Process Consulting
We help you uncover the bottlenecks holding back your team, and work with you to design a faster and simpler process to get the job done.
It’s Not A Software Issue, It’s The Process.
Before automation can work for you, your process has to work first. We help you see exactly where things slow down, get disconnected, or create extra work, then design an OnBase solution that matches the way you actually operate.
Uncover What’s Really Happening – Map your workflows as they are, not as they’re supposed to be.
Fix the Friction – Identify and remove inefficiencies, bottlenecks, and rework.
Build for Your Reality – Create solutions that fit your team’s day-to-day, not the other way around.
Our Process
Step 1: We Learn How You Work
Every business is different. We start by sitting down with your team to understand how things get done today, what’s working, what’s not, and where things slow down. This helps us identify the best way to support your goals.
Step 2: We Design The Right Fit
With a clear picture of your process, we design a smarter way forward. That might mean reworking approvals, streamlining document handling, or connecting the systems you already use. The result? A solution built around you, not the other way around.
Step 3: We Build the Solution
When your systems talk, your business runs smoother. Your data is cleaner. And your team finally has the breathing room to focus on what matters.
Step 4: We Test, Train, and Launch
Before anything goes live, we run it through real-life scenarios and make sure it all works smoothly. Then we train your team, so they feel confident and ready. When it’s time to launch, we’re right there with you to make sure it’s a success.
Step 5: We Stay Involved
Our work doesn’t stop at go-live. We offer ongoing support and help you fine-tune the system as your business grows or shifts. Whether it’s a quick fix or a long-term upgrade, we’re in your corner.
Clients Report Improved Workflow Efficiency Within First 3 Months
Clients Go-Live In Under 90 Days
See What’s Possible with Automation
We don’t just install software. We build solutions that fit your business. We take a hands-on, thoughtful approach to every implementation, from discovery to go-live. We’re with you every step of the way to ensure the solution isn’t just functional, but truly useful.
To help you see what’s possible, download Hyland’s PDF packed with practical insights and real examples of where automation delivers the most value. It’s built to spark ideas and help you uncover opportunities in your own processes.
We have saved 80% of our manual invoice processing through Savvy Source’s suggested implementations.