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Operations & Shared Services

Back-Office Workflow Automation

The repetitive internal process mapped, automated where it is safe, and left with a person wherever judgement or liability sits.

To first release
2 weeks
Human checkpoints
Explicit
Built with
  • Temporal
  • Python
  • PostgreSQL
  • Claude
  • Slack API

The problem

Every operations team has a process that grew rather than being designed. It works because someone remembers the exceptions, which makes it slow, unauditable, and a genuine risk when that person is on leave. The instinct is to automate all of it; the mistake is automating the parts where being wrong is expensive.

How we would sequence it

  1. 01Map the process as it actually runs, including the exceptions nobody documented
  2. 02Separate the steps that are safe to automate from the ones that carry judgement or liability
  3. 03Automate the first group end to end, with retries and an audit trail
  4. 04Give the second group a queue, a clear interface and an escalation path
  5. 05Instrument throughput and exception rates so the effect is visible

This solution describes our method for a class of problem. It is not a record of a completed client engagement, and the figures above are scope estimates rather than measured results.

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