Connect the workflow
Map triggers, inputs, dependencies and owners. Integrate APIs, files and business applications so information moves through a defined process instead of an informal chain.
Business technology / Built for the work
Process Automation & Integration
Useful automation starts with a process worth improving. We connect systems, reduce repeat entry and build checks that make routine work easier to trust, including a clear path for exceptions.
Talk to an Engineer ↗Recognize the friction?
When manual handoffs slow the whole process
- People copy the same information between systems.
- Recurring imports and reports take hours of manual checking.
- Approvals stall because the next step is unclear.
- A failed workflow leaves nobody sure what happened.
What we work on
Connect your systems and remove repetitive steps
Process Automation & Integration connects applications and carries out repeatable work using defined triggers and rules. We begin with workflow discovery: who starts the process, what information is needed, what counts as completion and who resolves exceptions. This makes the design accountable to the business process, rather than to a collection of disconnected scripts.
Validate and handle exceptions
Check inputs and outputs, distinguish retryable failures from records needing review, and make exceptions visible to the people responsible for resolving them.
Hand off something maintainable
Document how the workflow runs, what it depends on and how to respond when it stops. Add useful status information and failure notifications, and explain how changes in connected systems can affect the automation. Your team should be able to distinguish a completed run from one that needs attention.
Synchronization, documents and approvals
Define which system owns each field before synchronizing data. Coordinate document creation and approval steps so records move only after the required checks. Scheduled jobs suit predictable batches; event-driven workflows respond to a business change. Both need duplicate prevention and a way to reconcile incomplete runs.
Rules first, AI where it helps
Conventional automation is often sufficient for routing, calculations and moving structured records. AI may help classify varied documents or prepare a draft for review. Evaluate input sensitivity, output quality, cost and human oversight before giving a probabilistic result authority over a consequential business action.
Example Projects
Financial report quality checks
For a finance team checking reports manually, compare balances and source totals before publication, then route discrepancies to a reviewer for investigation.
Expense import and invoicing
For an expense-to-invoice workflow, collect approved expenses, validate required fields and prepare invoice records with a traceable exception queue.
New customer setup
For a team setting up new customers, coordinate approved customer information across the systems needed to start work, checking for missing fields and duplicate records.
How we engage
From workflow discovery to reliable automation
- Walk through the workflow with your team, noting its triggers, systems, current effort and recurring exceptions.
- Choose a useful first automation and define how to measure the improvement.
- Build and test normal, missing-data and failure paths with realistic records and user review.
- Document operation and compare the outcome against your starting point, then prioritize refinements.
What you take forward
Practical deliverables.
- A workflow map with triggers, approvals, system boundaries and accountable owners.
- Implemented integrations and automations with validation and representative failure-path tests.
- An exception-handling approach describing safe retries, duplicate prevention and human review.
- Operating and maintenance documentation, including access dependencies, monitoring and change ownership.
Client feedback
A client’s perspective.
Killer Logic automated our entire expense import and invoicing workflow, saving us countless hours every month and virtually eliminating manual errors. It’s been a total game changer for our operations.
Explore an idea with the Automation Playbook.
Want to think through an opportunity before we talk? The blueprint, glossary and calculator can help you explore the workflow and its potential impact.
Before we get started
Questions worth asking.
Does automation always require AI?
No. Many valuable workflows use rules, schedules and integrations. AI is worth considering only where its uncertainty and operating cost are appropriate for the task.
How do we choose a first project?
Look for repetitive work with clear inputs and a result you can verify. We can help map that work during discovery. If you want to explore an idea first, the Automation Playbook and ROI calculator are optional resources for thinking through effort, impact and tradeoffs.
What happens when data is wrong?
Validation and an exception path should be part of the design. We identify what can be retried and what needs a person to review, rather than silently continuing.
Who maintains an integration after launch?
We plan maintenance alongside the implementation, including connection access, failure notifications and changes when a source system evolves. The handoff explains how to check runs and resolve exceptions. You can discuss ongoing help or prepare your internal team to maintain the workflow.
Connected services
When the next step connects.
IT Strategy Consulting
Turn competing technology priorities into a clear roadmap for investment and improvement.
Explore IT Strategy ConsultingMicrosoft 365 Consulting
Get more from Microsoft 365 with better email, collaboration, security settings, and administration.
Explore Microsoft 365 ConsultingApp Development
Build applications that fit your workflows, connect your systems, and replace outdated software.
Explore App DevelopmentAnalytics & Business Intelligence
Bring your data together and turn it into clear dashboards, dependable reports, and useful business insights.
Explore Analytics & Business IntelligenceA useful next conversation
Which manual handoff would you remove first?
Tell us what starts the workflow, which tools it touches and where people have to intervene.