MORE ABOUT THIS SERVICE

Process automation, broadly speaking, involves using technology to automate complex and often time-consuming business processes. It often involves extracting data from one system, transforming the data, and creating an action in another system.Because of this, it's often useful to think of process automation as a series of triggers, transfer of data and actions.For example, a private education company who runs short 1-day courses for corporate customers has to send each of your participants a unique certificate of completion when they are done with their course. The business development representatives are tasked to pull out the participants from the CRM everyday and fill the participants' name, company and course titles in a PowerPoint template, before converting it to pdf and sending it over via email.

If I had to break down the process using triggers, data transferred and actions, the diagram above shows how the process might look like.If done manually, this process is very time-consuming and takes away time from the business development representatives to work on achieving more sales.With process automation, these series of steps can be automated and fulfilled with a click of a button.