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Case study

Each repetitive task now takes 25 minutes instead of 40

An operations team was running a repetitive multi-step workflow manually, with several decisions, checks and tool handoffs.

Client and sector
OCS, a marketing agency
Role
Lead Automation Engineer
Period
March 2025 – February 2026
Scope
Daily-task analysis, platform design and development, automation of repetitive steps, and failure tracking.

Approach

I designed an internal platform that replaces the manual process with a guided journey and tracks each step.

Business problem

The manual workflow created time, variance and traceability problems.

  • Too much operator time spent on repetitive steps.
  • High variance between experienced and less experienced operators.
  • Steps were easy to forget or executed in the wrong order.
  • Errors and statuses were difficult to consolidate.
  • Poor traceability when a session failed or needed review.

Response

  • Operator session creation.
  • Context data validation.
  • Resource generation and verification through external providers.
  • Real-time status monitoring.
  • Error handling, retries and fallbacks.
  • History, logs, user actions and AI-assisted failure analysis.

Before / after

  1. Time per task

    BeforeAbout 40 minutes to complete one task

    AfterAbout 25 minutes for the same task

  2. Operator journey

    BeforeOperators had to remember steps across several tools

    AfterSteps are presented in the right order

  3. Failure tracking

    BeforeManual error investigation across several tools

    AfterSessions, errors and retries brought into one history

Delivered work

Guided operator journey

  • Analyzed the manual process and split it into guided steps.
  • Created and followed sessions with data validation, statuses, errors and available actions.
  • Administered users, providers and system statistics.

Execution, traceability and diagnosis

  • Ran steps in the background with blocking-case handling, retries and fallbacks.
  • Provided real-time statuses, structured logs, action history and session traceability.
  • Added AI-assisted diagnosis suggesting likely causes and checks to perform.

What this proves

  • A manual ops process can become faster when steps, statuses and errors are guided.
  • Traceability becomes part of the product: sessions, logs, audit trail and history make diagnosis possible.
  • Background execution, fallbacks and real-time statuses directly support operational reliability.

Discuss your operations workflow

Have an ops process that is slow, fragile or too dependent on a few people? I can help turn it into a guided and traceable platform.

Portrait of Hugo Caulfield

Hugo Caulfield