Save Time with Business Process Automation for Maconomy

Posted by Kimberly Sack on December 19, 2019

communication automation image with icons

On average, businesses are missing out on about 50% of all automation opportunities*. Due to this inefficiency epidemic, companies worldwide are constantly searching for ways to speed up business processes and reduce the need for human intervention.

Introducing Business Process Automation for Maconomy

Powered by the background task functionality, Maconomy’s Business Process Automation, or BPA, enables clients to automate many manual tasks across their companies – saving employees precious time and the company money.

Maconomy BPA is directly within the application. There is no need to purchase additional modules, workflow automation software or integrate with a third party. 

What is BPA?

BPA or business process automation enables firms to automate repeatable, day-to-day tasks or recurring business processes. With BPA for Deltek Maconomy, super users can create automated actions without the need of technical knowledge. Previously, this required technical personnel working with extension code.

Now, background task functionality** within Maconomy’s Workspace Client allows designated users, typically system administrators, to schedule a range of operations without the need for additional scripting support.

**Important Note: this functionality requires Maconomy 2.3 or 2.4 

Benefits of BPA for Maconomy

Many processes or actions are required on a regular timetable and often form an item on a month-end close checklist or a weekly schedule within a Finance department. BPA for Maconomy:

  • Virtually code-free automation
  • Pre-built functionality – no integrations, extensions or additional software to purchase
  • Limitless options – automate every user-generated task
  • Extends to work with standard Deltek product integrations & potentially even your own integrated applications

How does it work in Maconomy? 

Maconomy’s background task engine allows for the automation of any operation that a Maconomy user can execute manually in the workspace client. Background tasks run according to a schedule, and then execute based on that schedule automatically. A background task is formed of a key generator (identifying what you want to affect) and a schedule rule (identifying what you want to do to it and when).

Tip: Use the formula below as your quick guide to create a background task.

Active Schedule Rule + Key Generator → Background Task created & executed on schedule → Result (and/or an error report for review)

Ready to learn more?

Contact your Account Manager or Customer Success Manager to discuss common examples of BPA or engage with Deltek Global Consulting.

*Source: Software Testing and Big Data Hadoop

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