Automation, Tools & Data

05.01

Process automation

Replace repetitive tasks with automated, controlled runs.

Missions

• Inventory manual tasks and time consumed
• Prioritise by time saved and error risk
• Automate extracts, reconciliations and reporting
• Create run logs and anomaly alerts

Deliverables

• Live automations
• Documentation
• Time-saved tracking

05.02

AI in the process

Apply AI to document reading, classification and analysis preparation.

Missions

• Select use cases after testing
• Extract from invoices and contracts
• Classify and enrich data
• Keep human review on sensitive steps and decisions traceable

Deliverables

• Live use cases
• Review protocol
• Measured gain

05.03

Tool implementation

Select and deploy finance and sales tools.

Missions

• Requirements, comparison and documented decision
• Configuration, migration and acceptance testing
• User training and usage guide
• Go-live support through the first cycles

Deliverables

• Tool in production
• Data migrated
• User guide

05.04

Integrations and APIs

Connect CRM, billing, accounting, payroll and reporting.

Missions

• Map data producers and consumers
• Build integrations with error handling
• Set sync rules and the source of truth
• Monitor flows and replay failures

Deliverables

• Live integrations
• Architecture diagram
• Monitoring

05.05

Data clean-up and analysis

Remediate datasets and produce reusable analysis.

Missions

• Diagnose duplicates, gaps, inconsistencies and formats
• Clean, normalise and set validation rules
• Analyse profitability, cohorts, seasonality and mix
• Produce outputs teams can reuse

Deliverables

• Clean dataset
• Validation rules
• Documented analysis