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  • 60% Reduction needed to execute business processes from workflow automation (Forrester Research)
  • Fact Lost productivity and poorly managed leads cost companies at least $1 trillion every year (CMO Council)

BizAutomation’s workflow automation can be applied to any aspect of your business, and it’s all laid out in a WYSIWYG approach, so creating business process rules couldn’t be easier, which is to say that we designed it for a business person, NOT an engineer. Along with workflow automation, you can turn on any number of global rules that trigger various processes based on typical best practices.

Key Benefits

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Dynamic role based orders view
Order views can be adjusted by role globally or individually by user. Any number of columns can be used to inform users of key order metrics such as allocation condition (too many to list).

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Approvals when price margin rules are violated If someone creating a quote or order with unit price edit rights sets a unit price that’s lower than minim margins, an approval request is made to senior management before it can be quoted or invoiced.

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Approvals when creating a Purchas Order
Turn on requisition approvals, so that any attempt to increase A/P requires approval from senior management.

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WFA rules to automate manual processes

  • -Auto-create POs from SOs for non-inventory, or back-ordered items.
  • -Use re-order points to trigger POs.
  • -Auto-generate bills and close POs when items are received.
  • -Automate drop-ship POs from a Sales Order