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Data & Workflow Automation
We cut the time spent re-collecting the same numbers and rewriting the same reports, and bring the figures you need for decisions onto one screen.
Contents
Who It’s For
- Teams that report education program results on a regular schedule
- Organizations that combine data from several departments to make decisions
- Program teams with heavy, repetitive document work
When This Helps
- The same indicators have to be pulled from several files every time
- Drafting reports and official letters takes the same effort again and again
- Internal documents are hard to search
What We Do
- Data cleanup and connectionAgree on indicator names and calculation rules, then bring scattered data into one structure
- DashboardsIndicator dashboards for staff and managers
- Report and document automationReports, lists, and notices in fixed formats generated from your data
- Search and drafting toolsPilot use of AI tools for internal document search and first drafts, with staff review
What You’ll Receive
- Data definitionsIndicator list, formulas, and where the source data lives
- Pilot toolsAutomation or search tools applied to part of your real work
- DashboardAn indicator dashboard
- Verification logAccuracy, time saved, and evidence for deciding whether to expand
We pilot first and decide on expansion once the effect is confirmed. AI output is designed to be reviewed by staff.
Sample Layout
Input → processing → verification → output
- The problem
- Every organization sends data in a different format, so one report takes days
- What TeamWe makes
- Data cleanup rules, processing and verification steps, a dashboard and report draft
- How it’s used
- Staff confirm the figures against the verification log, then edit the draft into the submitted report
Sample screen · fictional data
- InputThree application spreadsheets, attendance logs, satisfaction surveysColumn and format definitions
- ProcessingStandard formats, duplicates removed, totals by organization, AI summary draftProcessing rules
- VerificationStaff checklist, spot checks against source data, error logVerification log
- OutputDashboard, weekly report draft, final report tablesDashboard and documents
| Check | Rule | Result |
|---|---|---|
| Total applications by organization | Matches source data | Match |
| Duplicate applications | Email and name | 3 removed |
| AI summary sentences | Used after staff review | 2 edited |
18Organizations412Applications87%Attendance4.5Satisfaction
Who Brings What
What We’ll Need from You
- The tasks to automate and how long they take today
- Access to source data, and your security and privacy rules
- A staff member to review results
What We Bring
- A review of tasks and data
- Data definitions and a proposed pilot scope
- Pilot build and verification
- Evidence for an expansion decision
How It Works
- ReviewTasks and where the data lives
- DefineIndicators and calculation rules
- PilotApplied to a limited scope
- VerifyAccuracy and effect
- DecideWhether and where to expand
What Shapes Scope, Timeline, and Fees
- Location, format, and quality of the data
- Security and privacy requirements
- Tools you already use
- Number of tasks to automate
- Which AI tools you are allowed to use
We confirm these in our first conversation and then propose timeline and fees together with the scope.
Discuss Data & Workflow Automation
Tell us where things stand, and we’ll suggest where to start.