1314 South 1st Street, Unit 206 Milwaukee,WI 53204, US

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+213-986-6946

karl@nexuscgi.com

1314 South 1st Street, Unit 206 Milwaukee,WI 53204, US

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Process Automation Services

Automation Service

Process Automation

What Is Process Automation?

Process automation uses code and software to eliminate repetitive manual tasks, reduce errors, and free your team to focus on higher-value work. In enterprise environments, this means automating file processing, data validation, report generation, system monitoring, and business workflows that currently require human intervention.

The goal isn’t just to make processes faster—it’s to make them reliable, auditable, and scalable. When automation handles routine tasks, your team can focus on exceptions, analysis, and strategic decisions.


Common Automation Challenges I Solve

File Processing Workflows
You receive CSV files, Excel spreadsheets, or fixed-width text files from partners, vendors, or internal systems. I build automation that picks up files, validates structure and content, transforms data, loads it into your database, and sends confirmation or error notifications—all without manual intervention.

Report Generation & Distribution
Stop manually pulling data, formatting spreadsheets, and emailing reports. I automate the entire process: query execution, data transformation, Excel/PDF generation, and scheduled distribution to stakeholders.

Data Validation & Quality Checks
Manual data review is slow and error-prone. Automated validation rules check for missing values, invalid formats, business rule violations, and data inconsistencies. Errors are flagged immediately with detailed reports.

System Monitoring & Alerts
Know when systems fail, data quality degrades, or thresholds are exceeded. Automated monitoring with email/SMS alerts ensures problems are caught early.

Business Workflow Automation
Multi-step processes involving approvals, notifications, and system updates. I automate the orchestration while maintaining audit trails and handling exceptions.


Technologies & Approach

Python Automation Scripts
Robust scripts that handle file operations, data processing, email notifications, and system integration. Built with comprehensive error handling, logging, and state management.

SQL Server Stored Procedures & Jobs
Server-side automation for data processing, validation, and reporting. SQL Server Agent jobs for scheduling with error notification and retry logic.

Azure Automation & Logic Apps
Cloud-based workflow automation, scheduled tasks, and system integration. Scalable, monitored, and integrated with Azure services.

Windows Task Scheduler
For on-premise automation, scheduled tasks with proper error handling and logging. Integration with file shares, network resources, and local databases.

Email Integration
Automated notifications, error alerts, and report distribution. Support for attachments, HTML formatting, and distribution lists.


Real-World Use Cases

Stale Check Processing
Automated identification and processing of uncashed checks. Recursive SQL queries identify checks meeting age criteria, generate reports, and trigger accounting workflows—eliminating weeks of manual review.

Multi-File Data Processing
Daily processing of CSV files from multiple sources. Automated pickup, validation (structure and business rules), transformation, database loading, and error notification. Handles format variations and missing files gracefully.

GL/AP Data Consolidation
Automated consolidation of general ledger and accounts payable data from multiple systems. File pickup, validation, standardization, loading, and reconciliation reports—all scheduled and monitored.

Agent License Monitoring
Automated tracking of insurance agent license expirations. Daily checks against state databases, alert generation for upcoming renewals, and compliance reporting.


Why Automation Matters

Eliminate Repetitive Work
Free your team from manual data entry, file copying, and repetitive tasks. Focus human effort on analysis and decision-making.

Reduce Errors
Computers don’t get tired, distracted, or skip steps. Automated processes execute consistently every time with validation to catch data problems.

Increase Speed
Processes that take hours manually complete in minutes with automation. Real-time processing instead of daily batches.

Improve Compliance
Complete audit trails, timestamped logs, and documented validation rules. Know exactly what happened, when, and why.

Scale Effortlessly
Manual processes break down as volume increases. Automation handles 10 files or 10,000 files with the same reliability.

Work 24/7
Automation doesn’t take vacation or sick days. Processes run on schedule regardless of business hours or holidays.


How Automation Projects Work

Assessment (1 week)
I analyze your current manual processes: steps involved, time required, error scenarios, and business rules. Identify automation opportunities and prioritize by ROI.

Design (1-2 weeks)
Document the automated workflow: triggers, validation rules, transformations, error handling, notifications, and logging. Review and refine specifications.

Implementation (2-6 weeks)
Build and test the automation. Start with core functionality, add error handling and edge cases, validate with test data, and refine based on feedback.

Deployment & Monitoring
Deploy to production with monitoring, alerts, and documentation. Train your team on operation, error resolution, and maintenance.