Automated
Business Processing
for SME
…let the bots do it for you.
Not a small business?
The challenge…
What is holding you back?
We’ve identified the most common challenges
and the best practices to handle them.
Years of experience
Businesses
Processes
…the solution—in 4 cycles.
Focus on what matters.
Running a business is a complex task. The four cycles help to identify weaknesses and to automate processes from A to Z.
Jump to the topic you’re interested in.
[1] Customer Relations
…engage people on scale.
(a) Generate leads
Getting attention on the market is a difficult task…
…bots can help you with:
– e-mail campaigns
– social media
– customer data utilization
and more.
(b) Convert leads into customers
Making a sale takes time and effort…
…bots can help you with:
– appointments and scheduling
– special offers
– reminders
and more.
(c) Support & retain
Make sure your product is the best…
…bots can help you with:
– initial response
– support case allocation
– escalation
– quality assurance
and more.
(d) Build loyalty programs
Keeping in touch with everyone is tedious…
…bots can help you with:
– feedback collection
– voucher allocation
– special offerings
and more.
[2a] Procurement & Storage
…for retails and production.
(a) Keep track of your storage
Keeping an accurate inventory is time-consuming…
…bots can help you with:
– tracking items sold
– tracking items lost or expired
– expected stock status
and more.
(b) Manage your product offerings
Rolling out new products can take many steps…
…bots can help you with:
– delisting items sold out
– pricing validation
– keeping your offering unified across multiple platforms
and more.
(c) Restock
Ensuring timely delivery can be a headache…
…bots can help you with:
– stock tracking
– automated order filing
– just-in-time scheduling
and more.
[2b] Project Management
… get things done on time.
(a) Design workflow, assign tasks, monitor progress
Managing projects is a complex task…
…bots can help you with:
– progress monitoring
– finding “bottlenecks”
– task escalation
and more.
(b) Keep track of the time to bill your customers
Making sure you get paid for your time consumes time…
…bots can help you with:
– timesheet drafting
– approval reminders
– invoice preparation
and more.
[3] Sales & Delivery
…with no effort thanks to technology.
(a) Sell and collect money online
Collection orders and getting paid takes effort…
…bots can help you with:
– order validation
– payment verification
– dunning reminders
and more.
(b) Deliver
Keeping track of shipments is important…
…bots can help you with:
– delivery labels
– delivery notifications
– status tracking
and more.
(c) Send invoices, give refunds or discounts
Fulfilling your obligation is crucial…
…bots can help you with:
– invoice creation and delivery
– unfulfilled delivery tracking
– refunds and discounts
and more.
[4] Finance & Reporting
…keep an eye on everything.
(a) Accounting and taxes
Keeping accurate accounting is important…
…bots can help you with:
– automated journal entries
– billing validation
– tax reporting
and more.
(b) Financial Analysis
The bottom line is crucial…
…bots can help you with:
– budget tracking
– automated reporting
– milestone notifications
and more.
