Report & Document Automation
Provide your employees, customers, suppliers, and stakeholders with detailed, up-to-date information on practically any internal or external report or document with BPA Platforms’ document and report automation tools.
Report & Document Automation
The Report & Document Automation capability automates the creation and distribution of internal or external reports or documents.
Drag and drop scheduler
Automate the creation and distribution of reports and documents via a drag and drop scheduler or database event tools.
Automate reporting tools
Automate popular reporting tools such as Crystal Reports, SSRS (server and local mode) and reporting engines native to a business application.
Save and send
Ensure copies of all reports and documents are saved to both a network location or sent via email, FTP or print.
Report & Document Automation Tools
Maximise the potential of your in-house reporting solution, such as Crystal Reports, Microsoft SSRS, Sage Reports, Microsoft Word, PDF and many others, by automating the creation and delivery of reports, documents and exceptions on a scheduled or database driven-event to achieve error-free, real-time reporting and improved compliance.
Using BPA Platforms’ Run Tools, you can automatically create and send documents and reports via email, FTP, attach them to a CRM record or place them on a network location.
Let BPA Platform do the hard work for you and dynamically identify and address issues before they become a problem. Intelligently monitor your business systems and applications to create detailed exception reports with added notification and workflow functionality to reduce exposure to financial risk and improve company performance.
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Unique to your business
BPA Platform provides tools for you to build automated processes quickly and easily that are unique to the way your business works.Flexibility
Providing flexibility for automated processes to be adapted or completely re-written to meet new conditions and acts as a virtual employee that works 24/7, 365 days a year.Data monitoring
Cover a wide variety of business activities, tasks or workflows, ranging from order management and financial reporting to data monitoring and critical notifications.Report & Document Automation Connectors
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BPA Platform core features and architecture
BPA Platform provides you with flexible and scalable data integration tools for ETL/ELT tasks and automated workflows. Build simple or complex automated business processes that are unique to your organisation, while leveraging the power of existing systems.
Tasks and Steps
Built around central concepts of “tasks” and “steps” providing the ability to build flexible automation processes with logical building blocks, using a drag and drop UI.Secure Integration
Integrate cloud-based, on-premises or hybrid hosted business systems, using end-to-end AES 256 security with double encryption to protect business data and transactions.
Tools
Used to create steps within a task, providing the functional building blocks that interface with common technologies, systems, and applications.System Architecture
Deployed on-premises or as an iPaaS. It uses client software to design Tasks, a server for connectivity and processing, with a data store for data and tasks.
Cloud, Hybrid or On-premises
Unlock endless possibilities for innovation and collaboration by integrating with SQL Server, ODBC, OLEDB, web services (REST/SOAP) and third-party APIs and utilise built-in business process automation tools to maintain, configure and adapt your business processes.
Report & Document Automation Benefits
Automating departmental reporting procedures can eradicate repetitive administration, safeguard against human errors, increase the visibility of information and improve management decision making. The reports can be automatically distributed to all the company’s management, staff and trading partners, making sure that everyone has the right information at the right time.
Increased efficiency
Decrease the amount of time employees spend on manually creating and sending reports and documents, and free them up to concentrate on more productive and creative tasks that can add value to the business.
Improved accuracy
Human errors, inherent in manual reporting, are drastically reduced as automation ensures consistency in data processing and presentation. This accuracy is particularly crucial in data-driven decision-making processes, providing reliable insights that stakeholders can trust.
Enhanced collaboration
Providing a centralised, easily accessible repository will help enhance collaboration. Employees across departments or locations can easily access the same set of standardised reports, fostering a collaborative and informed decision-making culture.
Cloud, Hybrid or On-Premises
iPaaS delivers rapid deployment, reduces upfront payments and maintenance costs, and improves scalability and scope.
Cloud Integration
On-premises integration provides complete control over resources, higher security and compliance, and accessibility at all times.
On-premises IntegrationAutomation Trends & Insights
End-to-end vs Point Solution – What is Best for Business Process Automation?
Aligning business automation strategy with business objectives Choosing between an end-to-end vs point solution is a pivotal decision in aligning business automation strategy with overarching objectives. End-to-end solutions offer comprehensive coverage,…
Business Process Automation Trends
Business process automation is undergoing rapid evolution and reshaping the way that organisations approach their operations. It has become central to digital transformation strategies, providing the ability to streamline operations, enhance…
When Should You Automate a Business Process?
Deciding when to automate a business process is a crucial step in ensuring successful implementation and maximising the benefits of automation. In this article we will discuss the signs that a…
Frequently Asked Questions
Connect to anything, anywhere in a Codeless environment
Deploy BPA Platform in a Cloud, Hybrid or On-Premises environment to reduce the cost of bespoke integration projects and enable your systems and applications to work together via an extensive range of rapid install Connectors, Web Services (REST or SOAP) or ODBC/OLEDB data sources.
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