Why Choose Quixy as Your Digital Process Automation Software?

Quixy Editorial Team

December 7, 2023

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 digital process automation software solution for streamlined 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.

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.

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

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.

Why Choose Quixy as Your Digital Process Automation Software?

Quixy is a no-code app development platform that allows you to create custom applications without the need for extensive coding. It provides a visual interface that lets you design and deploy applications rapidly. You can build applications, including workflow automation, project management tools, database applications, and more, without having to write traditional code.

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.

Process Modeling

Quixy visualizes complex business processes, aiding in understanding, analyzing, and optimizing workflows. Its intuitive tools allow easy mapping of intricate processes, identifying bottlenecks and visualizing workflows from initiation to completion. This enhances process transparency and forms a foundation for continuous improvement initiatives.

Example Use: Map out workflows for common service calls like HVAC maintenance or equipment installation. Standardize processes, identify inefficiencies, and optimize field technician productivity through workflow modeling.

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

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 examples of how different business departments can leverage DPA software.

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.

How do you Choose the right Digital Process Automation Software?

The first step towards choosing the right digital process automation software requires thoroughly analyzing your current operations and defining your needs. Outline your automation goals and look for a tool that fulfills them. Quixy offers endless possibilities for automation that you can explore.

Here are three other factors that you should consider before making a decision.

• User-friendly interface: Quixy features a drag-and-drop interface that allows citizen developers to put themselves in the shoes of software developers and create applications and automation rules without writing any lines of code. This approach makes Quixy user-friendly, as people without technical backgrounds can also use the tool.
• Data security: To ensure data security, Quixy follows the strict guidelines of ISO/IEC 27001:2013 Information Security System Control and SOC 2 Type 2 requirements. It also has features such as encryption and multi-factor authentication that further keep the data safe. 
• Vendor training: Quixy offers onboarding support to quickly get you up and running. It provides free access to a knowledge base so that you can get answers to your questions anytime. If you opt for the enterprise plan, you get a dedicated customer success manager to guide you.

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)