Service
Business process automation
We identify repetitive work and manual handoffs that can be handled within the system, then build workflows and automation that reduce the work involved.
Techincglobal helps businesses reduce repetitive manual work by automating the steps that can be handled by the system. We look at how information moves through your processes, identify where people are spending time on routine tasks or manual handoffs, and build workflows and automation around those points.
The aim is not to automate for the sake of it. We automate the parts of a process where the system can do the work reliably, while keeping people involved where their judgment or approval is needed.
What does business process automation involve?
Many business processes depend on people moving information from one place to another, sending an email when something needs approval, checking whether a task has been completed, or creating the same document again and again.
Techincglobal maps these processes and identifies the steps that can be handled automatically within ERPNext and connected systems.
Automation can include:
- Approval workflows and escalation paths
- Automated notifications and reminders
- Scheduled and event-driven jobs
- Automatic document generation and distribution
- Data updates between connected processes
- Exception reporting and alerts
What we do
- 01
Understand the process
We start by looking at how the process works today. We identify the people involved, the decisions that need to be made, the information that moves between steps, and where manual work is taking place.
- 02
Identify what can be automated
Not every step should be automated. We look for repetitive tasks, manual data entry, routine notifications, approval delays, and other steps where the system can reliably take over the work.
- 03
Design the workflow
We define how the process should move through the system, including approvals, conditions, notifications, escalations, and the points where a person needs to make a decision.
- 04
Build the automation
We configure ERPNext workflows and develop the required automation using the appropriate Frappe functionality. Where another system is involved, we can connect the process through an integration rather than creating another manual handoff.
- 05
Handle exceptions
Good automation also needs to know when something does not go as expected. We can build notifications, alerts, and exception reporting so that unusual cases are brought to the attention of the right people rather than being lost in an automated process.
- 06
Test with the people who use it
We test automated processes with the teams who work with them every day. This helps verify that the workflow reflects the real business process and that people know when they need to act.
- 07
Monitor and improve
Business processes change. We can review existing automation and make changes as requirements develop, new systems are introduced, or teams find better ways of working.
What you get
- Workflow and approval chain design
- Automated notifications and reminders
- Escalation workflows
- Scheduled and event-driven jobs
- Automated document generation and distribution
- Process-based data updates
- Exception reporting and alerts
- Integration triggers between connected systems
- Testing and deployment support
- Documentation where required
Things you may want to know
What kinds of business processes can be automated?
Processes involving repetitive tasks, approvals, notifications, document generation, scheduled activities, and routine data updates are often good candidates for automation. We assess the process first rather than assuming that every manual step should be automated.
Does automation mean removing people from the process?
No. Automation can handle repetitive steps while keeping people involved where decisions, approvals, or exceptions require human judgment. The objective is to reduce unnecessary manual work, not remove people from processes that need them.
Can you automate processes that involve more than ERPNext?
Yes. Where a process involves other business systems, Techincglobal can connect the automation to those systems through appropriate integrations. This can reduce the need for people to manually move information between applications.
Can existing ERPNext workflows be automated?
Yes. Techincglobal can review an existing ERPNext setup and extend its workflows and automation where the standard configuration does not cover the required process.
Can approval processes be automated?
Yes. Approval workflows can be configured around roles, conditions, and business rules, with notifications and escalation steps where required.
What happens when an automated process encounters an exception?
Exceptions can be identified and brought to the attention of the appropriate person through notifications, alerts, or exception reports. The exact approach depends on the process and the type of exception being handled.
How do you decide what should be automated?
We look at the process as a whole, including the effort involved, frequency of the task, potential for errors, dependencies on other systems, and where human decisions are needed. Automation should make the process work better, not simply make it more complicated.
Can you improve automation that someone else has already built?
Yes. Techincglobal can assess existing workflows and automation, understand how they fit into the wider ERPNext setup, and modify or extend them where required.
Thinking about ERP?
Tell us where your business is today and what you want to change. We’ll help you understand whether ERPNext is the right fit, what the implementation could involve, and how Techincglobal can help.
- Email info@techincglobal.com
- Phone +94 707 978 978
- Customer support Raise a support ticket
- Office No. 289/7 D, Lake Road, Malabe, Sri Lanka