Process Automation
Process automation is the use of software to perform repetitive tasks or processes with minimal human input.
Our approach
Initial Consult
We start with a phone call (or coffee if local), and we start with the questions that we ask as part of the start of the engagement.
Here we get to know your needs, your goals, your direction, and where you see our services being of use.
At the end of the consult you determine whether we can be of service.
Discovery
This is where Fulcrum Dynamics gets to do our research on the issue, and how your business operates.
We don’t pretend to know how your business works, so we will be asking lots of questions.
This is not likely to be in one go, and we will continue to learn things on the way, but the big goals will get hashed out.
Design/Develop
Now the technical bit, we look to design and develop the solution, taking into consideration what technology your business already uses (we don’t believe re-inventing the wheel).
We will periodically revisit this a few times as part of the next step.
Test/Deploy
This part is with your help. We look to test the solution to see that it works as intended. We value feedback from both you as the owner and the people who will be using it.
We most likely need to step back to our Discovery and Develop steps, to make sure we get the right solution.
Our offerings
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We do all of the technical work for you. We will still need input from either yourself or staff in the Discovery and Testing stage.
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We still do the technical side, but you can supplement those tasks that you believe your staff are capable of. This option allows for more intimate knowledge and may provide an opportunity for some upskilling in your business.
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We are just advising at this point. We will be here to provide some guidance or technical capability to your solution if needed.
Our specialisation
There are many ways to achieve automation of business processes from low/no code solutions to custom made software. At Fulcrum Dynamics we specialise in extending Microsoft Office applications with the use of macros and VBA and OfficeScripts.
Use cases can vary from data ingestion and manipulation to creating forms and performing bespoke business logic.
Our rates
Our Initial Consult is for 30 mins and is Free. Once you decide to work with us, our rates are $150/hr billed in 15 minute increments.

