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How to Start Event-Based Marketing: A Bottom Up Approach
A bottom-up approach to event-based marketing using data integration, customer behavior analysis, and automation to optimize marketing spend.
By Ross KatzRead
Your team spends hours on work a script could do in seconds.
We automate the repetitive, error-prone work that consumes your team's time: invoice processing, report generation, data entry, system synchronization. Your people focus on decisions only they can make.
Process Automation
Your company has processes that consume hours of staff time every week: invoice reconciliation, report assembly, data entry between systems, manual approvals. CorrDyn designs and builds automation that is reliable, maintainable, and pays for itself.
4x
Fund growth with 0 additional administrative staff
8 hrs → 30 min
Monthly reporting for all customers
88%
Back-office efficiency improvement
Use Cases
Engagements where this is the right work.
Back-office automation
Eliminate manual invoicing, reconciliation, and data entry. We build workflows that process transactions, match records, and flag exceptions without human intervention.
Data entry and system synchronization
Your team copies the same data between systems that do not talk to each other: inventory across platforms, customer records between CRM and ERP, transactions into multiple tools. We build integrations that keep systems in sync automatically and eliminate the manual handoffs.
CRM/ERP workflow automation
Connect Salesforce, HubSpot, NetSuite, and other systems so data flows between them automatically. No more copy-pasting between tabs.
Approval workflows and exception handling
Purchase orders, expense approvals, and contract reviews sit in inboxes for days. We build automated routing, escalation rules, and exception flagging so approvals move through your organization without manual chasing.
Compliance reporting automation
Your team spends days each month preparing the same regulator-mandated report. We automate the data assembly so the manual work becomes review, not extraction.
Our Process
A structured approach that delivers results at every stage.
01
Map and Diagnose Workflows
Our approach follows five steps: define outcomes, diagnose constraints, research approaches, select for ROI, and implement. We start by understanding the end-to-end workflow before writing a single line of code. That means sitting with the people who do the work, mapping every step, and identifying where time and money are lost. Only then do we design the automation, always with an eye toward reliability and maintainability.
Output: Process map with time-cost annotation and ROI ranking
02
Build and Deploy Automation
We build automation across back-office and operational workflows. That includes invoice processing, approval routing and exception handling, purchase order automation, data deduplication pipelines, and integrations that keep your CRM, ERP, and accounting systems in sync. We integrate with platforms like NetSuite, Salesforce, and HubSpot via their APIs, and we build custom solutions on AWS, GCP, or Azure when off-the-shelf connectors fall short.
From our podcasts: Automating Bioprocessing Workflows with Martin Permin, How BioRaptor Is Modernizing Bioprocessing Workflows with Yaron David, and Gen AI in Incident Response with StratusGrid.
Output: Deployed automation with error handling, alerts, and human review
03
Measure and Expand
Our process automation clients are organizations that have grown to the point where manual processes are creating bottlenecks, errors, or both. See how we automated trade operations for a hedge fund, eliminating manual processes and reducing operational risk. One fund management client grew 4x with zero additional administrative staff after we automated their back-office operations. If your team is spending hours on data entry, reconciliation, or moving information between systems, we can help you reclaim that time.
Output: Hours-saved report and a prioritized list of next automations
“CorrDyn was instrumental in building out various solutions that reduced back-office operations and allowed our teams to focus effort on more strategic revenue generating activities.”
Will Cooper— Finance
Outperformed HFRX Global Index 5 consecutive years
Fund performance
4x over 5 years
Fund growth
Only 1
Additional hires needed
Results
Real outcomes from real engagements.
Financial Services / FinTech
Meeting Optimization for a Financial Networking Conference
19,000+ in under 30 minutes
Meetings scheduled
90%
Walking distance reduction
Higher Education
CorrDyn's Data Solutions Propel University's Growth
87%
Annual revenue growth
18
Department heads with data visibility
Finance
How CorrDyn Transformed a Hedge Fund's Operations
Outperformed HFRX Global Index 5 consecutive years
Fund performance
4x over 5 years
Fund growth
Frequently Asked
Questions
What kinds of processes can you automate?
We automate a wide range of business processes including invoice processing, purchase order workflows, approval routing, data deduplication, system synchronization, and back-office operations. If a process follows a repeatable pattern and consumes significant staff time, it is likely a strong candidate for automation.
How do you decide which processes to automate first?
We use a five-step approach: define desired outcomes, diagnose the constraints in your current workflow, research available approaches, select the option with the best ROI, and implement. We prioritize processes where automation will deliver the highest impact relative to effort, so you see returns quickly.
How quickly can automation deliver ROI?
Most clients see measurable time savings within the first month post-deployment. A single automated workflow that replaces 10 hours of weekly manual work pays for itself fast. We sequence projects so the highest-impact automations go live first.
What if our processes change frequently?
We build automation that is modular and easy to update. Configuration lives in code, not in someone's head. When your business rules change, adjustments are straightforward, not a rebuild from scratch.
Do you support the automation after it is built?
Yes. We offer ongoing support agreements for monitoring, maintenance, and iteration. Our support agreements typically scale to zero as your team ramps up or as maintenance requirements scale down. We also document everything and train your team so you can own the system independently if you prefer.
Ready to reclaim your team’s time?
Show us the process that’s eating your hours. We’ll tell you what’s worth automating and what isn’t.
Book an Intro CallOur Other Services
Or, see what else we do.
Systems Integration
Connect CRMs, ERPs, e-commerce platforms, and legacy systems so data flows automatically. CorrDyn builds integrations that run reliably at scale.
Learn more
Enterprise Software
Custom enterprise software, ERP integration, and legacy modernization. CorrDyn builds systems your team can maintain and extend on their own.
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Data Engineering
Build reliable, cost-effective data pipelines on AWS, GCP, and Azure. CorrDyn designs and implements data infrastructure that scales.
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Operations Analytics
Track production efficiency, warehouse performance, and workforce productivity with data infrastructure built for operations teams.
Learn more