Before
Someone logs into vendor and carrier websites all day, looking up statuses one at a time.
After
An automation checks every portal overnight and hands the team only the exceptions.
Plain automation
Automate looking up statuses on vendor and carrier portals
Someone logs into vendor and carrier websites all day, looking up statuses one at a time. An automation checks every portal overnight and hands the team only the exceptions.
- Free evaluation
- Fixed quote before work begins
- First deliverables in 30 days, guaranteed
- No staff replaced
What this costs you today
A person keeps a list of open items. For each one they log into a portal, search for the record, read the status, and copy it into a spreadsheet or the system. Then the next portal, with a different login and a different screen. In the companies we meet this fills a whole day, and the list is never finished.
The work is not hard. It is slow, and it is easy to lose your place. A status changes an hour after it was checked and nobody knows until the customer calls.
Call a fully loaded employee $45,000 a year, as an illustration. When portal lookups are someone's whole day, that is 40 hours a week of a person's time spent reading screens.
- Typical time
- 40 hrs / week
- That is
- a whole person
- At an illustrative $45,000 a year
- $45,000 / year
Typical figures, using $45,000 as an illustrative fully loaded cost. Your numbers go in the calculator below. If your version is a couple of hours a week, that still counts.
What CBIT builds instead
We build an automation that logs into each portal on a schedule, usually overnight, and checks every open item on the list. It reads the status and writes it where your team already looks for it.
Where a vendor offers a proper connection, we use it. Where they only have a website, the automation uses the website the way a person would, screen by screen. If the portal changes its layout, the job stops and tells us, rather than writing bad data.
Plain automation handles most repetitive work. We use newer tools only where they clearly earn their place, and we tell you when we do. Portal lookups do not need them.
What the person gets back is a morning that starts with a short list of exceptions, not a long list of logins.
Is this AI?
This is plain automation. No AI. The steps never change: log in, search, read a field, write it down. A script does that faster than a person and does not get bored.
What business automation actually costsOne example, names left out
Real work from real clients, with the names left out. What matters is the shape of the problem, and how often we see it.
What shapes the scope and the quote
This kind of project
Usually more involved
Portals built for people rather than for software are the main driver. Each one is its own login, its own screens and its own way of breaking, so the number of portals sets the scope. One portal with a proper connection is a much smaller job than six websites.
- Small tasks and larger workflows are both welcome. We look at what needs to happen and give you a fixed quote before work begins. No hourly meter.
- First deliverables in 30 days from kickoff, guaranteed.
- Changes to outside systems (a portal redesign, a vendor's API change) may require separately quoted repair work. We tell you when that happens.
Run your own numbers.
Set to the typical figures for this task. Change them to match your team, however small the number.
What this task costs you in time
Hours a week, times the people doing it, at whatever a person costs you. $45,000 a year is an illustration; set it to your own figure.
People doing this work
1
Hours each, per week
Half an hour counts. 40 is a full week.
40
Fully loaded cost per person, per year
Salary, benefits, taxes, overhead. $45,000 is an illustration; set it to yours.
$45,000
Time spent on this task
40 hrs / week
About 2,080 hours a year of a person's time.
- Labor value of that time
- $45,000 / year
- Your project price
- Fixed quote after a free evaluation
Tell us about this task
These figures show the value of time spent on the task, not a project quote or guaranteed cash savings. We will help estimate what can realistically be automated.
Tell us about the task your team keeps doing by hand.
Every morning, every Friday, or every time an order comes in. Small tasks and larger workflows are both welcome. The evaluation is free, and if we take it on, first deliverables are running in your operation within 30 days of kickoff.
Free evaluation. Fixed quote before work begins.
Related tasks
Automation, AI where needed
Automate status checks and follow-up calls that put someone on hold every afternoon
The checks happen on their own. Exceptions come back with everything already filled in.
Plain automation
Automate checking one system against another
Records processed, exceptions flagged, run before the day starts. Ran today in 0:48.
Everything we automate
Fourteen tasks, each with what it takes today, what we build instead, and what shapes the scope.