Automation

High-performance services

... 3 points

• Fast ROI
  Focus automation on 1–2 high-volume tasks: incoming emails, repetitive data entry, follow-ups. Gain productivity quickly and fund the next steps.

• Seamless Integration
  Our modules connect to your systems via standard APIs/connectors. Avoid duplicate entry and continue using your reference tools.

• Controlled Scale (Replication)
  Start with a pilot scope. Once value is proven, replicate the model across other teams/countries at a reduced marginal cost.

What we automate

• Emails & Documents: read attachments (PDF/Excel), extract data, classify, and route to the right team.

• Data Entry & Controls: create/validate orders, quotes, invoices, tickets with business rules (thresholds, reference data).

• Follow-ups & Notifications: reminders for clients/suppliers, status updates, automatic escalations.

• Reporting & Monitoring: dashboards (SLA, volume, anomalies), accounting/ERP exports.

  💡 Specific Case? We can build a custom module tailored to your process, integrations, and KPIs.

The results you can expect…

• Before: 4 hours/day spent sorting emails and opening attachments.
  After: automatic extraction & routing, validation in 10 minutes, monitored via KPIs.

• Before: manual ERP order entry with risk of errors.
  After: PDF reading → reference checks → automated creation + audit log.

• Before: irregular customer follow-ups.
  After: automated schedules, personalized messages, escalation if no response.

How does it works?

• Free Audit (1–2 weeks)
  Business + IT workshops, process mapping, current time measurements, selection of 1–2 high-ROI use cases.

• Prototype (4–6 weeks)
  Testable version on your real data: key automations, connectors, dashboard, test scenarios, and user feedback.

• Deployment & Training
  Gradual production rollout (pilot → scaling), documentation, adoption sessions, change management.

• Ongoing Support Subscription
  Support, updates, continuous optimization, monthly KPI tracking, and improvement roadmap.

• Processing Time: ↓ 50–70% on repetitive tasks (e.g., from 10 min to 3–5 min)

• Error Rate: ↓ 30–60% thanks to automated validations and traceability

• SLA / Average Turnaround: ↓ 25–40% (fewer queues, intelligent routing)

• Team & Customer Satisfaction: ↑ due to fewer tedious tasks and faster responses

• Managerial Visibility: ↑ via dashboards (volumes, exceptions, cost savings)

It works!

• AI + Business Rules
  The AI model handles ambiguity, while business rules ensure control and compliance (thresholds, exceptions, human validations).

• Connected to Your IT Systems
  APIs and webhooks to read/write where the master data resides (CRM/ERP/ITSM/Drive).

• Industry Replication
  Every success becomes a reusable template (same screens, same rules, new reference data) → lower costs and shorter timelines for future deployments.

• ...Connectors & APIs: Salesforce, HubSpot, Pipedrive, Microsoft 365, Google Workspace, Slack/Teams, Zendesk, Odoo/SAP/Oracle, SQL databases, S3/SharePoint, etc.

• ...Security & Compliance: SSO, role management, encryption in transit/at rest, action logging, GDPR (choice of data location).

• ...Operations: test environments, monitoring, alerts, error recovery (replay), optional SLAs.

Adaptable for...

« From audit to go-live, Elevates delivered on its promise: automation adopted by teams from day one. »

Lisa L

★★★★★