Spend less time copying data, chasing approvals and rebuilding reports. Give the repeated steps a clear process.
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We build software that moves routine work between your people and business systems using agreed rules. The aim is to reduce repeated data entry, missed handovers and time spent chasing updates, so jobs move forward without someone having to manage every step manually.
These are examples of processes we can scope around your existing tools. Your team handles exceptions and decisions that need a person. See the Everau order hub case study for a real order and fulfilment workflow.
The same small tasks can take up a large part of the week. Look for the handovers people have to remember and the records they have to update twice.
Start with steps that follow clear rules. The workflow should record what it did and give staff a way to handle anything outside those rules.
Send form data to your CRM and other tools through system integrations. Check for missing fields and duplicates before saving.
Assign requests to the right reviewer, show their status and send a reminder when a decision is overdue.
Use agreed rules for lead assignment and follow-up, with tasks and alerts attached to the customer record.
Collect data from the systems that hold it and prepare a regular report. Flag missing inputs so an incomplete report is easy to spot.
File incoming documents, extract known fields and route them for checking. Keep the source available alongside the resulting record.
Add AI workflow automation for tasks such as reading variable documents or drafting a reply, with review before important actions.
Routing rules and reminders bring decisions to the person responsible, while the rest of the team keeps working.
AI-generated illustration.
Everau’s order hub handles routine imports, warehouse handoffs and tracking updates. Orders from connected channels appear in one list, with their original channel references.
Everau’s E-Commerce Director estimates around 80% less repetitive manual work. Staff still review exceptions that need a decision or correction.
Screens from the client project. Identifying information has been obscured.
Zapier, Make and n8n can be a good fit when your apps have suitable connectors and the workflow is straightforward. Our business process automation guide explains the trade-offs.
Custom software is worth considering when you need detailed permissions, several exception paths or connections that the existing tools do not support well. We compare the build cost, running cost and maintenance needs before recommending an approach.
A request arrives with its supporting documents and is assigned a visible owner.
The reviewer sees the documents and current status. A reminder can be sent if the request is overdue.
The manager approves the request or asks for more information. The decision stays with the record.
Following approval, the workflow updates the connected system and sends the agreed notification.
Illustrative process · Select a step to see what happens.
Watch how the work is done today. Record the time spent, the handovers and the exceptions staff already deal with.
Decide what starts the workflow, who approves each decision and what happens when data is missing or a connection fails.
Connect the systems, test normal and failed runs, and show staff how to check progress. Compare the result with the starting measurements.
Connected order and warehouse systems can pass information between teams and return delivery updates. People oversee fulfilment and handle exceptions.
AI-generated illustration.A property management company handled tenant applications through email. Documents arrived in several inboxes, review status lived in a spreadsheet and confirmations were sent by hand.
tPanel built a portal for applications and supporting documents. The workflow assigns each application to a property manager, sends a reminder after 24 hours and escalates unanswered requests to the director. Approved tenant records sync to Xero, and the system sends the lease confirmation.
Each request now has a visible owner and an escalation path when the first reviewer is unavailable. Managers can check the application and its supporting documents in one place.
An Australian supplier prepared product quotes for online deal and marketplace platforms. An overseas team uploaded product files to a shared drive. The local team then opened the files, checked images and prices, made changes and emailed the quote. Each quote passed between several people.
tPanel brought that work into one system. It collects the product images, generates the quote file and lets staff adjust prices before sending. Cost and order data are recorded along the way, so the team can produce a profit report from the same records.
The business estimated a reduction of around 80% in time spent on daily quoting. Staff no longer had to open and update the same files at each handover, and the cost and sales figures were kept together.
tPanel’s planning range is A$3,000–6,000 for one focused workflow, such as an approval flow, data sync or reporting job. A system connecting several platforms and handling multiple rules and exceptions is usually scoped in the A$12,000–45,000 range.
Ongoing support is A$1,000 per month. The agreement sets out the included work; hosting and third-party platform charges should also be included in your budget. We estimate the return using the time and errors in your own process, rather than assuming another project’s savings will apply.
Automation can also form part of a larger custom business system. See our software cost guide for the factors that affect the estimate.
tPanel is based in Sydney and works with teams across Australia. Most process reviews can happen over a screen share with the person doing the task. That lets us see the records, tools and handovers involved.
For a physical process, such as warehouse work or a front desk, we discuss whether an on-site session would help. See our Sydney development services and Melbourne development services for more about delivery.
The first conversation is about the task you want to improve. Sometimes the answer is a workflow build; sometimes it is a system integration or a change to the process itself.
Two people from Particle Sales Accelerator describe their experience working with tPanel.
We've worked with tPanel for more than ten years, starting with the development of a sales CRM and continuing to evolve it ever since. During that time, the team has delivered major product builds, integrations, automations and companion applications, tackling complex technical challenges with professionalism and expertise. They have always been responsive, accountable and easy to work with. tPanel consistently delivers high-performing, reliable and secure solutions, making them a trusted long-term partner.
The tPanel team deliver quality software at a reasonable price, providing real value. They support what they build, which is the element that makes the solution a success. The level of skill and ability to manage complex cloud environments and complex APIs is high. The team is very much aware of how to build secure platforms that protect client information from unauthorised access. The commitment to prompt problem resolution is very high. I would recommend tPanel.
We discuss hosting, access and supplier requirements before confirming the scope.
Have another question? Tell us about the workflow you have in mind.
It uses software to carry out repeated steps such as data entry, routing, reminders, approvals and reporting according to agreed rules.
Choose a frequent task with clear rules and a measurable delay or cost. Start with one process so you can check the result before expanding.
Often, yes. We check the available APIs and connectors for your forms, CRM, accounting software and other tools before confirming the scope.
The workflows described here reduce repeated administration. Staff still handle customer conversations, approvals and exceptions. The effect on workload depends on the process.
Business process automation follows fixed rules. AI workflow automation adds tasks such as interpreting documents or drafting text. The same process can use both.
Yes. We assess the existing setup first. A platform may be sufficient; custom development is an option when the required rules or connections are difficult to maintain there.
A single workflow often takes 2–4 weeks. Work across several systems may take 6–10 weeks. We confirm the schedule after checking the scope, access and data.
Describe a repeated task or a handover that keeps causing delays. We will discuss the process and the options for improving it.