Case Study: Tidyco Ltd achieves automated credit control and real-time data with Codeless Platforms BPA Platform

Automating the credit control process and producing real-time data

Tidyco Ltd, a UK provider of fluid and pneumatic systems, faced challenges with manual and time-consuming administrative tasks such as report generation and credit control. Their existing ERP and CRM systems lacked automation, requiring employees to manually extract data and communicate with stakeholders daily. To address this, they turned to the vendor Codeless Platforms and its Business Process Automation (BPA) Platform.

Codeless Platforms implemented a solution that automated Tidyco's key processes, most notably the credit control system. Using the BPA Platform's tools, they integrated data from Sage Line 500, a SQL CRM, and Microsoft Access to automatically generate and distribute reports. This automation removed manual administration duties, provided real-time data on client credit statuses, and significantly increased company cash flow. The immediate return on investment included saved countless man hours and reduced operational costs.

Tidyco Ltd

James Tidy

Director