Business process automation services for work that crosses teams and systems

Each of these crosses several teams and systems. That is where end-to-end automation pays back most, because every hand-off between teams is a place where work waits or gets re-keyed.

• Order to cash: order capture, fulfilment, invoicing and payment matching
• Procure to pay: requisition, approval, purchase order, receipt and invoice match
• Client onboarding: contracts, accounts, access and welcome steps
• Employee onboarding and offboarding across HR, IT and finance
• Reporting: data pulled, checked and shared on a schedule

For a software development agency, Safock replaced four SaaS subscriptions and a master spreadsheet with one internal platform that carries each engagement from deal to client, project, time, invoice and settlement. Budgets update live as developers log hours, invoices draw on the same records, and Stripe webhooks report paid, failed, partially refunded and disputed states back to the deal. Billing needs no exports or manual reconciliation, and two roles are enforced by Postgres row-level security.

Bollard, our own procurement software for multi-site operators, runs procure to pay across seven modules. Every purchase follows one controlled path from requisition to approval, purchase order, goods receiving and invoice. The three-way match compares the order, the delivery record and the invoice before payment, catching price and quantity mismatches while they are still easy to dispute, and every action lands in an audit trail that cannot be edited.

Business process automation looks at the whole chain before it automates any link. In discovery we trace one real case from start to finish, such as a purchase from request to payment, and record every hand-off, re-key and wait along the way.

Steps that exist only to move data between tools usually disappear once the systems share one record. Approvals stay, but move to the point where the approver has the information needed to decide. The redesigned map becomes the specification we build against.

Discovery maps the current process with the people who run it. We agree the redesigned process and its success measures, then build in short sprints, starting with the steps that remove the most manual work. Each sprint ends in a demo on real cases, and the old and new process can run side by side until you are confident to switch.

• Cycle time from the first step to the last
• The share of cases that still need manual handling
• Errors caught before payment or dispatch
• Hours spent on the process each month, compared with the discovery baseline

Cost follows the number of teams and systems the process crosses, the quality of those systems' APIs, the number of approval and exception rules, and how much data needs cleaning or migrating first. A process that stays inside two systems costs far less than one spanning sales, finance and operations. Scope, milestones and pricing come in the proposal, and a fixed quote follows discovery. Every launch includes 30 days to 3+ months of support.