Business Processing—4 cycles for sustainable earnings

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.

151+

Businesses

1,604+

Processes

11+

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.

Business Processing, Sales, Customer Relations, Procurement and Financial Reporting

(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.

Business Processing, Sales, Customer Relations, Procurement and Financial Reporting

(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.

Business Processing, Sales, Customer Relations, Procurement and Financial Reporting