modernize operations with integrated PROCESS automation
Helping Copier Dealers Automate Manual Processes, Create Efficiencies and Increase Profit Margins
Most dealers utilize only 40% of the e-automate ecosystem, bogging teams down in manual tasks and data entry. We work with you to create automated processes and workflows and integrate key industry platforms, including AI. This eliminates friction across service, sales, procurement, logistics, and billing, transforming your e-automate ERP into a scalable engine for growth and profitability.
Print industry veteran with 15+ years of executive leadership in e-automate ecosystem optimization, process automation, and operational strategy.
THE UTILIZATION GAP
The Cost Of
Under-Utilized Systems
Independant Copier dealerships invest heavily in sophisticated ERP platforms like e-automate and automation suites like CEOJuice, yet their staff routinely operate within less than 40% of their software’s functionality. Core modules, contract templates, and system codes established during initial setup are rarely recalibrated to match evolving business models and tools, forcing teams to rely on manual data re-entry, email overload, and disconnected 3rd-party tools. This massive utilization gap creates silent, pervasive bottlenecks across sales, service dispatch, procurement, and billing, transforming what should be an automated engine into a source of daily operational friction
The true financial toll extends far beyond ERP subscription costs. When departmental workflows are disconnected, teams resort to offline spreadsheets and duplicative third-party tools to bridge the gaps. This manual re-entry compounds errors between desking, F&I, and fixed operations, steadily eroding dealership margin through avoidable administrative overheads.
Siloed records forcing manual verification across departments
Redundant add-ons purchased to solve native features already owned
Manual workflows causing delays, frustration and errors
OPERATIONAL INEFFICIENCY STATISTICS
32%
Average feature utilization across all platforms with disconnected integrated systems and tools.
$18,400+
Estimated annual dollars wasted per employee on manual data re-entry and process workarounds.
5.2 Hrs
Weekly administrative drag per staff member navigating disconnected applications instead of serving clients.
Core Consulting Services
Streamline dealer operations, introduce process automation and best practices within the e-automate eco system, provide training and coaching. Integrate platforms like CEOJuice, Printanista, industry leading CRM's and more.
System Check
ERP Audit
Complete application check and realignment of e-automate eco-system. Ensuring lists and codes, GL accounts, items, customer accounts, service contracts and company options & tools are all setup correctly.
Company Options & Tools
Lists & Codes
Items, Accounts, Service Contracts
Data validation and cleanup
Integration
Add On's
Identify integration requirements. Configuration and setups. Training and Iimplemantation.
Identify manual processes
Introduce API's for process & data entry automation
Create automated workflows
Introduce KPI dashboards
Automation
Process Automation
Minimize manual tasks and data entry with automation, drive effeciencies in all departments. Bridge disconnected applications.
Meter collection
Sales and Contract Billing
Inventory Management
AR & AP
Success Statistics
Measurable performance and operational yield across multiple engagements.
Efficiency Rate
Annualized Savings
Time Saved
Average ROI
EXECUTIVE ACTION REQUIRED
Ready For Automation and Growth?
Ready to streamline operations, boost employee productivity, drive efficiences, increase margins, and manage every detail - from sales, inventory, service, billing to finance? Partner directly with Optima Business Consulting to diagnose your ERP and integrated systems, we can help you improve outdated processes, drive effeciencies so you can focus on growing your business.
Strict confidentiality guaranteed • Zero workflow disruption • Verified dealership impact
Tel: +1-250-215-2308