Client intake and checks
  • Timesheet reminders
  • Invoice approvals

What we deliver

What we automate

Choose what you need. A short discovery confirms the scope, the plan and the cost.

  • Request & approval workflows

    Structured intake, routing and approvals with clear ownership.

  • Document-driven processes

    Capture, validation and filing, with exceptions routed to a person.

  • System-to-system hand-offs

    Data moves between applications automatically.

  • Notifications & SLAs

    Timely reminders, escalations and turnaround reporting.

  • Audit & compliance

    A full record of every action and decision.

  • Process analytics

    See bottlenecks and decide what to improve next.

In practice

Staff onboarding

A typical example of the change we make. Every engagement is shaped around your process.

Before

  • HR emails IT, facilities and managers
  • Accounts and equipment late on day one
  • Paper forms signed and scanned
  • Nobody sure what is outstanding

After

  • One request triggers every task
  • Accounts and kit ready before day one
  • Digital forms and e-signature
  • Live checklist for HR and managers

New starters arrive to a desk, a laptop and the access they need.

Example engagement

Self-service portal and workflow automation

Representative engagement ยท Web, automation and integration

The challenge
Customer requests handled by email and paper, re-keyed between systems, with no easy way for customers or staff to see status.
What we delivered
A bespoke web portal for customers, automated back-office workflows and secure integrations into the existing systems of record.
The outcome
A single, auditable record for every request, far less re-keying, and customers who can see progress without chasing.

Web & Digital Experiences Customer & Partner Portals Process Automation All case studies

Questions

What clients usually ask.

Something else on your mind? Ask us directly

Technologies we use

  • Power Automate
  • Azure Logic Apps
  • Dataverse
  • SharePoint
  • Microsoft Teams
  • Azure AI Document Intelligence
Which processes should we automate first?

High-volume, rules-based processes with clear owners usually pay back fastest. Discovery helps you pick.

Can people still step in?

Yes. Approvals, reviews and exceptions are designed in wherever judgement matters.

Will this work with our current systems?

In most cases, through connectors, APIs or Microsoft 365.

Related

Which process causes the most chasing?

Tell us about it. We will show you what an automated version could look like.

Start a conversation hello@devdex.co.uk