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Achieved 80% Efficiency with Flow Automation

Consulting
December 3, 2024

Key Highlights

50%

Reduction in Manual Effort

100%

Accuracy in Workflows

3x

Faster Document Generation

Challenges


Earlier, the client faced a repetitive issue when manually generating files through buttons, which resulted in inefficiency, was prone to errors, and became a time-consuming task. Automating this process was necessary for better consistency and timely document generation without manual efforts.

  • Inefficient Manual Process
  • Time-Consuming and Error-Prone
  • Inconsistency While Document Generation

Solutions


Our team implemented “Flow Automation” to resolve this issue. We enabled automated triggers, where the document generation process runs in the background without using user input. This resulted in improved operational efficiency, less turnaround time, and ensured accuracy in document handling.

Improved Operational Efficiency

Reduced Turnaround Time

Boosted Accuracy in Document Handling

"It was good, although there was a learning curve that made using the app easier. I appreciate the team’s effort to be responsive and guide me through the syntax for conditional content."

Tony Bagdy

President & Managing Operator

Conclusion


By automating the document generation process, the client received enhanced operational efficiency, and let employees focus on other important tasks. This way, Lyric Solutions continued to deliver tailored solutions and deliver excellence.

Company Overview

Lyric Solutions is a Chicago-based Salesforce consulting and development company, offering a variety of services, like Salesforce implementation, managed services, business analysis, etc. Their team helps companies optimize their workflow, boost customer engagement, and drive successful growth.

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