Modernize Operations Through
Intelligent Automation
Automate workflows, streamline case management, eliminate manual processes, and improve mission delivery through intelligent business automation.
Request Received
Digital intake via web, email, or portal
Workflow Triggered
Automated routing & classification
Review & Validation
Intelligent review with AI assistance
Approval Routing
Multi-level digital approval workflow
Action & Delivery
Automated action & notification
Reporting & Analytics
Real-time performance dashboards
Manual Operations Are Costing You Time, Money & Mission
Organizations face mounting pressure to deliver more with less — yet many still rely on email chains, spreadsheets, and paper-based processes that slow delivery, create errors, and limit accountability.
Manual Workflows
Processes rely heavily on email, spreadsheets, and paper — creating bottlenecks, version control issues, and accountability gaps that grow worse as volume increases.
Slow Service Delivery
Requests queue in inboxes, wait for manual review, and bounce between teams — turning simple transactions into multi-day or multi-week ordeals for employees and customers.
Process Inconsistency
Teams interpret procedures differently, apply steps in varying order, and produce inconsistent outputs — creating compliance risks, audit exposure, and unpredictable quality.
Document Overload
Large volumes of documents require manual review, classification, and extraction — consuming hours of staff time and introducing human error into high-stakes data workflows.
Compliance Requirements
Tracking approvals, maintaining audit trails, and managing records retention requirements is nearly impossible without systematic, automated recordkeeping and workflow controls.
Limited Visibility
Leaders have no real-time insight into where work stands, how long processes take, or where bottlenecks occur — making improvement impossible and accountability difficult to enforce.
Intelligent Business Automation — From Process to Outcome
Synergistic Agility designs and deploys end-to-end automation solutions that transform how your organization handles work — replacing manual, paper-based processes with intelligent, digital workflows that are faster, more consistent, and fully auditable.
We combine process consulting, platform implementation, forms digitization, case management, document intelligence, and records management into a complete, managed solution — not a technology product.
Request
Digital intake through web forms, portals, or email — no paper required
Workflow
Automated routing, classification, and task assignment based on rules
Review
AI-assisted document review, validation, and exception flagging
Approval
Digital multi-level approval with full audit trail and escalation
Action
Automated actions, notifications, system updates, and records filing
Reporting
Real-time dashboards and performance analytics for leadership
What Your Organization Achieves
Designed to deliver measurable improvements in speed, accuracy, compliance, and operational performance — with results visible from day one of deployment.
Faster Processing Times
Eliminate queues, routing delays, and manual hand-offs that slow service delivery — reducing cycle times from days to hours and hours to minutes.
Increased Productivity
Automate repetitive, high-volume work so your team spends less time on administrative tasks and more time on mission-critical priorities that require human judgment.
Improved Compliance
Maintain complete digital audit trails for every approval, action, and decision — ensuring records retention compliance and audit readiness at all times.
Better Visibility
Give leaders real-time insight into workflow status, bottlenecks, cycle times, and performance metrics — enabling data-driven operational management.
Enhanced Customer Experience
Deliver faster, more consistent service to employees, citizens, and stakeholders — with automated status updates and transparent, predictable processing.
Reduced Operational Costs
Lower the administrative cost of routine operations by reducing manual effort, error rates, rework, and the overhead required to manage paper-based processes.
Four Integrated Components. One Complete Solution.
Everything needed to assess, design, implement, and sustain an intelligent business automation program — delivered as a single, integrated engagement.
Advisory Services
Expert process consulting to assess current-state operations, identify automation opportunities, design future-state workflows, and build an executable roadmap.
- Current-State Process Assessments
- Future-State Workflow Design
- Operational Gap & Opportunity Analysis
- Automation Business Case & ROI
- Automation Roadmap & Implementation Plan
Technology Enablement
End-to-end implementation of workflow platforms, case management systems, digital forms, document processing, and records management capabilities.
- Workflow Platform Deployment
- Case Management System Configuration
- Digital Forms & Intake Digitization
- Document Automation & Processing
- Records Management Implementation
Accelerators
Pre-built workflow templates, approval models, case management frameworks, and reporting dashboards that compress deployment timelines and reduce risk.
- Workflow & Process Templates
- Multi-Level Approval Workflow Library
- Case Management Starter Models
- Pre-Built Executive Dashboards
- Forms & Document Template Libraries
Managed Support
Ongoing workflow administration, performance monitoring, user support, and continuous improvement so your automation program stays effective and scales with demand.
- Workflow Administration & Operations
- Performance Monitoring & Reporting
- Continuous Process Improvement
- User Support & Help Desk
- Expansion & New Workflow Development
Where Intelligent Automation Delivers Results
Purpose-designed automation solutions for the highest-impact, highest-volume processes across federal agencies and enterprise organizations.
Employee Onboarding
Automate end-to-end onboarding — from offer acceptance through system access provisioning — eliminating manual hand-offs between HR, IT, security, and facilities teams.
Help Desk Request Management
Automate service request intake, classification, routing, and resolution tracking — reducing tier-1 handling time and ensuring consistent SLA adherence across all request types.
Contract Review Workflow
Digitize contract submission, review assignment, stakeholder collaboration, and approval routing — with complete audit trail and automated notifications at every stage of the process.
Records Management
Automate document classification, retention scheduling, disposition review, and records compliance reporting — maintaining a fully auditable, regulation-compliant electronic records program.
Grants Management
Streamline grant application intake, eligibility review, award processing, reporting collection, and closeout — replacing fragmented, manual grant management with an integrated digital workflow.
Procurement Workflow
Digitize purchase request submission, budget validation, competitive review, approval routing, and purchase order generation — creating a fully automated, compliant procurement cycle.
Best-Fit Technology for Your Environment
We are platform-agnostic. Technology is selected based on your mission requirements, existing infrastructure, and budget — never based on vendor preference.
IBM BAW
Business Automation Workflow
IBM FileNet
Content Manager & ECM
IBM ODM
Operational Decision Manager
IBM Datacap
Document capture & classification
IBM ADP
Automation Document Processing
Microsoft 365
Office, Teams & Power Platform
SharePoint
Document management & portals
ServiceNow
ITSM & workflow automation
Salesforce
CRM & case management
Workflow Portals
Custom intake & tracking portals
Case Management Apps
Purpose-built case platforms
Reporting Dashboards
Executive analytics & KPI views
A Structured, Low-Risk Delivery Approach
Every engagement follows our five-phase methodology — designed to minimize disruption, show value early, and deliver automation that sticks.
Assess
Analyze existing processes, document workflows, and identify automation opportunities
Design
Design future-state workflows, system architecture, and integration blueprint
Implement
Deploy automation platforms, configure workflows, and integrate enterprise systems
Train
Enable users and administrators with role-based training and change management support
Support
Monitor performance, resolve issues, and continuously improve automation capabilities
Start Where You Are. Scale as You Grow.
Four engagement packages designed to meet organizations wherever they are on their automation journey — from initial process assessment through full enterprise transformation.
Assess your current processes, identify automation opportunities, and build a prioritized roadmap with a clear business case.
Key Deliverables
- Current-State Process Documentation
- Workflow Inventory & Analysis
- Automation Opportunity Identification
- ROI & Business Case Analysis
- Prioritized Automation Roadmap
Design and deploy automated workflows for a priority process — with digital forms, approval routing, user training, and operational reporting.
Key Deliverables
- Future-State Workflow Design
- Workflow Automation Implementation
- Digital Forms & Intake Digitization
- User & Administrator Training
- Basic Performance Reporting
Deploy a complete case management platform with integrated workflow automation, document processing, and executive dashboards across a department or program.
Key Deliverables
- Case Management Platform Deployment
- Multi-Workflow Automation Suite
- Document Processing Integration
- Executive Performance Dashboards
- Full Training Program & 6-Month Support
A comprehensive, enterprise-wide business automation transformation program — strategy, multiple workflow programs, governance, change management, and multi-year managed support.
Key Deliverables
- Enterprise Automation Strategy & Roadmap
- Multiple Workflow Automation Programs
- Automation Governance Framework
- Organizational Change Management
- Multi-Year Managed Support
Why Synergistic Agility
We bring the process expertise, technology capabilities, and federal delivery experience to modernize your operations — with the agility of a certified small business.
SBA 8(a) Certified
Streamlined federal procurement pathways and simplified contracting available through SBA 8(a) certification.
Government Experience
Deep knowledge of federal acquisition, compliance requirements, ATO processes, and FedRAMP environments.
Business Automation Expertise
Hands-on experience deploying workflow automation, case management, and document processing solutions at enterprise scale.
Agile Delivery Expertise
Sprint-based delivery that shows results early, reduces risk, and keeps stakeholders engaged throughout implementation.
Workforce Transformation
Comprehensive training and change management ensures your team adopts new workflows and realizes the full value of automation.
IBM Solution Provider
IBM Silver Partner with certified expertise across IBM Business Automation Workflow, FileNet, and related platforms.
Process Improvement Expertise
Six Sigma and Lean-informed process analysis that eliminates waste before automating — so we automate the right things.
Mission-Focused Delivery
Every solution is designed around operational outcomes, workforce impact, and the mission demands of your organization.
Products That Accelerate This Solution
Purpose-built tools from Synergistic Agility that complement and accelerate Intelligent Business Automation delivery.
Workflow Automation Portal
A no-code/low-code portal for building, managing, and monitoring automated workflows across departments and programs.
SOP Assistant
An AI-powered tool that instantly surfaces relevant standard operating procedures — ensuring employees follow the right process every time.
Forms Management Solution
A digital forms platform for creating, managing, and automating form-based data collection, intake, and workflow triggering.
Knowledge Assistant
An AI-powered knowledge search tool that helps employees instantly find policies, procedures, and guidance from organizational knowledge bases.
Executive Dashboard
A real-time operational dashboard that gives leaders visibility into workflow performance, SLAs, bottlenecks, and KPIs across programs.
Process Analytics Portal
Advanced process mining and analytics that surface inefficiencies, model improvement scenarios, and track automation ROI over time.
The Impact Organizations Typically See
Results vary by organization and implementation scope. These benchmarks reflect outcomes observed across comparable business automation deployments in government and enterprise environments.
Reduction in Manual Effort
Decrease in time spent on manual, paper-based administrative processing across automated workflows
Cycle Times
Processing time reductions from multi-day workflows to same-day or same-hour completion
Improved Compliance
Complete digital audit trail for every approval, action, and decision — audit-ready at all times
Better Visibility
Real-time workflow performance tracking that replaces weekly status emails with instant dashboards
Increased Productivity
More staff capacity redirected from administrative work toward mission-critical priorities
Operational Costs
Reduced cost-per-transaction through elimination of manual processing, error rework, and paper handling
Ready to Modernize Your Business Processes?
Discover how Intelligent Business Automation can improve efficiency, reduce costs, and accelerate mission delivery — starting with your highest-priority process.
(443) 826-6461 · sales@synergisticagility.com · Stevenson, MD 21153 · CAGE 84C72