Process Automation Services
Deliver seamless and straight-through process automations for your clients, without adding developers to your team.
What is Process Automation?
Using technology to handle repetitive, rule-based tasks so they no longer require manual effort. This includes actions like data entry, document routing, approvals, notifications, and system updates. By automating these steps, your clients get faster workflows, fewer errors, and more consistent operations.
How we help consultants and agencies
Process improvement recommendations to automated workflows
Your clients rely on you to identify inefficiencies and design better workflows.
However, implementation often hits a wall when custom automation or complex technical setup is required.
We help you deliver reliable, scalable process automation without you adding technical staff to your team.
Benefits of Process Automation for your clients
Help them do more, with less
As businesses struggle with rising costs and limited budgets, process automation can help them unlock more productivity. By streamlining operations, reducing manual effort, they can focus on higher value tasks.
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Streamlined workflows
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Reduced processing errors
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Enhanced productivity and efficiency
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Lower operational costs
We met over a year ago and are so glad we connected with this team. dipoleDIAMOND adds a critical missing piece to our offerings, allowing us to scale and provide more dynamic environments for data insights to shine. In addition to the value-add of what we can offer clients, they've been fantastic to work with. Thoughtful, responsive, reliable --- a true partner.
Sigrid Penner
Founder & Principal Consultant
How we work with you
From Idea, to Delivered Solution
A simple, repeatable process. Our priority is understanding your goals, and helping to make them possible.
Discovery
We review current workflows, pain points, and desired outcomes. You can lead the discussion or have us join as your technical partner.
Planning
Depending on the process and system landscape, we choose the right mix of technologies and design a solution for your client's review and approval.
Delivery
We build, test, and iterate quickly. We deploy the automation, provide clear technical documentation, and train your team or client on managing it.
Frequently Asked Questions
Got questions?
Some answers for you
Working with a new service provider is a deliberate decision. You have questions, and we would be surprised if you did not. Here are some questions we get often.
Send us your question
Do you have a question on our Process Automation services? Ask using the form below, and someone from our team will be in touch.
Operational workflows such as data entry, approvals, document handling, client onboarding, and repetitive back-office tasks.
This varies, depending on the complexity of the process. Simple workflows can take a few days to implement. Larger multi-system processes can take up to 12 weeks.
We work across no-code, low-code, BPA, RPA platforms, and custom solutions. The tool is chosen based on the requirement. We focus on finding the right solution for the task.
Yes. Every project includes clear documentation, recorded walkthroughs, and/or hands-on training to ensure smooth adoption.
We offer a flexible pricing model depending on your needs. Our projects can be. fixed-cost, hourly-based, monthly retainer or revenue-share.
Deliver more value for your clients.
Ready to get started?
Let us automate processes together.
Join the agencies and consultancies delivering automations, integrations, and AI faster, without extra overhead.