Avasarant Business Systems

Solutions

Workflow automation services

We automate the manual handoffs, repeated data entry and approvals that move work between people and systems — and design for the failures, exceptions and audit questions that decide whether automation can be trusted.

The problem

Where manual work accumulates

Automation is worth considering when skilled people spend their time moving information rather than using it.

Data entered again in a second system

A record is typed into one tool, then re-keyed or pasted into another, with errors introduced at every copy.

Approvals that travel by email or chat

Requests wait in an inbox, status is unclear, and the approval itself is hard to evidence afterwards.

Work that stalls between teams

Handoffs depend on someone remembering to forward a file or message, so items sit unnoticed.

Checks done by eye

Incoming files and entries are validated manually against the same rules, every time, by whoever is available.

How we design it

From workflow mapping to exception handling

Each stage is a set of decisions to make explicit before anything is automated. Skipping them is how automation ends up fast and wrong.

Map the workflow as it runs
Who does what, in which system, in what order — including the side channels (email, chat, shared files) where real decisions happen.
Validate what comes in
What a correct input looks like, what is rejected or held for review, and who is told when data does not meet the rules.
Route the work
How each item reaches the right person or system, and what determines priority, ownership and deadlines.
Notify and escalate
Who needs to know, when, and what happens when nobody acts within the expected time.
Approve
Who can approve under which conditions, in what order, with what delegation, and what is recorded.
Handle exceptions
Which cases are automated, which are queued for a person, and how a person resolves them without breaking the flow.
Integrate systems
Which system is the source of each piece of data, how it is passed on, and what happens when a connected system is unavailable.

Choosing an approach

Existing automation tools, custom integration or a custom application?

Existing automation tools are often the right answer. The aim is to use the simplest approach that is reliable enough for the process.

Existing automation tools

Fits when

Steps are simple, the systems involved have supported connectors, volumes are modest and an occasional failure is visible and tolerable. Examples include Zapier, Make and Power Automate.

Watch for

Task-based pricing as volume grows, failures that go unnoticed, logic scattered across individual accounts, and limited audit trail.

Custom integration or automation

Fits when

Systems lack connectors, data needs transformation or ordering guarantees, volumes are high, or data should not pass through a third-party platform.

Watch for

You own code that needs monitoring and maintenance. It must be built with retries, alerting and documentation, not just a script that works once.

A custom application

Fits when

The underlying problem is that the process has no system of record — people need a place to see, assign and act on work.

Watch for

Automating around a spreadsheet only makes the spreadsheet faster. Consider the build route described on the application page.

If your process needs its own system to live in, see custom business application development. Where the work is connecting systems you already run, see system integration.

Reliability

What makes automation safe to depend on

Automation moves faster than people, so its mistakes also travel faster. These are the controls we design in from the start.

Permissions

Who can start a process, approve, override or change the rules — separated from who can merely view.

Audit trail

A record of what happened to each item, who or what acted, and when, retained in a form you can query.

Retries without duplicates

Failed steps are retried safely, so a retry does not create a second invoice, record or notification.

Monitoring and alerting

Failures reach an owner before users notice them, with enough context to act on.

Failure handling

Items that cannot be processed are held in a visible queue with a defined way to resolve them, not silently dropped.

Controlled change

Changes to rules are versioned and tested before they affect live work.

Engagement

How an automation engagement is scoped and run

We recommend starting with one workflow rather than a programme of many.

What we do

  • Pick one workflow and document how it runs today, including its exceptions
  • Agree what success and acceptable failure look like for that workflow
  • Build the automation and test it against real cases, including bad data
  • Run it alongside the manual process until the team trusts it
  • Hand over with monitoring and documentation, and agree how it is maintained

What we need from you

  • A process owner who can decide how the workflow should behave
  • Sample inputs, including the awkward and incorrect ones
  • Access to the systems involved, or the people who administer them
  • Someone with authority to settle approval rules and exceptions

Timelines and cost depend on how many systems are involved and how well their interfaces are documented. We agree a plan after the workflow has been mapped, not before.

Typical workflows

Supporting use cases

The same approach applies across these common categories. Each starts with a single mapped workflow.

Approval workflows

Purchase, expense, document or change approvals with routing rules, delegation, reminders and a recorded decision.

Data entry and transfer between systems

Moving records from one system to another with validation, so people stop re-keying and correcting.

Validation and reconciliation of incoming data

Checking files and entries against rules, classifying them and flagging mismatches for review.

System-to-system integration

Event- or schedule-driven exchange between applications, with retries and monitoring.

Experience

Relevant experience, labelled by source

We separate work delivered by Avasarant from experience our team members bring from previous roles.

Avasarant Work · Current engagement

Modernizing a complex regulatory calculation workflow

Public Sector Regulatory Organization

Avasarant work, in progress: modernizing a heavily manual spreadsheet workflow into a structured web-based one covering ingestion, validation, classification, calculation, reconciliation and reporting.

Data sources → Validation → Classification → Time-block processing → Regulatory calculation → Reconciliation → Reporting

Current Avasarant engagement.

Read the full description →

We have limited published client work today. See the experience page for the full disclosure.

Questions

Common questions

How do you decide what to automate first?

We look for a workflow that is repeated often, follows rules that can be written down, and causes visible cost when it goes wrong. Processes that are still undefined are usually better stabilised before they are automated.

Do we have to replace our existing systems?

No. Automation is usually built to work with the systems you already run, connecting them rather than replacing them. Replacement is a separate decision.

What happens when the automation fails?

Failures are designed for from the start: safe retries, alerts to a named owner, and a queue where items that could not be processed wait for a person. The aim is that a failure is visible and recoverable, not silent.

Will automation remove the need for the people doing this work?

The aim is to remove re-entry and chasing, and to keep people for judgement and exceptions. What changes in a given team depends on the process and is a decision for you.

Can you work with teams outside India?

Discovery and delivery run through video calls, shared documents and written decisions. Time-zone overlap, access to your systems and data-location requirements are things we confirm early.

Tell us which handoff is costing you the most

Describe the workflow, the systems involved and where it breaks down. We will respond with a clear next step, which may be that an existing tool is enough.