Presentation Automated Processes MasterBase
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Masterbase® offers an advanced automation platform, Configware, that enables businesses to adapt quickly to changes like telecommuting and the impacts of the pandemic by automating processes without the need for extensive programming skills. The platform allows for flexible configuration of business processes, reducing development costs and increasing efficiency, as demonstrated by a successful case with Transbank, which enhanced their notification processes by 80%. With over 2,000 users and a range of preconfigured solutions available, Masterbase® supports companies in transforming their operations to achieve sustainable value over time.
Presentation Automated Processes MasterBase
- 1. Automate with MasterBase® today, Ensure success tomorrow Those who can adapt to changes with flexibly will succeed even in the most unexpected circumstances.
- 2. Copyright © 2021 MasterBase®. Todos los derechos reservados A catalyst such as the pandemic confirms that companies must be, in essence, flexible to changes and able to adapt quickly to them, through new business proposals. Telecommuting is one of those changes, not its reason. Automating processes helps you transform your business to be able to adapt flexibly and effectively WHY your company can not wait? "The impact on work is much deeper than simply changing where people work." "It is also fundamentally altering what work is done and how we do it."
- 3. Copyright © 2021 MasterBase®. Todos los derechos reservados Processes that require continuous human intervention and are subject to errors. Processes exposed to peak periods or critical moments. Processes whose operation depends on predefined rules. Processes that consist of a succession of actions that are repeated cyclically. Processes that involve long hours of work (clients, employees, contracts, invoices). Candidates to automate Based on Rules Daily Task Error propensity Scalable Candidates to automate
- 4. MasterBase® Automation Platform • MasterBase® offers an advanced automation platform that, thanks to configware, allows companies to obtain or create solutions capable of transforming their businesses at a high speed of implementation, with simplicity and without the need to incur high development costs.
- 5. Copyright © 2021 MasterBase®. Todos los derechos reservados Benefits Flexibility and adaptability Time efficiency Does not require developing Lower cost It reduces the dependence on software companies, since the required changes can be made in-house, without waiting for an external agent to make an evaluation, budget and work plan. All the tools available on the platform are developed as pieces that fit together. There are as many possible combinations as there are business objectives. Because the tools are previously defined and it is not necessary to develop software, configuring a process can take only a few hours. Configware has democratized the creation of automation solutions, by removing barriers such as the need to learn to program or have a developer or digital expert. This naturally means lower costs for the company.
- 6. Configware • Technology plays a key role in dealing with disruption, but not just any technology, but rather one that allows companies to be flexible to any disruption that occurs and that helps them adapt effectively and that is where Configware is born
- 7. Copyright © 2021 MasterBase®. Todos los derechos reservados Configware Technological evolution Hardware Specific focus in functionality Focus on functionalities through code Configure solutions for particular needs Software
- 8. Copyright © 2021 MasterBase®. Todos los derechos reservados Configware It consists of creating solutions by configuring processes, databases and interfaces without the need for software developers Configware - Solutions
- 9. Copyright © 2021 MasterBase®. Todos los derechos reservados Each process is structured in steps that use the available tools, which fit together flexibly, thanks to the configurable power of configware. Process Our platform already has multiple tools that meet different objectives, in such a way that a specific combination configures a certain business process, from generating and sending a PDF document to processing surveys. Tools Any platform or service in the cloud that offers Web Services can be integrated, as a specific tool, by configuring an automated process, typical of a client Web Services We have virtual robots capable of reading the processes configured by a user or creator and executing them completely. Autmatas Our platform has thousands of automata available to execute each step and task, until the complete process is completed. Components of a process
- 10. Interface Drag and Drop process editor: It has steps, tasks and preconfigured tools, which are presented to the user as boxes or elements that can be incorporated into a process, without the need to work directly on the code.
- 11. Copyright © 2021 MasterBase®. Todos los derechos reservados Fundamentals Spiral principle Start by configuring small and limited processes to the core of the business, which can later be linked with other processes to automate the entire organization. The processes that are configured are intended to carry out a transformation of the data on which the process is executed. The processes are configured in steps that have an order. Each step, in turn, uses tools arranged in tasks. This sequentiality allows the results of each task to be used by the following steps. A process is configured in such a way that it can be executed by several automata at the same time. Sequential Simplicity Simultaneity Transformation
- 12. Copyright © 2021 MasterBase®. Todos los derechos reservados Simplicity That they be configured as processes bounded each one to an objective and in sequence with others, as the data is transformed. That the objective of the process is quickly recognizable and understandable by a third party. That the process can be quickly reconfigured, avoiding sequences with excessive bifurcations. Spiral principle Accesible Reconfigurable Sequential
- 13. Ecosystem • Our platform offers a complete digital ecosystem that allows a more adaptable and flexible architecture. The best way to implement digital transformation in your business and achieve sustainable value over time. • Value is not only generated by concentrating clients, users, creators and consultants; Automated interactions and transactions are also facilitated in a new multifactorial model with network effect.
- 14. Copyright © 2021 MasterBase®. Todos los derechos reservados Ecosystem Given their experience in using the platform, they are able to configure themselves processes that automate their daily work. USERS More than 2000 users use the platform They need to automate critical processes in their companies. They are looking for consultants who can do it quickly or ready-made solutions that they can easily configure to put into operation. CUSTOMERS More than 1000 clients in 10 countries It is the place where you can find solutions that some creator has already designed. You can know them, test them and decide if you use them to solve the automation needs you have in your company or work. STORE Save time and money. Buy before you build They know the platform and its possibilities. They have experience in business processes Together with your company, they can build scalable automation solutions, according to their interests. CONSULTING Experts available for your needs They have configured more standard business process automation solutions They have put solutions in the Store for them to be used by clients, users and consultants. CREATORS Create solutions available to the world
- 15. Case of success The largest administrator of credit and debit card payment processes in Chile, managed to increase its efficiency in notification processes by 80% using MasterBase®. Case of success
- 16. Copyright © 2021 MasterBase®. Todos los derechos reservados Case of success - Transbank Context: • The main credit and debit card transaction company in Chile • Process thousands of transactions every month • It has +120,000 points of sale of associated businesses Problematic: • There are transactions that have errors or are invalid. • A team of people was used to process and notify them manually (slow response). Need: • Automate a process that allows them to notify each merchant weekly regarding invalid transactions.
- 17. Copyright © 2021 MasterBase®. Todos los derechos reservados It allows to cross data of the associated businesses and their transactions. Schedule the weekly sending of a message with an attached PDF detailing invalid transactions • Retail • Services • Foods • Travels • Etc… Invalid transactions Automated process Detailed report Solution Automation process Shops associates Transactions objected Documentation requested Related database Automation example + +
- 18. Copyright © 2021 MasterBase®. Todos los derechos reservados Implementing this automation using #Configware allowed to have the process operational in less than 1 week, without the need to consume time or development and programming resources. The adjustments and modifications of the process are also carried out quickly thanks to this methodology. Growth in the opening rates of your email marketing communications. It managed to increase the coverage of clients. Reduced work times in the process of notifications of objected transactions. We turned to MasterBase® for its renowned track record and we obtained a more than satisfactory result. For us, it was an enormous human and technical effort to carry out the entire process of objected transactions from our clients - businesses. Thanks to automation with MasterBase®, we managed to reach 100% of our clients, improving the quality and timeliness of information. Now our team has more time to focus on our business to improve services to our clients. The MasterBase® team reacted very quickly and did an excellent survey of the situation to achieve a positive result in a couple of weeks. “ “ Impact #Configware
- 19. Copyright © 2021 MasterBase®. Todos los derechos reservados MasterBase in numbers