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Industry

Finance & insurance

Expenses and card transactions, GDPR requests, access reviews and customer service quality. For a bank we delivered a team of IT and finance specialists for a transformation programme. Every solution describes the process before and after, a value model and an implementation plan.

Book a call Library: 233 solutions

22 solutions for this industry

AreasSales & marketing 3 IT & systems 7 Management & planning 1 Shared processes 11

Finance & insurance

Typical for the industry: 11 of 22 solutions

Each card leads to a process description with a calculation. The figures are examples: we calculate them on company data before any build.

Sales & marketing

3 solutions · The whole area

Sales & marketingDepartmental

Sales commissions calculated and explained

Commission is calculated in one enormous workbook, and every dispute means rebuilding it.

Save timeReduce errorsEmployee experienceSAP / ERPView Sales & marketingQuick win

Traffic drops and burning campaigns flagged the same day

Your ads are running, your page is loading, your analytics is counting, and nothing converts.

Accelerate responseReduce costReduce errorsPower PlatformView Sales & marketingQuick win

First drafts for every channel from the approved brief

One approved brief still becomes sixteen blank documents, written by hand for every channel and market.

Accelerate responseIncrease capacityImprove controlAI & agentsView

IT & systems

7 solutions · The whole area

IT & systemsDepartmental

Access requests and quarterly access reviews

Managers sign off on entitlements they cannot read, and nobody withdraws what nobody uses.

Reduce riskSave timeReduce errorsPower Platform · SAP / ERPView IT & systemsDepartmental

Data migration validated by testing, not spot checks

A spreadsheet sample of a few hundred records is what currently stands between your migration and go-live.

Reduce riskReduce errorsIncrease capacityTesting · SAP / ERPView IT & systemsQuick win

Task mining: what your shared-service desks really do

Your automation backlog is a wish list until somebody measures what the desks actually do all day.

Increase capacityReduce costSave timeProcess & task miningView IT & systemsDepartmental

Every release regression-tested, including the phone

Regression is a checklist two people click through on the last afternoon before a release.

Reduce riskAccelerate responseCustomer experienceTestingView IT & systemsDepartmental

Cloud spend explained to the people who cause it

A third of your resources have no owner, so the invoice is explained with a screenshot of a chart.

Reduce costIncrease capacityReduce riskPower PlatformView IT & systemsDepartmental

Engineers get cloud and repo access within the hour, scoped

Six days waiting for a repository, and a personal access token pasted into a chat to keep the sprint moving.

Accelerate responseReduce riskIncrease capacityUiPath · Microsoft 365 +1View IT & systemsQuick win

Who is on call and what is down, answered in Teams

During an outage the person fixing it is also the only one who can say which customers are affected.

Accelerate responseCustomer experienceIncrease capacityPower PlatformView

Management & planning

1 solution · The whole area

Management & planningDepartmental

The document archive that files itself

Your documents sit on a network drive with no metadata, under retention rules nobody applies.

Save timeReduce riskIncrease capacityDocument processingView

Shared processes

Shared by many industries: 11 of 22 solutions

We describe these processes for four or more industries: they run much the same in every company, this industry included.

Finance & accountingDepartmental

Timesheets complete before the payroll cut-off, every month

Two specialists spend the end of every month writing reminders, and payroll still pays on estimated hours.

Reduce errorsReduce costReduce riskAI & agents · Power PlatformView Finance & accountingQuick win

Expense approvals in Teams, policy check included

Approvals wait in email until month end, and the policy question gets answered after the click.

Accelerate responseEmployee experienceSave timeAI & agents · SAP / ERPView Finance & accountingDepartmental

Every expense report audited before the money leaves

A sample checked after payment finds errors it cannot recover and misses the duplicates entirely.

Reduce riskReduce costReduce errorsDocument processing · SAP / ERPView Finance & accountingDepartmental

Every card transaction matched to a receipt and a policy

Card spend is matched, coded and checked weeks after it posts, and receipts are chased forever.

Reduce riskReduce costSave timeDocument processing · SAP / ERPView Finance & accountingQuick win

Missing itemisations and tax lines caught at submission

The VAT on a hotel night is lost in the week the folio is wrong, not in the quarter the adviser finds it.

Reduce costReduce riskReduce errorsDocument processing · SAP / ERPView Finance & accountingQuick win

Your expense policy executed line by line, automatically

Your policy names the caps. The approver sees a total, a category and thirty other reports.

Reduce riskReduce costReduce errorsDocument processingView Finance & accountingDepartmental

Split payments and double-claimed meals found with evidence

Nobody splits a purchase in front of an approver. They split it across three receipts and two weeks.

Reduce riskReduce costImprove controlSAP / ERP · Power PlatformView Finance & accountingQuick win

Which expense rules create work and which catch anything

Reviewers close 2,100 exceptions a month and nobody measures which rules ever found anything.

Reduce costIncrease capacityReduce riskPower Platform · AI & agentsView Customer serviceDepartmental

Voice of the customer: the reasons behind the score

Your CSAT score gives you a number. Your customers' emails give you the reason, and nobody reads them.

Customer experienceIncrease capacityReduce riskDocument processing +1View Customer serviceDepartmental

Service quality measured on every call, not on five a month

Your agents are rated on five calls out of five hundred, and the other 495 are never opened.

Increase capacityReduce errorsEmployee experienceDocument processingView Legal & complianceDepartmental

Data-subject requests answered in days, not at the deadline

Stop answering GDPR requests by hand on day twenty-eight of a thirty-day clock.

Reduce riskSave timeIncrease capacityUiPath · Microsoft 365 +1View

Case studies and scenarios

These processes in practice

Case studies are client projects. Scenarios are illustrative models with a calculation, described on an example company.

Case study in briefIT expert team for a bank

A team of IT and finance specialists for a transformation programme. 90% of candidates hired after the first interview.

See the case study in brief ScenarioThe sales assistant

The quote reaches the customer the same day; ~1/3 of team time returns to selling.

See the scenario ScenarioRobots that heal themselves

Process continuity instead of night alarms; a predictable maintenance cost.

See the scenario ScenarioSAP regression every night

4× the coverage with less effort; releases stop breaking production.

See the scenario ScenarioComplaints in hours, not days

First response in hours; the team handles genuinely contested cases.

See the scenario ScenarioThe IT helpdesk agent

Resolution in minutes instead of hours; engineers return to project work.

See the scenario

How we deliver this

Services

Process automation: RPA and AI agentsWe deliver all 22 solutions for this industry through this service.SAP: support, outsourcing and experts8 solutions integrated with SAP AI agents on Microsoft Teams4 solutions with an AI agent on Microsoft Teams IT experts and teamsProject teams and IT and finance specialists, banks included.

Which process to start with?

The first call takes 15 minutes on Microsoft Teams. We pick one process and check whether automation makes sense on company data.