Tipps und Beispiele
4 Tipps: So kannst du dein Projektmanagement mit Integromat automatisieren
Diese Frage stellen sich Projektmanager in jeder Branche: "Wie kann ich mein Projektmanagement automatisieren?" Integromat ist die neue, innovative Antwort auf diese Frage, nach der jedes Unternehmen gesucht hat. Lese dir unsere Anwendungsbeispiele durch und erfahre, wie dieses Tool dir helfen kann, Fehler zu vermeiden, Projekte zu erstellen und Abläufe besser als je zuvor zu verwalten.
Es kann verwirrend, ineffektiv und zeitaufwendig sein, jedes Dokument, das du findest, in das entsprechende Projekt zu übertragen. Glücklicherweise wurde Integromat entwickelt, um diesen Prozess von Anfang bis Ende zu automatisieren, Fehler zu reduzieren und die Produktivität zu verbessern indem:
Genaue Aufzeichnungen über die Projekte Ihres Unternehmens sind ebenso wichtig wie deren erfolgreicher Abschluss. Deshalb sind die Tools von Integromat so konzipiert, dass sie dich bei der Zentralisierung der Projektdokumentation unterstützen und sicherstellen, dass die Dateien organisiert bleiben, indem:
Wenn du dich regelmäßig fragst: "Wie kann ich mein Projektmanagement automatisieren?", dann brauchst du vielleicht einfach eine bessere Organisation. Überfüllte E-Mail-Postfächer und mehr können dazu führen, dass du den Überblick über deine Fortschritte verlierst, weshalb die Automatisierung von Integromat eine so wichtige Lösung ist. Unabhängig von deinen Anforderungen hilft dir das Tool garantiert dabei, Projekte einfach zu navigieren, indem:
Dein Unternehmen arbeitet jedes Jahr hart, um die Anforderungen der Kunden zu erfüllen - Du verdienst es, für diese Mühe bezahlt zu werden. Integromat hilft dir, unbezahlte Arbeit zu vermeiden, indem es Projekte erst dann erstellt, wenn deine Kunden ihre Rechnungen bezahlt haben. Während dieses Tool also deine Kontoauszüge via Raiffeisenbank-E-Mails verfolgt, kannst du deine Finanzen wieder in die Hand nehmen, indem du die innovative Lösung nutzt und:
Wenn du diese 4 Tipps mit Integromat befolgst wirst du dich nie wieder fragen: "*Wie kann ich mein Projektmanagement automatisieren?"! *
Cloud Integration, iPaaS, SaaS, BPA… Ough, hard to keep track of all these terms. They are currently used frequently (and increasingly) in the context of automation, and it is sometimes difficult to make a clear distinction and distinction. We have already written blog posts on the terms iPaaS, SaaS and BPA, but we’ll take them up again here to make the difference.
But let’s start with cloud integration, because that’s the central umbrella term in which we embed all the other technologies in this blog post.
Arrange a free cloud integration consultation now
Arrange a free cloud integration consultation now
To illustrate these advantages, an example is suitable that we know well from our everyday work as an automation agency:
The central data to be used here is the data of a major customer. This can be the simplest information, such as the address. This address is required in numerous but completely different processes in the company: on the one hand, for correct invoicing in accounting. On the other hand, in the CRM system, where all the data of the large customer is also stored. But the address is also important in sales, for example, when employees go to the sales meeting on site.
Now the customer announces that the address of the company has changed after a move. This information will reach you by e-mail. There are now two options:
01. The e-mail is forwarded to all affected departments, accounting, sales, customer service, marketing… All persons open their corresponding program, CRM, accounting software, marketing tools (such as newsletter marketing) and change the data already stored there of the customer. This means that in multiple applications, different people do exactly the same thing: change one address.
02. But there is also an alternative: By connecting your applications, thus by integrizing them, the customer’s e-mail, or rather the information it contains about the address change, is automatically passed on to all affected applications: CRM, accounting, marketing, ERP. This does not require any clicks, because the cloud integration detects a trigger, i.e. address change, and thus automatically starts the process.
What sounds unimpressive in a single process becomes more effective when such a process occurs several times a day or weekly. Because there is a lot of data that is available in different applications and should always be correct. If these applications are cloud applications they are suitable for cloud integration.
But cloud integration doesn’t just happen. There are now a variety of applications that enable and implement this. Such tools usually allow us to link the relevant cloud applications on a central platform and define clear rules on when, how, where, how much data should be passed on and what happens to them.
To realize cloud integration, there are various applications and technologies that are sometimes used interchangeably.
We have made a first distinction between iPaaS and BPA here.
We explain the term SaaS in more detail here.
Cloud integration is rather an umbrella term that includes numerous technologies, such as SaaS, iPaaS and BPA, and this is also absolutely necessary. Cloud integration is a concept that is made possible by appropriate technologies.
However, all terms share the commonality that they are cloud-based and thus offer enormous potential for growth and scaling. In addition, they are often cheaper to implement and maintain because changed requirements are easy to implement.
As an independent automation agency, we implement cloud integration according to your requirements. We use a variety of SaaS tools and iPaas (strictly speaking BPA) software. Together we find individual solutions that are flexible and scalable.
