CG TECH

Solutions

Business Process Automation

Automation that fits the way work actually happens.

Power Platform apps and flows that take the friction out of how work moves through your business, then keep removing it.

What we cover

Everything Business Process Automation covers.

Four offerings under one service. Take the one you need, or the full set.

Workflow and approval automation

Approvals, handoffs and notifications redesigned so work moves at the pace the business needs, with full audit trail.

Custom Power Apps

Bespoke apps that fit your team’s real workflow, not a generic template they have to bend around.

Process mapping and redesign

We map how work actually moves before we automate, so we automate the right path rather than locking in the wrong one.

Reporting and continuous improvement

Dashboards and feedback loops that show what is working so you can keep refining after launch.

Customer Spotlight

Automating a 2,500 contract rollout for an outside school hours care provider

An outside school hours care provider needed to issue thousands of staff contracts, a job that would take weeks by hand. We automated the whole process with Power Automate, SharePoint and DocuSign, so contracts were generated, sent and tracked without manual handling.

The outcome

More than 2,500 contracts issued without manual handling

Every contract generated and sent correctly

Staff freed from weeks of admin

A process that scales to the next rollout

Success Stories

What good looks like

What our solutions look like in practice.
Questions we hear a lot

Common questions about business process automation

What is business process automation?

Business process automation uses software to run repetitive, rules-based work that people do by hand, such as approvals, data entry, onboarding and status updates. We automate the slow, manual steps so staff can focus on work that needs judgement. The result is fewer delays, fewer errors and clear visibility of what is happening.

Where should we start with automation?

With one slow, manual process that runs often and follows clear rules. We automate it end to end, so the value is real before you commit to more.

Do you map the process before automating it?

Yes, always. Automating a broken or inconsistent process just makes the mess faster. We map how the work actually moves, fix what is unclear, then automate. That is why process mapping is one of the offerings above.

Do we need Microsoft Power Platform?

Often it is the right fit, especially if you already run Microsoft 365, but not always. We choose the tool to suit the process and your wider setup.

How does automation connect to our existing systems?

We connect automation to the tools you already run, such as Microsoft 365, SharePoint, Dynamics 365 and many line-of-business apps, using their APIs and connectors. Replacing systems is rarely needed. The automation works on top of what is already there.

How do you measure the return on automation?

We agree a measure up front, such as hours saved, faster approvals or fewer errors, and take a baseline before we start. Because the first process is small and specific, the result is easy to see within weeks, which then supports the case for the next one.

Is our data safe when systems are connected?

Yes. Connecting systems is done with least-privilege access, encrypted connections and audit logs, so every automated step can be traced. Sensitive actions can require a person to approve them. We treat security as part of the design, not an afterthought.

Will automation replace our staff?

The aim is to take repetitive admin off people so they spend more time on work that needs judgement. We keep humans in charge of the decisions that matter.

Ready when you are

Tell us the problem. We will bring the plan.

Start with a discovery session. You leave with clear, prioritised next steps, not a sales pitch.

What to expect

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