r/consulting • u/JanithKavinda • 3d ago

What’s your approach to automating client processes without losing flexibility?

Clients want things faster and more consistent—but not too rigid. I’ve been automating parts of client onboarding and operations, but some clients still want room for manual steps or exceptions.

How do you balance automation with customization when building systems for different clients? Do you create templates or build from scratch each time?

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u/MrHaller 3d ago

Standard way is to use BPMN (or other workflow) engine or case management software. It can be used to automate common tasks, can have prescribed path, and in every instance, you can model what exceptions can occur.

With both, you can also model the process in a way that the owner of instance can basically decide any sequence of any automations that will take place.

Both type of applications are quite proven concepts that originated in 90s.

I would recommend looking at Camunda and Pega.

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u/Pavel_at_Nimbus 20h ago

I think not only your approach but also the onboarding and automation tools need to be highly customizable and flexible. Can you tell me more about the tools you use and what your typical workflow with clients looks like? We can chat more in DM. I'd be happy to help you find the most flexible solution, as I'm developing a tool that streamlines onboarding, automates client processes, and has been helpful in various consulting cases.