Automation · Reporting
Automated reporting without collecting data by hand.
A report that produces itself: data is collected from the sources, cleaned, joined, visualised and sent at an agreed time.
When clients usually bring us in
- the same step repeats every day
- data is retyped between systems
- approvals get lost in email
- reports are assembled manually
- nobody can see where the process stalled
Not every step is worth automating
If a step runs a few times a year, automation won't pay for itself. So we measure how often the process actually runs before building anything.
What this means for you
- less retyping between systems
- every step has a timestamp, an owner and a status
- exceptions are visible, not hidden
- the process runs even when someone is away
Today and after automation
What we set up
- connections to the data sources
- data transfer and preparation
- validation
- dashboards
- scheduled reports
- alerts when something deviates
- access control by role
A report that builds itself gets read
A report assembled by hand each month arrives late, and in busy months not at all. A report that builds itself arrives at the same time every time - and only then is it meaningful to compare with the last one.
- a report at an agreed time, with no intervention
- merging data from several systems
- the same indicator definitions every month
- an alert on deviation, not just a monthly review
- a format the recipient actually opens
Different reports for different people
A management report and an operational report are not the same report with a different title. The first has to say whether things are going the right way; the second has to say what needs doing today.
How we automate
Trigger
What starts the process: an incoming email, a new record, a date, a submitted form or an event in another system.
Process and rules
Steps, conditions and responsibilities are captured as the process actually runs, not as the manual describes it.
Integrations
Data moves between systems once and in the right shape, with no retyping.
Exceptions
Anything that doesn't fit the rules goes to a queue with an explanation, not into a silent failure.
Control and traceability
Approvals
Where a human decision is needed, the system waits and records who approved it.
Logging
Every step has a timestamp, input, output and status. A failure can be replayed and fixed.
Reporting
How many cases ran automatically, how many waited and where the bottleneck is.
Related work
FAQ
How long does it take to set up?
It depends on the number of steps and systems. The first working part usually runs within a few weeks.
What happens with exceptions?
They go to a queue with an explanation and a person handles them. Nothing disappears silently.
Is every process worth automating?
No. If it runs a few times a year it won't pay for itself - we measure that before building.
Related solutions
Sounds like your project?
Send us the project description, your existing system, the tender documents or the event date.