We are small Accounting Company based in Melbourne. Over last year our customer base had grow twice and it is still growing. We spend a lot of time thinking how we can optimise our business processes. First thing we did created standard Excel templates for everything. For example standard expenses form will consist of customer id, employee id, expense date, category and amount. Using standard forms saved us a lot of time but once all the forms are filled in they had to be processed manually. Our people ware constantly under the pressure and we had to employ an agency staff on temporary basis.
Not any more.
During routine Google search we discovered Advanced ETL Processor Ent which quickly becomes a corner stone for automating our business processes.
By using Advanced ETL Processor Ent we were able to eliminate most of our manual tasksIt is like spider which sits in the middle connected to all our systems.
For example, for expenses form the process is follows.
- A customer emails us expenses form
- Advanced ETL Processor Ent package connects to mail server, downloads attachment,
- Loads Excel file into our accounting system,
- runs sql script to validate submitted data,
- emails report back to the person who submitted expenses from
- At the end of month summary report emailed to the company automatically.