BUSINESS PROCESS AUTOMATION & AI

From Business Challenge to Working Solution

We help companies simplify internal processes, connect data, and introduce practical automation or AI solutions — from the initial process mapping to implementation.

We don't start with technology. We start with understanding your business.

Book an Introductory Consultation See where to start

This is for you if…

Your data is siloed

Processes depend on individuals

Admin is slowing your team down

You're not sure where to start with AI

PRACTICAL SOLUTIONS

What We Can Help You With

Select the area that best matches your situation. Every engagement starts with a brief process mapping and a tailored approach.

Internal Administration & Workflow

  • Request and document approvals
  • Task handoffs between teams
  • Case status tracking
  • Automated notifications and reminders

Reporting & Data Dashboards

  • Power BI dashboards
  • Automated weekly and monthly reports
  • Consolidation of data from multiple sources
  • KPI and process status overview

Documents & Approvals

  • Document collection and classification
  • Data extraction from forms and attachments
  • Completeness checks on submitted materials
  • Approval and archiving workflows

Sales, CRM & Client Management

  • Client and deal management
  • Sales activity planning
  • Communication and task tracking
  • Sales team reporting

HR, Onboarding & Training

  • Employee onboarding and offboarding
  • Digital checklists
  • Training completions and certifications
  • Step-by-step completion tracking

AI Assistants & Knowledge Bases

  • Search across internal documentation
  • Answers grounded in company knowledge
  • Document and report summarisation
  • AI-assisted preparation of materials

BUSINESS SNAPSHOT

Start with a Clear View of Your Process

In 1–2 weeks, find out exactly where a selected process is losing time, what is limiting its efficiency, and which parts make sense to improve, automate, or support with AI.

  • Current process map
  • Key weak points identified
  • Prioritised opportunities
  • Recommended next steps

APPROACH

How We Work

  1. 01

    Introductory Call

    We assess whether working together is the right fit.

  2. 02

    Discovery

    We map the process, roles, systems, and real requirements.

  3. 03

    Solution Design

    We agree on scope, tools, and priorities.

  4. 04

    MVP & Implementation

    We build a working solution and validate it with users.

  5. 05

    Go-Live & Measurement

    We train the team, establish KPIs, and continue to optimise.

MEASURING OUTCOMES

How We Report Results Honestly

No Invented Figures

We do not claim savings or ROI unless they were genuinely measured within the project.

We Show Real Change

We compare how work was done before and after: standardisation, traceability, data quality, and reporting.

KPIs Defined Upfront

We establish a baseline and measurement approach during discovery, then track actual results after deployment.

We don't sell automation blindly. We first understand the process, then design and build a solution whose outcomes can actually be measured.

WORK

Selected Project Examples

Anonymised examples from projects across different industries.

Confidentiality & Measurement

Client names are not disclosed. Stated figures represent the indicative potential of a comparable engagement.

Large international manufacturing company Automotive / Manufacturing

Digital Onboarding & Process Automation

Before

  • Manual checklists
  • Email-based communication
  • Limited step-by-step traceability
  • Inconsistent onboarding procedures

After

  • Central application
  • Workflow and progress tracking
  • Unified process
  • Greater transparency

Estimated potential

4–6 hrs/week

potential reduction in admin overhead

up to 40%

fewer manual handoffs

Employee onboarding · Checklists · Task handoffs · Progress tracking

Large international FMCG group FMCG / Food Manufacturing

Sales Process Transformation

Before

  • Inconsistent working practices across sales reps
  • Fragmented data collection
  • No unified reporting
  • Limited management visibility

After

  • Standardised sales processes
  • Shared planning approach
  • Higher-quality data
  • Improved management visibility

Estimated potential

3–5 hrs/week

potential time saving per team

up to 30%

less manual report preparation

Sales activity planning · Field data collection · Reporting · Work standardisation

Global technology and industrial company Engineering / Manufacturing

BI Platform Migration

Before

  • Migration from a legacy reporting platform
  • Risk of losing existing functionality
  • Need for data validation
  • Requirement to maintain reporting continuity

After

  • Phased dashboard migration
  • Verified data consistency
  • Modern BI environment
  • Key functionality preserved

Estimated potential

2–4 hrs/week

potential reduction in manual checks

up to 25%

fewer repeated validation steps

Dashboard migration · Data validation · Reporting continuity · User support

Boutique international law firm Legal Services

Legal Practice Management System

Before

  • Clients, cases, and documents managed mostly by hand
  • Information scattered across files and communications
  • No unified overview of the caseload
  • Administration dependent on manual effort

After

  • Central system for client and case management
  • Single location for documents and related information
  • Improved caseload visibility
  • Foundation for further process automation

Estimated potential

2–4 hrs/week

potential reduction in manual administration

up to 25%

fewer repeated steps when handling cases and documents

Client management · Case management · Documents · Internal administration

KPI / REPORTING

How Clients Receive Their Results

An illustration of what process outputs look like and how clients access them.

Illustrative dashboard — specific KPIs are tailored to each client's process.

What Can Be Tracked

  • Processing time
  • Number of manual handoffs
  • Error rate
  • Process completion
  • Solution adoption
  • Individual case status

How Clients Receive Reports

  • Power BI dashboard
  • Automated weekly report
  • Regular results review
  • Further optimisation recommendations

Measurement Principles

We review outcomes together with the client at regular intervals.

KPIs are not one-size-fits-all. We select only the metrics that are meaningful for each specific process and the client's decision-making.

OUR APPROACH

Why ProcessMinds Was Created

ProcessMinds was created from the belief that a good solution does not begin with choosing technology, but with understanding the real problem.

In practice, we have repeatedly seen companies invest in new tools before clearly identifying what is actually slowing their processes down. That is why we first examine the current way of working, the needs of the people involved and the available data — and only then recommend what should be improved, automated or supported with AI.

Our goal is not to introduce more technology. Our goal is to help companies implement changes that are practical, usable and genuinely valuable.

ABOUT US

Two Roles, One Shared Outcome

Lenka Langerová

Client Success Partner

Lenka focuses on client relationships, business communication and coordination throughout the engagement. She helps clients articulate their needs, prepares initial discussions and ensures clear communication during the project.

Anastasia Spiridonova

Solution Design & Automation Partner

Anastasia analyses business needs and processes, identifies improvement opportunities and designs suitable solutions. She connects process analysis, data, automation and AI and turns proposed changes into practical implementation.

The introductory call is the shared entry point for working with ProcessMinds.

Book a 30-minute call

SECURITY

Sensitive Data Is Protected from Day One

The level of protection is tailored to the type of project, data, and client environment.

NDA

We are happy to sign a non-disclosure agreement before any sensitive business or technical information is shared.

GDPR & DPA

When personal data is involved, we establish appropriate contractual, organisational, and technical safeguards.

Minimal Access

We work only with the data and access rights genuinely necessary for the project.

Safe AI Services

Client data is not entered into public AI tools and is not used for model training without explicit consent.

Specific security, data handling, and retention terms are defined before any work begins with production data.

FAQ

Frequently Asked Questions

Let's Find the First Process Worth Improving

In 30 minutes, we'll work out whether a Business Snapshot or another type of engagement makes sense for you.

Book a free 30-minute call Send an email