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7 Ways Manufacturers Can Automate Back-Office Processes

Here's a look at 7 ways manufacturers can automate back-office functions like HR, Finance, Shipping, and Customer Service to simplify operations, boost productivity and reduce costs. Feel free to download this checklist or share with your IT consultant.

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Adopt an HR software like BirdDog HR.

Set up simple automated workflows with a finance software like Quickbooks.

Use a task management tool like Trello or MisterTask.

Pair them with a document parsing tool to automatically create necessary tasks from documents like engineering change orders.

Invest in a compliance software such as Donesafe to ensure that your entire team has access to up-to-date information.

Work with a manufacturing software like MiSys to reduce inventory cost, improve production efficiency and make AI-assisted decisions.

Implement a well organized Customer Relationship Management (CRM) system such as LiveAgent.

Automatically populating customer records with information like order status, shipping date, invoice numbers, etc. means your reps have all of a customers’ information at their fingertips.

Automate the processing of information from PDFs and documents into any of these systems with a document extraction tool like Docparser.

This creates a private checklist in your account.