Solutions
Practical use cases across the organisation
The examples below show the kinds of problems we design solutions for. They are illustrative scenarios to help you recognise opportunities in your own organisation, not descriptions of specific client projects.
Supplier invoice intake and coding
The situation. A finance team receives supplier invoices by email in varied formats and enters each one manually into the accounting system.
A possible solution
- 1
Invoices are collected from a shared inbox and key fields are extracted automatically.
- 2
Details are checked against supplier records and purchase orders.
- 3
Suggested coding is prepared and pushed to the accounting system as a draft.
Human oversight: Low-confidence extractions and any mismatches are flagged for a person to review before anything is approved.
Job and request workflow
The situation. Operational requests arrive through phone, email and spreadsheets, making it hard to see what is outstanding and who is responsible.
A possible solution
- 1
A single intake form and internal tool capture every request consistently.
- 2
Requests are routed to the right person based on agreed rules.
- 3
Status, due dates and bottlenecks are visible on a live dashboard.
Human oversight: Routing rules are transparent and can be overridden; every change is recorded in an audit trail.
Searchable internal knowledge
The situation. Staff spend significant time looking through policies, procedures and past documents to answer routine internal questions.
A possible solution
- 1
Approved documents are indexed with access controls that respect existing permissions.
- 2
Staff ask questions in plain language and receive answers with links to sources.
- 3
Content owners can see which questions are asked and where documentation has gaps.
Human oversight: Answers always cite their source documents so staff can verify them; the assistant only draws on approved material.
Onboarding and customer records
The situation. New customer details are collected through forms and emails, then re-entered into several systems with frequent errors.
A possible solution
- 1
A secure customer portal collects information and documents once.
- 2
Submissions are validated and synchronised to the CRM and finance systems.
- 3
Automated reminders follow up on missing information.
Human oversight: Exceptions and incomplete records are placed in a review queue rather than being processed automatically.
Automated operational reporting
The situation. Monthly management reports are compiled by hand from several systems, taking days and producing figures that are hard to reconcile.
A possible solution
- 1
Data pipelines bring figures together from source systems on a schedule.
- 2
Reconciliation checks highlight gaps and inconsistencies before reporting.
- 3
Dashboards and scheduled reports present a consistent, current view.
Human oversight: Data quality checks are reported alongside the figures, and definitions are documented and agreed with the business.
Recognise a problem like these?
Every organisation is different. Tell us about yours and we'll discuss what a practical solution could look like.
Or book a free 20-minute call