Map the process, automate the parts that should be automated, keep humans where they belong. Process automation that ships in weeks, not quarters.
What you get when this service is part of a Yab engagement. Scoped per project.
We sit with the people who run the process today and map it — the happy path, the exceptions, the workarounds, the parts nobody admits to. Documented before any code is written.
Long-running workflows built on durable engines (Temporal, Camunda) that survive crashes, retries, and the human delays real processes always have.
Where humans need to approve, review, or override — task UIs, queues, and SLAs designed so the human handoff is fast and traceable.
The process touches your CRM, ERP, EHR, ticketing, or document store from the first run — not as a phase two integration.
Every step, every approval, every override logged with who, when, and why. The artifacts auditors actually want.
Cycle time, throughput, exception rate, SLA adherence — visible to the people who run the process, not buried in logs.
Failures don't lose state. A run that's blocked for a week can resume from exactly where it stopped, with the original context intact.
Operating numbers and posture you can quote back to us. These are commitments, not aspirations.
Real engagements where this service was load-bearing. Click through for full case studies.
EHR-integrated patient intake, referral coordination, and clinical document handling across six clinics.
Clinic-facing ordering, result delivery, and account portal integrated with LabWare LIMS and clinic EHRs.
NetSuite-integrated B2B commerce with account pricing, quote workflows, and a customer portal that handles 80% of orders.
The shape of a typical engagement. Phases overlap on larger projects, but the sequence is the same.
Workshops with the team that runs the process today. Happy path, exceptions, workarounds — documented in BPMN or plain prose, whichever sticks.
Which steps automate, which stay human, which integrate. Written design reviewed with operations before build.
Implementation against a real workflow, run live alongside the manual process for a few cycles, then cut over.
Additional processes added in priority order. Cycle-time and exception-rate trends reviewed monthly with the team.
Sectors where we’ve done this service often enough to know the patterns — and the patterns that don’t work.
The things people ask before they reach out. If yours isn’t here, send it over — we’ll add it.
Business process automation (BPA) is the work of taking an end-to-end business process — onboarding, claims, fulfillment, approval, intake — and orchestrating it across systems and people so it runs reliably and visibly. It's broader than task-level automation: BPA handles the whole flow, including the human steps and the exceptions.
For complex, long-running processes we lean on Temporal or Camunda. For simpler workflows that span SaaS, n8n or Make is often enough. For compliance-heavy regulated processes, custom code on a durable engine usually wins because you control the audit story. We pick per process, not per project.
Patient intake across forms, EHR, scheduling, and clinical notification. Order-to-cash from CRM through ERP and accounting. Partner onboarding across identity, billing, and access provisioning. Insurance claims from intake through review and adjudication. Membership renewal across payments, comms, and benefits. The pattern is the same: a multi-step process that touches several systems and includes human steps.
Automation done right makes oversight better, not worse. Every run is logged, every human override is captured, SLA dashboards make backlogs visible. The team gets visibility they didn't have when the process lived in inboxes and spreadsheets.
RPA scrapes UIs to mimic a human clicking around. Workflow automation usually means lightweight SaaS-to-SaaS triggers. BPA is the broader practice: full process orchestration, including human steps, exceptions, retries, and audit. We default to API-first BPA and only use RPA when there's no API to call.
A single process pilot typically runs $25k–$60k including discovery, build, and pilot run. Multi-process programs are quoted per phase. Maintenance after launch is usually a small monthly retainer.
One reply within a business day. No sales pipeline. We’ll either propose a path or point you somewhere better.