Intelligent Workflow Automation Platforms
Move beyond basic RPA. We design and build resilient, AI-powered workflows that orchestrate People, AI, and Systems for End-to-End Efficiency, eliminating bottlenecks and driving measurable business outcomes.
Automate Your Enterprise
Your Processes Are Stuck. Your People Are Frustrated.
You've invested in powerful software—ERPs, CRMs, and countless SaaS tools. Yet, your teams are still drowning in manual data entry, endless email chains, and repetitive tasks that bridge the gaps between these systems. Simple RPA bots helped with individual tasks, but they're brittle, hard to scale, and fail to address the complex, cross-departmental journeys that truly define your business. You're not automating processes; you're just applying digital band-aids. It’s time to stop patching and start orchestrating. It's time for an intelligent workflow automation platform that connects your entire enterprise.
Why CIS? We Build Resilient, Intelligent Automation Engines.
Choosing a partner for workflow automation is about more than just technology. It's about finding a team that understands business processes, complex integrations, and the human element of change. Here’s why leading enterprises trust CIS to build their automation backbone.
Strategic, Not Just Technical
We don't just implement tools. We start with your business outcomes, mapping your processes and identifying high-impact automation opportunities. Our approach is strategic, ensuring your investment delivers measurable ROI, not just another piece of software.
AI-Native Approach
Our workflows are intelligent by design. We embed AI and machine learning models directly into your processes for tasks like decision-making, document understanding, and predictive analytics, moving you from simple automation to true operational intelligence.
Enterprise-Grade Security
With SOC 2 and ISO 27001 certifications, we build security and compliance into the core of every workflow. We understand the demands of regulated industries and ensure your automated processes are secure, auditable, and resilient.
Deep Integration Expertise
From legacy mainframes to modern serverless APIs, we've connected them all. Our experts navigate complex system landscapes to ensure seamless data flow, eliminating the silos that cripple your processes and creating a single, unified operational view.
Human-in-the-Loop by Design
We know that not everything can or should be automated. We design elegant "human-in-the-loop" workflows that bring people in for critical decisions, approvals, and exceptions, ensuring automation empowers your team, not replaces their expertise.
Verifiable Process Maturity
As a CMMI Level 5 appraised company, our development and delivery processes are optimized for quality, predictability, and continuous improvement. This means less risk, higher quality deliverables, and a smoother project experience for you.
Scalability and Governance
We build automation platforms, not just point solutions. Our architectures are designed to scale across your enterprise, with built-in governance, monitoring, and management to ensure long-term success and control over your automation program.
End-to-End Partnership
From the initial process mining and discovery to implementation, change management, and 24/7 support, we are your dedicated partner. Our goal is your long-term automation success, not just a one-time project delivery.
Future-Proof Platforms
We build on flexible, industry-leading platforms (like Microsoft Power Platform, ServiceNow) and open-source technologies, avoiding vendor lock-in and ensuring your automation engine can evolve with your business and incorporate new technologies like Generative AI.
Our Workflow Automation Platform Services
We offer a comprehensive suite of services to design, build, and manage intelligent workflow automation platforms that transform your enterprise operations from end to end.
Workflow Strategy & Process Mining
Before automating, you must understand. We use cutting-edge process mining tools to analyze your system logs, creating a data-driven X-ray of your actual, as-is processes. This reveals hidden bottlenecks, deviations, and the true cost of inefficiency, providing a clear roadmap for high-ROI automation.
- Data-Driven Insights: Replace guesswork with objective analysis of your real-world operations.
- Prioritized Roadmap: Identify and focus on the automation initiatives that will deliver the most significant business value first.
- Compliance & Conformance: Automatically check processes against ideal models to identify and remediate compliance risks.
Custom Workflow Engine Development
When off-the-shelf solutions won't cut it, we build bespoke workflow engines tailored to your unique business logic. Using microservices architecture and modern standards like BPMN, we create scalable, resilient, and highly flexible platforms that become a core competitive asset.
- Total Ownership & Control: Own the IP and the roadmap for your core business processes without licensing constraints.
- Unmatched Flexibility: Automate complex, proprietary processes that are impossible to model in standard software.
- Peak Performance: Engineer a solution optimized for your specific performance, scale, and security requirements.
Low-Code/No-Code Platform Implementation
We are experts in leading low-code platforms like Microsoft Power Platform and ServiceNow. We help you leverage these tools to rapidly build and deploy automations, empowering both business users and IT while maintaining enterprise-grade governance and control.
- Accelerated Delivery: Launch new workflows in days or weeks, not months, dramatically speeding up your time-to-value.
- Citizen Development Enablement: Safely empower your business teams to build their own automations within a governed framework.
- Seamless M365/Azure Integration: Build powerful workflows that deeply integrate with the Microsoft ecosystem you already use.
Intelligent Document Processing (IDP)
Turn your unstructured data into fuel for your workflows. We integrate advanced AI-powered IDP to automatically extract, classify, and validate information from invoices, contracts, forms, and emails, eliminating manual data entry and its associated errors.
- Eliminate Manual Entry: Achieve 99%+ accuracy in data extraction, freeing your team for higher-value work.
- Process Any Document: Handle complex, variable formats that traditional OCR and RPA bots cannot.
- Structured Data Output: Feed clean, structured, and validated data directly into your ERP, CRM, or other systems.
AI & Machine Learning Model Integration
Infuse your workflows with intelligence. We seamlessly integrate custom or pre-built AI/ML models to enable predictive routing, sentiment analysis, fraud detection, and other intelligent decision-making capabilities directly within your business processes.
- Operationalize AI: Move your AI models from the lab into live production where they can drive real business value.
- Smarter Decisions: Automate complex decisions based on predictive analytics, not just static business rules.
- Continuous Learning: Build feedback loops where the outcomes of workflows are used to retrain and improve your AI models over time.
API & Systems Integration Services
The core of any workflow platform is its ability to communicate. Our integration architects are masters of API-led connectivity, building robust, reusable, and secure integrations that connect your entire tech stack—from on-premise legacy systems to the latest cloud SaaS applications.
- Break Down Silos: Create a single, unified flow of information across all your enterprise applications.
- Future-Proof Architecture: Build on a modern, API-first foundation that makes it easy to add or replace systems in the future.
- Enhanced Security & Governance: Manage all your system interactions through a secure, monitored, and governed API layer.
Managed Automation Services & Support
Your automation journey doesn't end at launch. We provide comprehensive, 24/7 managed services to monitor, maintain, and continuously improve your workflows. We handle the infrastructure, error resolution, and updates, so you can focus on the business outcomes.
- Proactive Monitoring: Our AI-enabled AIOps platforms detect and often resolve issues before they impact your business.
- Continuous Improvement: We provide ongoing analysis and recommendations to further optimize your automated processes.
- Expert Support: Access our team of automation experts 24/7 for rapid issue resolution and support.
Our Proven 5-D Automation Delivery Process
We follow a structured, transparent, and collaborative process to ensure your workflow automation initiatives are delivered on time, on budget, and generate maximum impact.
1. Discover & Define
We begin with collaborative workshops and process mining to deeply understand your challenges and goals. We map your current-state processes, identify key pain points, and define the future-state vision and measurable success criteria for the project.
2. Design & Architect
Our solution architects design a robust and scalable workflow solution. This includes creating BPMN process models, defining the technical architecture, designing the integration points, and planning the user experience for any human-in-the-loop steps.
3. Develop & Integrate
Following agile methodologies, our CMMI 5-certified development teams build the solution. We configure platforms, write custom code, build APIs, and integrate AI models, providing regular demos and feedback sessions to ensure alignment.
4. Deploy & Test
We conduct rigorous, multi-layered testing, including unit, integration, performance, and user acceptance testing (UAT). We manage the deployment to your production environment, ensuring a seamless transition with minimal disruption to your operations.
5. Drive & Optimize
Post-launch, we don't disappear. We provide hyper-care support, monitor workflow performance, and gather user feedback. Through our managed services, we offer continuous optimization to enhance performance, add new features, and ensure long-term value.
Real-World Results, Delivered
We don't just talk about transformation; we deliver it. Explore how we've helped organizations like yours automate complex processes and achieve remarkable efficiency gains.
Automating End-to-End Mortgage Origination
Industry: Financial Services
Client Overview: A mid-sized regional bank struggling with a slow, paper-intensive mortgage application process. The process involved dozens of manual handoffs between loan officers, underwriters, and processors, leading to long closing times and a poor customer experience.
"CIS didn't just sell us software; they re-engineered our entire mortgage value stream. Our closing time has been cut in half, and our loan officers can now focus on building relationships instead of chasing paperwork. It's been a game-changer for our competitiveness."
- Michael Harper, COO, Enterprise Financial Group
Key Challenges:
- Average closing time of 45+ days, well above industry benchmarks.
- High error rates from manual data entry across multiple systems.
- Lack of visibility for customers and staff into application status.
- Significant compliance risk due to inconsistent manual checks.
Our Solution:
We designed and built an intelligent workflow platform on Microsoft Power Platform that orchestrated the entire process:
- Integrated Intelligent Document Processing (IDP) to automatically extract data from pay stubs, tax returns, and bank statements.
- Developed API integrations with their core banking system, credit bureaus, and property valuation services.
- Created automated business rules for initial qualification and routed complex cases to underwriters via a human-in-the-loop dashboard.
- Built a customer portal providing real-time status updates and secure document upload capabilities.
55%
Reduction in Average Closing Time
90%
Decrease in Manual Data Entry Errors
40%
Increase in Loan Processor Capacity
Digitizing Procure-to-Pay in a Global Supply Chain
Industry: Manufacturing
Client Overview: A global automotive parts manufacturer with a fragmented and inefficient procurement process. Purchase requisitions, approvals, PO creation, and invoice matching were handled through a mix of email, spreadsheets, and manual entry into their SAP ERP system.
"The visibility we've gained is incredible. We can now track every purchase from request to payment in one place. The CIS team integrated seamlessly with our SAP and built a workflow that finally tamed our procurement chaos. The cost savings from early payment discounts alone have been substantial."
- Olivia Bishop, VP of Supply Chain, Global Auto Parts
Key Challenges:
- Lack of spend visibility and control, leading to maverick buying.
- Long cycle times for purchase approvals, delaying critical orders.
- Manual, error-prone three-way matching of invoices, POs, and goods receipts.
- Missed early payment discounts due to processing delays.
Our Solution:
We implemented a custom workflow automation solution that sat on top of their existing SAP system:
- Developed a centralized portal for all purchase requisitions with dynamic, multi-level approval workflows based on spend amount and category.
- Used IDP with AI to digitize supplier invoices and automatically perform three-way matching against PO and GRN data in SAP.
- Automated the creation of POs in SAP upon final approval, eliminating manual entry.
- Created real-time dashboards for procurement managers to track spend, cycle times, and identify bottlenecks.
70%
Faster PO Approval Cycle Time
$1.2M
Annual Savings from Early Payment Discounts
95%
First-Pass Invoice Match Rate
Streamlining Patient Onboarding and Referrals
Industry: Healthcare
Client Overview: A large multi-specialty clinic network struggling to manage the high volume of new patient registrations and incoming referrals from other providers. The manual process resulted in data entry backlogs, lost referral documents, and delays in scheduling first appointments.
"Our patient intake specialists can now handle twice the volume with less stress. The automated workflow ensures every referral is tracked and every new patient's data is accurately entered into our EMR. CIS understood our complex healthcare compliance needs and delivered a secure, efficient solution."
- Dr. Emily Snow, Chief Medical Information Officer, Unity Health Clinics
Key Challenges:
- Significant delays in processing patient referrals, impacting patient care.
- High administrative overhead for manual data entry into the EMR system.
- Risk of HIPAA violations due to insecure handling of patient documents via fax and email.
- Poor experience for both referring physicians and new patients.
Our Solution:
We built a HIPAA-compliant workflow automation platform to manage the entire intake process:
- Created a secure web portal for referring physicians to submit referrals and patient documents directly.
- Utilized AI-powered IDP to extract patient demographics, insurance details, and clinical data from referral forms and faxes.
- Developed a workflow that automatically created a preliminary patient record in the EMR via HL7 integration, flagging it for review.
- Automated task assignment to scheduling staff once a record was verified, ensuring prompt patient outreach for their first appointment.
80%
Reduction in Patient Record Creation Time
99%
Accuracy in Data Transcription to EMR
2 Days
Faster Average Time to First Appointment
Our Technology & Platform Expertise
We leverage a best-in-class ecosystem of platforms, tools, and technologies to build powerful and scalable workflow automation solutions.
Transforming Workflows Across Industries
Our expertise isn't just technical; it's contextual. We apply our automation knowledge to solve the unique process challenges of your industry.
Banking & Finance
Automate loan origination, KYC/AML checks, trade settlement, and financial close processes.
Healthcare
Streamline patient onboarding, claims processing, revenue cycle management, and clinical trial workflows.
Manufacturing
Optimize procure-to-pay, order-to-cash, supply chain logistics, and quality control workflows.
Retail & E-commerce
Enhance inventory management, order fulfillment, customer service ticketing, and returns processing.
Logistics & Supply Chain
Automate shipment tracking, customs documentation, warehouse management, and freight auditing.
Insurance
Accelerate underwriting, policy administration, claims adjudication, and compliance reporting.
What Our Clients Say
Our success is measured by the success of our clients. Hear directly from leaders who have transformed their operations with CIS.
"The workflow platform CIS built for our supply chain has become our single source of truth. The level of visibility and control we have now is something we thought was years away. Their team's expertise in both logistics and integration was phenomenal."
"We had hit a wall with RPA. CIS showed us how to think bigger with a true workflow automation strategy. They connected our CRM, ERP, and marketing automation platforms, creating a seamless lead-to-revenue process that has significantly shortened our sales cycle."
"As an IT leader, I was impressed by their commitment to security and governance. They didn't just build a solution; they built a scalable, manageable platform and helped us establish a Center of Excellence to manage it long-term. A true strategic partner."
"The intelligent document processing component alone saved us over 20,000 hours of manual data entry in the first year. The accuracy is incredible, and it feeds directly into our automated approval workflows. Our finance team is finally free to focus on analysis, not admin."
"We needed a custom solution for our unique R&D project management workflow, and CIS delivered. They built a bespoke engine that perfectly models our process, integrates with our lab systems, and provides the flexibility we need to adapt. Off-the-shelf tools just couldn't do this."
"The 2-week paid trial was a great way to start. It de-risked the decision and allowed us to see their team in action. They delivered a working prototype that solved a real pain point, which gave us the confidence to move forward with the full enterprise-wide project."
Meet Our Automation Experts
Our team consists of seasoned architects, developers, and process consultants with deep expertise in building enterprise-grade automation solutions.
Girish S.
Delivery Manager - Microsoft Certified Solutions Architect, expert in Power Platform and Azure Logic Apps.
Prachi D.
Manager, Certified Cloud & IoT Solutions Expert, specializing in integrating AI models into complex workflows.
Vikas J.
Divisional Manager - ITOps, Certified Expert in Enterprise Cloud & SecOps, ensuring workflow security and resilience.
Vishal N.
Manager, Senior Data Scientist (AI/ML), leads the integration of predictive analytics into automation platforms.
Flexible Engagement Models for Your Needs
We offer flexible engagement models designed to provide the right level of support, expertise, and value for your specific project and organizational goals.
Dedicated Automation POD (Team)
Your own cross-functional team of automation experts, including a project manager, architect, developers, and QA engineers. Ideal for large-scale programs or a series of complex automation projects.
- Deeply integrated with your team and processes.
- Maximum flexibility to adapt to changing priorities.
- Builds long-term knowledge and ownership.
Project-Based (Fixed Scope)
Perfect for well-defined automation projects with clear requirements and deliverables. We provide a fixed price and timeline, giving you cost predictability and a guaranteed outcome.
- Clear scope, budget, and timeline defined upfront.
- Ideal for specific process automation like P2P or O2C.
- CIS manages the project from end to end.
Time & Materials (T&M)
Best suited for projects where requirements are expected to evolve, such as initial process discovery, R&D, or building a proof-of-concept. You get maximum flexibility and pay only for the hours consumed.
- Ultimate flexibility for agile and evolving projects.
- Start quickly without a lengthy scoping process.
- Ideal for exploratory work and iterative development.
Frequently Asked Questions
How is this different from Robotic Process Automation (RPA)?
RPA is excellent for automating simple, repetitive, rules-based tasks performed by a single user (e.g., copying data from a spreadsheet to an application). Workflow Automation Platforms orchestrate entire end-to-end processes that span multiple users, systems, and departments. They manage the overall flow, handle complex logic and exceptions, integrate AI for decision-making, and call on RPA bots as one of many tools to complete specific tasks within the larger process.
What platforms do you specialize in?
We are platform-agnostic but have deep, certified expertise in leading enterprise platforms, including the Microsoft Power Platform (Power Automate, Power Apps), ServiceNow, and leading open-source workflow engines like Camunda. We also have extensive experience building fully custom workflow engines for unique, proprietary business processes where off-the-shelf solutions are not a fit.
How long does it take to implement a workflow automation solution?
The timeline varies based on complexity. A simple departmental workflow using a low-code platform might be deployed in 4-6 weeks. A complex, enterprise-wide, cross-functional process (like procure-to-pay) involving multiple system integrations could take 4-6 months. We always start with a discovery phase to provide a detailed roadmap and timeline.
How do you handle security and compliance?
Security is paramount. Our entire organization is SOC 2 and ISO 27001 certified, and our development processes are CMMI Level 5 appraised. We implement role-based access control (RBAC), encrypt data in transit and at rest, provide detailed audit logs for every action, and ensure our solutions comply with regulations like GDPR, HIPAA, and CCPA as required.
Can you integrate with our existing legacy systems?
Absolutely. This is one of our core strengths. We have extensive experience integrating with a wide range of systems, including legacy mainframes, AS/400, custom-built applications, and on-premise databases. We use a combination of modern API gateways, messaging queues, and custom connectors to ensure seamless and reliable communication with your entire technology landscape.
What is the typical ROI we can expect?
ROI comes from multiple areas: hard savings from reduced manual effort and error reduction; revenue gains from faster cycle times (e.g., faster sales quotes or customer onboarding); improved compliance and reduced risk of fines; and enhanced customer and employee satisfaction. During our initial discovery phase, we work with you to build a business case and estimate the potential ROI for your specific project.
Ready to Stop Patching and Start Orchestrating?
Let's talk about your most challenging business process. Our experts will provide a free, no-obligation consultation to help you map your workflow, identify key automation opportunities, and build a strategic roadmap for enterprise-wide efficiency.
Request Your Free Consultation