Section 01

Executive summary

Across a two-day workshop with Nordkessel AG's operations and finance teams, we mapped nine candidate automation use cases. Four are recommended for a 12-week first wave.

At a glance

Use cases identified

Across finance, operations and HR

First-wave candidates

Ready to scope within two weeks

Manual hours / month

612

Estimated across the four first-wave flows

Key findingHigh impact

Purchase order approval passes through four inboxes before it reaches the ERP

Every purchase order today is touched by procurement, the requesting department, finance, and procurement again. Each handover is a manual email forward, and the audit trail lives across four separate mailboxes rather than one system of record.

Key findingMedium impact

HR onboarding checklists are tracked in a shared spreadsheet

New joiners are added to a shared Excel tracker that HR updates manually against eleven separate systems (payroll, badge access, laptop provisioning, and others). Missed rows are the most common source of onboarding delay.

Nordkessel automation maturity, current vs. 6-month target

Scores from nine stakeholder interviews using the Lunnoa maturity framework (1 = ad hoc, 5 = optimised).

Current Target

“
We know exactly what the process should look like on paper. The problem is that on paper and in four inboxes are not the same thing.
”

Elena Brunner, Head of Procurement

RecommendationDo nowEffort: MOwner: COO + IT Director

Commit to a 12-week first wave covering purchase order approval, onboarding, and expense triage

The three use cases share a deployment pattern (Lunnoa agent plus ERP API plus ticket fan-out) and together cover the largest concentration of manual hours observed during the workshop.