Discover
Map the work, people, systems, inputs, decisions and exceptions.
Output: current-state process map
The Sync360 method
Understand the work. Redesign the process. Prove the result.
Technology enters after the process, value and controls are understood. Each stage gives the next one a clear decision.
Eight stages
Move from a costly habit to an owned operating process.
Measure
Establish volume, time, delays, error rates, cost and missed value.
Output: evidence-backed baseline
Prioritise
Compare expected value and feasibility. Higher risk lowers priority or requires stronger controls.
Output: ranked opportunity case
Redesign
Remove unnecessary steps and clarify ownership before automating anything.
Output: future-state workflow
Design controls
Define approval thresholds, exceptions, data access, monitoring and fallback paths.
Output: control and operating model
Build and integrate
Apply rules, integrations and AI according to the redesigned process.
Output: tested working workflow
Adopt and prove
Prepare users, launch carefully and compare performance with the baseline.
Output: adoption and value report
Improve and scale
Monitor exceptions, refine the design and expand only when evidence supports it.
Output: improvement backlog
Shared responsibility
Clear decisions need the right people in the room.
Your process owners
Explain the work, validate exceptions, agree controls and own the operating outcome.
Sync360
Maps, challenges, designs, builds and measures the improved process.
Your users
Test the workflow against real work and show where the design needs to adapt.
Engagement levels
The next step should match what is known.
An initial conversation can identify whether an opportunity deserves more work. Detailed design and a business case require evidence from the real process.
Opportunity review
A focused first conversation about the process, the friction and the result that matters.
Decision: stop, clarify or assess
Structured assessment
Process mapping, baseline evidence, opportunity design, feasibility, controls and priorities.
Decision: roadmap or implementation proposal
Implementation
Detailed design, build, integration, testing, adoption, monitoring and value review.
Decision: improve, scale or retire
After launch
The workflow needs an owner after the build is finished.
A reliable process makes exceptions, monitoring and responsibility visible. Those operating decisions are designed with the workflow.
How much client participation is required?
Process owners and users need to explain the real work, validate exceptions, test the design and own the operating result. Sync360 cannot infer those decisions from software alone.
Where does human approval fit?
Approval sits where the impact, uncertainty or commitment requires judgement. We define thresholds and escalation paths during process and control design.
What happens when automation fails?
The workflow should expose the failure, preserve the record, retry only when safe and route unresolved work to a named owner.
How is value reviewed?
We compare agreed measures with the starting baseline and record limitations such as volume, adoption or seasonal change.
Start with one process worth understanding.
Describe where time, revenue or control is being lost. We will review whether it is a credible automation opportunity.