Business Applications

A leader in strategic transformation, operations automation, and customer experience for businesses of all sizes across Canada and the United States, we specialize in translating technical jargon into real-world workflows that help employees perform and their customers grow.

Data Analytics

Data and analytics are growing at an amazing rate. You may be surprised by just how much information is in your business that is not tracked that could help you thrive.

Analytics All In One Place

All your analytics can now be housed in a single place where all your information is tracked. Whether it be in your CRM or Support Desk, the information is there to analyze and make better decisions.

Real Time Dashboards

What do you do with your information? We set it up in a way that you can understand what is happening in your company without the hassle of taking the time to make the right visualizations all in a single dashboard, or over multiple dashboards.

Easily Digestible Reporting

Schedule reports on the data so you get the data you need when you need it. Quarterly reports, weekly sales goals, new sales information, uptick in issues, all sent to your email. All of these are presented in way as that are easy to understand and therefore easier to act on.

Approvals Automation

AI and automation may seem out of reach. With Bison & Bird this can be very easy. We set up the automations for all of your repetitive tasks that you don’t need to spend time on. Focus on building your business and making that next sale while our AI does all the hard work.

It’s All Automatic

AI can send requests to the right agents or sales person the first time. As soon as a customer reaches out to you, the best person for the job will be on it with automatic assignment.

Robot Process Automation (RPA)

RPA’s can be used for so many different things that help to easily deal with those repetitive tasks you don’t need your employees to be handling. Let us do the heavy lifting for you.

Scalable With Your Company

The AI can grow with your company. As you start to gain more and more information the AI will be able to handle it. See what you can throw at it, we are sure it can handle it.

Field Service

Keep track of your field service agents wherever they are! There is so much you can do with the Freshworks Field Service module to help your agents out in the field, provide the best service that they can.

Easily Assign Work

Assign Tasks to your field agent so they know exactly what their next job is without the email back and forth.

Scheduling Dashboard

You can also use the scheduling dashboard to assign tasks to your field agents. As soon as a new job comes in, you can schedule that time easily into the company calendar so that your customers get the quickest service possible. This means you can also see when your agent’s calendars are open for a new job so there is never any overlap between customer engagements.

Built In Ways to Log Time

See how long your agents are on a job. This could be for billing or to improve company efficiency with their service.

Mobile App

All of this can be downloaded onto your phone. From here you can add notes, pictures, get signatures and resolve customers issues all on the go in the same system you use at the office.

Customer Portals

Use customer portals so that your customers can use it to help themselves

Let Your Customers Help Themselves

Publish articles in the customer portal knowledge base so that any frequently asked question that your customer has can be answered with a quick search in your documents that already exist.

Let Your Customers Help Others

Customers can help each other. Enable forums for your community to keep in touch and help each other out

Easily Collect Information From Tickets

Big issue? Customers can submit tickets to your support channel so that the issue can be dealt with easily and efficiently, with all the documentation attached right to it.

Multiple Portals

It does not have to stop at a single portal. Set up multiple portals for your groups of clients to have different branding, articles and information tied to it, so you give your clients the best experience you can.

Chatbot

There are unlimited opportunities for ways to engage your customers by using chatbots. With personalized conversation tools you can gather information, evaluate requests, and so many other things

Quick responses

All your analytics can now be housed in a single place where all your information is tracked. Whether it be in your CRM or Support Desk, the information is there to analyze and make better decisions.

Evaluate requests

What do you do with your information? We set it up in a way that you can understand what is happening in your company without the hassle of taking the time to make the right visualizations all in a single dashboard, or over multiple dashboards.

Integrate other tools into your chatbots

What do you do with your information? We set it up in a way that you can understand what is happening in your company without the hassle of taking the time to make the right visualizations all in a single dashboard, or over multiple dashboards.

Speak To A Real Person

What do you do with your information? We set it up in a way that you can understand what is happening in your company without the hassle of taking the time to make the right visualizations all in a single dashboard, or over multiple dashboards.

Discover missed revenue opportunities using data you already have

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Our Process

Discovery

Your users are the focus. Employees and customers are significantly more satisfied when information is timely and readily available

Define Scope

All your problems don't require a solution. Just the one or two that are most critical to your business today

Execution Plan

Your stakeholders can help determine which problems are most critical by using our betting system to gain team commitment and consensus

Build

Problems are best solved from the middle, starting with a small and novel element your business can benefit from. Customer-centric design is very powerful during this stage.

Launch

This is where your people are trained, their problems are solved, and any unexpected bugs are squashed

Our Partnerships

Microsoft enables us to support our customers' digital acceleration, drive new growth, and create real-world impact, whether through simple applications or complex integrations. Our focus is on business applications using Dynamics 365, Power Platform and Azure.

Receive a 20% Discount on Annual Plans

The Bison & Bird partnership with Clearworks is a powerful combination of customer-centric design that creates a new level of customer and employee experience for your business. Clearworks help to deliver world-class customer research, insights, workshops & summits for your business planning, prototyping, ideation, and customer validation goals. Their work spans across some of the largest Fortune 500 brands, such as Apple, Adobe, Ford, Snap Chat and Visa, to name a few.

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Frequently Asked Questions

What is Web2?

Web2 refers to the user (you) generating content, participating and interoperability (compatibility with other products, systems, and devices) for end-users. Also referred to as the social web, users can contribute content instead of only receiving or reading published content.

What is Software as a Service (SaaS)?

SaaS providers use the internet to deliver software to the end-user. Usage is generally subscription-based, with a monthly or annual fee. Since they are cloud-based, upgrades are managed by the solution provider. SaaS companies deliver usability without bogging customers down with the details.

Are there processes in my business that are good candidates for automation?

Yes, typical areas that are great starting points for automation are: Customer Relationship Management (CRM), help desks, customer knowledge portals, supply chain and inventory control, price books, quotes & estimating, and any manual process where your people are double and triple handling information.

I have heard of customer experience but not employee experience, what’s the difference?

 Employee experience is often overlooked by businesses, but it could be argued that it is more important than the customer experience. If employees don’t have the correct information at the correct time to do their job, that negative experience spills over to a negative customer experience and so on…

I will be looking to retire from my business soon, why would I upgrade the business now?

Typically, businesses that have good sound processes that are scalable regardless of the employee or management, are more desirable acquisition targets and can receive a higher multiple valuations.

My employees don’t do well with change and typically fear technology, is there a way to overcome these objections?

Yes, change management can be hard but if the employee is included in the design of the solution, it makes the transition much easier. The team at Bison & Bird are all former executives, business owners, and managers so the importance of facilitating employee engagement through the process is a value add to our clients.

Find out how we can make your tech work for you, not you work for your tech.

Let's Get It Done!