How Quixy Can Help You Build Custom Digital Process Automation Software?

Quixy Editorial Team

January 17, 2025

Customization, flexibility, scalability, integration capability, change management, and data security are some concerns you may have when implementing digital process automation software. Since you should not neglect these concerns, you can look for DPA tools that address them. One of the tools you can look at is Quixy, which offers multiple integration options and follows strict guidelines to protect your data. It also provides onboarding training to get you up and running quickly.

This blog will discuss Quixy’s features & will explain why you should choose Quixy as your custom digital process automation software solution for custom workflows and enhanced operational efficiency, making it a compelling digital process automation software. We’ll also look at some use cases so that you can understand how your whole business can benefit from this tool.

Digital Process Automation Vs. Business Process Automation

Digital process automation (DPA) and business process automation (BPA) are terms often used interchangeably, but they have subtle differences in their scope and focus. While one is a broader concept, the other has a specific focus area; both of them are part of the larger movement toward using technology to enhance and optimize business operations.

Also Read : Why User-Centric Design is A Key to Successful Products

What is Digital Process Automation (DPA) Software?

Digital process automation software is designed to streamline and optimize business processes by automating manual tasks and workflows. It serves as a digital assistant that executes routine and repetitive processes, allowing organizations to improve efficiency, reduce errors, and enhance overall productivity. 

DPA software is built on the foundation of workflow automation but goes beyond simple task automation. It is designed to manage end-to-end processes, from the initiation of a task to its completion, often involving multiple interconnected steps and approvals. The final objective is to create a seamless flow of information and actions across various organizational departments or functions.

One key feature of DPA is its ability to handle structured and unstructured data, accommodating the complexity of real-world business processes. It can integrate with existing systems and applications, ensuring a cohesive and connected environment. This integration capability is crucial for organizations that rely on tools and systems for different aspects of their operations.

Why do you need A Custom Digital Process Automation Platform

A custom Digital Process Automation (DPA) platform is essential for organizations that need to tailor their workflows and operations to specific business requirements. Here are key reasons why a custom DPA platform may be necessary:

1. Unique Business Needs: Every business operates differently, and a one-size-fits-all solution may not adequately address specific processes, challenges, or goals. A custom DPA platform can be designed to align precisely with your unique business needs, ensuring that workflows are optimized for your particular environment.
2. Flexibility: A custom platform allows for greater flexibility, enabling you to modify the software as your business evolves. Whether it’s adjusting workflows, adding new features, or responding to changing market conditions, customization ensures the DPA solution remains relevant over time.
3. Scalability: As your organization grows, so should your automation system. A custom DPA platform can be scaled according to your needs, whether you’re handling more users, integrating additional systems, or automating increasingly complex processes.
4. Better Integration: Custom platforms can be built to seamlessly integrate with your existing infrastructure, ensuring that data flows smoothly across various systems and departments. This reduces the risk of silos and ensures your automation system works harmoniously with your business’s technology stack.
5. Improved Control and Security: With a custom solution, you have full control over security measures, compliance, and data privacy protocols. You can design the platform to meet the specific regulatory and security requirements of your industry.
6. Optimized Efficiency: A custom DPA solution can be optimized for your company’s workflows, resulting in more efficient and effective processes. This ensures that automation is not just a tool, but a strategic advantage for your organization.

In short, a custom Digital Process Automation platform is an investment in aligning automation with your business’s goals, fostering long-term growth, and staying ahead of industry demands.

Also Read: Why Choose Quixy as Your Business Process Management Software

Why Choose Quixy as Your Digital Process Automation Platform?

Quixy is a no-code low-code app development platform that allows you to create custom applications for your unique business need without the need for extensive coding. It provides a visual interface that lets you design and deploy applications rapidly.

Quixy has a wide feature set supporting digital process automation that helps you streamline and optimize your processes. Here are some features that make Quixy ideal for digital process automation.

Also Read: Digital Process Automation – Everything You Need to Know

Drag and Drop Interface

Quixy’s user-friendly drag-and-drop interface simplifies the creation and modification of workflows. It enables team members with varying technical expertise to design processes intuitively. This feature promotes accessibility, allowing rapid adaptation to evolving business needs without extensive coding. The visual interface enhances collaboration and accelerates automated process deployment.

Example Use: Utilize the drag-and-drop interface to design a mobile app for field technicians. Easily place elements such as forms, checklists, and scheduling tools, enabling technicians to update job statuses, log work details, and submit reports. This enhances on-the-go efficiency and data accuracy in field service operations.

Solution View

Quixy can help you with visual programming aiding in optimizing workflows. A Solution View provides users with a simple visual of how different parts of their process automation are linked. It offers an easy-to-understand overview of the design and flow, helping users see how everything connects. These visuals are useful for understanding complex setups, identifying connections, and planning or improving processes within Quixy.

Example Use: Imagine a business using Quixy to automate their customer service workflow. The company sets up various processes, like ticket creation, customer responses, task assignments, and issue resolution. With the Solution View, they can see how all these steps connect—from when a customer submits a query to when the issue is resolved.

For instance, in the visual:

• One section shows the customer query form.
• Another section shows the automated task that assigns the query to the right team.
• A third section displays the automated email response sent to the customer.
• The last part shows the resolution process and the final follow-up.

By looking at this Solution View, the team can easily spot where a process might be slowed down or identify any unnecessary steps, helping them improve the workflow for better efficiency.

Form Builder

The form builder feature empowers users to create customized forms tailored to business requirements. Capture accurate and relevant data at each process stage without extensive coding. This flexibility ensures adaptability, whether capturing customer information, processing employee requests, managing inventory, etc.

Example Use: Create digital versions of paperwork needed for service calls, such as client intake forms, safety checklists, diagnostic reports, parts order requests, invoices, etc. Streamline data capture during service delivery.

Workflow Automation

Quixy enables seamless automation of repetitive and manual tasks, reducing errors and improving efficiency. It supports complex workflow automation, ensuring tasks are routed appropriately. This accelerates processes, ensures consistency, and improves overall work quality.

Example Use: Automate service tech scheduling. When a service request is entered, the system checks details, matches requirements with technician availability and expertise, and books an appointment based on predefined rules.

Also Read: Learn how Process Automation Accelerates Digital Transformation

Integrations

Quixy supports seamless integration with various third-party tools, databases, and APIs. Leverage existing tech stacks while benefiting from Quixy’s automation capabilities. Integration with CRM systems, databases, and communication tools contributes to a more cohesive digital ecosystem.

Example Use: Integrate Quixy with existing CRM and inventory databases. Automatically attach service call details to CRM records and update inventory counts in real-time.

Business Rules and Validations

Implement robust business rules and validations within automated processes to enforce logic and compliance. Maintain data accuracy, enhance decision-making, and uphold compliance standards through Quixy’s rule implementation.

Example Use: Set rules for HVAC maintenance requests, displaying only certified technicians within a specific radius based on skills, parts availability, and schedules. Automate technician assignments to jobs.

Task Management

Quixy offers comprehensive task management features, allowing seamless assignment, tracking, and monitoring. Gain visibility into task statuses, deadlines, and dependencies, ensuring organizational alignment and accountability.

Example Use: Automatically create follow-up tasks for logged service calls. Generate overdue maintenance reminders and trigger emails for unfulfilled parts orders to respective teams for efficient management.

Also Read: What is Vendor Lock-in? Tips to avoid it

Data security in Quixy

• ISO/IEC 27001:2013 Certification: Quixy follows the guidelines of this globally recognized standard for Information Security Management System (ISMS), ensuring robust management of sensitive information.
• SOC 2 Type 2 Compliance: Adheres to the security, availability, and confidentiality requirements outlined in SOC 2 Type 2, with regular audits confirming the platform’s ongoing data security measures.
• Data Encryption: Quixy encrypts all sensitive data both at rest and in transit, ensuring protection from unauthorized access during storage and while being transmitted.
• Multi-Factor Authentication (MFA): Adds an additional layer of security by requiring users to verify their identity through multiple methods, such as passwords and one-time codes sent to phones or emails.

Quixy undergoes frequent security checks to maintain high standards of data protection and ensure the platform’s security mechanisms are consistently effective.

These combined measures ensure that Quixy maintains a secure environment for storing and processing sensitive data, providing customers with peace of mind.

Common use cases of Digital Process Automation Software

Multiple functions within a business can benefit from Quixy as a digital process automation tool, as it provides possibilities for automation. This automation can, in turn, significantly reduce manual workload, leaving your staff with ample time to focus on strategic tasks. Here are some digital process automation examples of how different business departments can create DPA solution using Quixy.

Service Delivery Department

The service delivery department can utilize Quixy to create a mobile field service app. This app facilitates easy access for field staff to common repair processes onsite, employing digital checklists, decision trees, and parts documentation. By standardizing services across the field staff, it enhances first-time fix rates.

Customer Service Department

Quixy enables the customer service department to construct customized intake and dispatching workflows for service ticket assignments. The automated system accurately books requests based on details, location, availability, required parts/skills, providing customers with estimated service dates/times and technician contact information.

Also Watch: Redefine the future of work with No-Code Digital Process Automation

Marketing Department

The marketing department can leverage Quixy to develop a lead scoring matrix and workflow, categorizing incoming sales inquiries as hot, warm, or cold. Automated emails schedule sales demos and follow-ups, integrating seamlessly with the CRM to capture promising leads for service packages.

Finance Department

Quixy empowers the finance department to build an automated workflow streamlining the invoicing process post-service calls. Technicians upload expenses and timesheets from the field, allowing the software to generate and send invoices to customers based on service agreements in the system, including online payment links.

Health and Safety Department

The health and safety department can utilize Quixy to create digital safety inspection checklists for onsite completion by technicians via Quixy’s mobile app. This process prompts technicians to capture risks through photographs, automatically generating corrective actions, compliance reports, and emails to site managers, ensuring the prevention of workplace injuries.

Conclusion

Quixy’s rich feature set makes it an amazing alternative for digital process automation software. Its user-friendly interface and no-code approach empower you to streamline workflows effortlessly. From automating intricate approval processes to simplifying data integration, Quixy fulfills every requirement. All the departments within your field service business can benefit from this tool. If you seek an agile and efficient DPA solution, you can consider Quixy to transform and optimize your business processes.

Frequently Asked Questions (FAQs)