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Automation guide

Business Automation for Manufacturers

Manufacturers usually run an ERP or accounting system, a quoting process, and a set of spreadsheets that quietly hold the business together. People move data between them all day.

Typically done by hand today

  • Production orders re-typed into accounting
  • Daily output tracked in a shared spreadsheet
  • Supplier confirmations copied from email
  • Quality and compliance documents assembled by hand

What can be automated

  • Order and invoice synchronisation between systems
  • Automated daily and weekly production reporting
  • Email-based supplier document extraction
  • Templated document generation from live data

An example workflow

  1. 01A confirmed order is created in the ERP.
  2. 02The order is written to the accounting system with the correct codes.
  3. 03A production record is created and scheduled.
  4. 04A daily summary is posted to the operations dashboard and emailed to the plant manager.

Administrative hours move from re-keying to exception handling, and reporting stops depending on one person's spreadsheet.

Find the work your business should stop doing manually.

Take the 3-minute Automation Opportunity Assessment. You'll get a preliminary read on where your repetitive work sits — and a recommended next step based on your answers.

No payment required. The paid audit is offered afterwards only if it fits.