An example workflow

From an event to an accountable outcome.

A record arrives or a date is reached
Rules check what should happen next
An owner reviews exceptions and results

Start with one repeated handoff.

If staff copy the same information between systems, chase missing approvals or assemble the same report each week, the workflow may be a good candidate. DPM builds business process automation for companies nationwide, with direct access to the engineer in Quincy, Illinois.

Records that stay connected

Move agreed information between systems through available interfaces or scheduled imports. Decide which system owns each field and what happens when a record is incomplete.

Reminders and approvals

Turn dates and status changes into the next action. Keep decisions with the responsible person when approval or judgment is required.

Reports and exception queues

Prepare recurring reports from recorded activity and surface items that need attention. Make a failed transfer or missing input visible instead of silently skipping it.

Work already built

Real workflows behind the approach.

Follow-up with an owner and evidence

In Safety Director, each event has a reference number, an owner and a due date. Corrective actions require evidence to close, and a credential calendar identifies expired qualifications.

See the Safety Director workflow

Operational records used across departments

DPM’s transportation project brought dispatch, truck movements, driver payroll and reporting into one system. It is an example of connecting work that previously lived in spreadsheets.

Read the transportation case study

Scope and delivery

Make the rules explicit before writing the code.

During discovery, decide what should happen automatically and what should remain a human decision. The written scope defines the actual deliverables.

See how development, hosting and backups connect

Choose the trigger: a new record, a status change or a scheduled time.
Define required information, access permissions and who approves each decision.
Specify how duplicates, missing records and failed connections are handled.
Agree on acceptance examples, operating instructions and how results will be reviewed.

Before you start.

Do we need to replace our current software?

Not necessarily. A project may connect existing systems or add a small application around one workflow. Available interfaces, data quality and access permissions determine the practical options.

How will we know whether the change helps?

Record the current workflow first: repeated entries, time spent preparing a report or items waiting for review. Agree on what to measure after release. Savings depend on the process and are not assumed in advance.

What happens when something fails?

Error reporting, retries and manual review should be part of the agreed design. Identify who owns an exception and how they can check or resume the work before the workflow goes live.

Your next step

Bring one workflow you would like to simplify.

Discuss the problem with Derek and work out whether a custom project fits.

Book a free discovery call Request a quote

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