Case studies

CHALLENGES

Establish a sustainable lead generation process
Maximize efficiency with minimal manual intervention
Ensure scalability for future growth

Solutions

BPA.pro implemented a custom Internet scraper, Freshsales CRM, LinkedIn Sales Navigator, and LinkedHelper for automated lead generation and outreach. This integrated workflow optimized data management and personalized communications.

Results

Monthly outreach to 1,000 quality contacts
ROI increased from 300% to 600%
LTV to CAC ratio improved from 4:1 to 7:1

Future opportunities

Integrate additional databases
Synchronize CRM with LinkedIn and XING
Leverage AI for automated response suggestions

CHALLENGES

Manual process of compiling reports was time-consuming and prone to errors
Need for up-to-date information for better decision-making
Desire to enhance visibility into aircraft operational costs

Solutions

BPA.pro implemented Power Automate Desktop for data scraping from the WinAir web application and automated report generation in Excel. For advanced reporting, integration with Power BI was suggested for real-time data visualization.

Results

Significant reduction in time required for report compilation
Enhanced accuracy and timeliness of financial data
Improved visibility into aircraft cost operations

CHALLENGE

Manually entering notes into Zoho CRM after each client meeting was not only time-consuming but also prone to human error. Due to strict security regulations, using AI during live meetings to capture information was not an option. The challenge was finding a way to automate the post-meeting data entry process without compromising accuracy or efficiency.

Solution

BPA.pro implemented a tailored micro-automation solution using Power Automate Desktop and the ChatGPT API. This system automates the extraction of data from meeting reports and feeds it directly into Zoho CRM, reducing the need for manual intervention.

Power Automate Desktop was deployed to automate the flow, processing saved reports in a designated folder.
ChatGPT API extracted structured data from these reports based on predefined prompts, converting raw information into actionable insights.
The extracted data was then automatically uploaded to Zoho CRM, ensuring accurate and timely updates to customer profiles.

Results

In just 1 week of implementation, the automation saved the financial advisor 30 minutes per meeting by eliminating manual data entry, which translates to hours saved every month. This freed up substantial time, allowing the advisor to dedicate more focus to client strategy and business development.

Additionally, the solution minimized human error, ensuring that critical client information was always accurate in the CRM, thereby improving client communication and follow-ups. With an estimated implementation cost of just $60 per month for software licenses, the ROI for this project was almost immediate.

Conclusion

This micro-automation project for a financial advisor is a testament to how small, targeted automation can yield impressive results. BPA.pro’s solution not only optimized the data entry process but also empowered the advisor to redirect time toward high-value tasks like client interaction and business growth. With minimal cost and quick implementation, the project delivered measurable improvements in both efficiency and client management.

CHALLENGE

The company faced a labor-intensive process where it took 6 hours for DHL to calculate delivery costs. The CFO had to manually check the DHL website for updated delivery costs and input them into Zoho Finance, leading to inefficiencies and potential inaccuracies.

Solutions

BPA.pro implemented two potential micro-automation solutions using Power Automate Desktop to streamline this process. The solutions were designed to retrieve and update delivery costs automatically after DHL calculated them.

Solution 1: Web interface automation

Power Automate iterates through sales orders missing delivery costs in Zoho Finance.
Automatically fills in cost request forms on the DHL website.
After 6 hours, the system scrapes the delivery costs from DHL and updates sales orders in Zoho.

Solution 2: API automation

Power Automate connects to Zoho via API, iterating through sales orders.
Fills request forms on DHL and retrieves the costs via API.
The system updates Zoho automatically with delivery costs after processing.

Results

The implemented solution reduced the CFO's manual workload, saving hours of labor each week. Automating the cost retrieval ensured timely and accurate data updates, resulting in better operational efficiency and reduced errors.

· Time savings

Automated the entire delivery cost retrieval process, saving up to 6 hours of manual work per sales order batch.

· Improved accuracy

Eliminated manual entry errors, leading to more accurate financial reporting.

· Flexibility

Both solutions allow adjustable levels of human intervention based on the CFO’s preferences for control over the process.

This micro-automation case demonstrates how even simple automation can deliver substantial benefits, helping businesses streamline workflows and focus on higher-priority tasks.

CHALLENGES

Manual process of compiling reports was time-consuming and prone to errors
Need for up-to-date information for better decision-making
Desire to enhance visibility into aircraft operational costs

Solutions

Results

Significant reduction in time required for report compilation
Enhanced accuracy and timeliness of financial data
Improved visibility into aircraft cost operations

CHALLENGEs

Manual processes slowed down outreach efforts, leading to inconsistencies and missed opportunities. Scaling was a challenge due to the high dependency on low-skilled manual work, making it hard to efficiently manage increasing candidate interactions.

Solution

BPA.pro implemented Power Automate Desktop to streamline the outreach process:

Automated scanning of email and social media interactions, which were then saved in Pipedrive and linked to follow-up tasks.
Integration of ChatGPT to assist recruiters with personalized message templates.
Automatic updates of candidate statuses and task generation for follow-ups based on response times.

Results

This automation solution drastically reduced manual workload, allowing recruiters to handle more candidates while ensuring timely follow-ups. The boutique achieved greater scalability and accuracy in their outreach efforts, ultimately improving client engagement and operational efficiency.

BPA.pro’s automation provided the recruitment team with the tools to scale effectively, enabling them to focus on relationship-building while automation managed the repetitive tasks, ensuring consistent and high-quality outcomes.

CASE STUDIES

Sales transformation with up to 600% ROI

Finance department cost reduction by 70%

Finance department cost reduction by 70%

Recruitment department tripling candidates

Micro-automation of a finance report

CRM data entry automation for a financial advisor

Micro-automation: Delivery cost retrieval for a sports equipment manufacturer

Micro-automation of a finance report

Automating outreach for a C-Level recruitment boutique

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