Business Workflow Automation Consulting

Reduce the time you spend managing the day-to-day and focus on the things that will improve business functions, make your tech talk with data, and innovate how you engage with your customers.

Imagine a world where we can boost productivity and eliminate redundancies across every area of your business or team(s).


So tell us, how can we make business life easier?


Explore Functional Business Use Cases


Automate your order processing, contract management, and lead routing management

Respond to leads immediately by accurately assigning and distributing incoming leads to your sales teams. Automatically route incoming leads based on demographic information or product categories, so you can quickly connect with prospects who are most likely to become customers.


Get orders out the door on time with our order processing software. Avoid manual errors, reduce labor costs, and increase efficiency by automating your end-to-end fulfillment processes.


Generate custom contracts and NDAs faster for management approval by automating your contract management processes. Reduce time spent creating contracts and NDAs, increase accuracy, and provide data to make informed decisions.

Make your marketing technologies work together — and with everything else. .

Lead generation, lead nurturing, and brand reputation management are all important parts of any business' marketing strategy. But they can be difficult to manage if you're only doing them on a one-off basis.


You can schedule, manage, and rapidly distribute targeted social media content on multiple digital channels at once—all from one place. This gives you the ability to generate high-quality leads by reaching customers just when they're most interested in what you have to offer.


Our software also allows you to track campaign engagement and distribute personalized content for leads in your pipeline. This allows us to nurture our relationship with them so that we can turn them into paying customers more easily.


Finally, we've built in tools that help you effectively manage your brand reputation online by actively monitoring and responding to customers on the leading review sites and social media platforms.

Automate your incident management processes and prevent security breaches.

Are you tired of manually identifying, escalating, and resolving critical incidents that occur across your organization? Do you wish there were a way to automate these processes so you could spend more time doing what you love rather than being bogged down by unnecessary paperwork?


Maybe it's time for a change. We provide the technology that can help you manage all of your incident management processes from beginning to end. With our solutions, you can automate all of the tasks involved in identifying, escalating, and resolving critical incidents faster than ever before. That means less time spent on paperwork and more time spent doing what matters most—running your business!


Similarly, we also offer automated solutions for employee offboarding and data pipeline/reverse ETL. These solutions can help prevent security breaches and the loss of company assets by automatically deactivating users' access to tools and documents when they leave the company. And because we know that it's important to keep sensitive data safe at all times, we have developed an automated solution for extracting and uploading sensitive data on company-wide servers.

New hires are the lifeblood of your business. When you can't find and hire great people, the quality of your product suffers—and so does your bottom line.

But finding and hiring those high-quality candidates can be a challenge. That's why you need an automated solution that lets you focus on what matters most: growing your business, while automating the time-consuming tasks that get in the way of doing what you love best.


Here are some ways we can help you onboard new hires more effectively:


1. Employee Onboarding: Automate your onboarding tasks by using our software to manage onboarding schedules and track progress against objectives.


2. Performance Management: Boost your 360-degree performance evaluations by automating the distribution of internal and external employee surveys.


3. Talent Acquisition: Effectively manage your pipeline and place skilled candidates faster by automating the posting of roles on Facebook, Twitter, and LinkedIn

Improve efficiency while reducing costs

Accounts payable and purchase order management are both essential to your business, but they can also be a huge pain.


When you outsource these functions to [company name], we take care of the heavy lifting for you. We integrate multiple applications and systems into one single platform, so you can streamline your accounts payable and purchase order needs. And we automate the creation, distribution, and management of supplier and customer invoices to improve your cash flow.


We also offer reporting and compliance services that allow you to protect your confidential company information by automating the secure uploading, storage, and retrieval of sensitive documents on your server or in the cloud.



Get inspired.

Here are some examples of workflows and automations we've built.


Stop Repetitive Tasks for Everyone

When you find yourself doing the same thing over and over again, wishing you could get someone else to handle these monotonous, yet vital tasks — that is exactly where we like to start.

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Automate

Communications

Ever thought of managing your SMS messages from a spreadsheet on your computer, instead of finger plucking for hours on your phone? How about automated recorded calls out?

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Automate Business Processes

How your business functions is unique. You've built a solid tech stack, but there are still gaps between the tech and those using the tech. We define the processes to automate these gaps. 

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Automate Lead Routing from All Lead Sources

In most tech stacks we see multiple sources of forms, phone calls, etc. Surprisingly, we see a lot of cases where leads are falling through these cracks. We seal these cracks!

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Automate Lead Scoring

Scoring leads for activity from any source helps your salespeople better understand the quality of their leads, leaving them free to focus on closing deals with the right people.

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Automate Data Collection

As data comes in from one source we  make it to go to multiple sources, triggering workflows, notifying your teams, engaging with customers, and even update data in other tech.

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Unify Sales Support Tasks Automatically

When a critical lead comes in or re-engages, and you need multiple team players to jump in and get their parts done to help close the deal, we can bring everyone together in real-time. 

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Automate Ecommerce

As orders come in we create automations to notify fulfillment, sales reps, and customer service — enabling your teams to act, while also triggering workflows in other tech systems.

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Connect Your Tools in Every Way

Go beyond your marketing and sales tech, think bigger than your business tech. Think all tech, even that of IoT. If it's connected, we can connect it.

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Bridge your workflow gaps within 7 days

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