01
Workflow discovery and boundaries
Map the trigger, inputs, user roles and intended outcome. Review how the process works today, including manual decisions and failure cases, before choosing which steps are suitable for automation.
Workflow Automation
Workflow automation around your business process.
Connect the people, systems and decisions behind a repeatable business workflow. TISA Hub designs and builds automation with defined inputs, validation, approvals and exception handling so the process is understandable to the team operating it.
Start with a defined workflow and agree the acceptance criteria before the build.
Map the workflowConnect systemsReview outputs
Capabilities
Map the process.
Make each handoff clear.
For business owners and technical leaders managing repeated data entry, disconnected systems, manual request routing or approvals that depend on email threads and spreadsheets.
02
System and API integration
Connect the applications and data sources involved in the agreed workflow. Define field mappings, authentication, access boundaries and system ownership, then test how each integration behaves when inputs or connected services change.
03
Validation and approval steps
Check required information and business rules before moving a request forward. Keep approval responsibilities and review points visible, with a path for a person to correct missing or conflicting information.
04
Retries, duplicates and exceptions
Decide how the workflow handles repeated requests, unavailable systems and invalid inputs. Agree retry limits, duplicate detection and escalation paths so incomplete work can reach a named owner for review.
05
Operational visibility
Define the status information and records your team needs to understand the process. Where useful, connect the automation to a dashboard or internal tool that helps people identify exceptions and take the next action.
06
Testing, documentation and handover
Test normal completion and important failure cases against agreed acceptance criteria. Document configuration, connected systems, support boundaries and recovery steps so the process can be operated and changed after delivery.
What useful work looks like
A workflow with
reviewable behaviour.
The deliverable should make the normal path and the exceptions visible. The illustrative integration handover shows how request validation, duplicate handling and an unavailable system can be documented alongside acceptance checks.
Workflow map and integration handover
- Process
- Triggers, roles and decision points
- Integration
- Data mappings and system contracts
- Exceptions
- Retry limits, review paths and owners
- Acceptance
- Normal and failure-case test results
The excerpt shows a possible deliverable structure. Scope and acceptance criteria are agreed for your requirement.
Request intake · example workflow
Make the normal path and the exceptions clear.
Request receivedInputs validatedRecord created
- Missing information
- Flag the required fields and ask a person to resolve them.
- Duplicate request
- Use the request identifier to avoid creating a second record.
- Unavailable system
- Apply the agreed retry limit, then route the exception to its owner.
- Acceptance checks
- Verify normal completion, duplicates, invalid inputs and connection failures.
Fictional workflow. System contracts, data and tests are defined for the actual build.
Where to start
A useful
first engagement.
These are possible starting points. We agree the deliverables and boundaries for your requirement.
01A possible starting point
Workflow discovery and scope
Review one existing process with the people operating it. Identify the systems, repeated handoffs, exceptions and business decisions involved.
Possible deliverable
Discuss this starting pointA workflow map, integration boundaries and agreed acceptance criteria.
02A possible starting point
A defined automation or integration build
Build a scoped connection between systems or a repeatable request workflow. Test validation, approvals and failure handling with representative examples.
Possible deliverable
Discuss this starting pointA tested workflow or integration, with configuration notes and a handover runbook.
03A possible starting point
An existing workflow review
Review a workflow that already runs but has unclear ownership, recurring failures or manual work around its exceptions.
Possible deliverable
Discuss this starting pointFindings, prioritised improvement options and a proposed operational responsibility map.
Ways to engage
Choose how to engage.
- 01
Defined projects
A specific output with an agreed scope.
- 02
Advisory support
Focused guidance for a decision or review.
- 03
Ongoing operations
An agreed operating scope and ownership.
Responsibilities, availability and support arrangements are established per engagement.
Start a conversation
Tell us about the workflow you want to automate.
Share the trigger, the systems and people involved, and the repeated manual steps. We can discuss a useful discovery or build scope.