// METHODOLOGY

First we look at how the work actually runs.

We do not start from screens, tools or a big presentation. We start from real examples: who reads the email, who checks the invoices, where data gets retyped into Excel, what waits for approval and which reports run late. Only then do we pick one process worth automating.

Three phases of our approach

Process snapshot (no assumptions)

We look at how work actually flows, not how it is drawn in a procedure.

We map the flows through your company: customer inquiry, order, invoice, eInvoice, warehouse, approval, complaint, report. We record manual entry, waiting, repetition and the places where a decision rests on the experience of one person.

  • Email inboxes — where messages wait or get sorted by hand
  • Invoices and eInvoice — where things get checked, approved and retyped
  • Warehouse — where differences, delays and manual checks happen
  • Internal processes — who approves what and where tasks get stuck
  • Warehouse system / Excel / analytics — where the same data lives in several places
Duration 1–2 wk

Pilot on one process

We test without stopping operations. The pilot can be the sales inbox, incoming invoices, a warehouse check or one report.

We pick a process with a clear result. The automation runs in parallel with the existing way of working, and people confirm important steps. We measure time, errors and the amount of manual work before anything expands.

  • Clearly defined what success means before we start
  • Parallel work — old and new procedure at the same time
  • Measurement: time, errors, manual entry, number of escalations
  • Go or no-go decision before scaling to the rest
Duration 2–4 wk
pilot · p. 4
Parallel run
EXISTING FLOW PILOT FLOW in parallel

We measure errors · time · manual entries.

Phased implementation

We scale only where the pilot proved value.

Automation connects with your existing warehouse system, Excel, email, eInvoice, warehouse hardware and analytics. It rolls out in phases, with user training, control rules and a fallback plan if something does not work as expected.

  • Existing systems kept and connected
  • Human confirmation for finance, customers and sensitive decisions
  • Documents, communication, warehouse and reports connected by phase
  • Action log, fallback plan and support after go-live
Duration 6–16 wk

What we don't do.

The difference between useful automation and another software project.

  • We don't push a replacement of your system.

    If your warehouse system handles accounting, procurement or stock well, we don't touch it. We connect to it.

  • We don't sell big AI promises.

    We do not claim AI will run your company on its own. We automate specific tasks with clear rules.

  • We don't automate without a process snapshot.

    No understanding of the process, no proposal. If the problem does not justify a project, we will tell you.

  • We don't roll out everything at once.

    No single date by which everything must work. Phased, parallel, with testing and control.

What we can automate.

We most often start from tasks that repeat, carry a lot of messages or documents and already get patched with Excel. Not everything needs to be automated. We pick what brings calmer operations.

  • Warehouse

    Stock checks, differences, locations, dispatch, inventory and alerts when data does not match real stock.

  • Communication

    Email sorting, drafted replies, flagging urgent messages, reminders and routing tasks to the right person.

  • Invoices and eInvoice

    Matching order, receiving note, invoice and eInvoice, preparing entries, approval checks and alerts on discrepancies.

  • Internal processes

    Approvals, complaints, procurement, service requests, time off, internal checks and tasks that today get tracked through messages.

  • Analytics and reports

    Daily and weekly views from the warehouse system, Excel and email: stock, open invoices, delays, process performance and exceptions.

The biggest impact comes when repetition is automated and decisions stay under control.

What we connect with.

We don't push a replacement. We connect what you already use.

  • SYSTEM
    • SAP
    • Microsoft Dynamics
    • Odoo
    • Pantheon
    • Synesis
    • custom / in-house
  • Excel and files
    • Excel sheets
    • SharePoint
    • Google Drive
    • CSV / XML / PDF
    • internal records
  • Documents and communication
    • eInvoice (Fina, Moj-eRačun)
    • receiving notes, waybills, invoices
    • contracts and approvals
    • email inboxes
    • Teams / Slack as needed
  • Operations
    • DPD · GLS · DHL · Overseas
    • own deliveries
    • Shopify
    • WooCommerce
    • Magento
    • scanners and warehouse hardware

The biggest fears before a project.

Questions we hear before a company puts automation into real operations.

  1. "What if it doesn't connect to our ERP?"

    First we check what your warehouse system actually offers: a connector, database, data export, file import, or existing connection methods. If something can't be safely connected, we don't push the project.

  2. "What if the automation makes a mistake?"

    For important actions we set human confirmation, limits and an action log. Automation can prepare, alert and propose, but it does not have to decide on sensitive matters on its own.

  3. "People won't use it."

    That is why we start from their actual work. If automation does not cut effort or remove dull repetition, it will not stick. Training runs through concrete examples from your company.

  4. "I don't want a new platform nobody maintains."

    For every automation we leave a README with configuration, a list of connections and the number to call if it stops working. Support is two hours a month fixed, more by agreement.

  5. "We already tried automation and it didn't stick."

    Often the problem is not the tool but the fact that it was rolled out without a clear process, owner and measurement. That is why we run a snapshot and a pilot first. If the problem is not for automation, we will tell you openly.

Not sure where it's breaking? Book a practical call.

30 minutes of practical conversation. No sales pressure. If automation would not help, we'll say that. Your existing systems, your process, a phased way forward.