Keep orders moving without copying every update.
We connect selected order steps across the tools you already use, so details and status move with less repeated entry. Missing information, failed updates and decisions needing approval reach the right people.
When it helps
When taking an order is straightforward, but getting it through the next steps still takes too much manual work.
Every order has to be entered again
Orders arrive in one tool, while your team works in another. Someone copies the same details into records, task lists or accounting tools before work can start.
- Connect the selected order source and destination tools.
- Match the required fields and check them before creating or updating records.
- Use order references to identify records and handle repeated submissions.
An order changes, but the next team does not see it
A quantity changes or an order is cancelled after the details have been copied. Someone has to find each record and work out which instructions are still current.
- Agree which system holds the current order details.
- Carry selected changes and cancellations through the agreed steps.
- Flag conflicts or changes that need a person to review work already started.
People keep asking whether the next step is ready
An order is waiting for approval, a task or an update, but its status is scattered across tools. Progress depends on someone checking and passing the message on.
- Link agreed status changes to the next task or notification.
- Route decisions to the people authorized to make them.
- Record completed steps and show what is still waiting.
A missing detail turns into another manual chase
An incomplete address or a failed update needs attention, but finding the problem and working out what already happened can take longer than fixing it.
- Check required details before the affected step runs.
- Send exceptions to an agreed queue with the information needed to act.
- Provide a way to correct and resume the affected work, with checks against duplicate actions.
A working order flow, with clear routes for exceptions.
We agree the tools, records and steps to connect, then build and check the workflow. Your team receives the automation and practical instructions for handling the work that still needs a person.
Connect the agreed order steps.
- Review of selected order sources, systems, fields and processing rules.
- Workflow design covering records, status changes, approvals and exception routes.
- Implementation of the agreed connections, checks, tasks and notifications.
- Checks using representative orders, including relevant changes, repeated events and failed steps.
- Agreed activation, initial checks and a walkthrough of operation and recovery.
Automation your team can follow and maintain.
- A working workflow for the agreed order sources and processing steps.
- A flow map recording field mappings, source records, rules and approvals.
- Check results showing what was tested and any remaining limitations.
- Operating notes covering exceptions, correction, resuming work and ownership.
Beyond the agreed order workflow.
Any further work is optional and agreed separately.
- Replacing your online shop or complete order-management platform.
- Setting commercial policies or taking over payment, refund, stock or fulfilment decisions.
- Ongoing order handling, monitoring or maintenance after the agreed handover.
How it works
We lead the design, build and checks. Your team helps confirm the order rules and approves how the workflow goes live.
Agree the order flow
We start with your existing process and the steps causing repeated work. We confirm tools, rules, approvals and exception handling, then agree scope, price and delivery timing.
Build the connections and checks
We implement the selected records, tasks and status updates, using existing features where suitable. We add the agreed data checks, approval points and routes for work that needs attention.
Work through representative orders
We check normal processing and agreed exception cases, including changes, repeated events and failed steps. Your team confirms the business behaviour before activation.
Activate and hand over
We activate the workflow as agreed, check the initial records and walk through its operation. You receive the documentation and instructions for reviewing exceptions, correcting records and resuming work.
Where do orders create extra work?
An informal 30-minute call to discuss the steps taking up your team's time and whether Order Processing Automation is the right fit.