Insights

Purchasing notes from work we have actually run.

These pages answer operating questions. They are not a catalog of every industry we might work in. If an off-the-shelf product already covers the job, we will say so.

Approach

When to automate healthcare portal workflows

APIs and vendor integrations first. Browser automation when there is no interface. Mixed extraction plus deterministic checks when the documents are messy. How the job fails, and who owns the failure.

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Economics

What document automation actually costs

Setup, access, verification, hosting, and the maintenance that starts the first time a portal changes. When a daily job is not worth automating.

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