Back-Office Automation: Your Roadmap to Business Excellence

Integrated AI Usage , zenphi Use Cases

The way back-office processes are handled directly impacts your organization’s overall performance. When these processes are streamlined and automated, they not only reduce costs and improve accuracy but also free up valuable human resources to focus on strategic initiatives that drive innovation and growth. In this article, we’ll explore what back-office automation is, its benefits, …

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Case Study: Transforming Business Processes in 75% Less Time Than Traditional ERPs

Finance Use Cases , IT Use Cases , Legal Use Cases , zenphi Use Cases, ,

The Challenge: Manual workflows overwhelmed the the team with the sheer volume of repetitive work, lack of visibility, reduced security and regular inaccuracies slowing down progress during a period of growth. The Outcome: Through automation of key accounts payable, IT security and approval processes, the team enjoy significant time savings, increased accuracy and visibility, and …

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Beyond the Basics: 5 Advanced ClickUp Automation Workflows

Finance Use Cases , HR Use Cases , Sales Use Cases , zenphi Use Cases, ,

ClickUp, with its goal of offering a centralized platform for task and project management, is designed to enhance team organization and productivity. While it does provide automation capabilities, these might fall short when dealing with complex multi-step processes. In this article, we’ll explore five ClickUp automation workflows that can be constructed using zenphi, a no-code …

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6 Ways to Automate Trello and Boost Your Productivity

How-To , zenphi Use Cases, , , , ,

Task management tools like Trello are our trusty companions in the world of work, assisting us daily in the organization and streamlining of our projects. But what if you could make Trello even more efficient? Automation is the answer! While Trello offers some built-in automation features, they often come with limitations, especially when it comes …

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Case Study: AI Document Processing And Invoice Processing Automation In Procurement

Finance Use Cases , zenphi Use Cases, ,

The Challenge: With a fast-growing business, manual invoice processes were holding operations back by consuming significant time, overtime, energy and costs for the team at H&H Purchasing. The Outcome: Through automation of their entire invoice processing system, the team now enjoy significant time and cost savings, greater accuracy, a 6-fold increase in invoice processing capacity, …

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Automate Purchase Order Processing with Google Forms and zenphi

Finance Use Cases , zenphi Use Cases, , , , , , ,

Purchase order management is a critical aspect of efficient procurement. In this hands-on guide, we’ll demonstrate how you can expedite and automate purchase order processing using Google Workspace tools like Forms, Sheets, Docs, and zenphi—a no-code business process automation platform designed for Google Workspace users. Automate Purchase Order Scenario Imagine a scenario where Company A …

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Case Study: Automating Key Processes for National Distribution Company

zenphi Use Cases

The Challenge Creating efficiencies throughout the Technical Project team’s workflows to minimize their backlogs while providing quality, consistent experiences for all suppliers. The Outcome By improving their processes through automation, this client has reduced costs,  improved supplier satisfaction and increased employee efficiency through operational excellence. Industry: Distribution | Employees: 10,000+ | Stores: 185+ | Using …

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Streamlining Claims Processing: Automation with Google Workspace and AI

Industry , Integrated AI Usage , zenphi Use Cases, , , , ,

As an insurance specialist, you are well aware that efficient and accurate claims processing is paramount for delivering top-notch service to customers and staying ahead in the competitive market. As you delve into this article, it’s likely that you’ve experienced firsthand the challenges posed by manual claims processing – the time-consuming nature, susceptibility to errors, …

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3 HR Workflow Automation Templates You Need to Try

How-To , HR Use Cases , zenphi Use Cases, , ,

As HR specialists, you are all too familiar with the myriad critical tasks that define a typical day in your team’s operations. From seamlessly preparing new team members for their first day to ensuring they have all the necessary resources, to managing and approving time-off requests, your responsibilities are vast. It’s not uncommon to wish …

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