COLLAB & CX

Connect digital experience to the workflow that completes the work.

Para automates approvals, forms, service requests and operational processes so customer, employee and partner interactions move through the enterprise with clearer ownership, status, control and accountability.

The focus is not simply on automating individual tasks. Para looks at the process end to end: how a request starts, what information is required, who needs to act, where decisions are made, what systems are involved and how completion is confirmed.

This allows automation to become part of the wider experience: connecting portals, digital forms, collaboration, enterprise applications, data and people to the operational processes behind them.

Depending on the process and its requirements, Para can use workflow, low-code applications, RPA, orchestration, APIs and custom application services, with the appropriate governance and support model around them.

The experience breaks when a digital request ends in email, spreadsheets and manual follow-up.

Why This Matters

Process automation is the execution layer behind many Collaboration & CX experiences.

A digital form or portal may make it easier to submit a request, but the experience remains fragmented if the request then has to be manually copied into another system, routed through email, tracked in spreadsheets or followed up individually.

Para's earlier material identifies recurring service-operation challenges around visibility, task ownership, scheduling, performance measurement, knowledge silos, service tracking and continuous improvement.

Automation can address these issues by making the process itself more visible and repeatable.

Para has delivered and developed reusable patterns across:

  • Enterprise requests.
  • Multi-stage approvals.
  • Digital forms.
  • HR and employee processes.
  • Service requests.
  • Governance processes.
  • Task management.
  • Notifications and routing.
  • Knowledge and information flows.
  • Operational tracking.
  • Service-execution processes.

The Digital Workplace material, for example, identifies employee services, approvals, collaboration routines, content lifecycle, workspace provisioning and support procedures as processes that need to work together, and identifies manual employee processes as opportunities for simplification or automation through SharePoint, Power Platform and connected business services.

Modern delivery can use low-code, workflow platforms, RPA and APIs according to the process, integration and control requirements.

The important distinction is that technology follows the process. Para's technology positioning states that technology choices are mapped to the business problem and target operating model.

What the Work Looks Like

We start with the service or business process:

Who initiates it? What information is required? What decisions are made? Which roles participate? Which systems are involved? Where do exceptions occur? What needs to happen before the process can be considered complete?

This creates a current-state view of the process rather than starting with a specific automation tool.

Para then designs the workflow, data capture, routing, notifications, approvals, status visibility, audit trail and integration needed to move the work from request to completion.

This can include defining:

  • Process steps and handoffs.
  • Roles and responsibilities.
  • Approval stages.
  • Decision points.
  • Required information and forms.
  • Notifications and reminders.
  • Escalation rules.
  • Exceptions and alternative paths.
  • Status and progress visibility.
  • Evidence and audit requirements.
  • System integrations.
  • Reporting and performance measures.

Simplify before automating

The objective is not to automate every existing step.

Where the current process contains unnecessary approvals, duplicate data entry, unclear ownership or avoidable handoffs, those issues should be addressed before technology is applied.

Automate where it adds value

Repetitive and rule-based tasks can be candidates for workflow, low-code or RPA, while processes requiring human judgement can retain explicit decision points and approvals.

Para's technology capabilities include Power Platform and workflow automation, alongside UiPath RPA, APIs and integration, and low-code/no-code enablement.

Connect the process to the systems

Where the workflow depends on enterprise data or actions in other systems, APIs and integration can connect the process rather than creating another isolated workflow environment.

Design for operation

Automation needs to remain visible and manageable after implementation. Ownership, monitoring, support, metrics, releases and continuous improvement need to be considered alongside the workflow itself.

Para's managed-services model includes application support, SLA management, health checks, releases, service management, operational analytics and continuous improvement

Para Point of View

Para does not position automation as the replacement of people or decision-making.

The objective is to make work clearer, more repeatable and easier to manage, while retaining the human decisions, governance and accountability that the process requires.

Process before platform

Understand the process, ownership, dependencies and desired outcome before selecting the automation technology.

People remain part of the process

Automation should clarify who is responsible for each decision, approval, exception and outcome rather than hiding responsibility inside a system.

Controls should be designed in

Approvals, permissions, evidence, escalation, audit trails and governance should form part of the workflow design where the process requires them.

Automate the right work

Repetitive, rules-based or high-volume activities may be suitable for automation, while complex decisions and exceptions may still require human intervention.

Measure what changes

Automation should create visibility into process performance — including status, turnaround, bottlenecks, exceptions and service outcomes — so the organization can identify further improvements.

This aligns with Para's broader operating philosophy around people, process ownership, technology enablement, operational efficiency and continuous transformation

Automation should remove unnecessary work without removing the ownership and controls the process needs.

What You Get

Current-state process and pain-point assessment

A view of the existing process, including manual activities, handoffs, duplication, bottlenecks, ownership gaps, system dependencies and opportunities for improvement.

Target workflow and role-routing model

A defined future-state process showing activities, roles, decisions, approvals, routing, exceptions and ownership.

Digital-form and data-capture design

Requirements for forms and structured information capture, including the information required to initiate, assess, approve and complete the process.

Approval, notification, escalation and audit requirements

A clear model for approvals, notifications, reminders, escalations, evidence and traceability where required.

Automation and integration backlog

A prioritized set of opportunities identifying where workflow, low-code, RPA, APIs or other integration approaches can improve the process.

Phased roadmap for low-code, RPA or custom workflow delivery

A practical sequence for implementation that considers dependencies, platform fit, governance, integration, adoption, support and future improvement.

Para's broader advisory model similarly emphasizes current-state assessment, capability and gap analysis, target architecture, prioritized roadmaps, governance and operating models, investment/release planning and delivery handover.

Deliverables are tailored to the engagement. The website should not imply that every automation engagement requires every output or technology listed above.

Where It Fits

Process Automation connects directly to customer service, employee service, GRC, digital workplace and portal experiences.

It can sit behind a digital form, employee portal, customer service interaction, governance process or operational application, providing the workflow and execution layer that moves work between people and systems.

Para's documented solution areas include Digital Channels & CX, Employee & HCM, Governance/Risk & Policy, Customer Service, B2B Collaboration, Field Service & Workforce and Learning & Talent, creating multiple contexts in which process automation can be applied.

The technology used depends on the process:

  • Microsoft 365 & SharePoint for portals, collaboration and workflow.
  • Power Platform & Automation for low-code applications, workflow, RPA, orchestration and governance.
  • UiPath RPA for repetitive desktop and task automation where appropriate.
  • Custom Apps & APIs where purpose-built applications or integrations are required.
  • Cloud & Integration for broader system connectivity and modernization.

The capability can then continue into managed support, operational analytics and process improvement after go-live.

Explore how Process Automation can support your next enterprise initiative.

Talk to Para about the business need, current environment and the practical next step from assessment into delivery.

Whether the requirement is to simplify an employee service, automate approvals, digitize a request process, connect a portal to operational workflows, reduce manual handoffs or improve visibility across service execution, Para can help define the process and determine the appropriate automation approach.

The path can move from process discovery and design into workflow, low-code, RPA, APIs, custom applications and managed support, with governance and operational requirements considered throughout.

Para's broader delivery model is designed to connect advisory decisions to enterprise services, solutions, accelerators and managed services rather than separating process design from implementation and operations.

Talk to Para →