Process Automation
Eliminate operational bottlenecks.
We transform manual and repetitive processes into auditable digital workflows. From customer onboarding to financial reconciliation — we automate what blocks your operations.
When this solution is for you
Do you recognize any of these situations in your operation?
Processes that depend on emails and spreadsheets
Lack of visibility of where an approval 'got stuck'
Extreme dependence on a single person to run the flow
Constant rework due to manual errors
Impossible to scale without hiring more people
What we deliver in practice
Clear service components, without complex technical terms
Process mapping
Current flow documented end to end
- Workshops with stakeholders
- Bottleneck and waste mapping
- Opportunity identification
Workflow design
Optimized and automatable process
- Approvals, tasks, integrations
- Encoded business rules
- Exceptions and error handling
Implementation
Automation in production
- Orchestration between systems
- Bots and scripts where needed
- Testing with real data
Observability
Total visibility and control
- Real-time dashboards
- SLAs and automatic alerts
- Complete logs for auditing
How the project works with Codee
Clear and predictable process, with aligned expectations at each stage
Mapping
1-2 weeksWe understand current process with all stakeholders. We identify waste, bottlenecks and failure points. We document what needs to be preserved (compliance, approvals).
Redesign
1-2 weeksWe design optimized process. We eliminate unnecessary steps. We define automation rules, exceptions and human decision points. We design monitoring dashboards.
Implementation
3-6 weeksWe develop automation with integration to existing systems. Testing with real data in controlled environment. Training of teams that will operate the process.
Go-live
1-2 weeksControlled rollout: we start with small volume, validate, scale. Intensive support in first weeks. Adjustments based on real feedback.
Examples of scenarios and results
Real cases where we successfully applied this solution
Context
Manual bank reconciliation: 2 days/month, error in 15% of transactions, impossible to close in less time
What was done
We automated statement extraction, matching with ERP, automatic reconciliation of 95% of transactions. Exceptions go to manual review queue.
Result
Process from 2 days → 2 hours, 0 errors, team time freed for analysis
Context
New customer onboarding: 15 days, 8 systems, 12 people involved, customer without status visibility
What was done
Digital workflow orchestrating approvals, automatic integrations between systems, automatic notifications, portal for customer to track.
Result
Activation time -70% (4 days), NPS +15 points, 0 rework
Context
Ticket opening by email, no SLA, no prioritization, no visibility for manager
What was done
Ticket system with auto-triage, automatic SLA, escalation rules, real-time executive dashboard.
Result
95% tickets within SLA, -40% average resolution time, total visibility
Frequently asked questions
Common questions about Automation
Let's talk about Automation?
We transform manual and repetitive processes into auditable digital workflows. From customer onboarding to financial reconciliation — we automate what blocks your operations.
Talk to an expert in AutomationNo commitment. First conversation is diagnosis.
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