Map
Identify the systems, handoffs, data owners, exceptions, and reporting gaps behind a workflow.
Capabilities
Three layers for connected, automated, and measurable operations.
ProgressSight focuses on the operating layer between your systems and your teams: the integrations that move data, the automation that moves work, and the intelligence that shows what to improve.
Layer 1
Systems Integration
We connect the platforms that store critical business data so teams can stop copying information between systems and start trusting the workflow.
SalesforceERPsWMSCRMsAPIsDatabasesFinance systems
Typical work
- API and webhook integration between business platforms
- Data synchronization with validation and exception handling
- Database, reporting, finance, CRM, ERP, and warehouse system connections
- Monitoring, documentation, and maintenance for critical integration flows
Layer 2
Workflow Automation
Once systems are connected, we automate the recurring operational steps that move work from request to completion.
ApprovalsReconciliationFulfillment workflowsException handlingNotificationsReporting
Typical work
- Approval routing with ownership, status updates, and escalation rules
- Reconciliation workflows between orders, invoices, payments, and records
- Fulfillment status automation across operations, warehouse, and customer teams
- Exception queues, alerts, and structured follow-up for failed or delayed steps
Layer 3
Operational Intelligence
We turn workflow activity into operational visibility so leaders can see bottlenecks, monitor health, and prioritize improvements with better evidence.
Bottleneck analysisProcess visibilityWorkflow analyticsOperational monitoringAI-assisted optimization
Typical work
- Dashboards for process cycle time, stuck work, throughput, and exception volume
- Operational monitoring with alerts for failures, delays, and unusual patterns
- Workflow analytics that identify bottlenecks and repeated manual interventions
- AI-assisted recommendations for process cleanup, routing rules, and automation opportunities
Engagement shape
A practical path from architecture to execution.
Connect
Build the integration layer with APIs, sync logic, validation rules, and maintainable documentation.
Automate
Route approvals, reconciliation, fulfillment, notifications, and exception handling through dependable workflow logic.
Measure
Expose workflow analytics, bottlenecks, operational alerts, and optimization opportunities.
Review your workflow
Start with one high-value operational process.
We can assess a sales-to-cash, order-to-fulfillment, finance reconciliation, or internal approval workflow and identify where integration, automation, and intelligence will create the most leverage.