Business Process Automation
Map the manual work before automating it away.
6 ITEMS · FREE TO USE · WORKS AS A BRANDED INTAKEFLOW PORTAL
IntakeFlowSAMPLE PORTAL · DUMMY DATA
- Tools in use (logins or admin invites)Secure credential · REQUIRED
••••••••••••stored encrypted — revealed only by you
- Description of the manual processFile upload · REQUIRED
Screenshots of spreadsheets welcome.
final-copy-v2.docxuploaded
- Volume and frequencyText answer · REQUIRED
e.g. 40 forms/week, every weekday.
Sample answer — this is what a client's reply looks like.
- Systems that must talk to each otherText answer · REQUIRED
Sample answer — this is what a client's reply looks like.
- Failure/alerting expectationsText answer
Sample answer — this is what a client's reply looks like.
- Budget for tool subscriptionsText answer
$8,000–$12,000 for the full engagement
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