The problem
For owners and operations directors of businesses where capable people spend their days moving information between systems.
Orders, invoices and enquiries are re-typed from email into spreadsheets and software.
Approvals wait in inboxes, and nobody knows where a job has got to.
The same reports are built by hand every week, and they are often wrong.
How work really gets done lives in a few people’s heads.
Growth means hiring more people to do more admin.
Off-the-shelf automation gets you part of the way. Then it meets a system with no integration, a document that needs judgement, or an exception nobody planned for.
What HAE delivers
We design and build automation that fits how your business actually works, and that your team can run after we leave.
- Workflow automation
between the systems you already use: your accounts package, your CRM, your inbox, forms and spreadsheets.
- AI systems for the messy parts.
Reading documents and emails, pulling out the data, sorting and routing, and drafting replies for a person to approve.
- Review steps where judgement matters.
A person approves anything with money, customers or legal weight behind it.
- Monitoring and alerts.
You know when something fails or stalls, before a customer tells you.
- Documentation and handover.
Your team can run it, change it and explain it.
Everything runs in accounts your business owns.
How an engagement runs
Map.
We sit with the people who do the work and map each step, system, piece of data and exception.
Design.
Together we decide what to automate, what stays with people, and what checks sit in between.
Build in reviewed steps.
Engineers build each step. Every change is reviewed and tested before you see it.
Run side by side.
The automation runs alongside the manual process until you trust it. Then you switch.
Hand over.
You get the documentation, a walkthrough for your team, and a choice of support options.
Not sure which workflow to start with? The Automation Audit answers that in two weeks.
What you get
- A map of the workflow as it runs today, including the exceptions.
- A design for the automated workflow, showing what stays with people.
- The working automation, tested against real cases from your business.
- A review step for anything that needs a human decision.
- Alerts when something fails or stalls.
- Written documentation and a handover session for your team.
- The source code, configuration and accounts, in your name.
FAQs
What kinds of work can be automated?
Work that repeats, follows rules you can write down, and uses information that exists in digital form. Examples include data entry between systems, invoice and order processing, approvals, report building, and sorting and answering routine emails. Work that needs judgement can be part-automated, with a person making the final call.
Do we need to replace our existing software?
No. Most automation connects the systems you already have. We build around your accounts package, your CRM and your inbox rather than asking you to move. If a system has no way to connect, we tell you early and show you the options.
How do you stop the AI making mistakes?
By design. AI drafts and sorts, and people approve anything that matters. Every automation is tested against real cases before it goes live. Each step logs what it did and why, and alerts fire when something looks wrong. The AI has only the access it needs, and no more.
Where does our data go?
Your data stays in your systems and your accounts. We ask for the minimum access needed and remove it when the work ends. Where an AI service is used, we tell you what it sees and how long it keeps it, before anything is connected.
How long does an automation project take?
It depends on the workflow, so we scope each one as a fixed piece of work with its own timeline, agreed before it starts. If you are not sure where to begin, the two-week Automation Audit gives you a prioritised plan and a working proof of concept.
Who owns the automation afterwards?
You do. The code, the configuration, the documentation and the accounts are in your name from the first day. You can have HAE support it, run it yourself, or hand it to another supplier.
Start with the work that costs you most.
Book a call and tell us about one workflow. Or start with the Automation Audit and get a plan for all of them.