Business process automation
What is included in process automation?
The process automation engagement covers workflow automation, internal business applications and structured forms, with documentation and handover. Tools are chosen to fit each business.
- Business process mapping and automation assessments.
- Workflow automation built on the tools that fit each business.
- Internal business applications.
- Digital forms and structured data collection.
- Approval and sign off processes.
- Employee onboarding and offboarding workflows.
- Document routing and processing.
- Scheduled reporting and notifications.
- Connections between Microsoft 365 and business systems.
- Removal of repetitive spreadsheet and copy and paste tasks.
- Workflow monitoring, troubleshooting and maintenance.
- Documentation and handover of automated processes.
Who is process automation for?
Process automation serves regulated San Diego firms and teams needing a written scope for technology work.
Regulated San Diego firms and teams needing a written scope for technology work. Relevant sectors include clinics, law firms, accounting and CPA firms and life sciences companies.
Which San Diego areas does this service cover?
Process automation is available across San Diego County, including the areas linked below.
How does this service sit with Managed IT and cybersecurity?
Process automation can be scoped alongside Managed IT and cybersecurity. Managed IT covers day to day support, while cybersecurity covers deeper controls.
All services, Managed IT and Cybersecurity. Related: AI automation.
How is scope agreed and who stays accountable?
Assets Digital agrees the work in writing before delivery and stays accountable for scope, access coordination and delivery. Independent audits and certifications remain with qualified independent parties.
How does scoped automation compare with another tool subscription?
Another subscription does not map a process or document the handover. Assets Digital maps workflows and chooses tools that fit the business, connecting existing systems where suitable.