Use Cases

PROCESIO is made for organizations and individuals that face the challenge to build custom automation and integration or to process data in a variety of industries, including in highly niched scenarios.

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Automate purchase order processes

Streamline purchase order approval processes to improve process efficiency, save costs, and reduce errors.  An automated purchase order

February 16, 2022


Automated customer approval workflows

Automating customer approval or onboarding processes can help to save costs and time, prevent errors, and ensure a

February 15, 2022


Accounting journal entries sync

In financial accounting you can automatically sync data between different software to keep your records up-to-date and as

February 14, 2022


Customer Onboarding

Automate customer onboarding

Most client onboarding processes can be automated which helps to provide an overall smoother experience duing the first

February 2, 2022


Reduce customer churn rate

This use case is about automatically identifying customers that display churn risk and proactively triggering actions such as


Prospect evaluation

To automate a process that integrates data from several sources to generate assessment or risk reports about prospects,

January 19, 2022


Automate sales & customer reports

If you are working with several sales or customer management platforms, you can extract and gather information from

January 11, 2022


Order management & processing

To manage your customer order journey you can create workflows to streamline processes among e-commerce platforms, 3PL, warehouses,


Data migration

Data Migration

The concept of IT migration is very popular nowadays and frequently used. Depending on the project, an IT

January 7, 2022


integrations

Integrations with third party software

A typical scenario for this use case is when a company needs to integrate software it currently uses

January 5, 2022



Automatic invoicing

Streamlining order-to-cash processes can help your team become more organized and efficient in several ways: Avoid late or

December 18, 2021


Upsell cross-sell marketing automation

If you have multiple clients in your database and you know various details such as the kind of

December 17, 2021




Supply Chain

Supply chain automation

This use case focuses on streamlining back-office and warehouse processes in supply chain operations that can yield substantial

December 14, 2021



Data consistency checks

Compare and check that prices, quantity and product data match with information from purchase orders, goods receipts, and

December 6, 2021


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Automate purchase order processes

Streamline purchase order approval processes to improve process efficiency, save costs, and reduce errors.  An automated purchase order

February 16, 2022


Automated customer approval workflows

Automating customer approval or onboarding processes can help to save costs and time, prevent errors, and ensure a

February 15, 2022


Accounting journal entries sync

In financial accounting you can automatically sync data between different software to keep your records up-to-date and as

February 14, 2022


Customer Onboarding

Automate customer onboarding

Most client onboarding processes can be automated which helps to provide an overall smoother experience duing the first

February 2, 2022


Reduce customer churn rate

This use case is about automatically identifying customers that display churn risk and proactively triggering actions such as


Prospect evaluation

To automate a process that integrates data from several sources to generate assessment or risk reports about prospects,

January 19, 2022


Automate sales & customer reports

If you are working with several sales or customer management platforms, you can extract and gather information from

January 11, 2022


Order management & processing

To manage your customer order journey you can create workflows to streamline processes among e-commerce platforms, 3PL, warehouses,


Data migration

Data Migration

The concept of IT migration is very popular nowadays and frequently used. Depending on the project, an IT

January 7, 2022


integrations

Integrations with third party software

A typical scenario for this use case is when a company needs to integrate software it currently uses

January 5, 2022



Automatic invoicing

Streamlining order-to-cash processes can help your team become more organized and efficient in several ways: Avoid late or

December 18, 2021


Upsell cross-sell marketing automation

If you have multiple clients in your database and you know various details such as the kind of

December 17, 2021




Supply Chain

Supply chain automation

This use case focuses on streamlining back-office and warehouse processes in supply chain operations that can yield substantial

December 14, 2021



Data consistency checks

Compare and check that prices, quantity and product data match with information from purchase orders, goods receipts, and

December 6, 2021


Page 1 of 1

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