Requests · people · progress

Workflow automation

Give staff a clear next step and managers a practical view of work in progress.

Requests, tasks and approvals with clear ownership. — The SI Automation team’s working process.

When requests get lost in messages and progress requires phone calls, we follow one task from arrival to completion. We define roles, required information and handover rules, then configure or build a tool around the agreed workflow.

A shared task record with the required information and activity history.

Agreed stages, owners and handover rules.

A view of current tasks for staff and managers.

Scope of work

01 /

Intake and assignment

Identify request sources, information needed to begin work and how an owner is assigned. Each channel is checked for available connection options.

02 /

Routes and approvals

Define stages, roles and transition rules. Include rework, exceptions and decisions that need to remain with a person.

03 /

Progress visibility

Set up task views and change history. Choose notifications and reports around the workflow so staff receive information they can act on.

From a task to a working solution

Walk through a real request with the people handling it.
Agree the workflow and test representative situations.
Deploy the tool and train your team in the working process.

Related projects

PackSmart packaging, Norvik kitchen design and factory orders, plus workshop video.

Furniture manufacturing01PackSmartView project

Kaylas

PackSmart packaging, Norvik kitchen design and factory orders, plus workshop video.

Before we begin

Can we start with one department?Do we need a new application straight away?How do we check that the workflow works?

Can we start with one department?

Yes. We choose a process with a clear start, outcome and participants. Connections to other departments are considered; expansion is scoped separately.

Do we need a new application straight away?

We first check whether existing tools can support the task. Custom development is appropriate when available tools cannot meet the agreed workflow and requirements.

How do we check that the workflow works?

Before deployment, we agree test scenarios covering intake, assignment, approval, rework and completion. The people who will use the system help verify the result.

Let’s start with your task

Tell us about the process you want to change. Start with a short email or a call: b_zurgambayev@qoima.com.kz · +7 705 297 53 21.

Discuss your project