HBSI - Sales Commission Process Automation
HBSI – Hayleys Business Solutions is a leading provider of outsourced business services, offering sales reporting, finance, accounting, payroll, and IT solutions. Leveraging cutting-edge technology and a dedicated team of experts, HBSI delivers cost-effective, high-quality services, helping businesses streamline operations and drive growth.
- Process Automation: Streamlining complex tasks for efficiency.
- Data Integration: Seamless system and platform connections.
- Exception Handling: Automated error tracking and reporting.
- Custom Logic: Tailored solutions for unique business needs.
- Operational Efficiency: Reducing manual effort and boosting productivity.
Impact
Increased Efficiency: Automation reduces the time and effort required to process sales commission entries for 300 stores, eliminating the need for multiple shifts and significantly speeding up the process.
Improved Accuracy: By automating data extraction and commission entry, human errors are minimized, leading to more accurate sales and commission records.
Enhanced Exception Handling and Cost Savings: The automated Day-End Report provides clear visibility into exceptions or issues, allowing the client to address discrepancies quickly and maintain data integrity. By reducing manual labor and minimizing errors, the client can reallocate employee work hours to more value-adding tasks, ultimately reducing operational costs.
Better Decision-Making: The automation provides the client with timely and reliable sales data, enabling more informed decisions on sales strategies, resource allocation, and financial planning.
What was built?
The Sales Commission Process automation was built to automate the recording and management of sales commission entries for HBSI. It automates the extraction of sales data from 300 stores across five different delivery services, navigates the specific logic of each service, and inputs the sales commission data into the XERO application. Additionally, the automation generates a Day-End Report, highlighting any exceptions or issues that occurred during the process, which is shared with stakeholders via email. This system minimizes manual labour, reduces errors, and streamlines exception handling, improving overall efficiency in the sales commission process.
Why was it built?
The Sales Commission Process automation was built to streamline a time-consuming, labor-intensive task and enhance operational efficiency. The manual process of recording sales commission entries for 300 stores across five different delivery services required employees to work multiple shifts due to the complexity and variations in navigation and logic for each service. By automating the process, human involvement is minimized, improving productivity and allowing employees to focus on more value-adding tasks. Automation also reduces errors in data extraction and commission entry, ensuring greater accuracy, while a Day-End Report provides clear exception handling, making it easier to identify and resolve issues promptly. Ultimately, it was built to eliminate inefficiencies, reduce errors, and optimize employee work hours.
How the client uses it for decision / business?
The client uses the Sales Commission Process automation to make more informed and efficient business decisions by leveraging accurate, timely data on sales commissions. With the automation streamlining the extraction of sales data from 300 stores and inputting it into the XERO system, the client gains real-time insights into sales revenue and commission payments across multiple delivery services. The automated Day-End Report helps the client quickly identify exceptions or discrepancies, allowing them to address issues proactively. This improved accuracy and efficiency enable better financial planning, resource allocation, and strategic decision-making, freeing up employees to focus on higher-value tasks that drive business growth.
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