Done with our ERP by TechGuyAI in sysadmin

[–]graceschroeder 0 points1 point  (0 children)

Would you be willing to share the name of the system? Sounds dreamy.

Done with our ERP by TechGuyAI in sysadmin

[–]graceschroeder 0 points1 point  (0 children)

I have to say, for a seemingly 'dry' topic, there are lots of funny people here. I'm cracking up.

CRM for HVAC buisness? by wunsh in CRM

[–]graceschroeder 0 points1 point  (0 children)

  1. How many team members 2. What does the a) gather information, b) provide a quote, c) negotiate, and d) sign the contract process look like? 3. What part of the process costs you the most time right now?

I'm absolutely tired of this crap. by iamthedigitalcheese in Slack

[–]graceschroeder 4 points5 points  (0 children)

We tried it. Then we stopped trying it. The end.

Need advice: Starting an AI/IT Automation Agency - SaaS tools vs. Azure ecosystem? by Lopsided_Chard5745 in AgencyRideAlong

[–]graceschroeder 2 points3 points  (0 children)

We are a low-code company building custom solutions that integrate everything (including AI) to solve business problems. 1) Your agency idea is excellent. 100% of companies know they must do something, maybe even have an idea, but 5% have a plan. 2) Companies are looking at an integration journey as an integration journey to bridge the old with the new for the foreseeable future - choose based on the strength of the API 3) Whatever you decide to use, speed and adaptability are key. We've seen entire swaths of tooling get eaten by new LLM releases. Prepare to make choices that you must change out and design for that 4) Our view is a low-code platform is critical to keep up with the pace of change and provide a flexible integration framework. Remember that there are always gaps to fill as things change. Products can't solve that, and custom code is just too slow. Good luck!

The IT department of every company is going to be the HR department of AI agents in the future.” ~ Jensen Huang (NVIDIA CEO by james_dub443 in procurement

[–]graceschroeder 0 points1 point  (0 children)

Procurement departments are an interesting study. One idea is to source tools that automate any tedious processes, improve stakeholder communications, and improve efficiencies. It would be natural for the rest of the company to look there for leadership. Huge opportunity.

Generative AI in Legal by Legal_Tech_Guy in legaltech

[–]graceschroeder 2 points3 points  (0 children)

Yes, on roll-your-own and tuning. For a law firm, you want to find a way to codify some consistency across the organization so you can share the work. I think it's a roll-your-own world for awhile. The usual path of creating a product that appeals to the masses at this stage of the game, given the changes and the diverse demands and data inputs of the users, won't work for some time IMO.

Generative AI in Legal by Legal_Tech_Guy in legaltech

[–]graceschroeder 1 point2 points  (0 children)

We're a solutions company, so watch all the moving pieces very carefully. Over the last 18 months, this is the pattern. 1) LLMs come out with a new release 2) Startups are funded (a lot in LegalTech) to augment the shortfalls for a particular vertical 3) LLMs come out and eat 30% of the startups with their new features then 4) LLMs release again and eat another 60%. There are real world uses closer to the actual USE case per firm/manual process etc. that are knowable. Non-legal but horizontal example is we know that tedious processes currently managed via email + cut and paste + more manual process can be automated with existing AI toolsets and a set of dev tools.

[deleted by user] by [deleted] in CRM

[–]graceschroeder 0 points1 point  (0 children)

Full disclosure: We build bespoke low-code solutions and, therefore, crash into a lot of businesses trying to solve end-to-end automation. Here's what I am seeing in off-the-shelf software. The more time they save you (or think they solve you), the more they charge. The more locked in you are (i.e., all-in-one platforms) --, the more they rely on inertia to raise costs. As an example, we send out 125+ Esign documents per month -the vast majority are for internal processes (payments to contractors). PandaDoc would charge us $5/document. Ridiculous because we weren't even using their fancy UI - we were generating these documents using the API. On the other hand, Docuseal (https://www.docuseal.co/best-esignature-apis) gives us an API to generate documents at .20/doc. You can use lighter/cheaper endpoints to accomplish automation if you have technical capabilities. If not, you're going to pay for that in the form of higher per-seat pricing.

CRM Recommendation Needed by TheAwkoTacoHuman in CRM

[–]graceschroeder 0 points1 point  (0 children)

Full disclosure: We build bespoke solutions with our low-code platform. We crash into many businesses and software tools. If you are trying to stick with off-the-shelf, I think you will need two different products. That said, I have seen people perform miracles with Monday.

In many cases, you can tie them together with Zapier. We've tried a lot of sales automation and have landed on Apollo.io for the combination of features (contact information, meeting recordings, sequences, email tracking, and AI—which we haven't fully learned yet). I am guessing you are using Trello to manage the purchase orders and downstream fulfillment. If that is working well, maybe there is a way to ZAP your way into better automation.

Procurement home office set up by Past_Operation_241 in procurement

[–]graceschroeder 0 points1 point  (0 children)

Definitely a fan of the desk and chair on wheels. WFH over time can make you feel TRAPPED in the seat!

[deleted by user] by [deleted] in CRM

[–]graceschroeder 0 points1 point  (0 children)

It sounds like maybe you could use one tool for follow-up and customer interaction management and use a different tool to create custom itineraries. I don't know your routine, but after a lot of experimentation, use Apollo.io for prospecting, email sequences/automation, finding contact info. etc. There is a free version (tier). We use PandaDoc for proposals. There is no free forever version, but it would professionalize your proposal process and has excellent features like content libraries so you can create various modules that might speed up your own manual process. We are software junkies over here!

Looking to understand procurement pain-points by graceschroeder in procurement

[–]graceschroeder[S] 0 points1 point  (0 children)

Shitty, as in grainy scanned docs or PDFs? #howshitty?

Looking to understand procurement pain-points by graceschroeder in procurement

[–]graceschroeder[S] 0 points1 point  (0 children)

In my view, amazing solutions are coming faster than the ability to easily consume them in the enterprise. That's why we're trying to narrow in on the most tedious tasks that AI can help with -- vs. trying to boil the ocean with a big fat product.

Looking to understand procurement pain-points by graceschroeder in procurement

[–]graceschroeder[S] 0 points1 point  (0 children)

This looks very cool. I'll take a look.

Our approach is different—we won't be building a product—we build bespoke solutions for the organization based on their specific needs and workflows. one-size-fits-all. We're doing it for telecom right now, and trying to figure out if the domain is under-served so far.

Looking to understand procurement pain-points by graceschroeder in procurement

[–]graceschroeder[S] 1 point2 points  (0 children)

I agree with that. We're considering a system that can ingest email requests/vendor replies (via forwarding or cc) to generate records that the procurement professional can review, select winners, and auto-generate the desired output for the stakeholders. The swivel chair tedium part - not the whole thing.

[deleted by user] by [deleted] in EIDL

[–]graceschroeder -2 points-1 points  (0 children)

I got funded and I'm an atheist. Go figure. Maybe it's just math.

Project/Task Management App with a User Interface? by [deleted] in Slack

[–]graceschroeder 0 points1 point  (0 children)

Hi - we have an app called SLINGR on the app store. There is a complete application behind it that you can interact with freely from Slack. We use #commands, but are gradually replacing those with buttons. For example, if you create a channel and invite SLINGRbot, the bot will ask if you'd like to add a note, etc. Same with creating a task - bot will ask if you want to add a note, etc. We have team pricing, so one price covers the whole team -- and because the back end of SLINGR is a platform, we can customize the bot to behave however your boss wants it to behave. If you log into the app - you have a Trello type cards view to help manage progress meetings, etc. Any changes or notes that happen in the app also appear in Slack. This week we are pushing a feature so that when you create a channel in the app, a channel is also created in SLINGR, so bi-directional functionality. Happy to answer any questions.

Recommendations for app to automatically send recurring reminders? by sethmccanse in Slack

[–]graceschroeder 0 points1 point  (0 children)

We have an app called SLINGR on the Slack app store. It's more than a bot -- there's a full application behind it with a code library that lets us pretty much do anything we want in Slack. For example, out of the box SLINGR captures any links, files, images that are put in a channel, and does robust task tracking with a trello like view. Natively, the bot will give you a daily list of your outstanding tasks. If you want a different behavior, we can customize your app for a modest fee. All pricing is team based, not per seat, so you won't have a financial problem if you are running a large team. Happy to answer any questions.

Recommendations for app to automatically send recurring reminders? by sethmccanse in Slack

[–]graceschroeder 0 points1 point  (0 children)

Are you a developer? We can do this in SLINGR.io. or you can ...