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01 / INTEGRATIONSPROCESS PEOPLE SYSTEMS

Make the
handoffs work.

The real work happens between your tools. Give it a clear path.

Process optimization, integrations and automation consultancy. Scoped around your systems, your people and the decisions that need an owner.

Scope an automation
UiPath / n8n / Power Automate / Custom APIsExplore the workflow path
WORKFLOW PATH

An invoice. A decision. A clear next step.

Interactive process canvas
Exception correction owner retry
NODE INSPECTORReceive
INPUT
OUTPUT
 
RUN TRACEReady to run
     
     
    Change the rules, run the path and inspect each node. This canvas processes values in your browser; a connected implementation is scoped with your team.
     
     
     
    02 / DESIGN THE EXCEPTIONS
    The happy path is
    only half the process.
    An approval needs an owner. A failure needs a next action. Both belong in the workflow before it goes live.
     
    Invoice workflow paused for a finance approval with its input and output inspector visible.
    Approval is a real gate: the handoff waits until the finance owner continues.
     
    01 / Human decisions
    Set the approval conditions, reviewer and escalation route. Keep a record of what was decided.
    02 / Recoverable failures
    Separate incomplete data from temporary system failures. Define correction, retry and duplicate prevention.
    03 / Visible ownership
    Agree who maintains each connection, handles exceptions and approves changes after handover.
     
     
    03 / CHOOSE FROM THE WORK
    The process leads.
    The tool follows.
    Start with the systems you use and the constraints you have. We assess the fit, licensing, operating model and maintenance together.
    A STARTING POINT TO ASSESS
    Microsoft Power Automate
    Assess approval flows around your Microsoft environment, including connector permissions, environment policies and license requirements.
    Discuss the fit 
     
    Technical readingUiPath Action Center n8n Power Automate approvals 
     
    04 / FROM MAP TO OWNERSHIP
    A workflow needs
    an operating plan.
    1. 01
      Find the real bottleneck
      Map handoffs with the people doing the work. Where event data is available, assess process mining to understand the actual sequence and variations.
    2. 02
      Define the boundaries
      Agree inputs, outputs, access, data retention and the decisions that stay with people. Compare tools against these requirements.
    3. 03
      Build one controlled path
      Implement a scoped workflow. Test approval, rejection, missing data, failed connections and safe retries with agreed acceptance criteria.
    4. 04
      Hand over the operation
      Document owners, alerts, recovery steps and change control. Agree rollout and support scope before connecting production systems.
    Read about process mining 
     
    05 / WHERE THE WORK CONNECTS
    Accounting ERP CRM Private AI workspace Document workflows 
     
    START WITH ONE HANDOFF
    What keeps getting
    passed back?
    Bring a process, the tools involved and the point where work gets stuck. We can define an assessment and a scoped implementation proposal.
    Request workflow scoping Register access interest Availability, implementation and access are agreed per project.
     
    A closer look
    Explore the Integrations interface
    Invoice workflow with validation rules, approval and handoff stages.View full size
    Invoice workflow with validation rules, approval and handoff stages.
    Completed workflow with finance approval and the prepared accounting handoff.View full size
    Completed workflow with finance approval and the prepared accounting handoff.
    Swipe or use the arrows to explore.
    Image 1 of 2