Prisma services

Business Process Automation & Tools

We first understand the process. If you move the same information from one application to another or repeat the same task often, we look at what could be automated. We check what your current tools can do and recommend specific integrations.

All services
A workflow diagram and its supporting applications on a screen, with no people visible
  • Documented work steps
  • The connections we have agreed
  • Guidance for when something goes wrong

The work involved

How we can help

Every project is different. Your quote clearly states which of the following services are included.

Documenting the process

We document how the task works today, the exceptions involved and what you want to change.

Connecting your tools

We connect forms, customer management tools and notifications where your applications support it.

Testing and handover

We test specific scenarios and provide guidance for situations that need your intervention.

Data and responsibilities

We agree which data passes to each tool and who is responsible for its operation.

Notes and a flowchart on a desk, with no personal information visible

In practice

From an enquiry to a clear follow-up process.

For example, a website enquiry could be added automatically to your customer management tool and trigger a notification to the person responsible. We first check whether the tools can connect and what happens if information is missing or a service does not respond.

Who it is forFor small teams that move the same information between applications or regularly repeat the same tasks.

The process

How we move forward together.

  1. Documentation

    We document the current process and identify the steps that require human decisions.

  2. Checking what is possible

    We check how the tools can connect and which licences or access permissions are needed.

  3. Pilot run / Testing

    We test the integration with controlled data, both under normal conditions and when something goes wrong.

  4. Handover

    We show you how the integration works, what the notifications mean and how to continue manually when necessary.

What you receive

Know exactly
what you will receive.

  • A description of the process and connected tools
  • Guidance for when something does not work as expected
  • A record of subscriptions, licences and access details

From the start, we agree what you will receive, when it will be ready and what your quote does not include.

Frequently asked questions.

Do I need artificial intelligence?

Not necessarily. If a simple, predictable automation meets your needs, there is no reason to add artificial intelligence.

Can you connect any software?

Not always. It depends on whether the applications support integrations and what access they provide. We first check whether the connection is possible and what it requires.