This package provides essential financial services tailored for entrepreneurs and small businesses, ensuring streamlined operations and strategic growth.
Up to 5 consultations
Cloud Services
Foundational Knowledge
Email Support
This package provides essential financial services tailored for entrepreneurs and small businesses, ensuring streamlined operations and strategic growth.
Up to 5 consultations
Cloud Services
Foundational Knowledge
Email Support
This package provides essential financial services tailored for entrepreneurs and small businesses, ensuring streamlined operations and strategic growth.
Up to 5 consultations
Cloud Services
Foundational Knowledge
Email Support

Challenges:
Approvals happening in email with no record of who signed off on what.
Multiple versions of the same document are stored all over the place.
Staff manually chasing signatures and supporting documents.
No clear view of where a document is stuck.
Difficulty proving compliance or resolving disputes.
Solutions:
Standard templates that pull client, project and financial data where possible.
Automated routing rules for reviews, approvals and notifications.
Role-based access and central storage with version control.
Reminder and escalation logic for overdue approvals.
Configurable registers for key document types.
Engagement:
Start with 1–3 high-impact document types (e.g., sales proposals, job cards, POs).
Short discovery to understand current steps and risks.
Build, test and deploy in a focused pilot.
Gradually extend to additional document types.
Optional ongoing support and refinement.
Outcomes:
Document workflow maps (current vs future state).
Configured templates and workflows in the chosen platform(s).
Document registers and audit trail views.
User guides and short training sessions.
Handover documentation for internal admins.
For a focused pilot covering 1–3 high-impact document types, we typically complete discovery, build, and deployment within 4–6 weeks. This includes workflow mapping, template configuration, user testing, and training. More complex environments with multiple document types and approval hierarchies may extend to 8–12 weeks. We always start with quick wins to demonstrate value before scaling.
Your existing documents remain intact and accessible. We design migration strategies based on your compliance and operational needs—this might include bulk importing active documents into the new system, maintaining legacy archives separately, or creating hybrid access during a transition period. Version control ensures nothing is lost, and audit trails are preserved throughout.
Absolutely. We work with your preferred formats and can automate the generation of Word documents, PDFs, or other outputs from your templates. The automation layer sits behind the scenes, your staff and clients continue to receive documents in familiar formats, but the creation, routing, and approval processes become streamlined and traceable.
Our solutions are designed for flexibility. We build configurable routing rules and template structures that your internal admins can adjust without requiring developer intervention. During handover, we provide documentation and training, so your team can extend the system to new document types or modify workflows as your business evolves.

Assimilator™ is a SAAS based platform and is the property of Talipoint Automation (Pty) Ltd
Gauteng-based, serving Medium Enterprises across South Africa (remote-enabled)
South Africa
Talipoint Automation (Pty) Ltd (2022/758052 /07)
+27 11 966 8026