Digital & Robotic Process Automation

With Microsoft Power Automate, we will help you save hours of manual work, reduce error rates, increase your productivity and boost the efficiency in which you and your business operate.

How is it done?
By Automating manual and tedious work such as:

Requesting approvals through email or hard-copy documents
Saving email attachments into shared/online storages
Manual entry of the same data in different systems
Filling out Excel or Word documents
Creating PDFs
Sending recurrent emails
Reminders or notifications
Downloading the same reports every week
Integrating your work in Office365 apps, ERP's, on-premise or cloud-based services, and more
End-to-end accounting and operational processes

Think of all the tasks you do today. With several years of experience in business processes, we will find the best combination of Cloud & Desktop automations for your day-to-day tasks using Power Automate.

How many hours will you save today?

Digital & Robotic Process Automation

Meet your customer’s evolving demands, optimize internal processes, become more responsive and do more of what you need to do faster and more efficiently with our Digital & Robotic automation solutions that can help you get rid of time-consuming tasks and reduce human intervention in back-office processes.
We can help you optimize how you interact with your day-to-day tools and platforms, whether it’s a cloud or on-premises service, a new and modern system with API or a legacy system which updates can only be done through User Interface.

We not only develop automations for you, but we also support you through your end-to-end transformation journey: from helping you to identify the best process candidates, to planning, implementation and control.

1. Streamline your customer onboarding process

A Process with Many Steps

Customer onboarding is usually a process with many steps and requirements : Proposal creations, contract and SLA approvals, new CRM, billing & ERP profiles, assigning accounts to different team members, and the list goes on.
This back and forth of information can become days, weeks, and even months. A time-consuming process like this may have a negative impact on your customers and hurt your business efficiency.

Automated

This process is simplified by unlocking the potential of Power Automate to connect with both office 365 and external applications such as Salesforce, DocuSign, and Adobe to build a streamlined process that requires little to no monitoring from your staff.
In addition to connecting to hundreds of different platforms, Power Automate can handle document approval workflows where you can submit contracts, SLA’s or any type of document for manager approval before sending it to your customer.

2. Automate your month-end-close files & reporting

A Typical Month-end Close

- Accounts Payable team needs to download the utility bills in PDF from the provider's website.
- Your tax analyst pushes the sales team to generate customer reports from the billing system.
- Payroll is extracting data in Excel from your time management system.
- Accountants are downloading purchase orders reports to create expense accruals.
From Sales to Finance, they all have tedious tasks to complete; help your staff focus on their core tasks and leave the rest to a bot. Your time is too valuable.

Automate Downloads & Document Management

Save all the time required to download PDFs, Excel Reports, CSV's, or any other document. Power Automate for Desktop can get those invoices and reports from almost any system and send them to your preferred storage location. (Email, Shared Drives, Google, SharePoint, OneDrive)

3. Sync all your Project Management Apps

Project Management: A Puzzle with Many Pieces

Your company uses different platforms to manage projects: the PM system where projects and tasks are created and approved, a Time Management app to add time spent on each task, the Payroll system where timesheets are processed for payment, and Microsoft Teams where you manage project status, tasks assignments, and due dates.
Each platform is great on its own, but the lack of integration and multiple people operating them can create unnecessary hours and potential errors.

Reduce Complexity by Aligning the Pieces

Our understanding of business rules and the almost-unlimited possibilities of Power Automate in both Desktop and Cloud versions will create a seamless integration between any pair of systems.
Any platform interface can be enhanced for traceability with approval workflows to help you understand each stage of the integration in a cleaner and more transparent way .

4. Approval Workflows for Web Articles Postings

Multiple Emails with Articles, Feedbacks, and Requests

Every month your editorial team needs to prepare articles/blogs for your Company Website:
-The editorial teams receive ideas from anybody in the company through Teams or Outlook. They review ideas weekly and vote for the best.
-The initial draft is prepared and sent through email to the lead, who can send it back for revision or approval and submits it through email for the next level of approval.
- Managers check the relevance of the idea and rejects or approves the document. Finally, an email is sent back to the editorial team, letting them know that the article is Ok to publish.
All the back and forth between teams generates missed steps, errors, and lack of visibility of all the moving elements.

Automated Workflow

Complex or straightforward , Power Automate can handle single-level or multi-level approval workflows , applying any number of business rules. A clean, simple-to-follow, and traceable workflow can be built with Power Automate to handle document approval & sign-off and feedback loops.

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Digital & Robotic Process Automation

Digital & Robotic Process Automation