WorkEY: Innovative platform for efficient management

The WorkEY Sales module focuses on customer relationship management (CRM). It offers pre-built processes for different industries, integrates omnichannel communication and ensures fast quote creation with automatic calculations. It also enables online confirmation of quotes and generation of contracts and documents, helping WorkEY Sales to minimize errors and speed up processes.

Problems that WorkEY Sales solves:

• Insufficient management of contacts and customer information
• Slow process of creating offers and contracts
• Risk of errors in bid calculations

The WorkEY Automation module provides process automation, including the generation of various types of documents. It includes AI and RPA features to automate routine tasks and allows integration with the document system and Office 365. The module eliminates the problems associated with manual work, delays and errors in document management and helps to manage documentation efficiently.

Problems that WorkEY Automation solves:

• Manual document generation and repetitive tasks.
• Delays and errors in document management.
• Need for better document management and integration with Office 365. WorkEY will help sales teams centralize your customer information and streamline your customer relationship tracking. It can automate all sales processes, including the preparation of necessary documentation.

Description of the WorkEY Capacity Planning module: Automated planning within this module enables easy adaptation to the variable scopes of specific projects. Monitoring and optimizing inventory helps maintain material flows in line with needs. Planning shifts and meetings becomes simpler and dynamically adjusts to current requirements. The WorkEY Capacity Planning module allows you to efficiently and precisely manage resources, including materials, equipment, and work teams.

Problems that the WorkEY Capacity Planning module solves:

• Inefficient resource planning, including materials, equipment, space, and work teams. 
• Inadequate monitoring and optimization of inventory. 
• Need for scheduling shifts and meetings in line with variable project scopes. 
• Monitoring and management of the availability of individual professions. 

The WorkEY Field Service Management module enables the planning of various types of project and maintenance, including planning which utilizes GPS and real-time traffic information. The mobile version for field technicians improves work efficiency and minimizes errors in planning and executing work activities.

Problems that WorkEY Field Service Management solves:

• Ineffective planning of work activities in the field.
• Inaccurate information on location and traffic situation.
• Unnecessary journeys and increased carbon footprint.

The CoPilot module uses artificial intelligence to optimize the performance of all the other modules. It offers pre-built AI models that can be populated with data. CoPilot helps to improve automatic evaluation and planning in other modules, which improves performance and reduces the burden on the workforce.

Problems that WorkEY CoPilot solves:

• Need to improve evaluation and planning in other modules.
• Need to create custom AI models and algorithms.

The Approvals module provides an approval workflow that integrates easily with Office 365. It automatically updates approvers when their position changes, simplifying and speeding up the approval process for different types of documents and applications.

Problems that the WorkEY Approvals module solves:

• Complications in approving different types of documents and applications.
• The need to manually update approvers when changes occur in the organization.

The Invoice Processing module uses RPA and AI to extract and post invoices to the ERP system. The module solves problems associated with slow invoice processing and reduces the risk of human error by automating the process.

Problems that the WorkEY Invoice Processing module solves:

• Slow invoice processing and posting to ERP.
• Risk of errors in manual invoice processing.