Solution
Process Automation
Replace reminder-driven admin with configured rules for approvals, schedules and document chains.
The problem
A surprising share of administrative effort is people moving information between places: forwarding an approval, retyping an invoice, remembering that a schedule is due. It is invisible in any budget line, and it is where most capacity quietly goes.
The approach
How BPS handles it
Rules instead of reminders
Recurring work is generated on a date or a trigger.
Approvals as routing
Thresholds decide who signs, not who happens to be copied.
Documents that create documents
An order becomes a delivery becomes an invoice.
Exceptions surfaced
The system escalates what is stuck rather than waiting.
Capabilities involved
Approval thresholds
By document type, value and department.
Recurring schedules
Invoices, maintenance and reports raised on time.
Document conversion
One document generates the next in the chain.
Notifications
Targeted at the person who must act.
Automating one cycle at a time
Automating one cycle at a time
- A high-volume manual cycle identified
- Rules and thresholds agreed with the people who run it
- Automation configured and run alongside the manual process
- Manual step retired once the outputs agree
Products involved
Modules from the product catalog that this solution typically uses.
Common in these sectors
Industries where this problem shows up most often.
Facility Management
Contracts, preventive schedules, work orders and assets.
Real Estate & Property
EstateSuite for operations; iEstate for intelligence — one connected real estate platform.
Contracting & Construction
Project budgets, subcontractors, progress billing and retention together.
Trading & Distribution
Multi-warehouse stock, landed cost, pricing tiers and fulfilment.
What changes
- Routine work raised without prompting
- Approvals that cannot be skipped
- Fewer transcription errors between documents
- Capacity returned to work that needs judgement
Talk through process automation on your process
A working session on a process that is painful today — not a slide deck. Bring the documents you actually use.