Tools for automating operations in companies

If you were to list all the processes that take place in your company, it would probably take you a long time until you were out of breath. Undoubtedly, one of the goals of digital transformation is the automation of business operations. To achieve this, there are many options already available on the market. We take a look at the 6 that are setting trends.

Application integrator solutions

All companies, regardless of their size, end up using a significant number of applications for different purposes. Moreover, it is not uncommon for them to come from different development companies.

Honestly, wouldn’t it be great to be able to integrate them in such a way that they “communicate” with each other and create workflows? That is precisely what these tools do.

An example of this is Zapier. Zapier allows you to work faster and to invest the time gained in more profitable actions. In addition to this, it avoids making mistakes when it comes to transferring data between applications.


The acronym CRM stands for Customer Relationship Management. It is a tool that marketing and sales departments in digitally transformed companies can no longer do without.

Among all the functions offered by a CRM, we can highlight:

  • Detailed management of all contacts.
  • Advanced management of sales processes.
  • Monitoring of marketing campaigns.
  • Intelligent and automatic data processing.
  • Ability to create reports to help managers make wise management decisions.
  • Integration with email managers, social network profiles, etc.

Digital signature

Of course, e-signature solutions also have some very juicy options from an automation point of view.

Firstly, there is the option of mass or bulk signing. This is when you sign several documents with a single click. Handy, isn’t it?

Another possibility is to automate the signing of documents that require several parties to sign. This is where multi-signatures come into play. Multi-signing can also be combined with bulk signing. With the latter, several users sign several documents.

Another option you should consider is to define digital signature flows. With these, and in a simple way, you can establish the order in which the various required signatures must be made.

Finally, wouldn’t you like not to have to sign the same documents over and over again? For example, every month your employees’ pay slips. With the unattended signature, this will be done automatically without the need for your intervention.

VIAFIRMA - Tools for the automation of operations in the enterprise

Document managers

Have you ever stopped to think about the amount of documents that move through any company? A bit dizzying, isn’t it? That’s why for some time now they have been opting for paperless business.

This reduction of paper to a minimum not only saves on materials, space, archiving and maintenance costs, but also opens up a whole range of opportunities for advanced document management. Document digitisation opens up a whole range of opportunities for advanced document management.

This is where document managers come into play. These allow for the digitisation of the document itself, the creation of metadata associated with its content, its classification, an advanced search and the possibility of restricting access for security reasons.

Enterprise Resource Planning (ERP)

Basically, what these tools do is to unify all the data available to the company. This results in a database with great potential.

Moreover, many of them do it in real time. This way, whenever you want, you will have a snapshot of the real situation of your business.

ERP systems allow for streamlined business management, avoidance of duplication of tasks, standardisation of actions and much better planning.

BPMS (Business Process Management Software)

According to Deloitte, business process management solutions are “a software tool used to improve an organisation’s business processes by defining, automating and analysing business processes“.

With BPMS, an intelligent and automatic modelling of business processes is carried out. All this in order to, finally, distribute the tasks assigned to each user and to be able to make performance reports.

BPMS tools therefore promote coordination and communication between employees, as well as the standardisation of processes. All this translates into higher profits, lower costs and more satisfied customers.

As you can see, there are several options available to you to be more productive, among other advantages, with the automation of processes. The digital signature is one of them, and we work hard every day to make your experience with it perfect.

To all this, we must add that many of these tools can work in a coordinated way. In the case of the ones we offer you from Viafirma, we can talk about the inclusion of our electronic signature solutions in Zapier, in the document manager Athento and in the BPM suite AQuA, to mention the most recent examples.

We hope that this article has helped you to learn a little more about what is available to make the most of your company’s time. Without a doubt, opting for some of these tools is not an option that you should take lightly.

So, first of all, you need to be aware of your business situation and your priorities. This will make your decision much simpler and more accurate. Dare to take the first step. We are here to give you a hand.


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