Understand what slows the process before adding another system.
When work moves between spreadsheets, email and disconnected applications, a new interface alone may not solve the problem. We trace the workflow from beginning to end and identify where change can make a useful difference.
Digital Process & Automation Assessment
Discuss this serviceWhen this is the right starting point
- Approvals depend on email, repeated follow-ups or individual employees.
- The same information is entered into several systems.
- Teams cannot see the status, ownership or exceptions in a process.
What you receive
- An agreed current-state process map, including handoffs, systems, owners and exceptions.
- A baseline of available evidence: cycle time, manual effort, errors and missing measurements.
- An opportunity backlog comparing process changes, configuration, integrations and custom development.
- A prioritized improvement roadmap with dependencies, estimated effort ranges and the assumptions behind the business case.
How the engagement works
- Select a bounded process and its owner. Agree where it starts and ends, who uses it and what the business wants to improve.
- Walk through real examples with the people doing the work. Map systems, duplicate entry, approvals and exception handling.
- Design candidate improvements and compare impact with implementation effort. Review recommendations with business and technical stakeholders.
A recommendation is a decision, not a commitment to build
You can proceed with UP2DATE, use the agreed deliverables with your own team, or stop after the engagement. We may recommend configuration, an existing product, a smaller intervention or no new software. Implementation is proposed separately when the evidence supports it.
EnterprisePPC Romania: trip approvals from 3 days to 30 minutes
An enterprise travel-management platform for 2,000+ employees — automated multi-level approvals, ERP/HR integrations and real-time cost visibility. Trip processing went from 3 days to 30 minutes.
Frequently asked questions
Will you recommend replacing our ERP or CRM?
Not by default. We first consider whether process changes, configuration or integrations can address the problem. Replacement is one option to evaluate, not the expected conclusion.
What if we do not have process metrics?
We document what is known and what is estimated, and recommend a practical way to establish a baseline. We do not invent savings or present assumptions as measured results.
Can you implement the recommendations?
Yes. Where software or integration is justified, we can prepare a solution blueprint and an implementation proposal. You approve that work separately.
Discuss this service
The initial 30-minute conversation is free. Detailed analysis, architecture and a delivery roadmap are separate, scoped engagements.
Request an initial conversation
A free 30-minute conversation to understand the situation and agree a next step. Detailed analysis is scoped separately.