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Workflow diagnostic
Map the trigger, steps, systems, data, owners, exceptions, delays and failure points in one priority process.
AI workflow automation
AI Workflow Automation That Improves Real Work
Automate the friction around valuable work without automating away judgement. Strathmark maps the current process, removes unnecessary steps and uses AI or conventional automation only where it improves the result.
When the current setup is holding you back
Start with the commercial constraint, not the channel.
- 01
People copy information between systems, rebuild documents and chase routine approvals.
- 02
Customer, project or operational data is trapped in disconnected platforms and spreadsheets.
- 03
Previous automation attempts moved a bad process faster or failed when exceptions appeared.
- 04
The team needs efficiency without losing review, traceability or customer judgement.
What changes
A useful engagement leaves the business stronger.
The work is judged by operating evidence and the quality of the next decision, not the amount of activity produced.
A simpler current-state and future-state workflow with clear ownership
Less repeated administration, avoidable rework and manual handoff
Connected data and systems with explicit exception and review paths
Baseline-versus-pilot evidence on time, quality, completion and human effort
Scope and deliverables
Tangible work, clearly owned.
02
Automation design
Decide which steps should be removed, standardised, integrated, assisted by AI or deliberately left human.
03
Bounded implementation
Configure and connect the smallest useful workflow with permissions, logging, review and rollback.
04
Measurement and handover
Compare the new workflow with the baseline, document it and transfer ownership to the people who operate it.
Delivery route
Evidence earns the next investment.
Each phase has an owner, output and decision. A stopped project can be the right result when the evidence does not support scale.
- 01
Observe
Follow a real case from trigger to completion and capture workarounds and exceptions.
- 02
Simplify
Remove waste and clarify decisions before introducing software.
- 03
Automate
Build the smallest controlled version and run it alongside the existing process where needed.
- 04
Embed
Measure, refine, document and train the owner before wider rollout.
A strong fit
- A repeated process is consuming skilled time or slowing customers down
- The business can provide a real workflow owner and representative cases
- Quality, time, rework or completion can be measured before and after
Not the right engagement
- Automating a process no one understands or owns
- Removing human review from high-consequence decisions without evidence and authority
- A large platform replacement disguised as a quick workflow project
Questions before you commit
Clear answers, including the limits.
Do you only use AI automation?
No. The right answer may be a better form, a cleaner CRM process, an integration, deterministic rules, AI assistance or a combination. The method follows the constraint rather than forcing a technology.
Which systems can you work with?
The specific route depends on the existing stack, access and integration options. The diagnostic establishes what can be connected safely and whether a specialist platform partner is needed.
How do you measure the result?
Measures are agreed before implementation and may include cycle time, first-pass quality, rework, completion rate, exception rate, review minutes and cost per completed case.
Related expertise
A useful first conversation
Tell me what needs to work better.
Share the last concrete example. I will review it personally and respond within two business days with the most useful next step.