App Development & Automation

Reduce repetitive work, improve consistency, and connect critical business processes with automation, RPA, and custom applications.

TECHNOLOGY

Eliminate Manual Work. Unlock New Efficiencies

Many organizations rely on manual processes because “that’s how it’s always been done.” Over time, those workarounds create inefficiencies, increase labor costs, introduce errors, and prevent employees from focusing on more strategic work. Whether you’re struggling with duplicate data entry, disconnected systems, time-consuming reporting, or repetitive administrative tasks, automation can help your organization work smarter and scale more effectively.

Many Automation Opportunities Start With the Same Challenges

Time Lost to Manual Work

Employees spend valuable hours entering the same information multiple times, transferring data between systems, or performing repetitive administrative tasks.

Disconnected Systems and Data

Critical business information often exists across multiple applications, creating inefficiencies, delays, and duplicate work.

Human Errors and Inconsistent Processes

Manual workflows increase the risk of mistakes, incomplete data, and compliance issues that can impact operations.

Growth That Requires More Staff

As organizations grow, inefficient processes often require additional personnel to keep up with demand instead of leveraging technology to scale efficiently.

Automation That Solves Business Problems

Many technology providers focus on software. We focus on outcomes. Our team takes the time to understand how your organization operates, identify process bottlenecks, and develop solutions that create measurable business value. Whether it’s a custom application, an automated workflow, or a software bot, every solution is designed to improve productivity and support long-term growth.

Custom Application Development

Create purpose-built applications that support your unique workflows, improve visibility, and eliminate inefficiencies.

Robotic Process Automation (RPA)

Use software to automate repetitive tasks, reducing manual effort while improving speed and accuracy.

Software BOTs

Deploy automated BOTs that perform repetitive business tasks such as data entry, record updates, system navigation, and transaction processing.

System Integration

Connect business applications and eliminate the need for employees to manually transfer information between systems.

Reporting & Business Intelligence

Transform data into actionable insights through automated reporting, dashboards, and analytics.

What Is Robotic Process Automation?

Robotic Process Automation (RPA) uses software BOTs to perform repetitive, rules-based tasks that employees would otherwise complete manually. Think of an RPA BOT as a digital employee capable of:

Moving information between systems
Entering data into applications and generating reports
Processing transactions
Organizing documents
Monitoring workflows and triggering automated actions

By automating repetitive tasks, organizations can reduce errors, improve consistency, and free employees to focus on higher-value initiatives.

Case Studies and Success Stories

Automating Personnel Document Exports for a Company’s New HR System

A central Michigan healthcare provider was transitioning to a new HR system and needed to export thousands of personnel documents, including performance reports and W-9 forms, to PDF. Their legacy system only allowed printing web-based reports, including any attached files. Yeo & Yeo Technology used Microsoft Power Automate to develop an RPA BOT that ran for three days, exporting and organizing over 4,000 reports and attachments into personnel folders. This automation saved days of manual effort, freeing up valuable staff time.

Migrating New Client Data into a Corporate Business System

A Michigan accounting firm needed to import client data from recent mergers into its core business software. Yeo & Yeo Technology created a Microsoft Power Automate BOT to simulate manual data entry — tabbing through fields and inputting data for over 10,000 clients. Running continuously for 24 hours, the BOT saved the firm several days of manual work.

Automating Claims Processing for a Medical Billing Firm

A Great Lakes-based medical billing firm needed to manually enter claims from multiple healthcare providers into a hosted billing platform. Yeo & Yeo Technology developed a custom Microsoft C# application to automate the process — receiving claims in various formats, applying necessary formatting, generating reports, and uploading data directly via API. The solution now handles 1,000 to 2,000 claims daily, significantly reducing manual entry time.

Streamlining Training Survey Processing with OCR Technology

A Michigan training facility wanted to improve how it tracked training attendance to ensure quality control. Yeo & Yeo Technology developed a custom Microsoft C# application that scans, processes, and archives training surveys using optical character recognition (OCR) technology. The application uploads results to a database and generates reports. Processing hundreds of surveys daily, the solution saves hours each week while ensuring accurate, timely reporting.

Automating Employee Performance Reporting for a Credit Union

A credit union spent days compiling and validating employee performance reports from Excel spreadsheets. Yeo & Yeo Technology built a custom Microsoft C# application to automate the process — pulling data, applying business rules, archiving records, and generating reports in minutes, allowing HR staff to focus on more strategic work.

Automating Client Invoicing for a Manufacturing Company

A Michigan manufacturing company had multiple employees spending several hours a day manually gathering and combining supporting documents to send with each customer invoice. Yeo & Yeo Technology used KnowledgeSync, a business monitoring and workflow automation tool, to automatically compile invoices and merge all required PDFs into a single attachment. The process runs overnight, saving hours of manual work every day and ensuring invoices are delivered accurately and on time.

What processes are costing your team time?

Let’s identify opportunities to streamline operations, improve efficiency, and help your team focus on more valuable work.

Talk with an Advisor

Frequently Asked Questions

What is the difference between automation and custom application development?

Automation improves or eliminates manual processes using workflows, BOTs, integrations, and software tools. Custom application development creates purpose-built software designed around your organization’s unique requirements. Many organizations benefit from a combination of both.
What types of processes can be automated?

Common examples include data entry, reporting, invoice processing, document management, workflow approvals, system integrations, employee onboarding, customer communications, and data migrations.
Do we need to replace our existing systems?

Many automation solutions are designed to work alongside your current applications and infrastructure, extending their capabilities without requiring a complete replacement.
How do we know if automation is right for our organization?

If your team spends significant time on repetitive tasks, manual data entry, reporting, document processing, or moving information between systems, there may be opportunities for automation. A discovery conversation can help identify the greatest opportunities for improvement.
What technologies do you use?

Our team works with a variety of technologies, including Microsoft Power Automate, custom development platforms, APIs, workflow automation tools, business intelligence solutions, and integration technologies to create solutions tailored to your needs.