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BizAutomation
  • Orders
    Order Flexibility - Custom Shipping Rules
  • Orders
    Quote to Order - Quote to Order
  • Orders
    Order Document Management - Document Customization
  • CRM
    Salesforce Automation Relationship Management – Leads, Prospects, Accounts, etc.. - Account / Customer Management
  • CRM
    Service & Support Management - Customer Self Service
  • Procurement
    Order Workflow Automation - Custom yet easy to use automation
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The suite Includes:
  • Orders, Fulfillment, Shipping
  • Procurement with economy of scale-based Demand Planning
  • Inventory & Warehouse Mgt.
  • Financials Management & Multi-Location Accounting
  • Complete CRM
  • Manufacturing / MRP
  • Project Management
  • OmniCommerce: Market-Place connect, Business Portals, Commerce Platform, EDI
  • Analytics, Customization, Workflow-Automation, & Artificial Intelligence (AI)

Reporting, Automation, Customization, & AI

Reporting, Automation, Customization, & AI

Reporting, Analytics, & Customization BPA Dashboards
Automated Business
Key take-aways:
  • 360° Analytics - Customizable Dashboards & Reports for all departments.
  • Customize with Clicks not Code - Designed for those that know your business best.
  • Simple-Workflow - Automate manual work with tools designed for business people.
  • AI - Bring us your ideas as we leverage the most disruptive business technology of all time.
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Dashboards, Reporting, & Analytics

Operational and financial insight across all business functions.

Role-based Dashboards

Dashboards boost productivity by displaying actionable insights in the form of KPIs, reminders, tasks and visual report snapshots. You can drag-and-drop each portlet to customize vertical and horizontal size and location to fit your page.

Each dashboard profile can be configured by role, so each employee can see dashboards that are relevant to what they do within the organization.

Use your own custom reports or pre-defined reports as feed-stock for your dashboard portlets (aka “summary reports”).

Custom Reports - KPIs, Scorecards, etc...

You'll find it easy to perform common tasks such as selecting custom and default fields from database objects like organizations, orders, contacts, etc.. together with the conditions needed to fine tune the report such as date range, sort order, etc..

Various report types supported:

  • Tabular Reports
  • Summarized Reports
  • Matrix Reports
  • KPIs
  • Score Cards

Report Scheduler

Schedule reports to go out via email daily which you can share with key customers and business partners too. Includes CSV copy which can be automatically consumed by 3rd party analytics tools such as Power BI.

"BizAnalytics Connect" & "Report CacheCade"

"BizAnalytics Connect" allows organizations to access, analyze, and report on their BizAutomation data using external tools and applications.
"Report CacheCade" is included with "BizAnalytics Connect". It turbo-charges custom reports, and provides additional context you'll be able to take advantage after we launch our analytical, generative, and agentic AI later in 2025

  • Compatibility - Use with 3rd party apps that consume data such as PowerBI, and 3rd party LLMs, etc...
  • Connectivity - Accessed via ODBC, the most popular, secure, and prevelant data-access technology in the world.

Workflow Automation

Workflow Automation

BizAutomation's workflow automation streamlines operations, reduces errors, and enhances productivity by automating repetitive tasks, ensuring data consistency, and providing real-time insights, which allow employees to focus on strategic initiatives and improve decision-making.

For example, say you want to send an email alert when a customer field changes, and you have QuickBooks for accounting and SalesForce for CRM, each of which has customer records. Multiply that by many systems, and the streamlining concept starts to crystalize. Whether you can call it WFA, BPA, or RPA, in the end goal is the same - manual task automation.

McKinsey estimates that 60% of employees could save 30% of their time with workflow automation. Managers say, on average, that they spend at least eight hours per week (or an entire work day) on manual data tasks. Further, 25% of managers devote 20 or more weekly hours to these tasks.

WYSIWYG Visual Click not Code Process Automation for Business People

What You See Is What You Get (WYSIWYG) workflow automation means you don’t need to be a software engineer to get things done, because building rules using the wizard is trivially easy.

So easy, that we can describe them in 3 simple steps:

  • Step #1 - Select an IF or WHEN object event, e.g. “WHEN CUSTOMER”.
  • Step #2 - Select an event CONDITION, e.g. “IS CREATED”.
  • Step #3 - And finally, select an ACTION, e.g. “Send email template” (at which point you’ll be given a list of default or custom templates, with ”TO” options such as record of the customer, employee, or you can add in your own custom email address, etc..)
Workflow-Automation - Flexible Triggers include

  • Email Alerts - Using default and user defined Email Templates.
  • New-record Creation - Examples include objects like quotations, purchase orders, activities such as scheduled tasks and communications, etc..
  • Field-Value Updates - Selection of field values, including fields such as dropdown menus, check-Boxes, etc.
  • Alerts & Email Notifications - Show an alert within specific screens, e.g. Make sure to do X, Y, and Z, after filling out this field. An example of an email notification might be "When date field X (maybe renewal date?) is > "TODAY", send these email addresses the following email template".
  • Automated Business Document Routing - Including internal and customer facing documents and templates. For example, let's say you want to invoice a customer after a fulfillment task (packing / shipping).
New Record Alert Panel - How many times have you been assigned or transferred a record, and never realized it ? The alert panel will to keep these records on your radar.
Automated-Form-Processing 

  • Data Capture, Extraction, & Parsing - Once data is extracted, BizAutomation will automatically use it for generating new sales opportunities / quotes, sales orders, or purchase orders, eliminating manual data entry to reduce errors, not to mention the time involved (This is the same OCR conversion engine used in our vendor invoice payment automation solution add-on).
Upload or Associate Documents with Transactions & Records - Attach documents to Organizations, Contacts, Orders, etc... in fact nearly every record type in the system supports related document attachments.

Key Benefits
  • Documents are automatically related to records
  • Hyperlinks are created by BizAutomation from whatever record they’re uploaded to
  • Supports many unstructured file types including image files, office files, pdf and more
Microsoft Tools
Tabs, Sub-Tabs, Custom Fields & Labels

Tabs & Sub-Tabs - Add custom tabs with your labeling, which can link to any external site or gated information within the tab. Custom labeled sub-tabs within many records (e.g. Customer records) can be added. These sub-tabs can contain their own forms and custom fields.

Custom Fields - Add custom fields and labels to records throughout the suite including Customers, Suppliers, Sales Orders, Purchase Orders, Items, and many more. Various field types are available including Text, Check-Box, Radio-Button, Combo-Box, Hyperlink, and more.

Custom Labels - Re-Label fields to match your organization's own terminology.

Permissions & Roles

User Permissions & Access Control - BizAutomation’s permission framework lets administrators create custom permission groups, which can be given view, add, edit/delete rights, which are automatically inherited by users assigned to these groups. Here are just some of the things you can do with permissions:

    • Restrict Tab & Sub-Tab access - Tabs contain things like modules (e.g. there’s an accounting tab, an orders, etc..), so if you want for example to prevent a sales department’s access to the accounting module, this is one of the way’s you’d lock that down. Sub-Tabs are located within records such as Customer and Order records. So if you have sub-tab you don’t want to be viewed by some users, but still want to expose the rest of that record (item master is one that typically gets modified) you’ld be able to do that.

    • Hide fields & column lists within accessble forms by user role - Even if you want to grant access to sub-tabs containing forms and fields, you can still restrict field view access to some permission groups but not others (e.g. say you want to license or SSN field on a form every user group has access to, but only want to restrict these fields to only the accounting staff). All of these same capabilities are avaialble to records lists too, so for example even though the sales and support department have access to “Orders”, the columns can be completely different, tailored for each user role.

Custom Search & Filtering

Global Search - Find any record, or data you’re looking for from any vantage point throughout the suite. Because we use the same indexing technology employed by search engines, even millions of records can be accessed in under a second. Also, you can tune how global searches are conducted – meaning that you can set the system to search based on “Contains value” or “Starts with” value” or, to look within a particular object such as “Orders”, “Organizations”, “Contacts”, and so forth.

Saved Search - With BizAutomation’s advanced filtering and search, you can build comprehensive lists from all your business objects. For example, say you regularly need to see organizations in California with an employee range of 50-100 in a particular industry. The combinations, and variations of saved searches are virtually endless.

Column Filtering - Almost all object lists in BizAutomation offer customizable real-time database column filtering. This means that not only can you set columns based on permission groups / roles, you ‘ll be able to column filter within exposed record columns listed, including custom field columns within whatever module you like. While most systems leave column filtering to report building, we offer it on all common records you typically use on a day to day basis.

Here’s just a partial list of what you’ll be able to column filter:

Opportunity & Order Lists
Service & Support Case Lists
Organization Lists
Search Results Lists
Item Lists
Activity Lists
Contact Lists
Email Lists
Purchase Lists
Work Order Lists
Artificial Intelligence

Enterprise AI coming to BizAutomation in 2025

"BizAutomation AI" will be offered as an add-on to the suite, will be easy to use, and will continue to evolve in lock-step with technological advancements.  

Have an AI use-case you’d like to discuss ? Add it to the comments section.

2028 When Gartner forecasts at least 15% of all work decisions will be autonomous due to agentic AI (up from 0% in 2024)
Generative, Analytical, & Agentic AI

Generative & Analytical AI - Available in the first half of 2025: Virtual assistants that will augment employee productivity through direct-knowledge of your business data, including records, transactions, documents, messages, and reports.

  • Provide fast, data-driven insights across your business operations

  • Ability to limit data contexts used by the digital assistants, in order to set boundaries that align with employee roles
    (e.g. Say you don't want a sales person to interact with a virtual assistant that has access to financials)

  • Enable website assistants to interact with potential leads about your products & services in order to convert them into qualified leads or prospects, including opinions (notes) in email alerts about the size & quality of the opportunity based on details from the interaction

  • Enable trading partners to ask virtual assistants about knowledge base articles and documents produced by your organization

Agentic AI - Expected release in mid-to late 2025: BizAutomation will introduce autonomous AI assistants, representing a quantum leap in business process automation. These intelligent agents will enhance your team's capabilities by:

  • Streamling workflow processes autonomously via AI reasoning

  • Automating routine decision-making

  • Supporting human decision-makers with AI-powered insights

All agentic workflows will feature robust human oversight mechanisms, ensuring that critical business decisions always remain under your control while benefiting from advanced AI capabilities.

Local Data-Ecosystem

A unified intelligence platform

Running your entire business on a single platform that communicates with LLMs on the same local area network (LAN) offers numerous benefits:

BizCommerce
  • Network Performance: Having both LLM and core databases connect at full 10Gbps LAN speeds dramatically increases data throughput and reduces latencies vs federated data silos which primarily connect over the web
  • Privacy: Keeping data local inherently improves privacy.
  • Fine Tuning: Allows us to customize AI (equivalent to training the AI's long term memory) around BizAutomation's specific business rules
  • RAD: Promotes "Rapid Application Development" which is crucial in a field experiencing constant paradigm shifts
Advantages of a Denormalized Data-Lake

By generating a denormalized data-lake from the suite's OLTP database, we’re able to significantly improve access latency. This compounds the benefits of local LAN data-throughput and dramatically widens the pipeline used to feed agentic and reflective RAG training processes. All of this translates into higher accuracy while increasing concurrent jobs (aka actions) which can be executed within a given period of time.

Project Amigle - A data-routing engine for efficiant RAG

Amigle will apply decision-making logic to match the semantic intent behind requests from users (both human and agentic) during interactive, collaborative, and autonomous business process workflows. It will determine which objects in the data-ecosystem to access in order to generate a precision tuned RAG output (retrieval augmentation generation). This is crucial to carrying out high-fidelity responses and actions that make use of tools such as fucntion calls, report generation, email analysis / generation, and record editing.

BizAutomation

BizAutomation Cloud ERP Software provides the full suite of integrated business management software applications, including ERP, CRM, Financials, E-commerce, Distribution, Order Management, Manufacturing, Project Accounting, and Inventory Management software. There is only one true Cloud ERP platform designed for smaller SMB (Small to medium sized) customers - BizAutomation.

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