Pivotal’s Process Automation is the next step in empowering your workforce.
Free your staff from manual, repetitive workflows
Eliminate the errors from manual input
Create reports for measurable insights in to your processes
Reduce Manual Tasks by 80%
We offer solutions to automate virtually any business process within your organisation, dramatically improving productivity, reducing errors and organising your data.
Accelerate Document Review and Approval
- Enable simultaneous review and approval by routing documents or electronic forms to multiple users
- Easily reassign tasks if someone is out of the office.
A Typical Business Process
- Employee at location 1 receives an invoice
- Scans the invoice as a PDF
- Emails the document to finance
- Finance prints out the invoice
- Manually fills out the rest of the information
- Re-scans the invoice as a PDF
- And finally enters the transaction into the accounting system
- Sends payment to the appropriate vendor
- Saves a version for record keeping
Automation by Pivotal
1
Customer sends invoice to centralised email address
2
Invoice is automatically scanned, key data extracted and matched to purchase orders and goods receipts
3
Automatic approval on correct matching, otherwise automatically routed to correct person for approval.
Increase Transparency
- Use configurable, easy-to-use reports to measure process success.
- Evaluate employee workloads using dashboards and visualizations.
Stay involved while on the go
- Eliminate process bottlenecks by using your iOS, Android or Windows device to review, approve and sign documents
- Reduce duplicate data entry by submitting electronic forms while out in the field
Manage mission-critical processes and eliminate busy work
Remove Paper at the Start
Kick off routing and approval workflows when web forms are submitted
Keep Track of Documents
Automatically send notifications when documents are created, edited or deleted
Monitor Document Progress
Track exactly where documents are in the process and who is working on each document
Simplify Automation
Download prebuilt process diagrams and forms for common business processes
Ready to see Pivotal save you time and money?
Get in touch for a one-to-one demo, or chat to our team of our experts.