Workflow assessment
Current steps, volumes, exceptions and the decisions that should remain human.
Less repetitive work. More connected thinking.
Start with the process, not the buzzword. We connect systems and build evaluated automations with appropriate approvals, failure handling and visibility into what happened.
Assess one workflow
Workflow analysis · AI & integration · Technical review
Invoice intakeaccounts payable workflowMapping
Today's process · manual
1Invoice arrives by email1 minRepetitive
2Fields re-typed from the PDF6 minRepetitive
3Totals checked against the PO3 minRepetitive
4Approval chased by emailwaitingNeeds judgement
5Posted to accounting and filed2 minRepetitive
Baseline · example
Volume
about 40 invoices a day
Hands-on time
roughly 12 min each
Needs a person's judgement
1 of 5 steps
The baseline is agreed first, so the result is measured against it.
01Map one workflowList every step, its volume and the decisions that should stay human.
The starting point
Your team should not be the integration between your software systems.
Connect your tools. Automate the right work. Keep control.
- Less avoidable manual transfer
- Visible exceptions and approvals
- Automation with defined running costs
Who this is for: Teams repeating data entry, reconciling systems by hand or losing time on avoidable operational handoffs.
The TechGy Link difference
Connect the process. Give people room to do more.
Automation works best when the process owner, engineer and reviewer understand the same task. We connect those perspectives to choose useful automation, handle exceptions and keep important decisions visible.
Workflow analysis · AI & integration · Technical review
Growth Partners
We grow alongside our teams, not just service their accounts.
What we deliver
Purpose in every detail.
A defined set of deliverables, shaped around the work your business needs.
System & API integration
Connections between CRM, accounting, application and reporting workflows.
Practical AI workflows
Document handling, assistants and agentic workflows where the use case justifies them.
Evaluation & safeguards
Permitted data, defined tests, access controls, audit trails and human escalation.
Operating model
Usage estimates, monitoring responsibilities and maintenance ownership.
Integration project / Business systems / Accounting integration
QuickBooks Desktop Connector
A desktop integration connecting statement ingestion, memo-based categorisation and reviewed posting into QuickBooks Desktop.
Explore the projectOur process
Clear steps. Shared decisions.
01
Map one workflow
Document inputs, handoffs, exceptions, volumes and the person responsible for each decision.
02
Choose the right automation
Choose rules, APIs or AI based on the task, system access and acceptable uncertainty.
03
Evaluate the exceptions
Test permitted cases, failures, approvals and recovery before expanding the workflow.
04
Deploy with visibility
Agree logs, monitoring, escalation, running costs and maintenance responsibilities.
A little more clarity
Before we begin.
No. A dependable integration or rules-based workflow is often the right answer. We select the approach around the problem.
Specialist work is scoped with named advisor or consultant involvement, access requirements and evaluation criteria.
We agree a baseline and relevant measures, such as manual effort, accepted output, error handling and operating cost. We do not assume a universal multiplier.
Let’s make it happen
Assess one workflow.
One bounded workflow assessment. An automation recommendation, pilot scope, evaluation criteria and operating-cost assumptions.