Business Process Automation

If creating reports, strategy summaries, or KPI statements in your organization takes more than 20 hours per month, it's time to consider automating this process.

We provide services of implementing automatic report generation that eliminate the need to manually click between tools. Thanks to integration with your company's systems (e.g., CRM, ERP, marketing tools), automatic reporting provides access to the latest data, allowing you to make accurate decisions in real time. Automating reporting is a way to eliminate the problem of outdated data in reports – all information is up to date, and you can generate reports in any format (e.g., PDF) with a single click.

‍An example of a possible workflow:
In a B2C company, where salespeople contact customers by phone, they have to manually fill in the data in Excel after each call. This is a time-consuming and inefficient process, as it leads to many mistakes. However, thanks to AI, we can automate it – information from calls can be automatically collected and processed, and reports can be generated on an ongoing basis, e.g., daily or weekly. Such automation saves time by eliminating routine work and allows you to focus on more valuable tasks.

Combining all data on a single shared dashboard means no more chaos and scattered information!

Thanks to automation tools and no/low code technology, we are able to quickly and cost-effectively create dedicated dashboards that display exactly the data you need, in the format that suits you best. Thanks to integration with your company's systems, you can access all key information in one place – finance, marketing, sales. No more using unsuitable dashboards that present data in a rigid way! We can create a tool for you that not only displays data in graphical form, but also enables two-way communication with other systems, e.g., by sending email notifications when budgets exceed set limits.

Example of automation implementation: A B2B company conducting numerous marketing activities, such as Meta Ads, Google Ads, cold calling, and cold mailing, was unable to aggregate data from various sources on a single dashboard. The implementation of a dedicated Airtable-based dashboard allowed for centralized budget management, campaign performance analysis, and easy decision-making based on complete, integrated data.

Document workflow automation speeds up document signing and approval, so you don't have to wonder what stage of the process a given document is at. Everything is organized and tracked automatically. At Sagiton, we handle implementations from A to Z, including document digitization. Thanks to our dedicated solutions, documents (such as equipment rental agreements) are generated with a single click, and employee or contractor data is automatically retrieved from the database. Sending documents for signature and reminding about missing signatures becomes a simple task. We also create administrative panels where the administration department has full control over all stages of document circulation in the company.

How could this look in your business?
Let's say you run a warehouse where the process of generating and approving WZ documents is inefficient. The use of BPA (business process automation) technology means that after the goods are released, documents can be created automatically and then sent for electronic signature. If a document is not signed on time, an automatic reminder will speed up the process, eliminating any delays.

If accounting is problematic in your company, data often does not match, and maintaining a large accounting department is becoming increasingly expensive, automating accounting can help you significantly. By connecting systems, invoices can be issued automatically and financial analyses can be available on a single dashboard. Automating accounting reduces the risk of errors, saves time, and allows for better management of the company's finances.

How does this work in practice?
For example, in a company that runs many projects and at the end of the month the finance department has to manually collect hours from each project to issue invoices, automating the process can bring significant savings. Proper integration will ensure that invoices are issued automatically on the designated date, and the system will calculate the hours and rates itself and assign them to the appropriate customer. As a result, the entire procedure is error-free, fast, and does not require the involvement of a large accounting team.

Automating the quotation process will allow you to reduce the time needed to prepare quotations and minimize the risk of errors. This is one of the key processes we automate at Sagiton – because customers do not pay for the time spent on creating quotations – the more time you spend preparing a quotation, the more time you lose on a customer who has not yet decided whether to make a purchase. In addition, responding quickly to inquiries is crucial to avoid giving your competitors an advantage. Each quotation automation system we design is created individually to best suit the needs of our customers. For example, if your salespeople prepare quotations based on calculations, we can implement a system for you that automatically performs the calculations and then generates a PDF file with the appropriate data substituted.

Example of use:
In a company selling IT services, a customer submits a request for a customized quote. The system automatically assigns the appropriate salesperson, retrieves data on the required technology, and generates a quote in a few minutes based on historical pricing and a project database. Once the offer is ready, the salesperson approves it and sends it to the customer without unnecessary waiting or manual data entry.

Do you think that sales processes cannot be optimized any further? And yet – do your salespeople still take notes by hand after meetings? Do you know what they talk about with potential customers if most of the contact takes place over the phone? Or maybe it takes several days to prepare offers, instead of 30 minutes? Sales automation allows companies to significantly speed up sales processes while minimizing costly mistakes resulting from communication chaos. We implement solutions for our clients that include call monitoring with automatic transcription, email communication supervision, automatic quote generation, and integration with CRM and company messengers.

How does this work in practice?
Imagine a B2B company where sales are conducted over the phone, and salespeople also write emails and text messages. Communication quickly becomes scattered, and agreements disappear in different tools. Automation allows you to collect the entire contact history in one CRM, without manual rewriting. When a salesperson goes on vacation, transferring the lead is simple and unambiguous. Key information can also be sent to the company's instant messenger, keeping the entire sales department up to date. A process organized in this way becomes faster, repeatable, and easy to scale.