TECHNOLOGY

Streamline business operations with automation and cloud technology

Harness technology to manage the day-to-day so you can focus on what matters most to your business.

Make the most of your time
Your time is a valuable asset for your business, and you shouldn’t have to waste it on menial work. Integrating your systems to consolidate information into one place cuts down on search time and can make automation more effective.

​With the right technology and planning, we can help you focus your efforts where they’ll have the greatest impact.

Free up more time with workflow automation.

Did you know you can let technology handle many of your repetitive, time-consuming tasks?  Since automation is possible for most cloud-based apps and software, OPTY’s Workflow Automation Designers can streamline operational processes beyond your accounting needs to save you time and energy in areas you might not have considered before.

We can build workflows to automatically:

  • Populate data from excel spreadsheets into your systems or vice versa.
  • Save email attachments to your cloud storage systems.
  • Replicate certain events from one calendar into another, and more.
  • Create contacts in each of your systems when you have a new customer.
  • Create calendar events with your task management system or vice versa.

Integrate your software systems to boost automation efforts.

Our automation and workflow specialists can create customized integration solutions with various software to ensure each of your systems work together as efficiently as possible. The goal is to leverage technology to free up as much of your time as possible so you can focus your efforts on business growth.

​Depending on the industry you’re in and what type of business you have, a specific combination of these products may significantly increase your scalability and profitability.

Let’s chat about our solutions to free up more of your time.

Fill out the form to connect with us about workflow and automation in your business operations. We are happy to answer any questions you might have and can provide a free consultation.​