Business process automation · Any industry
Keep your CRM. Keep your ERP. We make them work as one, then automate everything in between.
PA Department of General Services certified Small Business, IT Goods & Services
Example workflow
1
Invoice arrives by email
Captured to SharePoint automatically
SharePoint
2
AI reads vendor, amount, PO
No manual data entry
AI
3
Routed for approval by rules
Right approver, reminders, escalation
Nintex
4
Bot posts it to your ERP
Even systems with no API
RPA
✓
Vendor notified, record archived
Audit trail kept automatically
Power Automate
Fewer steps, fewer handoffs, one clear path from request to done.
No more re-keying, chasing approvals or hunting for documents.
Work moves the moment it's ready, not when someone checks their inbox.
Lower cost per transaction and teams freed for higher-value work.
Connect, don't replace
Most organizations don't need another platform. They need the systems they already have to talk to each other. We join your CRM, ERP and business apps through APIs and custom connectors, so every team works from one source of truth.
CRM
⟷
APIs & custom connectors
⟷
ERP
No rip-and-replace. Your CRM, ERP and specialist apps stay, along with the data and know-how your people already have.
We build the integrations and custom connectors that move data between systems automatically and securely, with no re-keying.
Customers, orders, invoices and approvals stay in sync everywhere, so nobody has to pick which system is right.
What we do
We're platform-fluent, not platform-locked. Each workflow gets the mix of tools that fits your systems, your budget and your people.
Manage, document and keep your processes moving forward through a single point of visibility.
Forms, approvals and document workflows on Nintex Automation, including K2 environments we build, support and modernize.
Cloud and desktop flows that connect Microsoft 365, Teams, Outlook and the business apps you already run.
Intranets, document libraries and lists organized so information finds people, with permissions and retention built in.
End-to-end redesign of how requests move: intake, routing, approvals, notifications and reporting.
Document understanding, classification and assistants, guided by an AI Digital Roadmap that shows where AI actually pays off.
Software robots for the repetitive clicks and copy-paste between systems, including legacy apps with no API.
APIs and custom connectors that join your CRM, ERP and business apps, plus Power Apps, Jigx mobile apps and database design.
How we work
Automating a broken process just makes the mess faster. We find the waste, cut it, and only then build.
01
We sit with the people doing the work, gather volumes and pain points, and agree on what success looks like.
02
We document how work moves today and expose the waste: waiting, rework, re-keying and stalled approvals.
03
We connect your existing systems through APIs and custom connectors, then automate the leaner process with the right mix of tools.
04
We track cycle time and cost per transaction, support you after go-live, and keep tuning.
Industries
From enterprise projects to small businesses, and from HR to school district taxpayer verification, the pattern is the same: find the friction, remove it, automate what's left.
Check requests, invoice approvals, purchase orders and expense claims.
Matter intake, conflict checks, document handling and task management.
ClearSenseIQ for school districts: Right-to-Know, Learning Corner, Mrs. PIMS, Task Management, taxpayer verification and more.
Purchasing, approvals, inventory and expense tracking.
Capability-driven automation for compliance and government workflows.
Onboarding, offboarding, leave requests and policy acknowledgements.
Don't see your industry? If work in your organization moves through forms, inboxes and spreadsheets, we can streamline it.
Tell us about your processWhy Method
Our team has delivered automation for large enterprises and small businesses alike. You work directly with the people who design and build your solution, from discovery through support.
Nintex, K2, Microsoft 365, Power Platform, SharePoint, AI and RPA under one roof.
We map and lean out the work before we write a single workflow.
PA Department of General Services certified for IT Goods & Services, with a Commonwealth of PA IT ITQ contract (No. 4400024718).
Ongoing support, licensing guidance and improvements after go-live.
Out-of-support versions are a risk. We'll assess your environment and plan the upgrade or move to Nintex Automation. School districts using ACT80 will find support and new tools at ClearSenseIQ.
Get started
Tell us about it. We'll set up a short discovery call and show you where the time and money are going.
info@method-automation.com · Sales ext. 309 · 2120 Freeport Rd, New Kensington, PA 15068
