Services
Process Automation
Automate workflows. Improve execution. Build a more scalable operating model.
Manual workflows, repetitive tasks, fragmented handoffs, and disconnected systems can slow execution, increase cost, and reduce consistency. Ankura helps organizations identify, redesign, and automate the processes where digital workflows can create measurable business value.
Effective process automation does more than replace manual steps. It improves how work moves through the enterprise. It clarifies responsibilities, reduces rework, connects systems, embeds controls, and enables faster, more consistent execution.
For executives, process automation is not only a technology initiative. It is an operating model improvement that can reduce friction, improve productivity, strengthen governance, and support scalable growth.
Offerings
- Process Assessment and Opportunity Identification
We evaluate workflows, pain points, handoffs, cycle times, and manual effort to identify high-impact automation opportunities. Our work helps leadership teams prioritize automation opportunities based on business value, complexity, risk, readiness, and scalability.
- Process Redesign and Standardization
We help simplify and standardize workflows before automation so clients avoid digitizing inefficient processes. This step helps organizations reduce unnecessary variation, clarify decision rights, define business rules, and improve process consistency before technology is applied.
- Workflow Automation
We design and implement workflows that connect people, systems, data, approvals, and actions across functions. Our approach focuses on practical workflow solutions that improve execution while fitting the organization’s operating model, technology environment, and governance needs.
- AI-Assisted Execution
We embed copilots, recommendations, contextual guidance, intelligent document processing, and next-best actions into operational workflows. AI-assisted execution can help teams make faster decisions, reduce manual review, extract insight from documents, and guide users through complex workflows.
- Human-in-the-Loop Controls
We design approvals, exception handling, escalation paths, and control structures that balance speed with governance. This is especially important for organizations that need automation without losing accountability, oversight, or risk management discipline.
- Systems Integration and Custom Applications
We help connect platforms, automate system updates, route notifications, and develop custom applications that enable scalable execution. Our focus is to make workflows practical, connected, and usable across the systems where work already happens.
Process Automation Reduces an Eight-Week Financial Close to One Week and Enables a Successful IPO
A rapidly growing company preparing for an IPO faced a major obstacle: its highly manual financial close process required nearly eight weeks to complete, limiting its ability to produce timely and reliable financial reporting. Ankura redesigned and automated the month-end close process, eliminating labor-intensive activities, streamlining workflows, and accelerating data processing. As a result, the company reduced its financial close cycle from nearly eight weeks to just one week, improving reporting consistency, increasing operational efficiency, and strengthening financial readiness. The transformation removed a critical barrier to a successful IPO while establishing a more scalable finance operating model.
The Ankura Difference
Ankura approaches automation as an operating model improvement, not simply a technology deployment. We help clients automate the right processes, in the right sequence, with the right controls and governance to support sustainable results. Our teams bring expertise across process optimization, digital enablement, technology implementation, data, controls, and organizational change.
Key Contacts
- Meade Monger
Senior Managing Director
Dallas, TX
- Nicolás Banchero
Senior Managing Director
