About
With 30 years of experience at a Fortune 500 company, in positions of Administration, Sales/Marketing and Programming; I have found that many companies spend a tremendous amount of time and energy performing tasks that are repetitive and time consuming.
While these activities are extremely important to a company's infrastructure, they can easily be moved to automation. Liberating employees to focus on other activities.
Vision
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We are creating happier and more customer focused employees by removing mundane and repetitive tasks.
Mission
• Automate and execute business processes.
• Reduce employee hours relative to digital data and workflow.
• Alleviate time for more customer focused or value-added activities.
Edge
Firefox
Outlook
Excel
Word
Any web based software
• Replicate Excel functions
• Extract data from Excel, Word or PDF files
• Website scraping
• Order processing
• Order updates
• Creating and delivering invoices
• Incoming e-mail query processing
• Transmitting digital data between systems
• Data cleansing
• Payroll processing
• Client profile updates
• Email generation and information extraction
• Claims processing
• Forms processing
• Underwriting processing
• Account reconciliation
• Credit card applications
• Shipping notifications
• Cross-referencing data
• System access, setup and conversions
• Call center operations- CRM updates
• Run reports
• Level 1 tech support
• Regular diagnostics
• Premium/ membership renewals
Examples
Click the picture below for more details and flowchart
Prepare Credit data and entry
This process requires downloading a report in a web based software. Add columns from a table and verifying the data against information from another software.
Once the data is prepared and verified it is then entered into another software.
Download PDF, extract specific data, enter data and attach PDF to another screen
A process which works with multiple web based software systems. Step 1, scan for newly posted data an files, download files and provide screenprint.
Step 2, extract specific information from PDF, and enter that information into another software and include the original PDF.
Monitor information daily to compare to Service Level Agreemens (SLA)
Requires the need to run and download multiple reports (based on criteria from stakeholder). Each record requires multiple checks against desired results. If the result is not met, an email is generated to alert the appropriate parties of non-compliance.
Extract data from email and enter into database
Read each email in a folder, extract the appropriate information and enter into database.
Additional emails are generated; a) in instances where the data was not in the "best" format, b) for communication purposes or c) "call to action"
Daily status report
Combines information from two reports generated daily. Each record is then checked for specific key words.
If found, an email is generated to the person (determined by keyword) for additional action
"I inherited a function from someone who retired. It was impossible to keep up with the workload and found myself further and further behind each day. Not only did you automate 90% of the job, you included “new” functions increasing the amount of communication to our customers."
"Each month I had to run and reconcile multiple reports. This took me 2 full days of work. Now, with your automation, it’s done for me and I can concentrate on what the information means as opposed to spending so much time compiling the data."
"I was soooo stressed out… My job required me to go to one website, download multiple files, then I needed to read each file and enter the appropriate information into another system. Once I finished those steps I had to email the correct person a copy of the file. Depending on the number of files it could take hours, even though I was required to have the emails done by 9:30. Now I can come in at 9 and not be stressed, because it’s already done. Thank You!"
"I needed multiple reports run each month, additional columns of information from another source, then I needed to put it in a pivot table. This normally took me an entire day. Since the automation, I am able to have this done weekly which provides better turnaround time."
CONTACT US
516-849-0157
Set up your free 1 hour consultation.
We look forward to providing your outsourcing needs.