ADD Systems® Process Automation is a suite of tools designed to streamline operations, reduce manual effort, and improve accuracy across energy and retail businesses. By automating routine tasks such as billing, supplier invoice matching, pricing updates, dispatching, and customer notifications, Process Automation enhances operational efficiency and customer satisfaction. It integrates seamlessly with other ADD Systems products like ADD Energy E3®, ADD Energy E360™, and ADD eStore®, and supports scheduled workflows tailored to business needs.

Features

• Product Cost and Price Updates: Automatically update product costs and pricing by supplier using data from websites and services like DTN.
• Automated Billing Document Delivery: Send invoices and statements via email, fax, or DTN to reduce postage costs and accelerate payments.
• ePrice Quotes: Schedule and send price quotes to customers based on real-time costs or contract terms.
• Wholesale Dispatch Optimization: Automate dispatching based on supplier pricing and hauler freight efficiency.
• Automated Resource Follow-Up: Send scheduled email reminders to employees for customer follow-up actions.
• Scan Data Incentives: Compile and submit scan data to manufacturers and marketing firms to ensure participation in financial incentive programs.
• Scheduled Reports: Automate the generation and delivery of key performance reports to designated email recipients.
• Customer Communication: Automatically notify customers via text or email about service calls or deliveries, optionally including driver or technician headshots.

Benefits

• Efficiency Gains: Eliminates repetitive manual tasks, freeing up staff for higher-value activities.
• Improved Accuracy: Reduces human error in billing, pricing, and dispatch processes.
• Faster Payments: Automated billing and EFT capabilities accelerate revenue collection.
• Enhanced Customer Experience: Real-time notifications and professional communication improve client satisfaction.
• Incentive Compliance: Ensures timely submission of scan data to maximize financial rewards.
• Scalable Automation: Supports businesses of all sizes with customizable scheduling and integration options.
• Operational Visibility: Scheduled reports provide consistent insights into performance metrics.