With the proliferation of so many disparate data sources, being able to integrate all of your first- and third-party data is imperative. This applies to your financial data, customer data, operational data, or anything else.
This “intelligent automation” features data driven workflows where a user can log in and the entire user experience can be driven within a single source, similar to how Brightree operates today. This innovation alone can help transform your business. Think about it. Currently, a lot of our customers and HMEs are pulling multiple reports throughout the day, dumping them into an Excel file and manually setting these workflow lists out to their staff. It’s a time-consuming and labor intensive process that can also result in data that is less relevant. By the time you’re done manipulating, cleaning, and sending it all out, you’re now looking at a static set of data – not something that’s dynamic and changing.
Intelligent automation has become a user-driven experience with customized goals and priorities based on the individual histories of the customer. That’s why it’s critical to have your data uploaded in real-time. Ensuring you have an adaptive worklist will allow you to focus on several key areas of your business – anywhere from the documentation of your sales orders and invoices to payments and collections. Everything that encompasses your general workflow can now be seen all at once.
There’s another component to transforming data. While the bulk of your data can now live in a single place, there are some 3rd party data sources you may also want to integrate. For example, within Brightree, QuickBooks or Salesforce information can also be incorporated into your financial data.