The typical implementation process for BizAutomation is designed to be streamlined and cost-effective, especially for small to mid-sized businesses (SMBs). Here's a breakdown of the process and timeline:
BizAutomation interviews the PM to ensure they meet the criteria.
These videos guide the PM through the configuration of the system.
The admin ensures that users are capable of performing their roles using BizAutomation.
Once the admin and business owners are confident in user readiness, a final go-live date is selected.
They coordinate user needs and schedule support sessions with BizAutomation as necessary.
Rarely exceeds $7,000, even for larger SMBs.
BizAutomation is designed with flexibility in mind, especially for small to mid-sized businesses. Here are the key ways it can be tailored to your specific needs:
You can add, remove, or rename fields and sections in forms and records to match your business processes.
Create automated workflows with custom approval rules based on your business logic, such as credit limits or profit margins.
Modify the appearance and content of documents like invoices, quotes, and orders. You can even rename document types (e.g., change “Quote” to “Proposal”).
Configure complex products and pricing dynamically, ideal for businesses with customizable offerings.
BizAutomation includes a built-in ecommerce platform (BizCommerce) that supports full customization using Bootstrap and WordPress templates. You can tailor online catalogs and customer portals for B2B or B2C.
BizAutomation is known for its transparent and cost-effective pricing model. Here’s what to expect:
Additional users are $99.95 per month each.
You only pay for the modules you choose to implement.
Advanced Features: Includes AI-powered document capture, advanced tax compliance, freight and logistics integration, and vendor warehouse APIs.
BizAutomation provides a structured and cost-effective onboarding and training process:
This person is trained to become the internal system administrator.
These videos cover system setup, configuration, and user-specific tasks.
This ensures each team member learns only what’s relevant to their role.
Concierge support (dedicated technical expert) is available for an additional monthly fee.
BizAutomation employs several key practices to protect customer data:
Data is collected only as needed to deliver services or comply with legal requirements.
Secure login processes are in place to prevent unauthorized access.
Usage data is collected to improve service performance and security.
Comprehensive audit logs are maintained for internal and regulatory compliance.
BizAutomation follows a modern cloud-based update model:
No manual intervention is required from customers.
The system refreshes data every 10–30 seconds, ensuring up-to-date information.
This eliminates version fragmentation and ensures all users benefit from the latest features and fixes.
BizAutomation follows a customer-first approach to data ownership and portability:
Data is never sold, rented, or shared without explicit consent.
This ensures that businesses can migrate their data to other platforms if needed, supporting flexibility and reducing vendor lock-in.
The platform supports secure data transfers and maintains audit trails for transparency.
BizAutomation is designed to scale with your business needs, offering flexibility in both directions:
This allows businesses to scale up or down by simply adjusting the number of active users.
Conversely, unused modules can be excluded to reduce costs.
This simplifies scaling and ensures all users have access to the same core capabilities.
These clauses typically renew the agreement for a set term (e.g., monthly or annually) unless the customer provides notice of cancellation within a specified window (often 30–90 days before renewal).
Obtain affirmative consent (e.g., checkbox or signature) for auto-renewal terms.
Failure to cancel within this window may result in automatic renewal for the next term.
Some contracts may include early termination fees, though this is not explicitly confirmed for BizAutomation.
Data is never sold or shared without consent.
Audit trails for compliance and transparency.
The platform is built on a multi-tenant SaaS architecture, which supports centralized updates and consistent security protocols.
Customers can export their data in structured formats, supporting compliance with GDPR-like data portability rights.
