The reports are made from several Excels
It ties up valuable working hours, while management can only make decisions based on delayed data.
Reporting and alerting systems
Gathering, unifying and converting data from several systems into an understandable management report.
01 / SITUATION ASSESSMENT
Where time and money are usually wasted
Automation doesn't start with the device. First, we examine where work is repeated, where data resides in separate systems, and which errors cause real business loss.
Different numbers are displayed for the same indicator
It reduces transparency, so the cause and person responsible for the errors only become visible late.
Monthly closing requires a lot of manual work
Each repeated data entry creates a new possibility for error, and the execution is difficult to trace back.
Errors are only visible when the report is completed
It ties up valuable working hours, while management can only make decisions based on delayed data.
There is no proper detail option
It increases operational risk and makes it difficult to measure performance accurately.
Losing the reporter is a risk
It ties up valuable working hours, while management can only make decisions based on delayed data.
02 / TYPICAL POSSIBILITIES
Examples of processes that can be automated
The following are common examples that can be easily automated — not a closed list of services. We always design the specific solution for your operation, systems and business goals. It can be fully automatic or, where necessary, monitored with human approval points.
Automatic data loading from several sources
The data of the various sources are entered into the next system in a unified structure, without manual copying.
Uniform KPI definitions
The necessary information is automatically sent to the next work phase, eliminating manual transmission and waiting.
Daily, weekly and monthly reporting schedule
The system automatically prepares and forwards the necessary data to the existing reporting channel.
Executive summary and breakdown
All statuses and changes can be tracked, which makes administration faster and management control simpler.
Deviation explanation and alarm
The system constantly monitors the defined rules and indicates cases requiring intervention in a timely manner.
PDF, email and existing BI system output
Incoming files are recognized, organized and checked automatically; only the exceptions come to people.
03 / THIS IS HOW IT WORKS
The path of information, step by step
We fix the rules for calculating the indicators together. In case of missing or incorrect data, the report warns, it does not show misleading accuracy.
Loading data
Quality and completeness control
Calculation of KPIs
Update report and summary
Automatic indication of deviations
Automatic or monitored on demand
We fix the rules for calculating the indicators together. In case of missing or incorrect data, the report warns, it does not show misleading accuracy.
Up-to-date management image without manual Excel combing
Up to 2 weeksintroduction of the first automation
Loggedprocess and robot run
Prioritybased on business value
04 / PROFESSIONAL APPROACH
Technology in the background, operation in the foreground
The project does not end with the delivery of an independent bot. We build a documented, monitored and modifiable system.
01◎
Survey and Prioritize
We map labor time, the cost of errors, lost revenue opportunities and the path of data.
RESULTA prioritized automation plan, measurable with a first project.
02✓
Flexible control
The system collects, checks, prepares and alerts data. The process can be fully automatic or supervised with human approval at the necessary professional, financial and legal points.
SECURITYLogged operations, segregated permissions and on-demand approval points.
03↗
Introduction and operation
We integrate the existing systems, test the operation, document and train the employees involved.
CONTINUITYMonitoring, error management, backup and planned further development.
05 / INTEGRATIONS
Your existing systems work together
The following are examples, not a closed list. We also connect older and unique systems with API, webhook, database connection, controlled import-export or robotic management.
Power BILooker StudioExcelGoogle SheetsERPCRMSQL databaseEmail / TeamsMicrosoft 365Google WorkspaceExcel / Google SheetsSharePoint / Google DriveTeams / SlackREST API / WebhookSFTP/CSVSQL databaseAI APIsUnique internal system
Are you using a different system? No problem: during the technical survey, we examine the possibility of API, file, database or interface-based connection.
06 / FREQUENTLY ASKED QUESTIONS
Before the first consultation
Do existing systems need to be replaced?+
Usually not. We primarily strive to securely connect current devices.
How long is the introduction?+
A well-defined first automation can be introduced in as little as 2 weeks. For a more complex system, we will provide an exact schedule after the audit.
Is the return guaranteed?+
We do not promise a guaranteed result without an audit. We provide measurable goals and a data-based estimate.
Free of charge automation test
Show a problematic process. We look at whether it can be automated, what systems need to be connected, and how to get started.