At a Glance
Client: Discount Payments (payment processing)
Service: Workflow automation and custom software
What we built: An automated commission calculation system and a portal for accessing commissions
Result: The manual calculating and spreadsheet sending are gone, freeing the team to focus on growing the business. This saves them 4-5 hours every week, which can make a big impact over time.
The Problem
Discount Payments works in payment processing, where agents earn commissions based on the business they bring in. Working out those commissions was a manual job. Someone had to go through each client's income and costs and calculate everything by hand.
Then came the second manual step: delivering the results. The commission numbers were put into spreadsheets and sent out by email, rather than made available in one clean place that stays up to date.
That meant extra hours every cycle, more room for mistakes in the math, and information that was only as current as the last spreadsheet sent. It was necessary work, but it wasn't the work that grows the business.
What We Built
We replaced both manual steps with two connected pieces.
An automated commission system. We built a backend that calculates agent commissions automatically. Instead of someone working through each client's income and costs by hand, the system does the math and keeps the numbers up to date.
A commission portal. We built a portal that makes the process seamless. Instead of waiting for a spreadsheet to arrive by email, the agent can log in and see their commissions through a clean interface.
The backend does the calculating, and the portal does the delivering, with no one needed in the middle.
The Results
The biggest change was time. The hours that used to go into calculating commissions and putting together spreadsheets are free for other parts of the business. Access is also simpler, since commissions are available in the portal at any time instead of arriving as an attachment. This saves their team 4-5 hours every week and made time for other things that could actually grow their business.
The Takeaway
If your team keeps repeating the same calculations, building the same spreadsheets, or sending the same updates by email, that work can usually be automated. The goal isn't to replace people. It's to take the repetitive steps off their plate, so their time goes to the work that actually moves the business forward.
Want Something Similar?
Whether it's calculations, reporting, follow-ups, or a custom portal, we can help you find what to automate first.
Learn more about our Workflow Automation and Custom Software and Apps services.
