SignalPoint Global
Book a Workflow Review
Solutions How We Work Our Work About Contact Book a Workflow Review From Vision to Code.
Solutions

One workflow at a time, from first review to ongoing care

Most engagements follow the same path. We look closely at one process, build the automation that fixes it, and keep it running. You can stop after any step.

Book a Workflow Review Explore Example Workflows
01

Workflow Assessment

We review one costly or repetitive process with the people who run it, and define what a better version would look like.

A good fit when A task eats hours every week, you suspect it could be automated, and you want to know what it would take before committing to a build.
What we do
Walk through the process with the staff who do it
Map each step, tool, and hand-off
Identify integration requirements and access needs
Flag where people should keep the decision
What you receive
A written map of the current and proposed workflow
Integration and data requirements
Measurable improvements to aim for
A scoped recommendation for implementation
What we need from you Time with the people who do the work, sample documents or records, and a list of the tools involved.
Assessment summary · Quote requests Illustrative
Current steps mapped9 steps across email, spreadsheet, and CRM
Done
Integration checkCRM has an API; spreadsheet can be retired
Done
Keep with staffPricing approval on jobs above your threshold
Decision
Improvement targetsTime to first reply; re-keyed fields per quote
Defined
Recommended next stepImplement intake and routing first
Proposed
Sample layout of an assessment summary. Contents vary by process.
Then, if you choose to go ahead
02

Automation Implementation

We build and test the agreed workflow inside your systems, including the awkward cases, and hand it over to your team.

A good fit when The process is understood and scoped, whether through our assessment or your own, and you're ready to build.
What we do
Build the workflow against real examples
Add validation and exception handling
Set up human approval points
Test with your staff before launch
What you receive
A working, tested workflow in your systems
Staff walkthrough and handover
Documentation of how it works and who owns each step
Access to the code and configuration
What we need from you Access to the relevant systems, a named person to review and approve, and staff time for testing.
Test run · Invoice intake Illustrative
Document receivedinvoice_4471.pdf from accounts inbox
Passed
Fields extractedSupplier, amount, PO, due date
Passed
ValidationPO number not found in records
Exception
Sent for reviewRouted to accounts with the mismatch highlighted
Needs a person
Posted to accountingAfter approval
Waiting
Exceptions route to a person rather than failing silently.
Then, to keep it running
03

Managed Automation

We monitor, maintain, and improve your workflows after launch, so there is always someone accountable for them.

A good fit when You rely on a workflow day to day and don't have in-house staff to watch it, fix it, or adapt it when things change.
What we do
Monitor workflow runs and investigate failures
Maintain integrations when connected tools change
Oversee usage and running costs
Make agreed improvements over time
What you receive
Alerts and follow-up when something fails
Regular summary of runs, issues, and costs
A named contact for changes and questions
What we need from you A point of contact on your side and agreement on which changes are routine and which need approval.
Workflow health · This month Illustrative
Lead handlingRunning normally
Healthy
Invoice intakeRunning normally
Healthy
Field reportsScheduling tool changed its export format
Investigating
Change requestAdd a second approver for large jobs
Awaiting approval
Usage and costsWithin agreed range
On track
Sample monitoring view. Reporting format to be agreed per client.
Supporting capabilities

When a workflow needs more than automation

Some processes need a screen for staff or customers, a connection that doesn't exist yet, or infrastructure to run on. We build those too, as part of the same engagement.

Custom applications

Internal tools built around how your team works.

Customer portals

Let customers submit requests, upload files, and check status.

Dashboards

Live views of the numbers you currently compile by hand.

Integrations & APIs

Connections between tools that don't talk to each other.

Websites

Sites with forms and content that feed your workflows.

AWS cloud infrastructure

Hosting, storage, and security for what we build.

By industry Construction and field operations Site reports, photo evidence, scheduling, and subcontractor paperwork, handled between the office and the field.
See how it applies
About the services

Common questions

No. If you already know the process well and have it documented, we can scope implementation directly. The assessment is there for when the process or its requirements aren't yet clear.

Yes. The written summary and requirements are yours to use with your own team or another provider.

It's optional. Some teams maintain workflows in-house after handover; others prefer to have us monitor and adjust them.

We check each tool's integration options during the review. If a tool has no usable API or export, we'll say so and suggest alternatives.

Each engagement is scoped individually. We'll discuss pricing once we understand the workflow.

Every engagement starts with a workflow review

Tell us about the process that costs your team the most time. We'll walk through it with you and outline what could change.

Book a Workflow Review