Services / Custom automation
Checking invoices, matching orders, copying data between applications, putting reports together or hunting for information across dozens of documents. At Effivis we take one of those processes, define its rules and build a system that does the work automatically, leaving your team only the exceptions that need attention.
A one-hour diagnostic session, free and with no sales pitch. We reply within 2 business days.
It's all the work that happens between one application and the next. An invoice arrives by email. Someone downloads the file, opens a spreadsheet of rates, looks up the order in the ERP, checks several conditions and notes down the differences. Or every Friday someone gathers data from different sources to put together a report that is already out of date by Monday.
These processes are necessary, but they eat up the hours of people who could be looking into exceptions, making decisions or solving real problems.
When that's the case, a large part of the work can usually run automatically.
Pick a process and press “Process”. Each document is read, checked against your rules and ends up where it belongs.
You define the rules: rates, shipments, maximum amounts, approved suppliers.
Examples of the kind of process we automate. Real client projects are further down.
We start with one specific task your team already performs.
We sit with whoever does the task and follow the real process, exceptions included.
What’s in, what’s out and what data is needed. Fixed price before we start.
We test with your real documents and data, not with made-up examples. The person who does that work today checks that the system makes the same calls they would.
Documented, with its rules explained. It’s yours: another supplier could take it over.
Projects are scoped to be done in weeks, not to turn into open-ended consulting.
Real processes running on their own for our clients today.
Every invoice from their carrier arrived by email with hundreds of shipments. One person checked them by hand, one by one:
The invoices and documents arriving in their support tickets were filed by hand: download the attachment from the ticket, go to Google Drive, find the client’s folder and upload it.
Do you run an accounting firm? We have a page for your sector: automation for accounting firms.
Behind Effivis are two engineers who each spent eleven years at Zendesk, the customer service software used by more than 100,000 companies. One of them led its global reliability team there: on-call, incidents, time to repair and root cause analysis.
That means years of working with systems that have to keep running, with the discipline to check every change before it reaches production and to understand why something fails when it does.
At Effivis you'll talk directly to the people who analyse the process and build the system. There is no salesperson collecting requirements to hand over later to a team you've never met.
No. You just need two or three tasks that take up your team's time. Part of the diagnostic session is determining which ones will pay off and which ones won’t.
Projects are planned in weeks, not months. We start with one bounded process with the scope in writing; if it needs extending later, that gets quoted separately.
No. Our job is automating processes. Artificial intelligence is one more tool, and we use it when it can solve something ordinary rules can’t. Plenty of useful automations do not need it at all.
We'll tell you before we propose anything. We'd rather not do a project at all than do one that doesn't pay for itself.
You will talk directly to the engineers who analyse and build the system. The person who runs the diagnostic session is the one who runs the project.
Tell us two or three tasks that take up hours of your time, and you'll leave with a short written list:
You don't need to arrive with a solution in mind, or prepare anything.
If you don't need this, we'll tell you so.