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Automatización · Artificial Intelligence

Business process automation

We turn repetitive manual processes into automated flows that reduce errors and free up valuable time.

Time saved
Up to 80% on repetitive tasks
Accuracy
99.9% on automated processes
Operation
24/7 with no manual intervention
Duration
4 to 8 weeks per process

The problem

Invoices copied by hand, reports someone puts together every Monday, emails answered the same way every time. All of that can run on its own, without mistakes and without waiting for someone to reach the office.

What it includes

  • Auditoría completa de los procesos manuales existentes.
  • Diseño y modelado de los flujos de trabajo automatizables.
  • Procesamiento automático de facturas, reportes y correos.
  • Configuración de disparadores y acciones automáticas.
  • Integración con los sistemas ERP y CRM que ya usas.
  • Monitoreo y optimización continua del proceso en producción.

How we work

  1. 01
    Diagnóstico
    Análisis exhaustivo del proceso actual, detección de oportunidades y análisis de ROI esperado.
  2. 02
    Diseño
    Mapeo del flujo, selección de herramientas y planificación de la implementación por fases.
  3. 03
    Implementación
    Construcción, pruebas con datos reales y puesta en marcha acompañada.
  4. 04
    Mantención
    Monitoreo de resultados, soporte permanente y evolución del sistema.

Deliverables

DocumentLength
Flujo en producción
Documentado y monitoreado.
included
Documentación técnica
Diagramas y manual de operación.
included
Capacitación
Sesión con el equipo que lo usará.
included
Note

Every flow is audited before going into production. Any automation touching client data goes through a security review and personal data minimisation.

Other services in this area

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All practice areas

Want to hire this service?

Write to us at contacto@optimizaria.com and we reply the same business day.

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