How Forgd Automation Simplifies Your Business Workflows
We make automation easy. Our proven process ensures your Xero integrations are tailored to your business needs, delivering measurable results without the hassle.
Our Proven Process for Seamless Xero Automations
At Forgd Automation, we understand that the idea of automating your business processes can feel overwhelming. That’s why we’ve designed a simple, effective process to guide you every step of the way. From discovery to implementation and ongoing support, we ensure your Xero workflows are optimised to save you time, reduce costs, and streamline operations.
What Sets Our Process Apart?
- A tailored approach designed for your unique business.
- Clear communication at every step.
- Expertise in Xero and automation tools like Zapier and Make.com.
How it Works?
Step 1: Discovery Session
Understanding Your Business Needs
We start with a free, no-obligation consultation to understand your business, goals, and pain points. This is your opportunity to share what’s working, what’s not, and where you see the potential for improvement. Our team will assess your current workflows and tools to identify areas where automation can make the biggest impact.
What Happens in the Discovery Session?
- Discuss your current processes and challenges.
- Identify repetitive tasks and inefficiencies.
- Explore how Xero automations can help.
Example Outcome:
- A professional services firm discovers that automating client invoicing could save them over 10 hours per week.
Step 2: Tailored Automation Plan
Designing a Custom Solution for Your Business
Once we understand your needs, we create a customised roadmap that outlines how automation can simplify your workflows. This plan includes specific recommendations, timelines, and deliverables to ensure you know exactly what to expect.
What’s Included in the Plan?
- Detailed workflow recommendations tailored to your goals.
- A clear timeline for implementation.
- Insights into the tools and integrations we’ll use (e.g., Xero, Zapier, Make.com).
Why It Works:
- You’ll have a clear vision of how automation will transform your business.
- Our tailored approach ensures the solution fits your existing systems and processes.
Step 3: Implementation
Seamless Integration and Setup
With a clear plan in place, our team gets to work implementing your custom Xero automations. We handle the setup, testing, and integration of your workflows to ensure everything runs smoothly. Our priority is to minimise disruptions to your business while delivering a solution that works flawlessly from day one.
What Happens During Implementation?
- Build and test your custom workflows.
- Integrate Xero with your existing tools (e.g., CRMs, job management software, e-commerce platforms).
- Ensure all automations are accurate, reliable, and ready to use.
Example Outcome:
- An e-commerce business sees its Shopify orders automatically synced to Xero, reducing manual data entry errors by 95%.
Step 4: Ongoing Support
Keeping Your Automations Running Smoothly
Automation isn’t a one-time solution. As your business grows and evolves, your workflows may need adjustments or updates. That’s why Forgd Automation offers ongoing support to ensure your systems remain efficient and effective. Whether you need troubleshooting, updates, or enhancements, we’re here to help.
Key Benefits of Ongoing Support:
- Regular health checks to optimise workflows.
- Quick troubleshooting to minimise disruptions.
- Proactive updates as your business tools or needs change.
Example Outcome:
- A trades business introduces a new scheduling tool, and Forgd Automation updates their workflows to integrate seamlessly.
The Forgd Automation Difference
At Forgd Automation, we pride ourselves on making automation simple and effective. Our step-by-step process ensures that you not only get a solution tailored to your business but also have the ongoing support needed to maximise its value. With years of experience and a results-driven approach, we’re the partner you can trust to transform your operations.
Our Advantages:
- Expertise in Xero and leading automation tools.
- Tailored solutions designed for measurable results.
- Clear communication and a collaborative approach.
Ready to Get Started?
Take the first step towards transforming your business with custom Xero automations. Our proven process makes it easy to streamline workflows, reduce manual tasks, and save time. Book your free consultation today and discover how Forgd Automation can simplify your operations.