Reporting, Automation, Customization, & AI

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.

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..)

• 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).

• 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).

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

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.

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.

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: