Start with one expensive handoff
Useful candidates include copying orders between systems, assembling recurring reports, reconciling records or routing requests for approval. We start with a specific workflow and the people who handle it today.
Describe what triggers the task, which systems hold the information, how often it happens and what makes an exception difficult. This is enough to begin assessing whether an integration, internal tool or process change would help.
Integrate the systems you already use
An API integration can connect existing applications without replacing them. A small internal tool may be more useful when a person needs to review, approve or correct information before it moves to the next step.
We consider supported APIs, exports, imports and other available interfaces. Vendor access limits, changing data formats and the reliability of the source system affect what can be automated and how it should be operated.
Design for exceptions, not just the happy path
Retries, duplicate events, missing data and partial failures need an explicit response. We define how the automation records progress, avoids repeated actions where possible and surfaces work that needs human attention.
A practical handover includes operating notes and ownership of failure handling. For workflows that change important business records, review points and a trace of what happened can be as important as the time saved.
Build and measure a useful first increment
We can start with a bounded workflow, agree on acceptance criteria and compare the result with the existing process. Measures might include time spent on the task, the number of manual steps or the frequency of corrections; targets should come from your baseline.
Share an example workflow with sensitive information removed. The free assessment gives an initial recommendation and budget range. Further work can include integrations, an internal interface, automated checks and documentation for your team.
Work directly with senior engineers
LegacyRefit offers remote consulting for teams in the United States, Canada, the United Kingdom, Australia and other markets. Meet the engineers and share your time zone when arranging a call.
An engineer will reply within 2 business days. Once we have enough context, we normally provide the initial assessment within 2 business days.
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