Westsphere systems, a FinTech company providing electronic payment and cash dispensing for cash withdrawals, kept losing their subscription to internal tools b/c the team was not aware of upcoming expiration dates. This led to the company recently losing access to a key tool for their operations.
Maki, an IT Admin, needed a way to automate subscription renewal reminder emails from his Google Sheet to the necessary internal team members 14 days and 7 days before a subscription expiration date.
Other email automation tools either 1) did not allow him to easily send emails based on dates 2) did not allow him to edit email automations already implemented or 3) did not allow him to easily view the list of expiring subscriptions in a spreadsheet view.
The Westsphere team was looking for a solution that was easy to set up and that automated emails even when the software was closed (i.e, a ‘set it and forget it tool’) - as to completely eliminate the manual labor of sending emails and to ensure no reminder is missed.
With Lido, Maki was able to connect to his live Google Sheet list of current software subscriptions along with their expiration dates and set up an automation to remind team members about expiring software 14 days and 7 days before the expiration dates - all with “simple spreadsheet formulas” and a “user friendly” automation interface.
Maki used to spend 20+ hours per week trying to customize Azure to fix the automations the previous IT Admin had set up (to no avail), manually setting up calendar invites for when critical events were happening (e.g., a software subscription expiring), and manually sending the necessary emails. With Lido, Maki has saved those 20+ hours and has been able to focus on his most key responsibilities - making him more efficient and giving him the praise of his directors and team.
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