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Data extraction and process automation for today's world

Business Process Automation (BPA)

Most businesses have daily repetitive tasks that are menial and often require low work skills. They take time and resources away from work that drives revenue.


Why Automate?

  • Process Clarity - Automation requires a certain amount of clarity about the process during the design phase. This alone can often help streamline processes and improve workflow. It can also provide clarity to current employees and serve as a valuable training resource.
  • Streamlined Work Flows - Automation eliminates human error, assigns clear accountability, and creates faster turnaround times. By eliminating wasteful activities, your employees can focus on work that creates more value and revenue for your business.
  • Standardization - Automation introduces uniformity and helps cut costs by eliminating duplicated efforts, manual errors, and variance. This can also help to position your organization as reliable with customers.

What Should I Automate?

  • Repetive tasks such as recurring report creation and distribution
  • Risky manual tasks
  • Back office processes
  • Moving documents between programs or folders
  • Invoicing
  • Linking legacy systems with newer applications
  • Jobs that must meet internal and/or external regulations
  • JUST ABOUT ANY WORK THAT IS PERFORMED ON A COMPUTER CAN BE AUTOMATED!!


Case Study

Each workday, Melissa pulls data from 3 different sources to create a daily “order completion” report for her client. The client uses this report to close outstanding orders in their internal system. Melissa spends 1.5 - 2 hours each day gathering data, compiling, reviewing and sending the report. Melissa makes errors from time-to-time because she manually enters data from different sources. This creates additional work to correct the issue and causes client dissatisfaction.

How much would Business Process Automation save Melissa’s company if she could have this productivity time back in her day and fewer mistakes to re-work?

  • Melissa's Hourly pay = $25
  • Number of weekly hours worked to provide report and correct mistakes = 7.5
  • Savings results in $187.50 per week or $9,750 per year...and that's just for one daily report that one employee completes

Extract, Transform, and Load (ETL)

ETL is a type of data integration that refers to 3 steps (extract, transform, load) that are used to blend data from multiple sources. It's often used to build a data warehouse. During this process, data is extracted from a source system, transformed into a format that can be analyzed, and loaded into a data warehouse or other system.(Source: SAS)

Why ETL?

  • ETL improves performance by handling the heavy processing and transformation of your data before it is accessed by your end users.
  • Data integrity is improved by elminating duplicate sources and applying data formatting standards.
  • ETL allows the end user to get a consolidated view of the data that drives better business decisions.
  • In combination with a data warehouse, ETL can provide years of data for in-depth historical analysis.
  • ETL consolidates data from multiple sources into a single repository.
  • Increased speed, efficiency, and data quality create an ongoing return on your initial investment. Eliminate mistakes, reduce operational costs, improve query speed, and gain access to more reliable data so you accomplish more with less while honing your competitive edge.
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Web Crawling/Scraping

Don’t waste time scouring the web for data you need to optimize your business. Web scraping automates this process and allows you to retrieve the data from a central repository or data warehouse. The data retrieved from the web could be customer or competitor research, key search terms, or mapping pricing trends. Any data that gives your business a competitive advantage; as long as it is online can be scraped for your use.

Why Scrape?

  • Price Optimization - Keep track of your competitor's pricing and promotions and react quickly to changes.
  • Brand Monitoring - Get insight into you brand's perception in the public's eye. Monitor social media and other web sources to fish out relevant data and store for further analysis.
  • Automate Manual Data Extraction - Eliminate manual data gathering to allow your employees to focus on tasks that are valuable to your bottom line.
  • Sales Lead Generation - Crawl the web to search for relevant leads and gather the data into a central repository for ease of use.

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