AS-IS: Manual data entry
To-be: Automated data entry
Cognifirm helps you finish your data admin tasks in two different ways:
Web to web
Copy and paste data into multiple business systems
Do you key in the same data in multiple business systems?
It could be that you create a product in your CRM, but you also need to key in some of the same product information into your Product Management System.
Or it could be creating a new employee in different HR systems.
Such tasks can be automated for you by Cognifirm.
Paste Excel or CSV files into a business system
Do you copy data from Excel into an online business system?
It could be timesheet reporting, product, or sales data to your CRM.
Any data that are maintained in Excel that also needs to be migrated into any kind of business system,
Cognifirm lets you import Excel and CSV files into any online business system, fast and error-free.
Web to Web
Copy and paste data into any online business system
Claim your free plug-in today
No credit card required
You create a new automation in four steps
Step 1: Select Your Business Systems
You select which areas in your business systems that you want to transfer data to and from.
Cognifirm integrates with all the online systems that your employees work with, including 3rd party systems made available to you by your business partners.
Step 2: Design your automation
Your automation could be anything from a simple data transfer between two systems to a complex flow between multiple systems. You configure your automation design in the canvas dashboard. You do this without coding using a simple drag and drop dashboard.
Step 3: Define your business logic
You can select different types of business logic that determines how your Cognifirm can help you become more efficient.
Step 4: Distribute your new automation to your team
You decide if the process you are creating should work just for you, your team, or even the entire company.
Configure your Automation Assistant to fit your corporate branding
Track and document the usage of your automations
Configure your automation to fit your specific needs
Select who your automation should be made available for