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 One of our clients manages multiple operational workflows using MI Digital Autopilot (MIDAP), where tasks are assigned to individual users for execution and completion. These workflows are critical to the organization’s day-to-day operations and require continuous monitoring to ensure activities are completed on time. To maintain process efficiency, a Process Coordinator (PC) oversees
Enhancing Task Completion Efficiency Through Grid View Actions in MIDAP 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 Instaspace manages a multi-stage operational process involving booking creation, payment collection, and financial distribution. Since multiple departments are involved in these activities, maintaining accuracy and coordination is essential for ensuring smooth business operations. As transaction volumes increased, the company needed a more structured system to track payments, manage allocations, and maintain visibility
Streamlining Booking-to-Accounting Workflow for Instaspace Using FMS in MIDAP Read More »
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