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Codeless Case Study

Tidyco Ltd.

Credit Control Automation – Automating the Credit Control Process and Producing Real-Time Data

Effective communication with company stakeholders is a critical success factor for the industry in which Tidyco Ltd. operates (fluid, pneumatic systems, plant and equipment). However, this can be very costly in terms of human capital and material costs. Tidyco Ltd. required a solution that would automate its credit control processes and employee activities through turning its static ERP and CRM systems into intelligent applications that produced real-time data.

Primary Applications Used: Sage Line 500, Tidyco SQL CRM, Microsoft Access applications

Platform and Capabilities Used:

  • BPA Platform
  • Notifications and Alerts
  • Data Integration and Synchronisation
  • “Our ERP and CRM solutions provided all the functionality we needed but they still required employees to conduct bureaucratic but essential activities.”

    James Tidy, Director, Tidyco Ltd.

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    Credit Control Automation and producing real-time data

    Company Details

    Tidyco Ltd, formed through the merger of Tidy Hydraulics and Tidy Technical, is one of the UK’s leading providers of fluid, pneumatic systems, plant and equipment. Tidy Hydraulics has provided complete hydraulics and pneumatic service to rail, marine, defence and general industries for over 20 years.

    The Challenge

    • Speed up the report generation process
    • Remove manual administration tasks from credit control processes
    • Extract information from internal systems
    • Reduce administration hours with automation

    The Solution

    • Connect to any number of data sources
    • Integrate systems
    • Reduce man hours with automation

    The Results

    • Automated credit control process
    • Increased cash flow
    • Manual administration tasks removed
    • Real-time data available

    Implementing business process automation

    Before the deployment of Codeless Platforms’ Business Process Automation (BPA) Platform, Tidyco understood the importance of stakeholder communications and would often commit significant human resources to this activity. Specifically, the employees of Tidyco would manually extract, construct and distribute business documentation to clients and suppliers each working day.

    “At Tidyco, we invest heavily in our IT infrastructure, but it became clear to me that something was missing. Our ERP and CRM solutions provided all the functionality we needed but they still required employees to conduct bureaucratic but essential activities,” explained James Tidy, Director, Tidyco. “Codeless Platforms’ BPA Platform addressed this problem by automating the business processes that our employees routinely conducted. Consequently, we have already saved countless man hours whilst reducing costs.”

    With the ability of Codeless Platforms’ BPA Platform to connect to any number of ODBC compliant data sources, Tidyco was also quick to set up complex tasks that drew information from its Sage Line 500, Tidyco SQL CRM system and Microsoft Access database. Tidyco sees the BPA Platform as the middleware that its IT infrastructure needed to achieve its true capabilities.

    “At Tidyco, we invest heavily in our IT infrastructure but it became clear to me that something was missing.”

    James Tidy, Director, Tidyco Ltd.

    Download Case Study

    Credit Control Automation

    Tidyco has deployed the business process automation capabilities of Codeless Platforms’ BPA Platform extensively and with dramatic effect. For instance, it has significantly increased company cash flow through the automation of its aged debtor retrieval process. Prior to the introduction of the BPA Platform this was done manually and the company would suffer from the same expenses and costs that most companies still absorb today.

    Yet, through the use of Codeless Platforms’ ODBC Query,Format as HTML and Send SMTP ‘Actions’ tools Tidyco fully automated this process saving time and material costs. Furthermore, Tidyco also uses the same functionality to keep decision-makers aware of real-time changes to the credit statuses of clients. The result has been a significant reduction in debtor time cycles and invoice queries.

    “Automating our credit control process delivered three primary benefits,” said Tidy. “No employees are required to conduct heavy but essential administration duties, company terms of trade are always adhered to and cash flow increased. The ROI has been immediate.”

    “Automating our credit control process delivered three primary benefits. The ROI has been immediate.”

    James Tidy, Director, Tidyco Ltd.

    Availability of real-time data

    The provision of real-time information was always an objective of Tidyco’s deployment of Codeless Platforms’ BPA Platform and, in particular, company communications with suppliers and clients.

    Order confirmations and sales dispatch confirmations were two human intensive business processes that the company was also quick to automate.

    “It’s important to remember that the way we interact with suppliers and clients directly effects the efficiency of operations,” explained Tidy. “Through using the same three Codeless Platforms Actions [ODBC Query, Format as HTML and send SMTP] we automated order and sales confirmations which enhanced our stakeholder satisfaction levels whilst reducing our administration costs.”

    Download Case Study

    Other key automated business processes

    Tidyco has also automated a number of other business processes that have reduced operational cost and increased real-time efficiency. For example, the BPA Platform automatically monitors and informs decision-makers of the changing credit statuses of clients, distributes real-time sales information to sales employees and sends real- time copies of quotations to the relevant account manager.

    Tidyco’s future plans for BPA Platform

    To date, Tidyco has substantially increased company productivity and operational efficiency through the automation of company business processes, but it only sees the current deployment as the tip of the iceberg.

    “We have a number of future projects already planned for Codeless Platforms’ BPA Platform and we will be using the whole array of ‘Actions’ available,” said Tidy. “Codeless Platforms’ BPA Platform has essentially turned the static information that our IT infrastructure harboured into powerful, automated business processes that deliver critical information in real-time.”

    “We no longer require people to ‘work’ our solutions as they now intelligently ‘work’ for us.”

    Tidyco’s movement towards the ‘on-demand’ enterprise is an example of how the Sage community is focusing its attentions towards the automation of business-critical processes. The ability of the enterprise to respond to realtime situations is undoubtedly a key success factor for today’s organisations.

    “Codeless Platforms’ BPA Platform is a powerful product and can be used to automate virtually any employee activity,” concluded Tidy.

    “We have a number of future projects already planned for Codeless Platforms’ BPA Platform and we will be using the whole array of ‘Actions’ available.”

    James Tidy, Director, Tidyco Ltd.

Case Study: Tidyco Ltd

Case Study: Tidyco Ltd

Discover how Codeless Platforms' BPA Platform enabled Tidyco Ltd to turn static information into powerful, automated business processes that deliver critical information in real-time

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