Department Automation Pilot
Real improvement in one department, with a measured result.
- Category
- Automation
- Typical timeline
- 4-6 months
- Support included
- 30 days
What it is
A 60 to 90 day pilot connecting two to four related workflows inside a single department, with success measures agreed before anything is built.
Best used when
You want meaningful operational improvement without committing to a company-wide transformation.
What it looks like in practice
Automate sales intake, qualification, assignment and follow-up
Connect onboarding, document collection, task creation and reporting
Coordinate quotation requests, approvals and status visibility
What it connects to
Chosen around the department: CRM, project management, email, messaging, forms, spreadsheets, databases, storage and reporting.
What you get at handover
Baseline, pilot monitoring, weekly review, training, handover and a final outcome report. Ongoing support is optional after acceptance.
What it looks like built
One enquiry, moving through the system.
This is the shape of most automations we build. Yours will differ in the details — but the approval gate is always there.
Channels
Agents
Your decision
Systems
Related