DATA SERVICES
WORKFLOW SERVICES
At a Glance
Streamline your business with custom software workflows
Custom software workflows allow businesses to automate repetitive tasks, streamline processes, and ensure every team member is working from the same playbook. Whether you need a simple task automation or a full-scale workflow that integrates your software systems, our workflow solutions can be tailored to fit your unique business needs.
With our software workflow services, you can keep your systems in sync, and your people and processes working efficiently. Some of the software programs we work with regularly include:
- QuickBooks
- Macola and Agility
- Prophet 21
- Dynamics 365
- Plus we can create API Workflows! Eclipse Consulting specializes in software workflows to connect systems or to export / import data on a regular basis.
Every day, we work hand-in-hand with software partners and internal teams who either don’t have the time or expertise to set up or manage the data extraction, transformation, and loading (ETL) processes. Without a deep understanding of database connections, it is easy to get inaccurate or incomplete output.
What are software workflows?
Software workflows are sequences of automated actions. Workflows can guide tasks and information through various stages, connect systems, or create an external data repository. Workflows can be as simple as setting up email notifications or as complex as managing an entire project’s lifecycle with multiple approvals, status updates, and data entries. When customized to your processes, these workflows help ensure that tasks are completed efficiently and accurately, with minimal manual input.
Benefits of custom software workflows
Increased productivity: Automate repetitive tasks and reduce manual entry, freeing up time for your team to focus on high-value work.
Enhanced accuracy: By standardizing processes, workflows reduce errors and ensure consistency across tasks and projects.
Better collaboration: With clear processes in place, team members stay informed, follow the same steps, and have visibility into project status and task responsibilities.
Real-time tracking: Monitor tasks in real time to see where work stands, spot bottlenecks, and make quick adjustments to keep projects on track.
Scalability: As your business grows, workflows can scale with you, adapting to evolving needs and helping manage increasing workloads seamlessly.
Who can benefit from software workflows?
Custom software workflows are a great fit for companies that prioritize efficiency and want to use technology to create a competitive advantage. Each department can have their own solutions or connect data to other departments. With custom software workflows, you can even connect with customer or vendor systems.
Sales and marketing teams: Track leads, automate follow-ups, and manage the entire sales pipeline with ease. Send sales data to your project management team or the accounting department for the next phase of the customer journey. Build customized reports that give you insight into your opportunities and help you close more business.
Project management teams: Keep projects on track with task assignments, status updates, and deadline reminders. Find patterns and trends that are not readily available from standard reports. Trigger order of materials or coordinate shipping dates. Alert accounting when project milestones have been reached.
Operations teams: Standardize order processing, inventory management, and vendor coordination. Connect with vendor systems to find out product availability. Create dashboards or business portals for customers. Keep your company connected across locations and departments.
Accounting and finance teams: Ensure you get paid promptly by receiving automation triggers from other business systems. Look for trends in customer purchase behaviors.
Why choose Eclipse Consulting for your custom software workflow solutions?
With extensive experience in developing and integrating workflows across a variety of industries and applications, we ensure that your workflows are not only efficient but also easy to use and adaptable to your evolving business needs. Our team is dedicated to helping you transform your processes for better productivity and long-term success.
Ready to Streamline Your Business?
Unlock the full potential of your team with custom software workflows designed to make your business more efficient, collaborative, and adaptable.
Contact us today to discuss how our workflow solutions can improve your operations and help you achieve your business goals!
