E-Promo is an advertising group of more than 500 people. Its leadership team went through Workflow Lab and automated work across accounting, finance, HR, PR and marketing, IT and document flow — themselves, without hiring anyone and without writing code. Satisfaction across our programmes: 9.5 out of 10, by anonymous survey.
Details
An agent works through a folder of 300+ documents every day and prepares the analysis the head of the desk needs in order to decide: handling one tender went from 18 minutes to 3.
One closing file assembled out of many, with a comparison against previous periods, a report on cash movement and a draft email for each department.
Incoming bank payments reconciled and published into the group's sales reports; tax calculators for different cases and jurisdictions, used by the neighbouring departments.
Candidates collected from job sites, matched against the role, and a spreadsheet with priorities and scores.
Registers in the accounting system reconciled against the electronic document system, and document packs built from templates.
A system that produces advertising banners instead of waiting for a designer, and a matrix that scores the group's cases against the requirements of ten awards.
New contracts checked for risks, with the history of earlier contracts taken into account.
Support requests turned into a small internal web platform.


