Boost your SMB with Business Process Automation (BPA)

Discover how BPA streamlines operations, enhances productivity, and scales your business seamlessly within the SMB market at an SMB price.

Improve Productivity & Innovation

Automating manual processes saves time and helps your team focus on more productive, high-value work.

Reduce Costly Errors

Manual data entry often leads to costly errors. Automating these workflows leads to fewer mistakes and more money in your pocket.

Increased Scalability

Automated workflows grow with your business — without the need for additional staff — allowing you to scale faster.

Empower Your Systems with Advanced Automation

If you have manual processes involving the systems listed below, or any other tasks and systems you are currently managing manually, we can automate these! Discover how integrating automation into these key systems can streamline your operations and improve overall efficiency.

Office Productivity Tools:

  • Excel // Google Sheets // Etc.
  • Word / Google Docs // Apple Pages // Etc.
  • PDF
  • PowerPoint // Google Slides // Etc.

Email:

Project Manager Tools:

  • Trello // Jira // Asana // ClickUp // Basecamp // Etc.

Cloud/Hybrid Providers:

  • AWS // Azure // Google Cloud // IBM // Rackspace // Etc.

CRMs:

Accounting Systems:

EMRs:

  • AthenaHealth // eClinicalWorks // Meditech

Storage:

  • Box.com // Dropbox // Google Drive // OneDrive // Amazon Drive // Etc.

Marketing Automation:

  • Pardot // Outreach.io // Outplay // SalesLoft // Etc.

Proprietary Systems:

ERPs:

  • Samsara // NetSuite // Finastra

How we’ve helped other businesses just like yours

See how we’ve helped other companies save time, money, and frustration by automating their manual processes.

Discover how we helped an advertising agency uncover missed billing opportunities and resolve five-figure billing errors.

Learn how we turned an accounting firm’s laborious reporting process into an efficient workflow that saved staff time and helped them expand their business.

Find out how we automated a construction company’s proposal process to allow for faster job onboarding and improved scalability.

Read how our tailored automation solution helped a physician group reduce data entry burden and improve administrative efficiency.

Read how we helped a technology firm automate their client onboarding workflow — saving them an average 2.5 hours of time per client.
Book A Discovery Call
Pain Points Addressed

Elevate your business with tailored 360 Business Referral Solutions.

BILLING CALCULATION ACCURACY

Manual transaction downloads from various sources introduced a high potential for errors, resulting in incomplete data retrieval. This led to inaccuracies in client invoices, causing missed revenue opportunities.

SUBSTANTIAL BILLING DELAYS

The labor-intensive nature of manual billing processes led to significant delays, consuming up to two weeks per month. These delays had adverse effects on the Advertising Agency’s cash flow.

CUSTOMIZED INTERFACE

Physicians faced challenges with reviewing reports and documenting observations in varying orders and languages, requiring a user-friendly interface that could cater to their specific preferences.

APPROVAL & AUTOMATION

Manually transferring finalized reports and associated data to the EMR posed challenges, impacting billing efficiency and communication with patients and Primary Care physicians. Implementing an automated system resolved these issues.

MISSED REVENUE OPPORTUNITIES

The manual billing process, owing to its time-consuming nature, was susceptible to numerous errors. As a result, occurrences of billing inaccuracies resulted in missed revenue opportunities, in some instances to the tune $60,000 per client

Our Videos

About Our Partner

Why do you need Business Process Automation?

What is Business Process Automation?

Book a Discovery Call