Turn a fragmented billing process into a clear, controlled workflow.
The story was simple: requests arrived incomplete, people spent time reconstructing context, and billing slowed. The process was made visible and structured first, then repetitive steps were automated — reducing processing time by approximately 75%.
- Invoice request buried in email
- Missing client / contract details
- Billing narration inconsistent
- VAT treatment reconstructed manually
- Context lost when people changed roles
- Structured request captured once
- Mandatory fields validated
- Approval routed explicitly
- Business rules applied consistently
- RPA generates draft invoice
The bottleneck was not the invoice. It was the information around it.
Billing requests arrived by email and could be missing the information needed to process them correctly.
Client details, contract references, billing period, narration, VAT treatment and other key fields might need to be reconstructed from previous messages or people's memory. On longer engagements, staff changes made that dependency even more fragile.
Structure first. Automate second.
Rather than scripting the existing email process, the workflow was redesigned so complete information was captured and approved before any robotic automation took over.
The five-step shape behind every Radomentis engagement.
Make the process tell everyone what happens next.
The workflow turned an informal email chain into a visible sequence of responsibilities, decisions and hand-offs.
Automation was the last mile — not the starting point.
Once the process and business rules were clear, the workflow still required iterative testing and stabilisation. Enterprise applications did not always respond instantly, screens could take time to load, and automation needed reliable anchors, delays, retries and exception paths.
Detailed knowledge of the billing process and required business fields — including VAT-related requirements — was used alongside the wider implementation team's technical work to make the automation operationally reliable.
less processing time.
The bigger gain was that the process no longer relied on an inbox as its operating system.
Faster, clearer and less dependent on memory.
Information was captured consistently, accountability was visible, repetitive data entry was automated and billing administrators received a better-formed request to complete.
Client and commercial details are anonymised for confidentiality, and figures are approximate. I'm happy to talk through the approach in more detail, and what it would look like in your business — just ask on the call.
Which process in your business still depends on email, copying and memory?
Radomentis can help make the process clear first — the information, decisions, owners and hand-offs — then apply the right level of automation behind it.
This case study describes work completed as part of a wider implementation team during previous professional experience. Certain business and operational details have been generalised to respect confidentiality.