3. The way of working
will never be the same
The skills we will need will be
dramatically different
The life of humanity will change
more in the next 20 years than in
the previous 300 years.
20% of current jobs will be
automated in the next 20 years
8. What is a
process automation
Configure a set of successive actions to be
executed on the data they have or services
that are accessed.
9. Who can automate processes
All that organization or area within a company,
regardless of its size or sector.
10. Technology that has the
greatest impact and will
have on the digital
transformation
11. In MasterBase® we help you
transform your business through
process automation
12. Processes that involve important hours of work
(customers, employees, contracts, invoices).
Processes whose operation depends on predefined
rules.
Processes that consist of a succession of actions
that are repeated cyclically.
Processes that require continuous human
intervention and are subject to errors.
Processes exposed to peak periods or critical
moments.
13. BETTER COMPLIANCE
Because it is subject to rules that define its
execution and the expected result, an
automated process is a guarantee of
compliance
IMMEDIATE RESULTS
By automating processes, the execution of the
work is faster, so the results are obtained
before
MORE SECURITY
The consistency of the processes, which
always operate in the same way, without
errors, strengthen invulnerability in their
execution
SCALABILITY ACCORDING TO DEMAND
An automated process is infinitely ductile, and
can be adapted to the needs defined and
contracted by the client
INTEGRAL TRACEABILITY
The mere creation of a process activates a
comprehensive monitoring that allows more
efficient measurements and controls.
INCREASE IN PRECISION
Automated, correctly configured processes
can run without a margin of error and reach
100% accuracy
SAVE MONEY
By reducing the time devoted to routine work
and of little value, costs decrease and
productivity increases.
OPTIMIZATION OF THE HUMAN
RESOURCE
Leaving repetitive tasks in charge of processes
makes it possible to reorient talents towards
tasks that really add value
15. 2019
Process automation
platform
2016
Automated emailing
service 1 to 1
2009
2001
Our beginnings with email
marketing service2002
SaaS / Cloud Computing
18 years of permanence in
the technology market
About us
Thousands of users
Presence in 10 countries
Billions of automated
processes executed
Sending services of
transactional emails and PDFs
16. Third-party solutions did not
deliver the level of customization
or specificity.
We suffered with payrolls ... that
are in the “nn” team ... that only
“nn” understands ... and to which
only “nn” has access
The developments involved high cost,
time and resources that also made a
long and tedious implementation
process
Current issue: Digital diversity in companies
17. Requirement:
Centralize the information and
articulate the work carried out on
it by various areas
Generate processes that automate
specific tasks and configure those
processes autonomously
And that all this helps to save
costs and time, eliminating
routine tasks
18. MasterBase® offers you the process
automation platform
Here you define which process to
configure on the data that your bases
contain in your MasterBase® account
and according to your specific needs.
20. Steps
Each of the successive stages that make up
a process and can only be executed when
the previous one has finished
Process settings
21. STEPS
Process settings:
1. Extract information
from services by billing
customers
4. Mass sending of
messages with individual
invoices attached
2. Extract customer
data
3. Prepare individual
invoices
22. TASK
Each of the actions that are
executed in one step
Process settings
To carry out a task it is necessary
to use one or more tools
23. TASK
Examples of tasks for the step:
3. Prepare individual invoices
• Encriptar PDF • Subir PDF al
FileBunker
• Generar la URL• Generar documento
PDF, a partir de los datos
obtenidos
25. Tools
Web services MasterBase® Tools
BarCode
QR
Bases
Download
Push notification
Contacts
Screenshot
PDF
Encrypt
DNS
FileBunker
Send email
To configure processes that access
thousands of online services
Available on the platform to configure
processes
26. Tool: MasterBase® SmartData
It is a solution that enriches the customization options already available in
MasterBase®.
Add a set of functions that allow you to configure the data used in
personalization, either for;
• adapt its format
• establish relationships between them
• or from them.
Example: Format initials
to uppercase
If your base is a tangle of
lowercase and uppercase
27. Automata
It is the virtual robot that is able to read
the processes configured by the user and
execute them completely.
Process settings
The executor of the process that we configure on the platform: Automata
28. Automata
The larger the database, the more
automata working.
Executes record by record that meet the
conditions to be processed.
29. Success stories:
Sending PDF charts
Step 2: create the variables to fill the template
TASK #0 SmartData
Step 3: bring the PDF template Step
TASK #0 Bases
Step 4: Create PDF
TAREA #0
PDF
Step 5: Send chart
TAREA #0 uniqueMail
Step 1: Go find the cycle to process
TASK #0
Bases
TASK #1 Bases
Cicle
Client
30. Step 1: Send bulk email
TASK #0 Bulk email
Step 2: Take log data from Data Ella to MasterBase account
TASK #0 Api Data Ella
Step 3: Generate Qr Code with enrolled data
TASK #0
Tool Qr
Step 4: Generate URL from the Qr
TASK #0
SmartData
Success stories:
Registration and accreditation in event
Step 5: E Send accreditation mail with QR code insert
TASK #0 uniqueMail
31. Step 1: Search customer data
TASK #0 Bases
Step 2: Generate discounted bar code associated with customer
TASK #0 Tool barCoe
Step 3: Generate bar code URL
TASK #0 SmartData
Step 4: Add barCode URL to customer base
TASK #0
SmartData
Success Stories
Custom discount code generation
36. Example combined solution
Solution A: Invite an
event using
Solution B: Accredit &
confirm the event
Combined solution: Invite - credit - confirm an event via Facebook
To solution A of the announcement, which already exists, a solution B is added with a process
that creates a QR code and triggers a 1-1 email with the QR to present it at the entrance
This is how a combined, more complete solution is configured, which includes solutions A and B
+A B
37. + Internationalize their Creations
+ Lower costs for everyone (sharing and reusing)
+ They no longer have to search for customers, bill and collect
+ They spend their time creating
Ideal for
Creators
38. Start automating your processes by
accessing a free account
Sign Up Free >>
Contact a business executive and
request a demonstration
Talk to Sales >>
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solutions in our platform
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