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automation

Agreeing Success Rates: A Fresh Approach to Accounts Payable / Sales Order Processing Projects

We’ve recently adopted a slightly different strategy to ensure we’re completely aligned with our clients’ objectives for an accounts payable / sales order processing project. As part of this new method, our Business Process Consultants are now establishing the percentage of success that clients are aiming for before initiating the project. Surprisingly, I’ve noticed that… Read More »Agreeing Success Rates: A Fresh Approach to Accounts Payable / Sales Order Processing Projects

Unveiling the Distinctions: Document Management vs. Information Management

I’ve been working on a LinkedIn post discussing the distinctions between document management and information management when I stumbled upon a helpful post by Ealla Copeland. She shared a quote that perfectly captures the essence of the topic. In document management, you typically file an invoice using metadata like: However, information management goes beyond that… Read More »Unveiling the Distinctions: Document Management vs. Information Management

Beyond Digital Automation: Unravelling the Why Behind Manual Processes

As a Business Process Consultant, a significant part of the role involves mapping out customer processes. Over time, I have noticed a recurring mistake made by junior BPCs—they often fail to challenge the existing process. 😒 It’s common for them to meticulously map the current manual process and then replicate it in the digital domain… Read More »Beyond Digital Automation: Unravelling the Why Behind Manual Processes

Hyper-Automation: Empowering Creativity and Elevating Customer Experience

Robb Wilson, founder and CEO of Onereach.ai a leading conversational AI platform, shared an intriguing perspective during his recent appearance on the SS&C Blue Prism podcast, Transform NOW. Hyper-automation is the idea of automating as much as you can as fast as you can to raise the bar on employee experience, to raise the bar… Read More »Hyper-Automation: Empowering Creativity and Elevating Customer Experience

Disconnected Systems: Bridging the Gap for Seamless Integration

In a recent discovery call, I had the opportunity to speak with a furniture retail company struggling with the limitations of non-integrated systems and the burden of administrative tasks. The company relies on a popular cloud-based finance system, which unfortunately lacks integration with their warehouse management system. As a result, orders are generated in the… Read More »Disconnected Systems: Bridging the Gap for Seamless Integration

Unveiling Today’s Discovery Meetings: Exploring Cost Control and AP Automation in Healthcare

Today marks an exciting day with two discovery meetings on my agenda. The first meeting involves a healthcare company keen on enhancing cost control and implementing Accounts Payable Automation (AP) within their operations. What’s intriguing about this opportunity is that it originated from a referral made by a contact I’ve had the pleasure of working… Read More »Unveiling Today’s Discovery Meetings: Exploring Cost Control and AP Automation in Healthcare

The Life of a Pre-Sales Consultant: Insights, Expertise, and Impact

Step into my blog, where I offer a window into the daily life of a pre-sales consultant. Join me as I share valuable insights and first-hand experiences in these fields. I specialise in business process consultancy and automation solutions, with a focus on streamlining transactional documents and process-intensive business operations. My expertise lies particularly in… Read More »The Life of a Pre-Sales Consultant: Insights, Expertise, and Impact