Process Automation
Removing manual, repetitive steps from finance, operations and approval workflows.
Why organizations come to us for process automation
Manual processes don't feel like a technology problem until they do. The accounts payable team keying invoices. The operations team copy-pasting from one system to another. The approval workflow that lives in someone's inbox. These aren't edge cases they're the highest-friction points in most mid-market organizations, and they're almost always automatable without a platform replacement. Nesha maps the process first, then chooses the right automation layer: ERP business events, AI agents or purpose-built workflow tooling.
- Avg Admin Time Reduction
- Avg Automation Response Time Post-Go-Live
- Avg Manual Steps Removed Per Engagement
- Avg Staff Capacity Freed for Higher-Value Work
Everything your process automation engagement covers
Process Mapping
Documenting the current process including all the workarounds before designing the automation.
ERP Workflow Automation
Approval flows, business events and notifications inside Acumatica that remove manual steps.
AI-Assisted Automation
Agent-based automation for document- and decision-heavy steps that rules alone can't handle.
Custom Workflow Development
Purpose-built workflow tooling where standard ERP automation doesn't reach.
Measurement
Before/after time and error metrics reported post-deployment so ROI is quantified, not assumed.
Change Management
Process documentation and training so teams adopt the automation and don't route around it.
How a process automation engagement runs
Process Discovery
Map the current process in detail steps, decision points, volumes and error rates.
Automation Design
Design the automated process, identify the right tooling and validate with process owners.
Build & Test
Build the automation with test cases covering normal flow and exception handling.
Deploy & Measure
Go-live with monitoring and a defined 30-day measurement window against baseline metrics.
Common questions about process automation
How do you decide between ERP automation, AI agents and RPA?
ERP business events handle structured, rules-based steps. AI agents handle document-heavy or decision-heavy steps. RPA fills gaps between systems with no API. We use the right tool for each step, not one tool for everything.
Will automation break if the underlying system changes?
We design automations to be resilient to minor system changes and document dependencies clearly. Significant system changes do require automation review we include this in our managed services retainer.
How do you handle exceptions in automated workflows?
Every automation is designed with explicit exception-handling paths that route unusual cases to a human reviewer with full context attached.
Can you automate processes that span multiple systems?
Yes. Cross-system automation is one of our core competencies coordinating actions across ERP, CRM, email and custom applications.
Cost Reduction Program Retail
RetailReady to discuss your process automation roadmap?
We'll scope a plan tied to your specific systems, timeline and business outcomes.