Consitus

Automation and process optimisation

Automating the manual processes in your workflows

We automate workflows in Consitus Intranet: cases create themselves, status follows the work, and reminders don't depend on someone remembering. We can connect the platform with your other systems so data follows the workflow.

  • Consitus Intranet
  • Process optimisation
  • Scheduled jobs
  • Notifications
GSM Teknik

Customer reference

GSM Teknik

CRM, webshop orders and service in one daily workflow

GSM Teknik uses Consitus Intranet to connect customer work with webshop orders and day-to-day administration. The case brings sales, packing, shipping and service together around the customer.

  • CRM with customers and contacts
  • Suppliers and contact details
  • Webshop orders from SmartWeb
  • Packing and order status overview
  • GLS shipping and parcel labels
  • Quotes and customer follow-up
  • Subscriptions organised by customer
  • Customer documents and history
  • Repairs and physical intake
  • Warranty claims and DOA cases
  • Return labels for customers and suppliers
  • Customer emails through the company's own email
Explore the platform behind GSM Teknik's solution

Possibilities

Examples of what can be automated in the platform

The points below are possibilities — not a description of existing solutions elsewhere. What makes sense for you depends on which workflows live in the intranet.

  • Forms that become workflows

    A form submitted in the intranet can create the case, assign the owner and start follow-up, instead of ending up as an email.

  • Away from spreadsheets

    A workflow currently held together by a shared spreadsheet moves into a module with roles, history and validation.

  • Scheduled jobs

    Updates, clean-up, status calculations and regular extracts can run automatically on a schedule instead of manually.

  • Notifications and reminders

    An alert when a deadline is approaching, a status changes, or a case has been stalled for too long.

  • Data cleansing and validation

    Rules in the platform that catch errors, gaps and duplicates before they spread into reports and invoicing.

  • Controlled data exchange

    Agreed extracts and data deliveries from Consitus Intranet when figures are needed elsewhere — defined and bounded.

Concrete value

Where double entry typically sits

If several of these sound familiar, there's usually an automation that pays for itself quickly.

  • The same information entered several times during a case
  • Data moved manually between spreadsheets and everyday work
  • Forms and emails processed by hand every day
  • Monthly extracts and reports rebuilt from scratch every time
  • Follow-up depends on someone remembering
  • Errors only discovered once they've reached invoicing

Scope

Automation and integration with your systems

Consitus Intranet can connect with your other systems through standard integrations or a custom integration. We review the data, access and API capabilities and agree scope and price before setup.

  • Mapping the workflow as it stands today
  • The workflow is built or moved into Consitus Intranet
  • A defined first step rather than a large project
  • Checking that automation can fail visibly and safely

If the workflow isn't in the platform yet, that's where we start: see how Consitus Intranet is built.

FAQ

Questions about automation

What do you automate?
Workflows inside Consitus Intranet: creating cases, assigning owners, status changes, reminders, scheduled jobs, data validation and extracts. Automation is built as part of the platform, so it knows your customers, roles and documents.
Can you connect our current systems to each other?
Yes. We can connect Consitus Intranet with your current systems so data and workflows work together. We use standard integrations where suitable and agree custom integrations based on system access and API capabilities.
What does controlled data exchange mean?
It means transferring information between Consitus Intranet and your other systems under agreed rules. This can use an API, file transfer or scheduled extracts. We agree which data is transferred, how often and with which permissions.
Where should we start?
With the workflow that costs the most time today. We map the steps, automate a defined part of it in the intranet, and measure the effect before building further. It's faster and lower risk than a large project.

Related pages

Related reading

Contact

Is there a workflow that keeps repeating itself?

Write a few lines about what you would like to work better. We will come back with an honest view of what can be done.

Tell us about your ideainfo@consitus.dk