Start with the handoff, not the tool
A spreadsheet workaround often exists for a reason: an approval is missing, a field is unreliable, or two teams use different definitions. Automating that workaround without understanding it can move errors faster. OpsFoundry starts by mapping the trigger, the people involved, and what a correct result looks like.
This service fits repeatable work such as routing requests, checking required fields, preparing reconciliation queues, and notifying an owner when a transaction needs attention. The exact implementation depends on the ERP's supported interfaces and your team's permissions.
What a focused engagement includes
We define one bounded workflow, agree on acceptance criteria, and build the smallest useful version before expanding scope.
- Current-state map showing inputs, decisions, handoffs, and exceptions.
- Future-state workflow with named owners and approval points.
- Validation rules, duplicate protection, and a visible failure queue.
- Tests for ordinary cases, missing data, rejected approvals, and retries.
- Operating notes covering support, rollback, and manual fallback.
Measure whether the work actually improved
Record a baseline before changing the process: manual touches per transaction, time waiting for approval, correction rate, and time spent on exceptions. Compare the same transaction types after the pilot. A faster workflow is not a success if the error rate rises or nobody can recover a failed run.
Bring one recurring task, a redacted example, and the name of its process owner to the first discussion. We can then identify what is feasible without assuming an ERP replacement is necessary.