Financial Services Firm Gains Significant ROI From Automating Production Reports and Notifications

POOLE, U.K. - Jan. 23, 2020 - PRLog -- Codeless Platforms today revealed that Hill Barth King (HBK), a US-based multidisciplinary financial services firm, specialising in a wide variety of tax, accounting, assurance and business consulting services, has benefitted from exceptional ROI, most notably to workload and resources, by using BPA Platform to automate the publication of its production reports to its internal system's dashboard, as well as automate the generation and distribution of expenses, timesheets and welcome notifications.

"We are using BPA Platform for a lot of notifications and reminders, but we also use it to publish some of our production reports to our dashboard. It runs Crystal Reports and then publishes them to our dashboard on a monthly basis," explained Ashlea Pollock, Associate, Hill Barth King. "Automating the production reports has probably saved me at least two days' worth of work. The time that BPA Platform has saved us has been tremendous. The production reports were huge, as is the ability to verify information. But even just the menial tasks, such as reminders going out that I don't have to do manually anymore, has had a significant impact on the business."

Operating from offices in Pennsylvania, Ohio, New Jersey, New York and Florida, HBK uses Star Practice Management software, a powerful state-of-the-art time and billing solution from the UK, that also offers further modules for budgeting, scheduling, due dates/workflow and CRM. Users of the software can also add BPA Platform to their package to help automate numerous business processes, including reporting and notifications, which is what initiated HBK's interest in the platform.

"I was on maternity leave when we first started researching BPA Platform's capabilities," said Pollock. "As I am responsible for managing the monthly production reports, the company needed to find a way to automate this process. We therefore decided to ask our Star consultant to install BPA Platform and set it up for us."

With BPA Platform installed and running smoothly, it wasn't long before Ashlea Pollock started to fully exploit its full capabilities; automating other business processes within the business.

"BPA Platform was very simple to start using. I can write code, but if I didn't know something I was, and still am, able to drag and drop. I love that aspect of it. When I returned from leave I just took off with it; creating a number of tasks to automate a range of notifications that I realised didn't need to be manual anymore. Basically, anything that could be scheduled," said Pollock.

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