Automation

The internet is a vast place with many solutions for a company’s operational needs. Gone are the days of redundant, time-wasting tasks that plagued every company’s bottom line. Apps and software products exist small and large to help remedy the burden of redundant, time-expensive tasks. These apps, or software products, tend to solve problems for a specific department or specific sub-tasks within a department. As a result, most companies end up with several software products working independently of each other. Let’s suppose “Great Electric” is a company that specializes in electrical services for residential customers. Great Electric might pay for services in the following categories

  • QuickBooks – Accounting/Bookkeeping, Invoicing
  • FieldPoint – Work Orders, Employee Routes, Parts Lists
  • Monetra – Merchant Services, Payment Transactions
  • HomeBase – Employee Scheduling

Great Electric clearly uses technology to assist in their day to day operations. Each software product performs its job and helps the company save time and streamline processes. This is great, though we sometimes run into problems when these products need to “talk” to each other, or otherwise communicate data between themselves. In this situation most companies employ a manual process that requires a staff member to take physical action, Ex: exporting CSV to import into another product. Bridging the gaps between these tried-and-tru products and services, once again, leads us to redundant, wasteful processes.

Automation can bridge the gaps of your existing software

Webables can automate your company further, by allowing your software products to securely share data with one another. For example, Webables would step into Great Electric with recommendations for the following automation with their existing products and services

  1. Create an online work-order form that captures payment for the first hour of service.
  2. The form will call schedule information from FieldPoint, to ensure the customer selects a service time that is available.
  3. The payment at the end of the form is processed by Monetra and sent to Great Electric’s account with Monetra merchant services.
  4. The form reaches out to HomeBase to get a list of available technicians.
  5. The form formats a new Work Order and sends it to FieldPoint to get picked up in the technicians’ routes and schedules.
  6. Customer is serviced with zero administrative effort.

The above is one example of how Webables can automate your existing processes, products or services. Please use our contact form to explore how we can discover and eliminate redundant, time-wasting processes your entity may be facing.