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process automation

Every industry has elements of their organization that relies on highly manual or repetitive processes. They often make up the backbone of your organization. Many of these processes, with investigation, can be made far more efficient and will help you get to the bottom line.

So what is Business Process Automation? It is the analysis, improvement (or re-engineering) of an existing manual business process and the transformation of that process into a rules driven, electronic (often forms driven) process. Such solutions promote efficiency and help to eliminate human error, increase productivity, and help the balance sheet.

What processes can you automate?

  • Onboarding Users
  • Expense Reports
  • Contract Reviews
  • Routing documents for approval
  • Travel Authorizations
  • Disciplinary Action
  • Engineering / Design Change Requests
  • Manufacturing Document Approvals
  • Time Off Requests
  • Employee Recognition / Award Routing
  • Annual Employee Review Workflows
  • Training Class Booking and Approval
  • Annual Code of Conduct Review Attestation
  • Compliance Policy Review and Approval
  • And more...

How do we do it?

We sit down with your key stakeholders to evaluate and analyze your current manual processes. We then work with you to develop a more modern and efficient solution, by either using native or 3rd party workflow automation tools to complete your project within your budget and timeline.

There are four simple phases:

process automation

1.) Discovery/Findings

audience dev

2.) Development


3.) Testing/User Acceptance


4.) Go Live

Our SharePoint development tools:





sp designer

SharePoint Designer

power apps



Visual Studio


K2 Digital Process Automation

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As a Nintex Premier Partner, Synergy uses time proven methodologies and a deep knowledge of Nintex technologies to deliver workflow solutions that help you capitalize on your organization’s time and ROI. Learn more about how our Solutions Consultants can work with you, whether you’re developing your first Nintex solution or working on a complex workflow.