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Solutions library173 places where your company still moves data by hand
Every solution starts with a problem a director will recognise in the first paragraph: the process, the systems, the people who click through it today. Then it shows the same process after automation, what waiting actually costs, and exactly what we deliver.
The organisation, mapped
Automation does not stop at the finance department.
Pick the area you are responsible for. In each one you will find processes that consume your team’s time without needing its judgement.
The library
Find your process.
Filter by function, by the outcome you are after, by the technology you already own, or by your industry. Or simply type “invoices”, “SAP” or “Teams”.
Business function
Business outcome
Technology
All 173 solutions run on UiPath and Microsoft 365 with Microsoft Teams as the place of work, so the filter covers what differs between them.Industry
Finance & accounting
18 solutionsInvoice processing without manual data entry
Stop paying your finance team to move numbers from PDFs into the ERP.
Save timeReduce errorsIncrease capacityDocument processing · SAP / ERPView Finance & accountingDepartmentalThree-way match exceptions resolved before the payment run
Stop chasing price and quantity differences by email while supplier payments wait for weeks.
Save timeAccelerate responseReduce costSAP / ERPView Finance & accountingDepartmentalAccount reconciliations and journals that close themselves
Stop closing the month by downloading balances into Excel and chasing sign-offs by email.
Save timeIncrease capacityReduce errorsPower Platform · SAP / ERPView Finance & accountingQuick winExpense reports audited automatically before reimbursement
Stop paying nine expense claims in ten on trust because nobody has time to check them against policy.
Reduce riskSave timeEmployee experienceDocument processingView Finance & accountingDepartmentalVendor master changes with bank-account fraud control
One convincing email is all it takes to send a six-figure payment to a fraudster's account.
Reduce riskSave timeAccelerate responsePower Platform · SAP / ERPView Finance & accountingQuick winThe daily cash position without the 7 a.m. spreadsheet
Stop building the daily cash number by hand from four bank portals; it arrives late and nobody quite trusts it.
Save timeAccelerate responseReduce riskPower Platform · SAP / ERPView Finance & accountingDepartmentalE‑invoicing (KSeF) submission and status reconciliation
Your ERP sends invoices to KSeF. Who checks that each one came back with a UPO, and who fixes the ones that did not?
Reduce riskSave timeReduce errorsPower Platform · SAP / ERPView Finance & accountingEnterpriseIntercompany balances that agree before the group close
Your entities disagree about what they owe each other, and the consolidation waits for an email.
Save timeReduce riskIncrease capacityPower Platform · SAP / ERPView Finance & accountingDepartmentalTransfer pricing files assembled from the ledger
Every filing season your team rebuilds the same tables, from the same ledgers, in Word, from scratch.
Save timeReduce riskIncrease capacitySAP / ERPView Finance & accountingDepartmentalCapital projects that reach the asset register on time
Your newest production line is earning money and your books still call it a project.
Save timeReduce riskReduce errorsPower Platform · SAP / ERPView Finance & accountingDepartmentalGrant settlements without the week of photocopying
Your project managers spend a week a claim proving costs the ledger already recorded.
Save timeReduce riskReduce errorsDocument processing · SAP / ERPView Finance & accountingDepartmentalInvoices from KSeF booked to the right budget line
A structured invoice states the amount. It does not state which unit ordered the work.
Increase capacityAccelerate responseReduce riskUiPath · Microsoft 365 +1View Finance & accountingDepartmentalLocal tax accounts that reconcile themselves
Forms are typed in twice, payments arrive without a usable reference, and the first letter a resident gets is a demand.
Increase capacityReduce errorsCustomer experienceDocument processingView Finance & accountingDepartmentalFreight billed the day it is delivered, not the month after
Orders wait for the month-end billing run, and the accessorials written on a driver's note are never billed.
Accelerate responseIncrease capacityReduce errorsDocument processingView Finance & accountingDepartmentalWarehouse work billed from what the warehouse actually did
Storage, handling and value-added work are billed from a spreadsheet somebody rebuilds every month.
Reduce costAccelerate responseReduce errorsPower PlatformView Finance & accountingDepartmentalManufacturer bonuses claimed and matched to the payout
Importer bonuses are a large part of your margin, and they are tracked in a workbook one person understands.
Reduce costIncrease capacityReduce riskPower PlatformView Finance & accountingDepartmentalStock financing that agrees with the yard every morning
Stop paying interest on cars you have already handed over, and stop reconciling the lender's statement by hand.
Reduce costAccelerate responseReduce riskPower PlatformView Finance & accountingDepartmentalF&I commissions matched to the deal that earned them
Your F&I income is checked when an adviser asks about a bonus, not when a partner underpays.
Reduce costReduce errorsIncrease capacityDocument processing +1ViewProcurement
8 solutionsPurchase requests and PO approvals no longer lost in email
Purchase requests get lost between mailboxes, approvers and buyers. Stop retyping approved requests into the ERP.
Accelerate responseSave timeIncrease capacityPower Platform · SAP / ERPView ProcurementDepartmentalSupplier onboarding and due diligence in days, not weeks
Stop losing three weeks and the compliance evidence every time a plant needs a new supplier.
Accelerate responseSave timeReduce riskDocument processing +2View ProcurementDepartmentalP2P process mining: maverick spend and real touchless rate
Nobody knows what share of purchases bypass contracts and POs, or how often an invoice is touched. Measure it monthly.
Reduce costIncrease capacityReduce riskProcess & task mining +2View ProcurementQuick winSupplier quotes compared within the hour
Stop paying buyers to retype prices, units and lead times from PDFs into comparison sheets.
Save timeAccelerate responseIncrease capacityDocument processing · SAP / ERPView ProcurementDepartmentalIndexation clauses that get applied, and renewals decided
Your suppliers calculate your annual price increase. Nobody on your side checks their arithmetic.
Reduce costReduce riskSave timeSAP / ERPView ProcurementDepartmentalSupplier reviews that start from data, not from impressions
The numbers in your supplier review were exported by hand last week, and nobody can show the lines behind them.
Save timeIncrease capacityReduce riskPower Platform · SAP / ERPView ProcurementDepartmentalPublic procedures assembled from an approved clause library
Every new procedure starts as a copy of the last one, mistakes included.
Increase capacityReduce riskReduce errorsUiPath · Microsoft 365 +1View ProcurementDepartmentalThe carrier you booked is the carrier that shows up
Your carrier file is built from documents the carrier chose to send you.
Reduce riskAccelerate responseSave timePower PlatformViewSupply chain
14 solutionsCustomer orders from PDFs and emails straight into the ERP
Customer POs still get retyped from PDFs into SAP and confirmed hours later. Stop paying your order desk to type.
Save timeAccelerate responseReduce errorsDocument processing · SAP / ERPView Supply chainDepartmentalOrder confirmations and delivery dates chased automatically
Buyers spend their mornings chasing suppliers for dates, and planners plan on dates that are already wrong.
Save timeAccelerate responseReduce riskPower Platform · SAP / ERPView Supply chainDepartmentalFreight invoice audit against rate cards and shipments
Carrier invoices are checked on a sample and paid in full; the overbilled lines are the ones nobody opened.
Reduce costIncrease capacityReduce errorsDocument processingView Supply chainDepartmentalInventory that agrees: WMS and ERP reconciled every night
Stop discovering at the cycle count, or when an order cannot ship, that the WMS and the ERP disagree.
Save timeReduce errorsAccelerate responsePower Platform · SAP / ERPView Supply chainDepartmentalProduct and price master data published to every channel
Stop retyping every new product and price change into the ERP, the PIM, the web shop and each marketplace.
Save timeReduce errorsAccelerate responsePower Platform · SAP / ERPView Supply chainDepartmentalExport documents ready while the truck is loaded
Your ERP holds every figure the customs pack needs. Somebody types them in again anyway.
Save timeReduce errorsReduce riskDocument processing · SAP / ERPView Supply chainDepartmentalMoney recovered from suppliers instead of written off
Rework, scrap and freight caused by a supplier part are absorbed internally because the claim costs too much to build.
Reduce costIncrease capacityReduce riskDocument processing · SAP / ERPView Supply chainDepartmentalEvery load offered to the right carrier at the right price
Loads go to the carrier who answers first, priced from a rate sheet nobody has updated since March.
Reduce costSave timeAccelerate responseSAP / ERPView Supply chainDepartmentalTransport orders into the TMS without retyping
Ninety customers, ninety ways of sending an order, and a forwarder retyping every one into the TMS.
Save timeIncrease capacityReduce errorsDocument processing +1View Supply chainDepartmentalEvery proof of delivery on file before the invoice is due
Freight is delivered, invoiced and disputed before anyone finds the signed document.
Accelerate responseIncrease capacityReduce riskDocument processing +1View Supply chainDepartmentalCustoms declarations that clear on the first submission
A truck waits while a broker refreshes a screen. Most of those rejections were visible in the documents.
Save timeReduce errorsAccelerate responseDocument processing +1View Supply chainQuick winMonitored carriage notified before the truck moves
A dispatcher decides what is monitored, types the notification and hopes nobody swaps the trailer.
Reduce riskSave timeIncrease capacityUiPath · Microsoft 365 +1View Supply chainDepartmentalThe part is next door, not on a six-week backorder
Stop ordering from the importer what your other sites already hold, and stop missing the return window for the rest.
Reduce costIncrease capacityCustomer experienceUiPath · Microsoft 365 +1View Supply chainQuick winTyre season without a lost set or an unbilled shelf
Stop searching the racks for a set that has moved, and stop storing tyres nobody will collect.
Increase capacityReduce costCustomer experienceUiPath · Microsoft 365 +1ViewOperations & quality
14 solutionsThe daily production report without the 6 a.m. spreadsheet
Stop paying production controllers to retype MES numbers into a spreadsheet the meeting does not trust.
Save timeAccelerate responseReduce errorsPower PlatformView Operations & qualityEnterpriseEngineering changes propagated to ERP, plants and suppliers
Stop losing engineering changes between the PLM, the ERP, three plants and forty suppliers.
Reduce errorsSave timeAccelerate responseSAP / ERPView Operations & qualityEnterpriseProduct launch readiness: forty tasks, one process
Stop learning that a launch has slipped from the carton supplier's delivery note.
Accelerate responseReduce costReduce riskSAP / ERPView Operations & qualityQuick winSafety and site inspections: from checklist to closed action
Stop retyping site inspections into a register and chasing corrective actions from an inbox.
Save timeReduce riskAccelerate responsePower PlatformView Operations & qualityDepartmentalNon-conformances and CAPA handled in Teams
Containment, root cause, supplier 8D and effectiveness checks live in one spreadsheet and three mailboxes.
Reduce riskSave timeAccelerate responsePower Platform · SAP / ERPView Operations & qualityDepartmentalBatch documentation and certificates of analysis
Finished goods sit in the dispatch bay because the certificate of analysis is still being typed.
Save timeAccelerate responseReduce errorsPower PlatformView Operations & qualityDepartmentalPreventive maintenance that runs to plan
Stop releasing work orders by printer and typing the completion reports back a week later.
Save timeReduce riskIncrease capacityPower Platform · SAP / ERPView Operations & qualityQuick winOne front door for every request the building generates
Broken air conditioning, a badge, a desk move: all of it lands on one office manager's memory.
Save timeEmployee experienceReduce costPower PlatformView Operations & qualityDepartmentalProduct compliance evidence, ready before it is asked for
Customers ask for the declaration; someone searches supplier emails and a shared drive to find it.
Reduce riskSave timeAccelerate responseDocument processing · SAP / ERPView Operations & qualityQuick winNo driver dispatched on an expired document
Driver and vehicle documents expire on fourteen calendars. Dispatch checks them by asking whoever keeps the file.
Reduce riskIncrease capacitySave timePower PlatformView Operations & qualityQuick winThe right car at the right site, and demonstrators in view
Stop moving cars between sites on a phone call and finding out where the demonstrators are by asking.
Save timeAccelerate responseReduce riskUiPath · Microsoft 365 +1View Operations & qualityDepartmentalFrom contract to handover without a missing document
Stop moving handover slots on Friday because a document, a fitting or an invoice was nobody's job until Saturday.
Customer experienceSave timeAccelerate responseUiPath · Microsoft 365 +1View Operations & qualityDepartmentalService slots booked against real workshop capacity
Stop booking three timing belts on a Tuesday with one qualified technician, and ordering the parts once the car is on the ramp.
Increase capacityCustomer experienceSave timeUiPath · Microsoft 365 +1View Operations & qualityDepartmentalWarranty work paid by the manufacturer at first submission
The repair is done once; the claim is built twice by your best administrator and paid in the third month.
Reduce costAccelerate responseIncrease capacityDocument processingViewSales & marketing
13 solutionsInbound leads qualified and routed in minutes, not days
Enquiries wait for someone's Monday sort while a competitor calls the buyer on Tuesday.
Accelerate responseIncrease capacityCustomer experienceUiPath · Microsoft 365 +1View Sales & marketingQuick winWon deal to a running project in an hour
Deals close in the CRM, then wait a week for someone to set up the customer, the project and the billing.
Accelerate responseIncrease capacityCustomer experienceSAP / ERPView Sales & marketingQuick winCRM data hygiene: duplicates, stale deals, missing fields
The pipeline review starts with an argument about the data, not about the deals.
Reduce errorsSave timeIncrease capacityPower PlatformView Sales & marketingDepartmentalSales commissions calculated and explained
Commission is calculated in one enormous workbook, and every dispute means rebuilding it.
Save timeReduce errorsEmployee experienceSAP / ERPView Sales & marketingDepartmentalTender documents turned into a compliance matrix
Your bid team spends its best days reading tender packs, not deciding which ones to win.
Save timeAccelerate responseReduce riskAI & agents · Power PlatformView Sales & marketingDepartmentalCampaign assets that arrive complete, approved and on time
The version that went live in Romania was not the one legal approved, and nobody could prove which one it was.
Save timeAccelerate responseReduce riskPower PlatformView Sales & marketingDepartmentalPartner deal registration and rebates without disputes
Registrations live in a mailbox, rebates in spreadsheets, and every quarter ends in an argument.
Save timeReduce errorsCustomer experiencePower Platform · SAP / ERPView Sales & marketingDepartmentalOne sales forecast, not nine spreadsheets and a feeling
Stop rebuilding the group forecast by hand from nine files that never agree.
Accelerate responseSave timeReduce errorsPower PlatformView Sales & marketingDepartmentalA freight quote out while the enquiry is still warm
Your answer goes out Thursday; the load was booked Tuesday with whoever priced it first.
Accelerate responseIncrease capacityCustomer experienceDocument processingView Sales & marketingDepartmentalEvery lead with the right adviser within the hour
Nine channels, four brands, one receptionist deciding who calls the customer back. The Friday lead waits until Monday.
Accelerate responseCustomer experienceIncrease capacityDocument processingView Sales & marketingDepartmentalA trade-in price in twenty minutes, reconditioning included
The customer wants a price for the old car today. The used-car manager is in a meeting, and the offer arrives tomorrow.
Accelerate responseIncrease capacityCustomer experienceDocument processingView Sales & marketingQuick winCustomer events that end in leads, not name badges
Guest lists from three DMS exports, RSVPs in four inboxes, a sign-in sheet in a drawer, the importer waiting for proof.
Reduce riskIncrease capacityCustomer experiencePower PlatformView Sales & marketingQuick winThe next car offered while the current one is on the ramp
Your owner base drives through your workshops every month while sales buys leads from portals.
Accelerate responseIncrease capacityCustomer experienceUiPath · Microsoft 365 +1ViewCustomer service
11 solutionsEvery customer email classified and routed on arrival
Your best agents spend their morning sorting mail instead of answering it.
Accelerate responseIncrease capacityCustomer experienceDocument processing +1View Customer serviceDepartmentalOrder status answered before the customer asks
Every third customer contact asks where an order is; the answer already sits in SAP and the carrier portal.
Customer experienceSave timeIncrease capacityAI & agents · Power Platform +1View Customer serviceDepartmentalReturns and refunds without a ping-pong of emails
Three weeks, two phone calls and eleven emails to give a customer their money back.
Save timeAccelerate responseCustomer experiencePower Platform · SAP / ERPView Customer serviceDepartmentalVoice of the customer: the reasons behind the score
Your CSAT score gives you a number. Your customers' emails give you the reason, and nobody reads them.
Customer experienceIncrease capacityReduce riskDocument processing +1View Customer serviceDepartmentalService quality measured on every call, not on five a month
Your agents are rated on five calls out of five hundred, and the other 495 are never opened.
Increase capacityReduce errorsEmployee experienceDocument processingView Customer serviceDepartmentalService levels reported before the customer disputes them
Monthly SLA reports are rebuilt in Excel from ticket exports, and the customer finds the service credits first.
Reduce riskCustomer experienceSave timePower PlatformView Customer serviceDepartmentalOne front door for everything a resident reports
A broken street light reported three ways becomes three separate jobs, two of them invisible.
Increase capacityCustomer experienceAccelerate responseDocument processing +1View Customer serviceQuick winEvery affected car found, contacted and closed
Stop rebuilding each brand's campaign completion report from a printed call sheet, the DMS and the importer portal.
Reduce riskIncrease capacityCustomer experienceUiPath · Microsoft 365 +1View Customer serviceQuick winReminders that bring the car back to your workshop
Stop learning that a customer has left only when the fourth service fails to appear in the diary.
Customer experienceIncrease capacityReduce riskUiPath · Microsoft 365 +1View Customer serviceQuick winRepair status by message, additional work approved by a tap
Stop parking cars on the ramp while an adviser dials voicemail for a yes the customer would have tapped in a minute.
Save timeAccelerate responseCustomer experienceUiPath · Microsoft 365 +1View Customer serviceDepartmentalEvery complaint in one register, whatever the channel
Your sites log complaints their own way, and the importer's score moves before the group knows what happened.
Customer experienceReduce riskIncrease capacityDocument processingViewHR & people
6 solutionsJoiner, mover, leaver: access on day one, revoked same day
New starters wait days for access; leavers keep theirs for weeks. Both are the same missing handover.
Save timeReduce riskEmployee experienceSAP / ERPView HR & peopleDepartmentalPayroll inputs consolidated and checked before the run
Payroll errors are found by the employee on payday, not by the team that built the file.
Reduce errorsSave timeReduce riskUiPath · Microsoft 365 +1View HR & peopleQuick winQualifications and training tracked before they expire
Your training register is only as current as the last time someone remembered to update it.
Reduce riskSave timeEmployee experiencePower PlatformView HR & peopleDepartmentalContractor hours from timesheet to agency invoice
You approve the hours in one place and pay the agency invoice in another, and nothing checks that the two agree.
Reduce costSave timeReduce errorsPower Platform · SAP / ERPView HR & peopleDepartmentalEvery application answered, every interview booked
Applications wait days for an answer while recruiters match a panel's calendars by email.
Save timeAccelerate responseIncrease capacityUiPath · Microsoft 365 +1View HR & peopleDepartmentalShift cover filled in minutes, with the rules checked
A sick call should not cost a supervisor an hour of phone tag and a payroll correction.
Save timeReduce costEmployee experiencePower PlatformViewIT & services
10 solutionsAccess requests and quarterly access reviews
Managers sign off on entitlements they cannot read, and nobody withdraws what nobody uses.
Reduce riskSave timeReduce errorsPower Platform · SAP / ERPView IT & servicesQuick winSoftware licences reconciled every month
Leavers, duplicates and dormant accounts keep their paid seats until somebody rebuilds the list by hand.
Reduce costSave timeReduce riskPower PlatformView IT & servicesDepartmentalData migration validated by testing, not spot checks
A spreadsheet sample of a few hundred records is what currently stands between your migration and go-live.
Reduce riskReduce errorsIncrease capacityTesting · SAP / ERPView IT & servicesQuick winTask mining: what your shared-service desks really do
Your automation backlog is a wish list until somebody measures what the desks actually do all day.
Increase capacityReduce costSave timeProcess & task miningView IT & servicesQuick winProject workspaces provisioned with governance in minutes
Project teams and sites built by hand, named differently every time, and never closed.
Save timeAccelerate responseReduce riskPower PlatformView IT & servicesDepartmentalEvery release regression-tested, including the phone
Regression is a checklist two people click through on the last afternoon before a release.
Reduce riskAccelerate responseCustomer experienceTestingView IT & servicesDepartmentalCloud spend explained to the people who cause it
A third of your resources have no owner, so the invoice is explained with a screenshot of a chart.
Reduce costIncrease capacityReduce riskPower PlatformView IT & servicesDepartmentalEvery laptop accounted for, from order to wipe certificate
Hardware ordered by email, handed over without a record, and written off when the auditor asks.
Reduce costReduce riskIncrease capacityPower PlatformView IT & servicesDepartmentale-Doręczenia handled like post, not like a second inbox
Four intake channels, one register typed by hand, and delivery evidence filed after the fact.
Increase capacityAccelerate responseReduce riskUiPath · Microsoft 365 +1View IT & servicesQuick winAccessibility checked every week, not once before the audit
The statement is written once. The site changes every day, and nobody is checking in between.
Reduce riskIncrease capacityCustomer experienceTesting · Power PlatformViewLegal & compliance
12 solutionsStandard contracts generated, approved and e‑signed in a day
A two-page NDA takes ten days because it is copied, proofread, printed, scanned and filed by hand.
Accelerate responseSave timeReduce riskPower Platform +1View Legal & complianceDepartmentalCounterparty screening: sanctions, VAT status, registers
Your counterparty file was true on the day you checked it. Sanctions and VAT status moved after that.
Reduce riskReduce errorsIncrease capacitySAP / ERPView Legal & complianceDepartmentalData-subject requests answered in days, not at the deadline
Stop answering GDPR requests by hand on day twenty-eight of a thirty-day clock.
Reduce riskSave timeIncrease capacityUiPath · Microsoft 365 +1View Legal & complianceEnterpriseSegregation of duties checked weekly, not once a year
The auditor finds your role conflicts once a year. By then the oldest of them is twelve months old.
Reduce riskSave timeReduce errorsSAP / ERP · Power PlatformView Legal & complianceEnterpriseSustainability figures collected once, evidence attached
Last year's sustainability numbers cannot be reproduced without the people who sent them.
Reduce riskSave timeIncrease capacityDocument processing · SAP / ERPView Legal & complianceDepartmentalInsurance policies, renewals and claims on one register
Your whole insurance programme is administered from one workbook and one person's mailbox.
Reduce riskSave timeIncrease capacityDocument processing · SAP / ERPView Legal & complianceDepartmentalInformation requests answered inside the statutory clock
Requests arrive on four channels, the clock starts on all of them, and the register is written afterwards.
Increase capacitySave timeReduce riskDocument processingView Legal & complianceQuick winThe bulletin that notices what is missing from it
Gaps in the bulletin are found by a resident, a journalist or an inspector, never by the office itself.
Increase capacityReduce riskSave timePower PlatformView Legal & complianceDepartmentalThe archive that knows what it may destroy and when
Cases close, files do not: categories unchecked, transfer lists retyped, appraisal postponed another year.
Increase capacityReduce riskSave timeUiPath · Microsoft 365 +1View Legal & complianceDepartmentalClaim files complete before the deadline, not after it
The customer deducts the damage; the note, the photographs and the temperature record are in four places.
Reduce riskReduce costIncrease capacityDocument processingView Legal & complianceDepartmentalAudit-ready for every brand, without the week of panic
Stop rebuilding the standards file the week before each importer audit and fixing the same finding twice.
Reduce riskSave timeIncrease capacityTestingView Legal & complianceDepartmentalOne customer across three brands, one consent record
A reminder goes to someone who opted out, because the objection lives in another brand's system.
Reduce riskReduce errorsIncrease capacityUiPath · Microsoft 365 +1ViewManagement & planning
9 solutionsThe management pack in Power BI, not fourteen Excel files
The board pack should not depend on which analyst merged which spreadsheet on which day.
Save timeAccelerate responseIncrease capacityPower Platform · SAP / ERPView Management & planningDepartmentalBudget and forecast collection without version chaos
Stop spending a quarter of an analyst's year collecting spreadsheets from cost-centre owners.
Save timeAccelerate responseReduce errorsPower Platform · SAP / ERPView Management & planningDepartmentalFrom project hours to the invoice
Consultants log hours late, finance rebuilds the billing in Excel, and invoices leave three weeks after the work.
Save timeAccelerate responseReduce costPower Platform · SAP / ERPView Management & planningDepartmentalPolicy answers in seconds instead of three emails
The same policy questions reach the same three busy people, and the answer is already written somewhere.
Save timeAccelerate responseIncrease capacityAI & agentsView Management & planningQuick winMeeting decisions that become tasks, not notes
Half of what a project meeting agrees is never written anywhere another person can see it.
Save timeAccelerate responseEmployee experiencePower Platform · AI & agentsView Management & planningDepartmentalThe document archive that files itself
Your documents sit on a network drive with no metadata, under retention rules nobody applies.
Save timeReduce riskIncrease capacityDocument processingView Management & planningDepartmentalOrder-to-cash process mining: where the cash gets stuck
DSO sits above target and every department has a theory. Measure how many days each step actually costs.
Reduce costAccelerate responseCustomer experienceProcess & task mining +1View Management & planningDepartmentalNo case reaches its statutory deadline unnoticed
Deadlines live in the case system, a departmental spreadsheet and somebody's memory.
Increase capacityReduce riskSave timePower PlatformView Management & planningDepartmentalOne morning view of every brand, site and workshop
Four DMS, four importer portals and nine sites, and the board sees last month in the third week of this one.
Accelerate responseIncrease capacitySave timePower PlatformViewOther solutions
58 solutionsThe service desk request that never becomes a ticket
Four IT tickets in ten follow a known procedure, and every one of them still queues for an analyst.
Increase capacityAccelerate responseReduce costAI & agentsView Other solutionsQuick winPassword reset in two minutes, without a ticket
The most frequent ticket on the desk still needs a phone call, three consoles and an identity check nobody records.
Accelerate responseReduce costEmployee experienceUiPath · Microsoft 365 +1View Other solutionsDepartmentalTickets triaged and routed before an analyst reads them
Priority follows the requester's capital letters, and a P1 waits in the queue until a dispatcher has time to read it.
Accelerate responseIncrease capacityEmployee experienceDocument processing +1View Other solutionsQuick winStatus, outage and change news that reaches people first
The outage email leaves after the outage, and one ticket comment in five is the same two words.
Accelerate responseIncrease capacityEmployee experienceUiPath · Microsoft 365 +1View Other solutionsDepartmentalApplication access granted by policy in minutes, with proof
Access is granted from interpreted emails, approvals are chased, and the auditor finds the evidence missing.
Accelerate responseReduce riskIncrease capacityUiPath · Microsoft 365 +1View Other solutionsDepartmentalAdmin rights that exist only for the task and the hour
Rights granted for a four-hour task stay for a career, in systems that cannot expire them.
Reduce riskAccelerate responseIncrease capacityUiPath · Microsoft 365 +1View Other solutionsQuick winContractor access that ends when the contract ends
Procurement closes the purchase order. Nobody tells IT. The contractor keeps the VPN for a year.
Reduce riskReduce costSave timeSAP / ERPView Other solutionsQuick winGroups, aliases and mailbox rights changed from Teams
The service desk's largest queue by count is also the one nobody measures.
Accelerate responseReduce costEmployee experienceUiPath · Microsoft 365 +1View Other solutionsDepartmentalEvery laptop order, refresh and return against one register
Three spreadsheets describe the same laptop, starters wait, refresh happens at failure and leavers' devices vanish.
Reduce costEmployee experienceIncrease capacityPower Platform · SAP / ERPView Other solutionsDepartmentalThe failing laptop fixed before the user opens a ticket
The disk fills, the certificate expires, the update fails again, and the desk hears about it from the user.
Increase capacityReduce riskEmployee experienceAI & agentsView Other solutionsEnterpriseDay one ready: accounts, access and kit from one HR trigger
New hires wait days for roles and laptops because onboarding is five processes held together by email.
Employee experienceAccelerate responseReduce riskSAP / ERPView Other solutionsDepartmentalEvery access and device of a leaver closed on the last day
A disabled account is not the same as closed access. The long tail is where audit findings come from.
Reduce riskReduce costAccelerate responseUiPath · Microsoft 365 +1View Other solutionsDepartmentalAccess reviews that reviewers finish, with the removals done
Quarterly access reviews eat weeks of specialist time, get approved by default and remove almost nothing.
Reduce riskSave timeIncrease capacityPower Platform · SAP / ERPView Other solutionsDepartmentalOne place to ask, an answer with its source, gaps reported
The same questions are asked in channels and tickets because nobody can find the current answer.
Save timeIncrease capacityEmployee experienceAI & agents · Power PlatformView Other solutionsDepartmentalSuspicious logins contained in minutes, not at the audit
Detected in seconds, contained in shifts: every step between the alert and the action is a person.
Reduce riskAccelerate responseIncrease capacityPower PlatformView Other solutionsDepartmentalIncidents staffed, communicated and closed by one flow
The tool records what happened. Finding owners, chasing updates and reading nothing on Friday is done by people.
Accelerate responseReduce riskSave timeAI & agentsView Other solutionsQuick winCost per ticket and automation share on one page, daily
Three ticket counts, one analyst merging exports, and a pack that arrives ten days after the meeting that needed it.
Reduce costSave timeIncrease capacityPower Platform +1View Other solutionsDepartmentalEngineers get cloud and repo access within the hour, scoped
Six days waiting for a repository, and a personal access token pasted into a chat to keep the sprint moving.
Accelerate responseReduce riskIncrease capacityUiPath · Microsoft 365 +1View Other solutionsQuick winWho is on call and what is down, answered in Teams
During an outage the person fixing it is also the only one who can say which customers are affected.
Accelerate responseCustomer experienceIncrease capacityPower PlatformView Other solutionsQuick winThe same right answer to every HR policy question
Two advisors answer the same handbook questions all year, from different versions of the handbook.
Increase capacityEmployee experienceReduce errorsAI & agentsView Other solutionsQuick winLeave requested, checked and posted without an e‑mail
Leave should not be approved from memory, rekeyed twice and confirmed by asking.
Employee experienceAccelerate responseReduce errorsSAP / ERPView Other solutionsQuick winEmployees change their own address, name and bank details
A three-line e‑mail should not be able to move somebody's salary to a different account.
Reduce riskReduce errorsEmployee experiencePower Platform · SAP / ERPView Other solutionsQuick winEmployment letters generated and signed in minutes
A letter whose every field already sits in the HR system should not need three days and a signature hunt.
Accelerate responseReduce costEmployee experienceDocument processingView Other solutionsDepartmentalEvery HR and payroll question becomes a case with an owner
Nobody can say how many payroll questions are older than five days, because a mailbox does not know what one is.
Increase capacitySave timeEmployee experienceDocument processingView Other solutionsDepartmentalInterviews booked and feedback collected the same day
Nine emails to book one interview, and feedback that arrives after the candidate has accepted elsewhere.
Accelerate responseIncrease capacityCustomer experienceUiPath · Microsoft 365 +1View Other solutionsQuick winTraining and policy sign-offs tracked, reminded, evidenced
Your evidence pack exists only in the week somebody builds it, and two people on the list left in March.
Reduce riskReduce costSave timeUiPath · Microsoft 365 +1View Other solutionsQuick winGoals and ratings in Teams, not a hunt through the HR system
Goals live in email, ratings history is buried in the module, and HR chases completion three times a cycle.
Save timeReduce riskEmployee experienceAI & agents · Power PlatformView Other solutionsQuick winPulse surveys and kudos in Teams, summarised into themes
Thousands of survey comments unread, recognition lost in a thread, communities nobody can find.
Employee experienceSave timeAccelerate responseAI & agents · Power PlatformView Other solutionsDepartmentalTimesheets complete before the payroll cut-off, every month
Two specialists spend the end of every month writing reminders, and payroll still pays on estimated hours.
Reduce errorsReduce costReduce riskAI & agents · Power PlatformView Other solutionsQuick winExpense approvals in Teams, policy check included
Approvals wait in email until month end, and the policy question gets answered after the click.
Accelerate responseEmployee experienceSave timeAI & agents · SAP / ERPView Other solutionsDepartmentalEvery expense report audited before the money leaves
A sample checked after payment finds errors it cannot recover and misses the duplicates entirely.
Reduce riskReduce costReduce errorsDocument processing · SAP / ERPView Other solutionsDepartmentalEvery card transaction matched to a receipt and a policy
Card spend is matched, coded and checked weeks after it posts, and receipts are chased forever.
Reduce riskReduce costSave timeDocument processing · SAP / ERPView Other solutionsQuick winMissing itemisations and tax lines caught at submission
The VAT on a hotel night is lost in the week the folio is wrong, not in the quarter the adviser finds it.
Reduce costReduce riskReduce errorsDocument processing · SAP / ERPView Other solutionsQuick winYour expense policy executed line by line, automatically
Your policy names the caps. The approver sees a total, a category and thirty other reports.
Reduce riskReduce costReduce errorsDocument processingView Other solutionsDepartmentalSplit payments and double-claimed meals found with evidence
Nobody splits a purchase in front of an approver. They split it across three receipts and two weeks.
Reduce riskReduce costImprove controlSAP / ERP · Power PlatformView Other solutionsQuick winWhich expense rules create work and which catch anything
Reviewers close 2,100 exceptions a month and nobody measures which rules ever found anything.
Reduce costIncrease capacityReduce riskPower Platform · AI & agentsView Other solutionsDepartmentalInvoices read, coded and routed; people see only exceptions
Somebody still types the PDF into the ERP, guesses the cost centre and chases the approver.
Reduce costAccelerate responseIncrease capacityDocument processing · SAP / ERPView Other solutionsDepartmentalPrice and quantity mismatches resolved the day they appear
A variance released under payment-run pressure becomes next quarter's price, and nobody negotiated it.
Accelerate responseReduce costReduce errorsPower Platform · SAP / ERPView Other solutionsQuick winThe same invoice by e‑mail, portal and post, paid once
A hyphen, a rescan or a reissued number is enough for the same invoice to be paid twice.
Reduce riskReduce costReduce errorsDocument processing +1View Other solutionsDepartmentalNo payment to a vendor nobody verified
A bank account changed because an email asked is the cheapest way to lose a six-figure payment.
Reduce riskIncrease capacityImprove controlDocument processing · SAP / ERPView Other solutionsDepartmentalThe AP mailbox sorted every hour, payment questions answered
Your suppliers ask a question your SAP already answers, and a person spends ten minutes typing it out.
Increase capacityAccelerate responseCustomer experienceAI & agents · SAP / ERPView Other solutionsQuick winSupplier statements reconciled the day they arrive
Your suppliers tell you every month what they think you owe. Most of those letters go unread.
Reduce costIncrease capacityImprove controlDocument processing · SAP / ERPView Other solutionsDepartmentalE‑invoices validated and submitted, mandates absorbed
An invoice the platform rejects has not been issued, and nobody in finance reads XML for a living.
Reduce riskAccelerate responseImprove controlSAP / ERPView Other solutionsQuick winDiscounts taken when they beat the cost of cash
Your suppliers offer discounts. Your payment calendar decides whether you take them.
Reduce costReduce riskSave timePower Platform · SAP / ERPView Other solutionsEnterpriseThe vendor who is also an employee, found across AP and T&E
Three controls, three thirds of the picture, and the schemes live in the gaps between them.
Reduce riskReduce errorsReduce costPower Platform +2View Other solutionsDepartmentalFCPA, Sunshine Act and VAT evidence collected continuously
Four annual deadlines, one dataset, and none of it rebuilt from sixty spreadsheets.
Reduce riskReduce costSave timeDocument processing +2View Other solutionsDepartmentalFinance questions answered in Teams from governed numbers
Three versions of ARR are in circulation, and the board saw one of them last quarter.
Save timeAccelerate responseIncrease capacityPower Platform · AI & agentsView Other solutionsDepartmentalRequests raised in Teams, approved and ordered the same day
The compliant route is slower than a chat message, so people order first and paper it later.
Accelerate responseSave timeReduce riskPower Platform · SAP / ERPView Other solutionsQuick winA virtual card or a limit change within the hour, by rule
Limits go up for an event and never come down, and people pay for company purchases from their own account.
Accelerate responseReduce riskReduce costPower PlatformView Other solutionsQuick winStock and incoming deliveries answered in Teams, instantly
A ten-second lookup costs two people ten minutes each, and by then the customer has asked somebody else.
Accelerate responseIncrease capacityCustomer experienceAI & agents · SAP / ERPView Other solutionsDepartmentalRenewals surfaced in Teams and a CRM cleaned every night
Renewals surface when the customer mentions them, and the pipeline is tidied only before the quarterly review.
Save timeReduce errorsAccelerate responseAI & agents · Power PlatformView Other solutionsDepartmentalQuotes built, discounts approved and signed within the day
Your margin floor is enforced by a thumbs-up in a chat and audited three weeks later.
Accelerate responseReduce errorsSave timeSAP / ERPView Other solutionsQuick winThe current deck and the approved answer found in seconds
Three folders called FINAL, and the deck that reached your prospect names a discontinued product line.
Save timeAccelerate responseReduce errorsAI & agentsView Other solutionsQuick winClose rates, targets and the forecast on one trusted page
Forecast_Q3_v7_FINAL_CFOcomments.xlsx has nine tabs and three definitions of committed.
Accelerate responseSave timeReduce errorsPower PlatformView Other solutionsQuick winTraffic drops and burning campaigns flagged the same day
Your ads are running, your page is loading, your analytics is counting, and nothing converts.
Accelerate responseReduce costReduce errorsPower PlatformView Other solutionsQuick winFirst drafts for every channel from the approved brief
One approved brief still becomes sixteen blank documents, written by hand for every channel and market.
Accelerate responseIncrease capacityImprove controlAI & agentsView Other solutionsDepartmentalNDAs and standard contracts signed and filed in a day
A two-page NDA on your own template waits nine days behind a tender review and a dispute.
Accelerate responseReduce riskImprove controlUiPath · Microsoft 365 +1View Other solutionsQuick winEvery vendor with your data has a current security review
Vendor reviews live in a spreadsheet, certificates in mailboxes, and expiry is discovered by the auditor.
Reduce riskIncrease capacityImprove controlPower Platform · AI & agentsViewRemove a filter, or write to us: a process missing from the library usually just means we have not written it up yet.
The rules we hold to
No invented clients, no magical returns.
The library exists to help you decide, not to impress you. Every number shows its arithmetic and every product capability is traceable to vendor documentation.
- Scenarios are illustrative and labelled as such. They are not client results.
- Every value model shows its working: volume times minutes times hourly cost.
- We separate native product capability, what we build, and custom integration.
- We also say when automation is not worth it. Every solution has that section.
Every technology on a solution page carries its class, and every figure in a model is class C.
Not sure where to start? One process and one month of data is usually enough.
Show us the process that irritates you most. We come back with an assessment of the automatable share and a model built on your own numbers.
Book a process review