®Process automation
Requests, approvals and handovers should not get stuck in inboxes. We translate your processes into digital forms, tasks and system steps. Exceptions, deputizing and escalation are designed just as carefully as the regular path.
Your brief for OTOKO®
Who may submit a request, who decides and what happens when there are follow-up questions? We model not only the fastest path but also rejection, deputizing, expiry of deadlines and cancellation. Human decisions are separated from steps that can be automated. A BPMN model can support alignment; how it is implemented as an executable process depends on the platform. We compare existing tools and new solutions in terms of process duration, integration needs and maintainability.
We define the specific scope, your involvement and the acceptance criteria before the start.
Technology explained clearly
A workflow can trigger changes in several systems. If step three fails, the first two must not simply be forgotten. We plan retries, compensating actions and manual clarification. Technical service accounts receive limited rights. Approvals are bound to the actual case, so that a later change does not keep running under an old approval. New process versions also need a rule for cases that have already started.
Acceptance testing checks the normal case and selected exception paths with business users. We hand over the process model, configuration and instructions for open or failed cases. Metrics show wait times and bottlenecks, without confusing successful subtasks with fully completed processes. To get started, we need typical requests, approval rules and the systems involved.
A verifiable result
The handover brings together implementation and documentation. Together, we review the agreed cases and record any remaining tasks.
Before the first step
Depending on the platform, much is possible through configuration. Interfaces, error cases and secure permissions still need to be planned and checked technically.
This is defined explicitly: cases can either finish in the previous version or be migrated in a controlled way. An unnoticed change of decision rules is avoided.
Requests, approvals and handovers should not get stuck in inboxes. We translate your processes into digital forms, tasks and system steps. Exceptions, deputizing and escalation are designed just as carefully as the regular path.
Process capture with the business units and modeling in BPMN 2.0 Implementation in Camunda, Power Automate or ServiceNow with forms and task lists Connection to ERP, CRM, DMS and directory through interfaces Four-eyes principle, delegation rules and escalation in the process model Metrics per process: cycle time, open cases, aborts
Process models in BPMN 2.0 Operational workflows with interfaces Process metrics and operations manual
Who may submit a request, who decides and what happens when there are follow-up questions? We model not only the fastest path but also rejection, deputizing, expiry of deadlines and cancellation. Human decisions are separated from steps that can be automated. A BPMN model can support alignment; how it is implemented as an executable process depends on the platform. We compare existing tools and new solutions in terms of process duration, integration needs and maintainability.
A workflow can trigger changes in several systems. If step three fails, the first two must not simply be forgotten. We plan retries, compensating actions and manual clarification. Technical service accounts receive limited rights. Approvals are bound to the actual case, so that a later change does not keep running under an old approval. New process versions also need a rule for cases that have already started.
Acceptance testing checks the normal case and selected exception paths with business users. We hand over the process model, configuration and instructions for open or failed cases. Metrics show wait times and bottlenecks, without confusing successful subtasks with fully completed processes. To get started, we need typical requests, approval rules and the systems involved.
Processes, system landscape, data quality Business units, IT, data protection, OTOKO® Process Consultant Process map, system inventory, data quality report, prioritized fields of action
Target processes, architecture, integration plan Business units, architecture, information security Target processes, system architecture, interface register, permission concept
One process or site in production OTOKO® consultants, key users, your IT Pilot with real data, feedback from key users, decision on rollout
Configuration, interfaces, migration, training OTOKO® consultants and developers, key users, your IT Configured system, interfaces, migrated data, training, acceptance
Monitoring, releases, support OTOKO® operations or your team Monitoring, release planning, support, annual permission review
Target processes, requirements, key user alignment
System architecture, interfaces, data ownership
Your project
Describe your situation and the desired result. The selected service will be included in the contact request.
