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What areas of your business are ready for automation?

Last Updated 2022/04/12

As a business owner, you’re continually looking to reduce overheads and increase productivity. One of the most effective methods of achieving these goals is automation. The term “automation” may bring to mind factory robots or self-driving cars. But administrative tasks common to almost all businesses can be automated without the need to pay out for expensive equipment or additional IT staff.

You may feel frustrated that your company isn’t growing as quickly as it could be, considering the potential market share. Or, you may be struggling to keep up with growth, and have more work enquiries coming in than your administrative staff can book and record. Either way, automation can provide solutions to these problems, once you have identified where to apply it effectively.

SwiftCase is a cloud-based platform that allows you to automate various tasks within your business to provide significant productivity results. Here are just three examples of the automation provided by Swiftcase.

Allocation of Work

Allocating jobs to staff members can be a labourious process. Firstly, finding out who is available to attend a job at any given time, the areas they cover, and the skills required. Secondly, contacting that employee to inform them of the details of the task at hand. In a fast moving marketplace, you want to make sure you are not missing appointments or turning up unprepared.

SwiftCase automatically matches up staff members to tasks by criteria such as working hours, skillset and postcode, before contacting them through email or SMS message. Employees can even enter their own details through an easy-to-use web-based interface. So you can always ensure you have the right people for the job.

Gathering Data

Whether it’s for your own internal uses, or for external auditing, the work involved in keeping records, notes and figures can often be a real distraction from getting on with the work itself. Constantly updating spreadsheets, lists and even paper documents, and then wading through them all at a later date when the information is needed.

SwiftCase gathers the information you need in real-time, as work is being carried out. In the background, every case, its cost and the time taken, as well as notes and correspondence, are being updated continuously. With this data, you can generate charts and graphs, export spreadsheets, or look back using the detailed search function.

Generating Documents

Whether you need to create invoices, draft proposals, or compile performance reports, documentation can take a big chunk out of you working day. If you are regularly filling out forms or updating customer information, then you’ll be glad to know a quicker, less repetitive solution is available.

SwiftCase produces clear, accurate, attractive business documents quickly, using up-to-date information gathered by the system. You can set logic to include or exclude sections of a document, depending on the details entered. These documents can be downloaded in PDF format, emailed, or securely shared online with only those given the right access.

As more and more industries see the benefits of automation, make sure your business doesn’t get left behind. Get in touch with us today, for a demonstration of our powerful, cloud-based business process platform.

Adam Sykes