APPROVALS
Approvals stuck in inboxes
Email-based approvals can be delayed, duplicated, or difficult to trace when routing and ownership are unclear.
SOLUTION / WORKFLOW & PROCESS AUTOMATION
Automate approvals, billing and project intake
Reduce repetitive handoffs across your firm while keeping review points, ownership and exceptions clear.
Discuss your workflow prioritiesFIELD MAP / CONNECTIONS & CONTINUITY
THE OPERATING QUESTION
For firms losing real hours to routine work.
Many firms retain manual processes long after the underlying requirements have changed. Approvals route through email, billing depends on spreadsheets, and intake sits in inboxes. The issue is not simply time; it is ownership, control, visibility, and exception handling.
01 / SIGNALS
RD / WPA / 01
Find the work that keeps repeating.
BILLING
Billing assembled by hand
Billing cycles rely on recurring spreadsheet work when invoice data and approval steps are not connected across systems.
INTAKE
Project intake managed in inboxes
New project intake lives in email and chat threads, with no structured handoff between sales, project management, and finance.
CONSISTENCY
Errors in routine processes
Common errors in routine work because everything depends on memory, attention, and the person doing it that day.
CAPACITY
Headcount scaling with volume
Growth is requiring more people just to handle the same kind of routine work, when the work itself should be scaling differently.
REPORTING
Reporting rebuilt every month
Reports are rebuilt each cycle through manual steps with limited documentation or shared ownership.
These signals compound. The longer they remain, the more the firm's capacity is absorbed by manual work and exception handling.
THE OPERATING SHIFT
Routine work, structured at last
Manual approvals, billing, intake, and reporting can become difficult to govern as volumes, systems, and responsibilities change.
Rhodium Digital identifies repeatable work, decision points, exceptions, ownership, and system dependencies before designing automation. The objective is to reduce unnecessary manual steps while preserving the controls and visibility the process requires.
02 / RHODIUM DIGITAL SERVICES
Improve the process before automating the steps.
Rhodium Digital identifies the friction, designs the workflow and implements the agreed automation. Human decisions, ownership and control remain part of the design.
A-01
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B-02
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C-03
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D-04
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RD / WPA / A-01
Find the friction. Identify the manual, repetitive steps that quietly cost the team time across the firm.
Repeated entry and administrative work
Handoffs between teams and systems
Delays, rework and unclear ownership
SCOPE DECISION
Which repeated work has clear rules and a meaningful reason to change?
RD / WPA / B-02
Structure the automation around how the firm actually works rather than imposing a process the team will route around.
Triggers, routing and decision points
Approvals, controls and human review
Exception paths and responsible owners
SCOPE DECISION
What should happen automatically, and where is human judgment required?
RD / WPA / C-03
Design automations around the firm's existing systems where appropriate, including ownership, monitoring requirements, exceptions, and change control.
System touchpoints and data requirements
Workflow rules and validation scenarios
Monitoring and change-control requirements
SCOPE DECISION
How will the workflow be tested and exceptions made visible?
RD / WPA / D-04
Automation requires review and adjustment as systems, volumes, responsibilities, and exceptions change.
Workflow performance and recurring exceptions
Changes in volumes or responsibilities
Adjustments as systems and business rules evolve
SCOPE DECISION
Who reviews the workflow and decides when it needs to change?
These service areas inform the scope discussion. Activities, priorities, responsibilities and ongoing services are agreed for each engagement.
03 / HOW WE WORK
RD / WPA / 03
FROM REQUIREMENT TO DAILY USE
A practical route, shaped by your requirements.
The starting point, sequence and scope reflect your current environment and priorities.
01
Observe
Watch how the work actually happens, not how it is described. The real process and the documented process are rarely the same.
02
Design
Decide what to automate, what to leave human, and how exceptions are handled. Restraint matters as much as ambition here.
03
Build and refine
Implement within the agreed systems environment, validate the workflow, and review performance and exceptions against the operating requirements.
RHODIUM DIGITAL / POINT OF VIEW
Keep judgment in the process.
Automation is worth considering when repeatable work has clear rules, ownership, exceptions, and control requirements.
Rhodium Digital · Workflow & Process Automation
BEFORE WE TALK
Questions that shape the scope.
What is worth automating first?
Rhodium Digital assesses repeatable work alongside business impact, process readiness, rules and exceptions. A high volume of manual steps does not by itself establish that a workflow is ready to automate.
Will the workflow still include approvals?
The required controls and review points are defined before implementation. Automation should not remove decisions that need human judgment or clear accountability.
Does the work depend on one platform?
The systems environment and operating requirements determine the appropriate approach. A Workato engagement is one possible delivery context, not the definition of the broader service.
CONTINUE THE CONVERSATION
Bring the workflow that needs attention.
Discuss repeated steps, delayed handoffs or approvals that are absorbing time across your firm.
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