Automation Case Study: iSimplify

iSimplify is a training organisation that takes the complexity out of compliance for the mining industry. With the goal to simplify their processes, and maximise their automation, founder Lesley Cooper, reached out to Agility Automation for guidance.

The Challenge

With every student that comes on board, there are complex and heavy administrative systems and processes to ensure they are compliant. iSimplify were managing it with spreadsheets and manual processes, however Lesley had a feeling that they could really automate a lot of the actions so the team could scale and help more people.

The Automation

The Agility Automation team created a workflow of their entire process from onboarding, to sending the certificates to the student and company contacts. They highlighted the many areas that could be automated or improved and then, in stages, the team set to work. 

“Working with Agility Automation has been a pleasure. All team members are extremely knowledgeable and keen to understand your business to ensure they offer the best advice and service offerings to improve your overall business functions.”

The first stage was automating the onboarding process using Jotform, Docupilot and Zapier to bring all information into Airtable. Then, building systems to digitise their class sign on, and training processes.

The Outcome

The iSimplify team were able to move into the Airtable ecosystem and found the benefit of seamless workflows, as well as automations that saved them hours each week.

Ultimately, working within Airtable created a type of “live dashboard” of information, as opposed to a stale, static spreadsheet. Rather than the iSimplify team being tied up with managing and maintaining systems, they’re now able to concentrate on providing industry-class service and growing their business.

If you’re struggling with juggling spreadsheets or manual repetitive tasks, and want help with Airtable consulting in Australia, online forms, document automation, or Zapier, book your free Automation Strategy Call with an Agility Automation expert today.