Solution

Business process automation: replace registers, reminders and chasing

Approvals, alerts, assignment rules and dashboards configured in ClassicNext so that the follow-ups that live in WhatsApp today happen inside the system, on time, with a record.

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Deliverables

What gets automated

  • Approval workflows for quotations, purchase orders, expenses and leaveConfigured
  • Assignment rules: leads to salespeople, tickets to technicians, tasks to teamsConfigured
  • Email notifications on document events (PO submitted, site completed, invoice overdue)Configured
  • Automatic document creation: sales order from quotation, material request from project, invoice from delivery
  • Reminders for follow-ups, tender deadlines and AMC renewalsConfigured
  • Dashboards refreshed from live transactions, not compiled reports
  • WhatsApp or SMS notificationsIntegration
Standardincluded in the core ERPConfiguredset up around standard featuresCustom developmentbuilt to order, scoped separatelyIntegrationexternal system or hardware

Fit

When this is the right starting point

  • You already use ClassicNext and want more of the process to run itself
  • Approvals happen on WhatsApp and nobody can find them later
  • Follow-ups depend on who remembers
  • Management wants alerts, not reports

Process

How it runs

  1. 01Identify
  2. 02Design
  3. 03Configure
  4. 04Test and adopt
  1. 1

    Identify

    List the manual hand-offs, chases and approvals that cost the most time.

  2. 2

    Design

    Define trigger, condition, action and owner for each automation.

  3. 3

    Configure

    Build with standard workflow, notification and assignment tools.

  4. 4

    Test and adopt

    Run with the team for a cycle; adjust thresholds and recipients.

Boundaries

What is scoped separately

Automation uses the standard configuration tools of the platform. Anything beyond them is custom or integration work.

  • Custom server-side logic
  • WhatsApp Business API and SMS gateways
  • Integrations with external portals or devices

FAQ

Process Automation: common questions

Can we automate WhatsApp messages to customers?

Only through a WhatsApp Business API integration, which is scoped and priced separately. Email notifications are standard.

Can approvals be multi-level?

Yes. Approval workflows with multiple states and roles are configured per document type.

See ClassicNext running your business

A 30-minute fitment call: we understand your current process, show the modules that matter to you, and give indicative pricing. No generic tour.

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Prefer to start smaller? Get a process audit or request pricing.

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