About the Client The client has a dedicated Sales Team responsible for handling customer meetings, sales activities, and conversions. The Accounts Team manages financial and D2C Sale-related information separately. With multiple Sales Executives and different teams involved in maintaining business data, the client needed a structured way to bring this information together and monitor sales
Automated Weekly Sales MIS & KPI Reporting Read More »
About the Client The client uses MIDAP’s Flow Management System (FMS) to manage and track day-to-day business processes. Their workflow involves different Sale Types, and depending on the Sale Type selected, an additional form may need to be completed by a specific Doer. As the number of transactions increased, managing these additional tasks manually became
Automating FMS Task Assignment & Reminders Read More »
Business Challenges The client was using MIDAP (MI Digital Autopilot) Flow Management System (FMS) to manage a workflow in which a message needed to be sent to the client 24 hours after a specific workflow step was completed. However, the existing notification mechanism was designed to trigger messages immediately when the configured FMS step was
24-Hour Delayed Message Trigger Using Sheet-Based Automation Read More »
About the Client The client uses MIDAP (MI Digital Autopilot) to manage structured workflows and assign operational tasks to multiple Doers. Their business process required two Doers to work on the same workflow stage simultaneously, while maintaining complete automation and synchronization between their activities. As the workflow became more complex, the client needed a specific
Parallel Doer Completion Using Split FMS Read More »
Client Overview Organizations that manage a large number of users need clear visibility into workforce activity to ensure smooth day-to-day operations. The client uses MIDAP (MI Digital Autopilot) to manage multiple Doers responsible for executing assigned tasks across different business functions. As the number of users grew, administrators found it increasingly difficult to track user
Doer Last Login Monitoring for Administrators Read More »
About the Client Solar Electro operates in a fast-paced environment where stock availability and order fulfillment directly impact customer satisfaction. As order volumes increased, the Dispatch team was handling a high number of daily orders received from CRM FMS in a consolidated format, requiring manual effort to sort, analyze, and prioritize items before processing. The
Dispatch FMS & Purchase FMS Automation for Solar Electro Read More »
Client Overview Rajan Wadhwa manages multiple project sites across different locations, with each site operating independently for day-to-day inventory activities. Locations such as Sainik Vihar, Engineers Enclave, and Pitampura maintain their own stock of construction materials, equipment, and consumables. Although the inventory belongs to different sites, the client wanted to monitor and manage everything through
Centralized Inventory Management for Rajan Wadhwa Read More »
Client Overview Vinayka Jewellery is a well-established Jaipur-based jewellery brand known for its handcrafted Gold, Diamond, Polki, and Silver jewellery. Combining traditional Rajasthani craftsmanship with elegant contemporary designs, the brand serves customers who value quality, authenticity, and timeless jewellery. As the business grew, managing customer payments, advances, and outstanding balances across multiple orders became increasingly
Automating Payment Follow-Ups & Outstanding Balance Management Read More »
Client Overview ACCUREX manages a large field workforce whose employees regularly incur travel and operational expenses while performing field activities. To ensure accurate reimbursements, expense claims needed to be verified against employee attendance and meeting participation records. Business Challenge Before implementing MIDAP (MI Digital Autopilot), ACCUREX’s expense reimbursement process relied on multiple disconnected systems and
Streamlining Field Expense Management for ACCUREX Read More »
About the Client The client is a manufacturing company that produces goods based on customer order requirements. During the final stage of production, a certain percentage of products are occasionally rejected due to quality standards. While these rejections are a normal part of the manufacturing process, they can create challenges in fulfilling customer orders accurately
Automated Buffer Quantity Calculation in Manufacturing Workflow Read More »
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