Workflow and Task Automation

Go beyond task routing. Automate task execution. Unleash the power of your team.

Your people have talent and ideas. They need to spend time talking with clients, analyzing information, making decisions, and executing on strategy. So why are they stuck entering data, copying and pasting, tracking down information, and pulling reports together by hand?

We can automate the busywork that holds your team back. Not just task routing and approvals, but the execution of the tasks themselves. After making your processes more efficient, we can automate tasks such as looking up and comparing data, entering data in multiple systems, consolidating reports, and anything that requires a chorus of mouse clicks, to clear away the tasks that block meaningful work.

Here are key examples of processes we help customers tame to lower costs, accelerate revenues, and achieve higher levels of customer service and satisfaction.

Onboarding

Finance and Accounting

IT and Information Governance

By automating processes that would otherwise be time consuming, repetitive, and error prone, we help our clients focus on delivering value, outperform the competition, and scale their businesses. See also:

Intrigued? Let’s talk.

Learn more about how your company can generate more sales and deliver even more value for your clients by partnering with Trumpet.