Workflow Automation

Workflow Automation

When organizations seek Workflow Automation solutions, their primary goal is to simplify and streamline their business processes, reduce errors, save time, and increase productivity.

By partnering with BDO, we can help identify repetitive and time-consuming tasks that can be automated and implement solutions to achieve these objectives.

BDO's Workflow Automation solutions can assist organizations in eliminating manual processes, reducing bureaucracy, and ensuring tasks are completed in a timely and efficient manner.

By contracting Workflow Automation solutions from BDO, organizations can free up their employees' time and focus on more critical tasks, such as innovation processes and supporting their customers.

BDO can also help your organization improve its workflows and identify areas for increased automation, leading to even greater benefits.

Use Cases

  • Aprovação de Faturas

Managing expense approval workflows is one of the primary challenges for organizations.

With the increasing volume of invoices and expense receipts that need to be processed every month, many organizations struggle to maintain control over these expenses, which can lead to delays, errors, and even fraud.

The implementation of an 'Invoice Approval' application, framed within a vision of digital transformation, addresses the challenge of automating and digitizing the process of recording and approving supplier invoices. This includes the Automatic Introduction and Capture of Data, Digital Archiving, QR Code Scanning via a mobile app, Introduction of Invoice Data in QR Code, Intelligent Workflow and Approval Management, Alarming and Alerts, and potential integration with your organization's ERP.


  • Automatização das Cobranças

Enhance your business efficiency and improve collection processes through workflow automation. Implementing automation solutions can revolutionize collection management by optimizing manual tasks and providing a more agile and effective approach.

Here, we highlight how Workflow Automation can benefit organizations in the collections process:

  • Automation of Communications:

Streamline customer communications by automating the sending of notifications, payment reminders, and information on outstanding balances. This not only reduces the time spent on manual tasks but also helps maintain consistent and personalized communication, enhancing the customer experience.

  • Intelligent Task Management:

Automate repetitive tasks such as invoice issuance, payment reconciliation, and updating overdue balances. This allows the collections team to focus on more strategic activities, such as handling exceptional cases or negotiating customized payment agreements.

  • Customization of Collection Strategies:

Utilize automation to create personalized collection approaches based on payment history, customer behavior, and other relevant data. This contributes to more effective strategies, increasing the chances of debt recovery.

  • Data Analysis and Reporting:

Automate the collection and analysis of data related to the collection process through Data Visualization and Analytics. This provides a more detailed view of performance, identifying patterns, trends, and areas for improvement. Automatic reports also facilitate informed decision-making.

  • Integration with Existing Systems:

Integrate Workflow Automation systems with your financial management software, ensuring a smooth transition and a holistic view of financial operations. This eliminates data silos and improves operational efficiency.

  • Exception Management and Specialized Treatment:

Configure Workflow Automation to handle exceptions in the collection process. This allows the team to focus on more complex cases, while standard tasks are performed automatically and consistently.

  • Improvement in Customer Experience:

Automation not only improves internal efficiency but also contributes to a more positive customer experience. Timely and personalized communications, as well as transparent collection processes, strengthen the relationship with customers.

By adopting Workflow Automation in the collections process, organizations can optimize resources, reduce errors, and ultimately improve financial management effectiveness. This approach goes beyond streamlining operations, strengthening the company's position by ensuring a smarter and more strategic approach to recovering outstanding values.


  • Automatização de Atas de Reuniões

Transform the management of meetings in your organization through the automation of meeting minutes. Automating this crucial process not only saves time but also improves efficiency and transparency in operations.

Here's how the Automation of Meeting Minutes can be a differentiator in your organization:

  • Real-time Information Capture:

Streamline the capture of information during meetings through automated tools. This allows for the instant creation of accurate and detailed minutes, eliminating the need for time-consuming manual transcription.

  • Standardization and Consistency:

Ensure the standardization and consistency of meeting minutes by automating formatting and structure. This ensures that all essential information is recorded uniformly in each meeting, facilitating future understanding and reference.

  • Automatic Distribution:

Automate the process of distributing minutes to meeting participants. This reduces delays and ensures that everyone has quick access to discussed information and decisions, promoting accountability and transparency.

  • Tracking Actions and Decisions:

Integrate the automation of minutes with task management tools for efficient tracking of actions decided in meetings. This prevents important information from being lost and aids in the timely implementation of decisions.

  • Quick Search and Reference:

Facilitate quick search and reference through the automation of indexes and markers in minutes. This allows team members to find specific information promptly, saving time in retrieving relevant details.

  • Security and Controlled Access:

Ensure information security by automating access control to meeting minutes. This is particularly relevant for organizations dealing with sensitive information, ensuring that only authorized individuals can access meeting details.

  • Integration with Calendars and Collaborative Platforms:

Integrate the automation of meeting minutes with calendars and collaborative platforms used by your organization. This simplifies meeting scheduling, invitation distribution, and automatic synchronization of minutes with other teamwork tools.

  • Audit and Traceability:

Maintain a complete audit trail by automating the tracking of changes in minutes. This is essential to ensure the integrity of the record and provide a detailed history of discussions and decisions over time.

By investing in the automation of meeting minutes, your organization promotes more efficient time management, enhances collaboration, and ensures that critical information is consistently documented.

This approach not only simplifies internal processes but also strengthens communication and decision-making within the organization.


  • Processo de Avaliação e Concessão de Crédito

Revolutionize the Credit Assessment and Approval Process with Workflows Automation

Transform the credit assessment and approval process in your organization with Workflows Automation. Automation in this context not only streamlines procedures but also improves accuracy and consistency in credit approval decisions.

Here are some highlighted points on how automation can benefit the Credit Assessment and Approval Process:

  • Efficient Data Assessment:

Streamline the evaluation of financial and credit data of applicants through automated tools. Quick and accurate analysis of information, such as payment history and credit scores, enables more informed decision-making.

  • Standardization of Evaluation Criteria:

Ensure consistency in evaluation by automating the application of defined criteria for credit approval. This ensures that each applicant is assessed according to the same standards, avoiding discrepancies and promoting fairness.

  • Fast and Efficient Approval Process:

Automate the approval process, allowing decisions to be made quickly and efficiently. This is particularly valuable in scenarios where agility in credit approval can be a competitive advantage.

  • Predictive Analysis and Risk Modeling:

Integrate predictive analysis and risk modeling into the credit assessment process. Automation can use advanced algorithms to predict future behaviors based on historical data, improving the ability to identify potential risks.

  • Automatic Communication with Applicants:

Automate communication with applicants during the credit assessment process. This includes automatic notifications about application status, additional requirements, and final decisions, enhancing transparency and customer experience.

  • Automatic Documentation and Archiving:

Simplify document management by automating the collection, verification, and archiving of information required for credit assessment. This reduces errors and ensures that all relevant documentation is kept in compliance.

  • Audit and Traceability:

Maintain a complete audit trail by tracking all steps of the credit approval process. Automation facilitates the review and validation of decisions, providing a transparent view for internal or external audits.

  • Integration with Financial Systems:

Integrate the automation of the credit assessment process with existing financial systems in the organization. This facilitates data synchronization and automatic record updates, providing a holistic view of the applicant's financial situation.

By investing in the automation of the credit assessment and approval process, your organization gains operational efficiency, reduces the risk of misinformed decisions, and enhances the customer experience.

This approach not only accelerates workflows but also strengthens the financial management of the company.


  • Registo de Correspondência

Modernize and Simplify the Mail Registration Process with Workflows Automation

Modernize and simplify the mail registration process in your organization through Workflows Automation. Automation in this context not only streamlines document management but also improves efficiency in cataloging and retrieving important information.

Below are some aspects of how automation can optimize the Mail Registration Process:

  • Automatic Scanning and Indexing:

Streamline the registration process by automatically converting documents into digital format. Use scanning and indexing tools to assign labels and metadata to documents, facilitating their organization and retrieval.

  • Centralized Registration and Easy Access:

Automate the centralized registration of all correspondence, providing easy access to all authorized employees. This eliminates the need for paper-based registration systems and promotes efficient collaboration.

  • Intelligent Document Classification:

Implement automatic classification systems that identify and categorize documents based on their content. This improves accuracy in organization and facilitates the quick location of specific documents.

  • Automatic Notifications:

Set up automatic notifications to inform relevant parties about the arrival of new correspondence. This ensures a quick response to critical documents and promotes agile management.

  • Workflow Management:

Integrate automatic workflows for efficient correspondence management. This may include the automatic assignment of tasks related to reviewing, approving, or forwarding documents, improving operational efficiency.

  • Security and Access Control:

Ensure document security by automating access control. Make sure that only authorized personnel have permission to view, modify, or approve sensitive documents.

  • Automatic Archiving and Routing:

Automate the archiving of documents after registration, directing them to the appropriate destinations. This prevents human errors, ensures document integrity, and facilitates file management.

  • Reports and Analytics:

Use automatic tools to generate reports and analytics on mail registration. This provides valuable insights into patterns, response times, and process effectiveness.

  • Audit and Traceability:

Maintain a complete audit trail, tracking all interactions and modifications to documents. This is crucial to ensuring compliance, transparency, and accountability.

By adopting automation in the mail registration process, your organization gains efficiency, security, and document organization.

This approach not only reduces the risk of misplacing important information but also contributes to smarter, data-driven document management.


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