Streamline your business operations, improve productivity and ensure data accuracies across platforms 

 

are the key benefits of the Robotic Process Automation (RPA) processes that our team can create between your data systems

Streamline your business operations, improve productivity and ensure data accuracies across platforms 

 

are the key benefits of the Robotic Process Automation (RPA) processes that our team can create between your data systems

Streamline your business operations, improve productivity and ensure data accuracies across platforms 

 

are the key benefits of the Robotic Process Automation (RPA) processes that our team can create between your data systems

Automating Time Entry Review Process

While tedious and time consuming, time entry is the driving force behind engagement revenue generation and staff productivity tracking. Failure to reinforce time entry policies leaves room for missed/late/inaccurate time entries that can impact your business.  

 Our team can help create a process that works for your firm and build an automation that will remind your staff and managers to log/review time entries in an efficient and compliant manner, reducing administrative time and mitigating the risk of missed revenues. 

 In the demo, our team demonstrates how our RPA solution supports a weekly time entry with a triggered Cloud Flow (Power Automate) that generates a list (SharePoint) and queries timesheets for that week. Approvals are automatically sent to employees (via Outlook and Teams) for their review and immediately confirms and records their responses (SharePoint). 

Automating Time Entry Review Process

While tedious and time consuming, time entry is the driving force behind engagement revenue generation and staff productivity tracking. Failure to reinforce time entry policies leaves room for missed/late/inaccurate time entries that can impact your business.  

 Our team can help create a process that works for your firm and build an automation that will remind your staff and managers to log/review time entries in an efficient and compliant manner, reducing administrative time and mitigating the risk of missed revenues. 

 In the demo, our team demonstrates how our RPA solution supports a weekly time entry with a triggered Cloud Flow (Power Automate) that generates a list (SharePoint) and queries timesheets for that week. Approvals are automatically sent to employees (via Outlook and Teams) for their review and immediately confirms and records their responses (SharePoint). 

Automating Time Entry Review Process

While tedious and time consuming, time entry is the driving force behind engagement revenue generation and staff productivity tracking. Failure to reinforce time entry policies leaves room for missed/late/inaccurate time entries that can impact your business.  

 Our team can help create a process that works for your firm and build an automation that will remind your staff and managers to log/review time entries in an efficient and compliant manner, reducing administrative time and mitigating the risk of missed revenues. 

 In the demo, our team demonstrates how our RPA solution supports a weekly time entry with a triggered Cloud Flow (Power Automate) that generates a list (SharePoint) and queries timesheets for that week. Approvals are automatically sent to employees (via Outlook and Teams) for their review and immediately confirms and records their responses (SharePoint). 

Integrating CRM to Practice Management and Client Portal

When onboarding a new client or making changes to a current client, a series of systems need to be updated with the new client information. Our team can help you save administrative hours and reduce the risk of missed/inaccurate data by automating the synchronization of client data across platforms. 

 In the demo, our team demonstrates how our solution synchronizes the client information from CRM (Jotform) to Practice Management (CCH Axcess) to Client Portal (Sharefile) software.

Integrating CRM to Practice Management and Client Portal

When onboarding a new client or making changes to a current client, a series of systems need to be updated with the new client information. Our team can help you save administrative hours and reduce the risk of missed/inaccurate data by automating the synchronization of client data across platforms. 

 In the demo, our team demonstrates how our solution synchronizes the client information from CRM (Jotform) to Practice Management (CCH Axcess) to Client Portal (Sharefile) software.

Integrating CRM to Practice Management and Client Portal

When onboarding a new client or making changes to a current client, a series of systems need to be updated with the new client information. Our team can help you save administrative hours and reduce the risk of missed/inaccurate data by automating the synchronization of client data across platforms. 

 In the demo, our team demonstrates how our solution synchronizes the client information from CRM (Jotform) to Practice Management (CCH Axcess) to Client Portal (Sharefile) software.

SYNC SUITEDASH TO OUTLOOK CALENDAR

With the vast amount of software available to support businesses, not all software is able to easily integrate and could limit the potential benefits. Our team can help bridge the gap between your software platforms by building a custom integration that can automate and sync your data instantly.

In the demo, our team builds an integration between SuiteDash, a popular practice management software with an appointment booking feature, and Microsoft Office 365 Outlook calendar. Without our custom integration, SuiteDash would be limited to integrating with Google Mail. Our integration allows more firms to utilize SuiteDash in their operations and reduce reliance on other appointment tools.

SYNC SUITEDASH TO OUTLOOK CALENDAR

With the vast amount of software available to support businesses, not all software is able to easily integrate and could limit the potential benefits. Our team can help bridge the gap between your software platforms by building a custom integration that can automate and sync your data instantly.

In the demo, our team builds an integration between SuiteDash, a popular practice management software with an appointment booking feature, and Microsoft Office 365 Outlook calendar. Without our custom integration, SuiteDash would be limited to integrating with Google Mail. Our integration allows more firms to utilize SuiteDash in their operations and reduce reliance on other appointment tools.

SYNC SUITEDASH TO OUTLOOK CALENDAR

With the vast amount of software available to support businesses, not all software is able to easily integrate and could limit the potential benefits. Our team can help bridge the gap between your software platforms by building a custom integration that can automate and sync your data instantly.

In the demo, our team builds an integration between SuiteDash, a popular practice management software with an appointment booking feature, and Microsoft Office 365 Outlook calendar. Without our custom integration, SuiteDash would be limited to integrating with Google Mail. Our integration allows more firms to utilize SuiteDash in their operations and reduce reliance on other appointment tools.