EVENTS
Database
DTS
COLLECTIONS
integration
Documents
CHATGPT
EDI
COMMUNICATIONS
reporting
alerts
WEB FORM
What do you want to automate?
Automation of simple to complex business processes improves employee productivity and workplace efficiency. By removing repetitive mundane time consuming tasks, employees are able to complete the job for which they were actually hired without the need for overtime.
Here are just a few suggested automations by department.
ACCOUNTING | CUSTOMER SERVICE | HUMAN RESOURCES | INFORMATION SYSTEMS | MARKETING | OPERATIONS | SALES
Accounting
Strengthen cash flow and prevent errors
Whether QuickBooks, NetSuite, Shopify, or other ERP system, an accounting integration has significant ROI and benefits. Time saved equates to shorter work schedules and less weekends at the office. Use rules based criteria to prevent unauthorized non relevant data from synchronizing between systems.
- An expedited invoice and approval process is a fundamental necessity to ensure consistency in revenue collection. Manual processes take days, even weeks, to complete. Automatically distribute billing and account statements at regular scheduled intervals (weekly, monthly, quarterly, annual). Proactive monitoring can alert key personnel when payments are due/past due to prevent new orders from being shipped without payment. Integrate select AP/AR data with CRM to enable frontline personnel to answer customer accounting questions.
The manual entry of information into a single system is timely enough. Having employees duplicate that effort into muliple systems is extremely costly and increases the potential for data entry errors and omissions. A single BPA solution can monitor and process data requests from multiple internal and/or external data sources (e-commerce, EDI, CRM Sales, etc.) within seconds what a single employee could take hours to complete.
Integration with a CRM, HRM, MRP, or other key database management system offers significant value to both sides of the integration. Duplicate data is eliminated allowing key customer data including address and contact
information to be shared across the business. Integration ensures accuracy of information and substantially reduces the time to process it. End users are no longer required to contact accounting to answer customer
inquiries as relevant AR/AP data is shared within view of both systems.
Greater visibility of key information, elimination of duplicate data entry, orders processing, and proactive alerts are only some of the value added benefits provided through system integration.
Electronic Data Integration (EDI) enables two or more business entities to seamlessly transmit purchase orders, inventory, automatic shipment notifications, and more, throughout the business day. While EDI is not new, given the immediacy of today’s e-Commerce ordering process, EDI is in high demand and has become more affordable. EDI setup and implementation will require an investment of time and resources. However, once implemented, the return on investment is measurable.
Be proactive! Don’t wait until after an issue occurs to react. A BPA solution can continuously monitor data using user defined criteria then distribute SMS alerts and/or email notifications as matching data is identified.
Whether its a customer placing an order while on credit hold, a key account ordering out of stock parts, or low inventory levels pre-production, the number AP / AR proactive monitoring alerts are limitless and will
ensure employees remain informed and knowledgeable.
Expedite the timely delivery of company financials to decision makers through use of scheduled reporting. Eliminate the time consuming requirement for employees to manually compile and filter information before re-compiling it in Excel or other reporting tool. In most cases, the data used for reporting should already exist within the company data silos.
It’s Your Time! Use it wisely
Customer Service
Increase customer satisfaction with automation and customer portals
Customer Service Representatives play an integral role in the development and nurturing of the customer experience. A well trained representative knows how to handle call escalation and maintain a positive customer experience. However, training is costly and turn over rates can be significant. Today’s business, in order to reduce costs, off-shore call centers, replace human telephone operators with overly voice sensitive poorly vetted IVR phone systems, and force customers to use impersonal chat to interact with the few remaining representatives serving as the face of business.
Stop Turnover! Give Customers a chance
Human Resources
Empower your employees with access to a self-service environment
Join us! It will only take a minute
Information Systems
Enforce data entry, automate processes and build applications rapidly
Over worked and short on time? Take action
Marketing
Track “Leads to Cash”
Without Marketing, there would be no sales
Operations
Streamline planning, procurement, production and shipping processes
Improve Productivity! Working 9 to 5
Sales
Don’t waste valuable selling time on simple data entry
Update sales forecasts as opportunities move through the stages of a sales process. Use alert notifications and scheduled reporting to maintain a collaborative team sales initiative. Use data triggers to update opportunities as the their estimated close date is extended.
Automate the assignment of sales leads received from a website or email inquiry to the correct sales representative. Initate ‘new lead’ alerts containing the prospect’s details via SMS ensuring contact established. Prevent lost lead opportunities through the use of proactive data mining.
On change of order status, send email/SMS confirmation notices in preferred document format to customers and including product documentation, warranty details, and shipment / RMA instructions.
There is no reason for sales managers to spend their personal time filling out reports. Scheduled tasks simply the distribution of reporting by compiling data and delivering it to intended recipients in their preferred file formats.