METHOD
Our method: one process, a first automation
Start with a request or file that holds your team back. We examine the flow, define the build and test the result with you before putting it into use.
DIRECT ANSWER · How does an automation project with VirtuaTech run?
In four steps you can check: examine one real process, build and test the first automation on your real cases, put it into service, then measure with your own figures. Scope, price and schedule are set before the build, and important decisions stay with your team.
Four steps, each one checked
01 EXAMINE ONE PROCESS
We follow a real request from arrival to completion. We identify repeated entry, waiting time, missing documents and decisions that must remain with people. You get: A documented process, tasks to automate and a scope for your approval.
02 BUILD & TEST
We build the forms, tool connections and agents you need. You review the flow using concrete cases, including incomplete files and failures. You get: A usable first automation and visible test results.
03 PUT IT INTO USE
We put the process into production with agreed access, follow-up rules and responsibilities. Your team knows what to do when a case needs their attention. You get: A working process, its documentation and an identified owner.
04 MEASURE & ADJUST
We compare processing time, waiting and corrections with the measures available before the change. We adjust the process based on what those results show. You get: Clear measures and a list of improvements to address.
What we commit to
You work directly with the person designing the system.
Scope, responsibilities and changes are agreed in writing.
You see and test a usable flow before moving to the next one.
Data access and human approval rules are defined with your team.
Documentation and conversations in English or French, at your choice.
Price, timing and results
A quote and schedule follow definition of the process and tools to connect.
Savings are checked against measured time, corrections and costs.
Requests, meetings and revenue remain outcomes to measure, never guarantees.
Your team and advisors retain financial, legal and regulatory decisions.
The pieces of a client workflow
01 PROCESS
We examine a concrete flow: an incoming request, required documents, the person responsible and the conditions for moving to the next step.
02 AUTOMATION
Integrations and agents enter details, sort requests, check documents and prepare replies under agreed rules.
03 CRM & RECORDS
Messages, documents, status and the next action stay linked to the same client. Your team sees what is missing and who needs to act.
04 WEBSITE & FORMS
The site explains your service and the form collects what is needed for the first step. Requests reach the right person.
05 FOLLOW-UP
Reminders and follow-up follow your rules. Replies and opt-outs are respected, and exceptions reach your team.
06 MEASUREMENT
Reporting distinguishes received, processed and waiting requests, corrections and recorded meetings.
You choose what can run automatically
Prepare and wait
The system assembles the work and waits for an expert to approve the exact action shown.
Execute the predictable path
Complete work follows documented rules while exceptions stop and return to the right person.
Automate within a bounded mandate
Low-risk reversible actions may run automatically when the owner has deliberately chosen that boundary.
Start with one process that gets stuck
Bring an example of an unanswered request, repeated data entry or a file waiting on documents. We look at the steps and tools with you, then discuss what a first project could cover. The scope, quote and schedule are agreed before construction.