Automate

When you need it

Three signs there is something here to automate.

“We enter it twice.”

Once in the ERP and again in the spreadsheet, or the storefront, or the manager workbook. Every duplication is a chance for the numbers to disagree.

“Only one person knows how to do that.”

A process depends on one person and a file on her desktop. When she takes vacation, it stops.

“The report lands on the 12th.”

And it is assembled by hand. By the time it exists, the decision it was meant to support has already been made.

What it covers

Three kinds of work.

Processes

Work that repeats

Data entry and reconciliation across systems
Approval routing with a record of who signed
Document generation and delivery
Transaction matching and variance detection
Alerts on exception only, not on every event

Integrations

Systems that do not talk

ERP to online storefront
Invoicing and banking
API connections to suppliers and customers
Stock synchronization across locations
Bridges to legacy systems with no API, via file or database

Visibility

Dashboards and reporting

A dashboard with the numbers you actually watch
Reports that assemble and send themselves
Audit trail on every operation
Role-based access, each person sees their own

What we decline

Stated up front

We do not automate a broken process. We fix the process first
We do not reduce headcount unless you tell us to, explicitly
We do not take projects where the current state cannot be measured
We do not leave black boxes. It is documented and it is yours

How we decide

If it does not pay for itself in a year, we tell you no.

Before quoting we measure how much time the process consumes today. That number decides whether the project happens. This is the grid we fill in together during the review.

Evaluation grid · real example from a distributor

Process	Frequency	Hours/month now	After	Verdict
Order entry into the ERP	Daily	56 hrs	4 hrs	Proceed
Stock updates on the storefront	Daily	18 hrs	0 hrs	Proceed
Payment reconciliation	Weekly	12 hrs	3 hrs	Proceed
Sales report by rep	Monthly	6 hrs	0 hrs	Proceed
New supplier setup	Monthly	2 hrs	1.5 hrs	Not worth it
Price list assembly	Quarterly	4 hrs	3 hrs	Not worth it

Case

Wholesale distributor, three warehouses.

Before

Storefront orders were printed and keyed in by hand
Web stock was refreshed once a day, by estimate
Goods sold that were already gone: nine cancellations a month
Sales reporting arrived on the 12th of the following month

→

Seven weeks later

Orders land in the ERP on their own, with validation
Stock synchronized every fifteen minutes
Stockout cancellations under one a month
Live dashboard, no waiting for close
Fourteen hours a week returned to the back office

Questions

Our ERP is old and has no API. Is this still possible?+

With no API we work against the database in read mode, or by file exchange, or by automating the interface itself. It is less elegant and we say so plainly, but it works and it is what solves most real cases in small and mid-sized organizations.

Does this mean laying people off?+

That is rarely what happens and it is not what we propose. If your goal genuinely is reducing headcount, say so at the start so the project is designed with that in view.

What if an automation fails one day?+

Every automated process ships with alerting and a documented manual fallback. If something stops, somebody knows within minutes and there is a written procedure to carry on by hand while it is repaired.

Do we own the code?+

Yes. We do not use proprietary platforms that lock you in.