Business systems & workflow automation

Workflow Automation Planning Consultation

Find which steps to automate in one recurring process and where your team should review exceptions.

Colleagues discuss handoffs during a workflow planning session
Illustrative imagery

Where it helps

This consultation fits a team that sees repetitive work but needs to understand its handoffs and exceptions before deciding what to automate. Mapping the current process helps keep approvals and responsibilities explicit.

How the work takes shape

NexSar walks through one process and up to three apps with the team. The written map records triggers, review points, failure handling, and one proposed starting automation.

Workflow stages include Current process, then Map handoffs, then First automation.
Illustrative workflow

Example engagement

An administrator could show how requests move from a form to a shared inbox and tracker, then choose the first handoff to automate while retaining a manual review for exceptions.