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We type the same thing in twice
The order arrives by email. Someone types it into the system. Then someone types it again somewhere else.
Count it yourself
Does this sound like your week?
We are not going to tell you what this is costing you. You have the call log, the calendar and the inbox; the number is yours.
- 01
Pick one order from last week. How many times was it typed in before it shipped?
- 02
How many hours a week does your office spend copying from an email into the system?
- 03
When a typo gets through, who finds it, and how far down the line?
- 04
Which spreadsheet does your team keep because the system does not show what they need?
- 05
If the person who does the data entry is out sick, what stops?
What we do about it
The work, plainly.
Most of this is not a new system. It is the systems you already pay for, passing the information along instead of a person doing it.
01
Order entry from emailed POs
Purchase orders that arrive by email are read, checked against the customer and the part list, and entered for your team to approve, instead of keyed in by hand.
02
One entry, every place it belongs
A new customer, a new job or a changed date is entered once and passed to the CRM, the ERP, the spreadsheet and the calendar that need it.
03
Acknowledgements and status updates
Order acknowledgements and status updates go to the customer from the record itself, so nobody writes the same email by hand fifty times a week.
Your call, not ours
What you control, and what we will not do.
You control
- What gets entered automatically and what waits for a person to approve it
- Which systems are connected, and which are left alone
- Every message that goes to a customer, approved before it goes live
We will not
- Replace your ERP or CRM. We make the ones you have work harder.
- Let anything post to your system without a check you have agreed to.
- Touch regulated quality records.
Questions owners ask
The ones we get every time.
- What does this cost?
- The free 30-minute front-office review. Every build is custom, so it is quoted after we have seen how the work runs today.
- Our ERP is old.
- Most are. Old systems usually still take an import, an email or a spreadsheet, and that is often all this needs. We will tell you on the review if yours does not.
- What if it reads an order wrong?
- It flags anything it is unsure of and a person approves it before it is entered. You decide how much gets checked, and you can start with all of it.
- Will my office lose their jobs?
- That is not what this is for. The point is to get your office out of retyping so they can do the work that needs a person.
- Where does our data go?
- It stays in your systems and your accounts. We work with the access you give us, and you can take it away at any time.
Next
Find the one workflow worth automating first.
Thirty minutes, no charge. We look at how the work runs today and tell you which workflow to automate first. If there is not one, we say so.