free Small Business Event
Ways to automate your Workflows using Microsoft 365
Date: 26 April 2023
Presentation: 30 mins at 3.30pm plus Q&As
Drop- In Sessions: Between 12:30pm to 3:00pm or 4.30pm & 5:00pm plus Q&As
Venue:Beehive Mill, Jersey Street, Ancoats, Manchester M4 6JG Click for Directions
Our team will be on hand to show you how Microsoft 365 has the power to deliver automation to your business.
With live demonstrations of real life solutions where companies like yours have found major savings in time and efficiency using tools you already have.
Small business owners, entrepreneurs, and anyone looking to understand why and how to automate their existing business processes.
Join us for an informative discussion to look at the incredible functionality available to you in your Microsoft 365 subscription.
Look at our Checklist to see if it would work for you
Checklist
Will automation work for your business? If you answer no to more than two questions then we can help!
Get In Touch to learn more.
- Do you have a way of automatically getting your quotations and costing information into your work scheduling and business operation tool?
- Do you have a quotation system that integrates to create ‘opportunities’ in your CRM?
- Do you have visibility and management of your staff utilisation and efficiency?
- Can you forecast workloads across your staff members?
- Do you have a simple view of projects/works progress through your organisation?
- Do you have a real-time view of job/project profitability against original quotation budgets?
- Do you have tools in place to manage documentation and storage for client information?
- Do you have automated alerts for staff members and managers to support job completion and communication?
- Do you have automated emails in place to keep customers updated on progress of their projects or completed works?
- Do you have digital signatures/automated response documents to keep your suppliers and clients fully updated?
- Do you have a system that links into your financial application (Xero, Quickbooks, Sage …) to alert finance staff/raise invoices when works are completed ?
UK Based
With an experienced, friendly, in-house development team.
Get in Touch and we’ll show you examples of where we’ve solved these problems using Microsoft 365.
FREE EVENT Registration Form
Ways to automate your Workflows using Microsoft 365
Presentation: 26 April – 30 mins at 3:30pm plus Q&As
‘Drop- Ins’: between 12:30pm to 3:00pm or 4:30pm & 5:00pm with Q&As