Page 15 - Demo

Automating AnythingWhy only 80% automated?Because post generation we have to ensure the report identifies the reseller with a %u2018Mitel ID%u2019 and we didn%u2019t want to include non- Mitel products on the report. You can see in the screenshot that we have additional pages to support this.The solution was built to store and maintain these products in a separate database but this wasn%u2019t ideal because we don%u2019t want to create islands of data. It made more sense to store this along with the core data we are extracting in ZOHO. Fortunately, Zoho allows us to create custom fields. So, by simply adding a %u2018Mitel Reseller ID%u2019 to an account in Zoho and an %u2018Exclude from Reporting%u2019 field in Inventory , when the data is extracted it has everything it needs.We are now at 98%Why 98%? Mitel have a portal where one needs to login and manually upload the reporting files. An API discussion with Mitel is taking place now. We could emulate the manual logging in, but this is not as robust as simply plugging in an API. My point being that we can make savings, and efficiencies at 80% and 98% without having to wait for the final boss level of complete integration. Key takeaways:%uf06c If your technical skills/resource are limited then try ChatGPT (the free version) to get you started%uf06c Don%u2019t aim for perfection on your first pass. Even if an existing manual process becomes 50% automated, its still a big win! You can refine afterwards%uf06c Leveraging APIs means you can keep your data in your existing system, exporting data from systems and storing in local files (like Excel spreadsheets) creates data %u2018islands%u2019 and can become painful to manage%uf06c Whatever software you are using chances are you can get at the data, either via an API or directly from the database.%uf06c Got customers who could use this help? Let us demo it to them, just bring us their problem and we%u2019ll help you to help them.