Cross-team processes
Connect a request as it passes from sales to operations, finance and delivery. Carry the agreed details and decisions forward with the work.
Custom Business Automation
Your process does not fit a template.
The automation can fit you.
Some processes depend on a mix of software, spreadsheets and knowledge held by one person. We build automation around those specific ways of working, including unusual bookings, specialist approvals and cross-team tasks. Start with one process your existing tools do not fully cover, then extend what proves useful.
Talk through your workflowSound familiar?
- The standard connector stops before your actual process is complete.
- One person knows all the workarounds that keep the operation running.
- Every unusual request creates another spreadsheet or email chain.
Built around your operation
Your process, down to the details.
The work that makes your business different is often the work standard software does not cover. We build the missing connections around your scheduling, approvals and delivery process.
For an equipment booking, that could mean checking availability, obtaining approval for a special price and preparing a complete job for the delivery team. The agreed details travel with the job instead of staying in one person's inbox.
A focused starting point
We map one process, check what your current systems support and build around the gaps.
See the difference
Connect the process your business actually follows.
Bring the stable steps into a shared workflow and give exceptions a deliberate route to the right person.
Your existing toolsCustomer requestSchedulingOperations
JOB-309 · Special booking
A customer requests an unusual booking
Received once- 1
Check the request
- 2
Confirm availability
- 3
Review the exception
Create the agreed job
Ready
The operations team receives a complete job with the approved scope and customer context.
Non-standard pricing or availability stays with an authorised person.
Where automation can help
Start with the work
you repeat most.
A focused starting point can make the next step clearer. These are the areas we can explore around your existing systems.
Business-specific rules
Handle the conditions that standard tools miss, such as specialist eligibility, unusual pricing or approval by more than one department.
Existing system connections
Work with the access your older software provides. Where supported, information can move through a connection or file exchange without replacing the whole system.
Focused internal tools
Build a simple workspace for reviewing requests, coordinating jobs or resolving problems when your team needs more than a background connection.
One workflow, end to end
A special booking, without a parallel process in email.
A service business receives a booking that needs equipment, a delivery slot and a price exception. The standard booking tool handles only part of the work.
- 01
Map the actual request
Capture the requested equipment, dates, delivery needs and the reason it falls outside the normal process.
- 02
Check the available options
Read availability from the agreed source and prepare possible delivery slots without promising them to the customer.
- 03
Get the exception approved
Give the responsible manager the proposed price and scope. Record the decision and any conditions.
- 04
Create the complete job
After approval, reserve the agreed resources and give operations one job record with the final instructions.
Potential business impact
Less friction.
A clearer way to work.
Start with the current process. Agree what improvement would look like, then evaluate the workflow against it.
Fewer hidden workarounds
Bring the real process out of individual inboxes and spreadsheets.
Less dependence on one person
Make rules and handoffs visible to the people doing the work.
A better operational fit
Adapt the missing steps around tools that already serve the business.
A manageable starting point
Evaluate one workflow before extending the scope.
Behind the workflow
Practical connections.
Thoughtful engineering.
The technology follows the process: what needs to happen, which systems hold the information and who can authorise the next step.
Understand how the work happens today
We follow a real request from start to finish with your team, including the workarounds. That establishes which steps are repeated, who makes decisions and what your existing tools can support.
Build the missing parts
We connect the information and actions the process needs, using the methods your systems support. If someone needs to review or coordinate work, we build a focused screen for that job.
Test and hand over the complete process
We test everyday work and unusual cases with your team, document who is responsible and explain how to recover from interruptions. Support and future changes are agreed before handover.
Where this can be useful
Different businesses.
Familiar challenges.
Custom Business Automation FAQs
Questions before you get started.
Practical answers about the work, the systems involved, and the decisions your team keeps.
When is custom automation better than an off-the-shelf tool?
Custom work can be useful when your rules, handoffs, or existing systems leave important gaps that standard tools cannot reasonably cover. We first check whether configuration or a maintained connector would be enough. The decision includes build cost, ongoing maintenance, ownership, and how often the process is likely to change.
Can you automate a process that crosses several departments?
Yes, if the responsibilities, inputs, and decision rules can be made clear. We map the handoffs and agree which system owns each record. A first phase can cover one section of the process, with named owners for exceptions, before expanding across departments.
Can this include a custom internal application as well as integrations?
Yes. Some workflows need a focused screen for reviewing requests, coordinating work, or resolving exceptions, alongside the connections between systems. We scope the interface, access roles, backend behaviour, and operating needs together. A full application is not required when a simpler connection solves the problem.
What if our process has unusual rules or changes frequently?
We work through real examples and exceptions with a process owner before building. We identify which rules can be safely configurable and which need a reviewed software change. Frequent changes affect scope and maintenance, so the handover should make ownership and the update process clear.
Will we own the custom code, and can another team maintain it?
Our principle is that you own the software built for your business, with source code and documentation included in the agreed handover. We define account access, deployment guidance, and dependencies. Third-party platforms and services keep their own licences, and ongoing support is scoped rather than assumed.
Can we start small, and what determines the price and timeline?
A pilot can focus on one outcome and the minimum connections needed to test it. Cost and timing depend on system access, business rules, interfaces, data preparation, and exception handling. Discovery establishes the scope, acceptance criteria, estimate, and dependencies before a larger delivery commitment.
See how we scope and deliver a pilotNext step
Have a process your existing tools don't quite cover?
Tell us how it works today, including the workarounds. We'll help you define a focused automation that fits your business and the systems you already use.
Explore your automation idea