Procurement request
Employee files a purchase request; finance approves above threshold; system auto-creates PO in ERP, emails vendor, files receipt.
Approvals, routing,
and an audit trail
Internal operations are won or lost in the workflow. We build the admin consoles, approval chains, CRM/ERP connectors and document flows that turn "who approves this?" from a Slack thread into a system with SLA timers and a named audit trail.
CAPABILITIES
Six workflow surfaces, one operational engagement
Internal tools, approvals, CRM/ERP, agent-assisted ops, document flows, intake & triage — engineered as one system rather than five SaaS tools lashed together.
01
Internal tools
Admin consoles, operations dashboards, form-driven workflows. Low-code frameworks when speed matters, custom when control matters.
02
Approval chains
Multi-stage approval with escalation, SLA timers, named substitutes, visible queue. Explicit decision trails, not Slack DMs.
03
CRM / ERP connectors
Salesforce, HubSpot, NetSuite, SAP, Dynamics. Custom middleware layer so the connector survives a rename or schema change upstream.
04
Agent-assisted ops
AI agents that pre-fill, summarise and triage — under human approval for anything that touches money, customers or compliance.
05
Document flows
Generation from templates, e-signature, routing, storage, retention. Audit trail per document, not per ticket.
06
Intake & triage
Forms, email-to-workflow, Teams / Slack bots. Requests that show up once, go to the right queue, route by SLA.
APPROVAL CHAIN
Seven stages, owners and SLAs in writing
The generic approval chain we instantiate for most procurement, access and policy workflows. Every stage has a named owner and an SLA timer — escalation happens automatically, not by memory.
StageActionSLAOwner
RequestForm submitted, basic validationImmediateEmployee
TriageRouting, enrichment, pre-fill< 1 minBot
Approve 1First-line review, scope check< 1 business dayLine manager
Approve 2Budget / policy check< 2 business daysDept. head
Approve 3Controls for amount / jurisdiction< 3 business daysFinance · Legal
ExecuteDownstream action, receiptsImmediateSystem
ArchiveAudit log, document retentionImmediateSystem
AI in the loop, not on the throne
Open AI discipline ↗ Agent-assisted ops live here: they summarise, pre-fill, triage and draft, but humans sign off on anything that moves money, customers or compliance.
REAL WORKFLOWS
Four automations we run most often
Worked examples of the workflows we automate most. Each collapses a multi-day, multi-tool coordination problem into a single audit-trailed system.
Access provisioning
Joiner workflow creates accounts across 18 SaaS tools, assigns least-privilege roles, notifies manager, logs for SOX.
Contract review
NDA / MSA routed by contract type, AI pre-summarises clauses, legal approves redlines, DocuSign sent, filed in repository.
Expense approval
Receipt OCR extracts amounts and merchants, matches to policy, auto-approves in-policy items, escalates exceptions.
Adjacent disciplines
Where workflow automation connects
Revenue
CRM & Revenue Operations
Pipeline, quote-to-signed-order and lifecycle automation on top of the workflow engine.
AIArtificial Intelligence
Agents that pre-fill, summarise and triage — under the human approval gates this layer enforces.
ReportingBusiness Intelligence
Dashboards of SLA breach, approval lead time and cost of workflow bottlenecks.
SecurityCyber Security & Risk Ops
Access provisioning / deprovisioning, IAM policy enforcement, SOX-compatible audit trails.
Route · approve · audit
Turn "who approved this?" into a system, not a Slack search
Share the current workflow, the tools involved and the approval policy. We come back with a workflow map, tool consolidation plan and automation backlog inside ten working days.