Automated
Business Processing
…let the bots do it for you.
The challenge…
What is holding you back?
We’ve identified the most common challenges
and the best practices to handle them.
Businesses
Processes
Years of experience
…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.
