Process discovery and business case
Process maps, an evidenced baseline and a prioritised backlog with licence and operating costs considered.
Automation & RPA
Redesign and automate work across systems, with measurable outcomes and human control.
OVERVIEW
Business process automation for lower cost-to-serve
Repetitive handovers and exception queues call for process redesign, not just task automation. We discover and redesign the work, use API-first integration where suitable, and apply RPA where interfaces require it; governed AI-assisted workflows remain within defined permissions.
Baseline cycle time, exception rate and manual effort to measure process improvements and capacity released for higher-value work. Discuss an automation opportunity.
WHAT WE DELIVER
What we deliver
Define the process boundary, control points and operating owner before scaling automation.
Workflow and exception design
Routing rules, approval points and human exception paths, including when automation must stop.
RPA and AI implementation
Task automation and governed AI orchestration against agreed permissions. Select UiPath or Blue Prism according to the process and platform scope.
Integration and testing
System mappings, API or interface integration and test packs covering successful, failed and duplicate transactions.
Managed automation
Monitoring, incident triage, change ownership and operating runbooks within an agreed support scope.
Centre of excellence and governance
Backlog ownership, automation standards, access controls and benefit-review responsibilities for the client team.
ILLUSTRATIVE USE CASES
Three workflows with human control
Illustrative workflows, not delivered client cases: each has an exception route and accountable process owner.
Invoice intake to ERP posting
Receive and validate an invoice, route approval, then post to ERP. Hold mismatches and possible duplicates for finance review.
Customer onboarding to review
Validate a request, retrieve permitted information and route exceptions to a person. Consequential screening or credit decisions require agreed human approval.
Employee onboarding to audit
Route an approved joiner request, provision agreed access and record completion. HR and access owners handle missing approvals and failed tasks.
LINKFIELDS IP & ACCELERATORS
Reusable IP for intelligent operations
Separate Linkfields delivery IP from third-party RPA tools; confirm the fit and reuse boundaries for each workflow.
Intelligent Workflow Automation
Workflow automation, AI orchestration and application integration support cross-system work. Tailor process rules, permissions and exception paths to the client.
Linkworks
Composable enterprise applications and REST APIs can support workflows where existing ERP or CRM capabilities do not fit.
testoriumz
Low-code testing and CI/CD integration support workflow release assurance, with Cyber-Safe Delivery controls selected for the engagement.
Fit and licensing
Products are available by licence, subscription or SaaS, with or without a Linkfields services engagement. Discovery agrees product fit, reusable accelerator content and client-specific engineering.
SECURE BY DESIGN
Discover, redesign, assure and operate
Step 1: Discover and baseline
Map work, volumes, manual effort and exceptions. Process owners validate the scope, costs and measures before agreeing the automation backlog.
Step 2: Redesign and control
Choose APIs, RPA and AI roles. Agree human approvals, least-privilege credentials, audit trails and data-handling requirements with process and security owners.
Step 3: Build and assure
Implement tasks and integration; test failure, duplicate and exception paths. Client owners accept the workflow and release gates before controlled deployment.
Step 4: Operate and optimise
Transfer runbooks, monitoring and change ownership. Review exceptions and net benefits against the baseline; agree support hours, escalation routes and service responsibilities with your team.
ACCEPTANCE & ACCOUNTABILITY
Measure the process, not the bot
Acceptance covers completed workflow tests, approval records, credential controls, audit trails and an operating runbook. The process owner confirms that manual fallback and exception queues work before release.
Track cycle time, manual effort and exception rate over an agreed period. Distinguish gross effort saved from net benefit after licences, support and exception handling; agree attribution before linking commercials to outcomes.
See Our approach and commercial models for delivery governance and engagement details.
ENGAGEMENT & BUYER QUESTIONS
Plan the right engagement
Use Time & Materials for process discovery, or Fixed Price for a defined workflow with agreed acceptance. A Dedicated Team supports a sustained automation backlog; Managed Service covers agreed workflow operations. Outcome-Based terms require net-benefit measures, baselines and attribution to be agreed.
Let’s connect
Identify your next automation opportunity
What happens next
- We route your enquiry to the relevant portfolio specialist.
- Where needed, we agree an NDA before you share confidential information.
- We clarify your priorities and agree the right next step with you.