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As a business owner, you’re continually looking to reduce overheads andincrease productivity. One of the most effective methods of achievingthese goals is automation. The term “automation” may bring to mindfactory robots or self-driving cars. But administrative tasks common toalmost all businesses can be automated without the need to pay out forexpensive equipment or additional IT staff.
You may feel frustrated that your company isn’t growing as quickly as itcould be, considering the potential market share. Or, you may bestruggling to keep up with growth, and have more work enquiries comingin than your administrative staff can book and record. Either way,automation can provide solutions to these problems, once you haveidentified where to apply it effectively.
SwiftCase is a cloud-based platform that allows you to automate varioustasks 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, theareas they cover, and the skills required. Secondly, contacting thatemployee to inform them of the details of the task at hand. In a fastmoving marketplace, you want to make sure you are not missingappointments or turning up unprepared.
SwiftCase automatically matches up staff members to tasks by criteriasuch as working hours, skillset and postcode, before contacting themthrough email or SMS message. Employees can even enter their own detailsthrough an easy-to-use web-based interface. So you can always ensure youhave the right people for the job.
Gathering Data
Whether it’s for your own internal uses, or for external auditing, thework involved in keeping records, notes and figures can often be a realdistraction from getting on with the work itself. Constantly updatingspreadsheets, lists and even paper documents, and then wading throughthem all at a later date when the information is needed.
SwiftCase gathers the information you need in real-time, as work isbeing carried out. In the background, every case, its cost and the timetaken, as well as notes and correspondence, are being updatedcontinuously. With this data, you can generate charts and graphs, exportspreadsheets, or look back using the detailed search function.
Generating Documents
Whether you need to create invoices, draft proposals, or compileperformance reports, documentation can take a big chunk out of youworking day. If you are regularly filling out forms or updating customerinformation, then you’ll be glad to know a quicker, less repetitivesolution is available.
SwiftCase produces clear, accurate, attractive business documentsquickly, using up-to-date information gathered by the system. You canset logic to include or exclude sections of a document, depending on thedetails entered. These documents can be downloaded in PDF format,emailed, or securely shared online with only those given the rightaccess.
As more and more industries see the benefits of automation, make sureyour business doesn’t get left behind.Get in touch with us today, for ademonstration of our powerful, cloud-based business process platform.
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SwiftCase helps operations teams streamline their processes with powerful workflow automation, case management, and AI-powered communication tools.