Business Process Automation
Automate the work that slows your team down, and keep a person on the decisions that matter.
- Typical timeline
- 5 to 12 weeks
- Typical timeline
- Listed below
- 6 deliverables
- Listed below
- No obligation
- Quoted after scoping
- No obligation
Built for
- Operations, finance and service teams running high-volume manual processes
- Organisations moving work between systems by copying, pasting and re-keying
- Teams with an automation pilot that never made it onto a schedule
You recognise this
- The same process runs every day or week and mostly follows the same steps
- Information is re-keyed between email, documents and your core systems
- Mistakes come from tiredness and volume, not from hard judgement
The problem
Most processes are not ready to automate as they stand. Steps exist for historical reasons, exceptions are handled from memory and nobody owns the handoffs between people and software. Automating that as it is only makes the mess faster. We map the process first, decide which steps need a person, then automate the rest with those checkpoints built in.
What you receive
- 01
Process map
The process as it really runs today, including the exceptions, with the steps we recommend automating, simplifying or keeping with a person.
- 02
Automation design
How the automated process will work, where AI is used and where plain rules are more reliable, and where a person reviews or approves.
- 03
Working automation
Built and connected to your systems, such as your CRM, finance, ticketing or document tools.
- 04
Exception handling
A defined route for every case the automation cannot handle, so nothing is dropped.
- 05
Monitoring
A view of what ran, what failed and what is waiting for a person.
- 06
Parallel run and handover
A period running alongside the manual process to check the results, then a runbook and handover to a named owner.
Phases and expected timeline
- 01
Process mapping
1 to 2 weeks
We sit with the people who do the work and map the process as it really runs, exceptions included.
- 02
Design
1 to 2 weeks
We agree what to automate, what to simplify, what stays with a person and how exceptions are handled.
- 03
Build and integration
2 to 6 weeks
The automation is built and connected to your systems in a test environment first.
- 04
Parallel run and handover
1 to 2 weeks
The automation runs alongside the manual process until the results match, then passes to its owner.
Typical timeline: 5 to 12 weeks
Typical range for a single, well-defined scope. The clock starts once access and the people we need are in place. Your quote confirms the timeline after a scoping call. This range is for one process.
Before we start
- A process owner who can decide how the process should work
- Time with the people who do the work today
- Examples of real cases, including the exceptions
- Access to the systems involved, in a test environment where one exists
- Agreement on who owns the automation after handover
What you can do afterwards
- A manual process runs on a schedule, with a named owner
- People spend their time on exceptions and decisions, not on re-keying
- Every case is accounted for: completed, failed or waiting for a person
- You have a pattern you can apply to the next process
What this work is designed to achieve. Results depend on your systems and your data.
Questions about this package
Not necessarily. If a tool you already have can do the job, we use it. We add AI only where it does something rules cannot, such as reading unstructured documents or emails.
Yes. The timeline on this page is for one process. Later processes tend to be quicker because the integrations already exist, and we can quote several together.
Steps with real consequences are checked or approved by a person, and every case that fails goes to a queue with the reason. Nothing is dropped silently.
Because the work depends on your systems, your data and how far the scope reaches. After a scoping call we send a written quote that states the scope, the deliverables, the timeline and the cost. Larger enterprise projects are quoted separately, based on scope, integrations, deployment requirements and ongoing support.
Yes. Say so in your enquiry and we will sign one before you share details of your systems.
Yes. For example, an architecture review can lead straight into a build, and we can quote the combined work as one engagement with one plan.
Handover includes the documentation, runbook and working session your team needs to run what we delivered. If you want us to stay involved, ongoing support is quoted separately.
Get a quote for this package
Tell us about your systems and what you need. We reply with questions or times for a scoping call, then send a written quote that sets out the scope, the deliverables, the timeline and the cost.
Larger enterprise projects are quoted separately, based on scope, integrations, deployment requirements and ongoing support.
Prefer email? info@bastionshieldtechnologies.com
Often considered alongside
Custom AI Agent Development
A production AI agent built around your workflow, with evaluation, permissions and the admin screens your team needs to run it.
AI Architecture Review
A second opinion on your AI design before you commit budget to it, with a written report and a prioritised roadmap.