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Process Automation

Operating rules reside in the system, not in individual recollection.

Every organisation runs on a large number of small procedural rules: escalations, reminders, hand-offs and approvals. Where these depend on an individual remembering, they are applied inconsistently and cannot be audited.

If a site visit has no feedback within one day, escalate to the executive; if it remains outstanding after two, escalate to me.

ONESUITE

The rule is configured. It applies to 31 open visits at present, six of which are already beyond two days. It can be applied to the existing backlog, or from tomorrow onward.

Investigated, reasoned and prepared. Nothing is sent, paid or amended without your authorisation.

The working surface

onesuite / process-automationSchematic

Condition

Evaluation

Outcome

Exceptions

Each operating rule stated as a condition and an outcome, with its execution history retained. Layout shown for orientation; it is a wireframe, not the finished interface.

What it covers

  • Every operating rule, stated in plain language, versioned and visible
  • A record of each execution: what was done, when, and to which record
  • Exceptions granted, with the authority and the reason
  • Rules executing too frequently, too late, or not at all
  • Manual routines that are in effect undocumented rules
  • Cases that require judgment rather than deterministic handling
  • Executes the deterministic element: reminders, escalations, hand-offs and approvals
  • Applies judgment to ambiguous cases within the boundaries defined
  • Refers only genuinely novel cases for a decision

Matters reserved for you

What the rules should be, and where the boundaries are set.

The same engine, configured to your industry — one of 446 verticals — and provided without licence fee for the first year.

Request a configuration for your industry