Category: Process Management
Process Management
Digitalise and automate your business processes, with Kit Digital.
Teix Web Studio is an accredited Digitalisation Agent of the Kit Digital programme.
The solution
Process Management
We digitalise and automate your company's key processes (accounting, invoicing, projects, inventory, purchasing, HR or logistics) with a Kit Digital catalogue solution.
Investment
Price and grant
*The price is independent of the grant amount. The final cost depends on your segment and the call; we detail it in your quote.
The service
What the solution includes
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Process digitalisation
Accounting, invoicing, projects, inventory, purchasing, HR or logistics.
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Automation
Automated workflows tailored to your business.
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Integration
Connection with your systems and regulatory compliance.
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Training & responsive
Usage training and access from any device.
For whom
Beneficiary segments
This solution is aimed at the following company segments:
In depth
What you should know
Where to start
The solution can cover accounting, invoicing, projects, inventory, purchasing, HR or logistics, but trying to digitalise everything at once is a recipe for nothing working. Start with the area where most time is lost or most mistakes happen: the stockroom that never adds up, supplier orders placed from memory, project hours nobody can put a cost on, or holidays managed over text messages. Getting one process right gives you the confidence to tackle the next. And if you're not sure which one it is, ask your team: they usually know better than anyone.
Map the process as it really is today
Before automating, you need to understand how work actually gets done, not how the org chart says it does. Sitting down with the people doing the job and noting every step —who requests, who approves, where it's recorded, what gets printed— usually uncovers duplicated steps and approvals that no longer make sense. Automating a badly designed process just makes the mistake happen faster; that's why we simplify first and only then move it into the tool.
That map also gives you something to measure against. If preparing a supplier order takes a whole morning today, or closing the month means chasing paperwork around the office, write it down: it's the benchmark you'll use a few months later to check whether digitalisation has genuinely saved you time or simply swapped paper for screens.
Automations that save hours
Once things are in order, automated workflows take on the repetitive work: an alert when a product drops below minimum stock, a purchase request that goes straight to whoever has to approve it, timesheets that turn into reports per project. The solution includes connection with the systems you already use and covers regulatory compliance, so you don't end up with the same data repeated in three places.
When what you need goes beyond off-the-shelf software, we tackle it with custom AI-powered internal systems.
Phased roll-out and training
We work in phases: we configure one area, load its master data (products, suppliers, employees or projects), test it with a small group and adjust before extending it. Training is based on the real cases of each role, and access from any device means people in the warehouse, on a building site or on the road can log things as they happen, not at the end of the day. Before retiring the old system, it's wise to let the new one run through a full cycle, such as a month-end close, without surprises.
How it fits with other Kit solutions
Process management looks inward, at how the company runs. If what you want to organise is sales follow-up with customers and opportunities, the right solution is customer management (CRM); if you only need to issue structured invoices, there's e-invoicing. On the Kit Digital page you'll find them all, and we'll help you choose based on what's really holding you back.
Answered
Frequently asked
What's the difference between process management and a CRM?
A CRM focuses on the sales relationship: contacts, opportunities and sales follow-up. Process management deals with internal operations: accounting, invoicing, projects, inventory, purchasing, HR or logistics. If your problem is customers slipping away, start with the CRM; if it's a stockroom that doesn't add up or projects running out of control, start with this solution.
Do I have to digitalise every area at once?
No, and we don't recommend it. The most effective approach is to start with the area that costs you the most time or mistakes, implement it properly, train the team and check it's being used. With that first area working, the rest can be added with less resistance, because people have already seen the tool save them work rather than create it.
What happens with my accountant?
They remain your accountant. The solution includes integration with your systems, so we agree with them what information they need, in what format and how often, so they receive tidy data without anyone copying it by hand. In many cases the change actually makes their job easier, because they stop receiving loose documents at the end of the quarter.
My company works in a very particular way. Will it still work?
Yes, as long as we take the time to understand how you work before configuring anything. The solution's automated workflows adapt to your business, and when something doesn't fit a standard tool we can look at custom development through our internal systems service. What you shouldn't do is change a good process just because the software does it differently.
How much work will it mean for my team?
Some at the start and much less afterwards. During implementation we need the people who know each process to map it and test it, and training uses their real cases. Once it's running, that's precisely the point: that they spend less time noting things down, searching and moving data from one place to another.
Have another question?
Programme funded by the European Union — NextGenerationEU, within Spain's Recovery, Transformation and Resilience Plan and the España Digital agenda.
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