Our Process
Initial Consultation and Needs Assessment
Every Insource solution begins with an initial consultation and needs assessment. This session provides us with an understanding of your business, current processes, pain points and overall goals.
Through this collaborative process, we gain insights into you’re current position which highlights areas automation can make a meaningful difference. With this information, we initiate the development of a customised solution tool kit tailored to your specific situation and needs.
Solution Proposal
With the insights from our initial consult, needs assessment and workflow concept, we craft a comprehensive solution proposal tailored specifically to your business and processes. The proposal outlines the objectives, benefits, timeline and cost of the project. It will serve as a roadmap for the project as well as give your team all the information they need to navigate the path to successful automation implementation.
Training
Transitioning to automated workflows involves understanding how to efficiently execute them to ensure they are used to their full potential. We’ll provide tailored training sessions to ensure all staff are proficient in workflow execution. Additionally, you’ll receive comprehensive documentation on workflow execution, safeguarding against competency erosion in the future.
Workflow Conceptualisation
Utilising the information gathered in our initial consultation, we map the current workflow of the target processes, identifying opportunities for optimisation through automation.
From here, we develop a comprehensive blueprint of an automated workflow allowing us to visualise the concept and asses potential breakpoints of an automated solution. This blueprint illustrates how the solution will enhance efficiency, boost productivity and eliminate labour intensive components of your current processes.
Development and Deployment
With the solution proposal approved, we’ll design and develop the necessary automation tools or software, configure your systems and ensure seamless integration into your existing workflow. This extends to the deployment phase, where we implement the solution, ensuring minimal disruption to your daily operations.
Ongoing Support and Refinement
Automated workflows, as with everything else, evolve over time. This is why Insource’s support doesn’t end with implementation and training. We’ll provide ongoing support with issues and queries, and be available to refine or update your solution as needed.
Ready to automate enhance upgrade improve your business?
Book a free no obligation consultation today, or send through your enquiry and we’ll get back to you.