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, …
Read moreNavigating day-to-day operations and fostering seamless collaboration within your startup team requires more than just hard work—it demands the right tech stack. Being familiar with startup environments ourselves, we’ve curated a list of tools that we use and love, designed to empower your operational success. 1. Google Workspace: The Only Collaboration Tool You Need in …
Read moreSarah MortonFinance Use Cases , IT Use Cases , Legal Use Cases , zenphi Use Casescase study, finance automation, invoice processing
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 …
Read moreRuzidaFinance Use Cases , HR Use Cases , Sales Use Cases , zenphi Use Casesapproval workflow, ClickUp, project management
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 …
Read moreRuzidaHow-To , zenphi Use CasesGoogle Drive, Google Forms, Google Sheets, project management, task management, Trello
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 …
Read moreThe 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, …
Read moreRuzidaFinance Use Cases , zenphi Use Casesfinance, Gmail, Google Docs, Google Drive, Google Forms, Google Sheets, google workflow automation, nocode
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 …
Read moreThe 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 …
Read moreRuzidaIndustry , Integrated AI Usage , zenphi Use Casesai, idp, insurance, intelligent document processing, nocode, workflow automation
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, …
Read moreAs 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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