United Technologies ABSS ADD-ON Smart Enquiry User Guide
- June 3, 2024
- United Technologies
Table of Contents
United Technologies ABSS ADD-ON Smart Enquiry
ABSS ADD-ON SmartEnquiry
Microsoft Forms Enquiry Conversionto abss Sales Quotation (on PowerAutomate
RPA)
Abstract
“Our potential is limitless. But our time is not. “
And in today’s business climate, we face seemingly impossible challenges: the
ever-increasing speed of business, soaring customer expectations and greater
competition for resources. McKinsey’s report found that around 60% of all
occupations world-wide have at least 30% of their activities that can be
automated just by adapting existing technologies. “Almost half the activities
people are paid almost $16 trillion in wages to do in the global economy have
the potential to be automated by adapt-ing currently demonstrated technology,
according to our analysis of more than 2,000 work activities across 800
occupations. While less than 5% of all occupations can be automated entirely
using demonstrated technologies, about 60% of all occupations have at least
30% of constituent activities that could be automated. More occupations will
change than will be auto-mated away,” the report said.
About Us
I.T. servicing for 28 years. Offers solution for SMEs includ-ing accounting, inventory, payroll, business intelligence, e-commerce, retail POS, RPA, on Microsoft 365 and Azure cloud, with I.T. security.
Introduction
Nowaday we are facing lot of workplace challenges with there are more remote workers than before, which can create lower visibility and multiple systems. Higher cus-tomer demands means greater urgency, higher expecta-tions, and decreased satisfaction. So that we created SmartEnquiry. SmartEnquiry is a fully automation workflow from creating the quotation to send it out to customer. SmartEnquiry reduce repetitive and manual tasks to let our employee can have much more time to excel at creative and strategic thinking.
Enquiry
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#1 What is Microsoft Forms Used For?
Microsoft Forms is typically used to collect survey data and user responses. Businesses can use the tool to survey employees, gather feedback and even ask for advice on projects and other key decisions. Many businesses also use it to share quizzes, surveys and similar documents. -
#2 How we used Microsoft Forms
We design the enquiry forms with customer’s personal information such as name,phone number and the email address for receiving the quotation. And the most import-ant part is the products field must be linked with the item code that registered in ABSS
ABSS Premier
ABSS is the No.1 accounting software in Hong Kong. ABSS Premier provides advanced inventory, and business man-agement capabilities to medium-sized companies. Pro-cess foreign currency transactions , tax submissions and analyse your business accurately. You can manage even the most complex business with ease using the multi-user ABSS Premier.
Robotic Process Automation (RPA)
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#1 What is Robotic Process Automation (RPA)
By using RPA tools as part of a larger business process automation strategy, software “robots” can easily be con-figured to trigger responses, manipulate data, and com-municate with other digital systems. Examples range from things as simple as generating an auto-reply message to an email that deploys thousands of bots, each of which are pre-programmed to automate ERP tasks. -
#2 How we used Robotic Process Automation
When the user filled in the enquiry forms it will triggered the RPA.The RPA will send the enquiry data to ABBS sales system and generated the quotation and send it out.
Benefits of SmartEnquiry
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#1 Forms including in Office 365 licenses
Most Office 365 licenses include free access to Microsoft Forms. Just access to Office 365, simply open up a web browser and type forms.office.com. Log on with your cre-dentials and follow the prompts to create enquiry forms. -
#2 Fully automation quotation workflow
When the customer filled in the enquiry forms.The users will recevied the quotation within 1 mins.It can free up the company manpower for more meaningful work. -
#3 Low cost high productivity
Using SmartEnquiry not only can saved the manpower ,it also reduce the errors rates.which can make the business more smoother and stable
Security and Privacy
Microsoft Forms is compliant in the following ways: HIPAA and BAA compliant. GDPR compliance requirements met as of May 2018. Microsoft Forms meets FERPA and BAA protection standards. Microsoft Forms is encrypted both at rest and in transit. Microsoft Datacenter are built with ISO 27001, SSAE16, FERPA, HIPAA, FISMA & EU Model clauses. Replicated in georedundant datacenters are located in all over the world to protect against datacenter wide failures. Risk mitigation with multi-dimensional approach to help safeguard services and privacy of data. Backed by a 99.9% financially backed service level agreemen
References
Read User Manual Online (PDF format)
Read User Manual Online (PDF format) >>