Workato is the most powerful automation platform that allows you to integrate and automate processes across various applications and systems. The services we provide using Workato run across Big Ops. Our consultants bring deep process expertise in various operational areas.

Here is a list of services we offer running Workato:

Integration Services:

• Connect disparate applications and systems to streamline data flow and communication.
• Create custom integrations between popular software such as Salesforce, Slack, Zendesk, QuickBooks, and more.

Workflow Automation:

• Design and automate business workflows to reduce manual tasks and improve efficiency.
• Implement approval processes, notification systems, and data validation rules.

Data Synchronization:

• Ensure data consistency across multiple platforms by setting up data synchronization processes.
• Keep customer and product information up-to-date between CRM, eCommerce, and inventory systems.

E-commerce Integration:

• Integrate e-commerce platforms like Shopify, WooCommerce, or Magento with accounting, CRM, and inventory systems.
• Automate order processing, inventory management, and customer communication.

Customer Support Automation:

• Build automated ticketing systems by connecting helpdesk software (e.g., Zendesk) with other tools.
• Implement chatbots and AI-driven responses for customer inquiries.

HR and Employee Onboarding:

• Automate the onboarding process by integrating HR software with IT systems, document management, and communication tools.
• Streamline employee data updates and offboarding procedures.

Marketing Automation:

• Connect marketing platforms like HubSpot, Marketo, or Mailchimp with customer databases.
• Automate lead nurturing, email campaigns, and customer segmentation.

Finance and Accounting Automation:

• Integrate accounting software (e.g., QuickBooks, Xero) with payment gateways, invoicing systems, and expense management tools.
• Automate invoice generation, expense approvals, and financial reporting.

Analytics and Reporting:

• Create custom dashboards and reports by aggregating data from various sources.
• Implement data transformation and cleansing processes to ensure data accuracy.

Custom App Development:

• Develop custom applications and solutions on the Workato platform to address unique business needs.
• Create custom triggers, actions, and connectors.

Training and Support:

• Provide training and support services to help clients maximize their use of Workato.
• Assist with troubleshooting and resolving integration issues.

Security and Compliance:

• Ensure data security and compliance by configuring access controls and encryption.
• Assist with GDPR, HIPAA, or industry-specific compliance requirements.

Consulting and Strategy:

• Offer strategic consulting to help businesses identify opportunities for automation and integration.
• Develop a roadmap for digital transformation using Workato.

Continuous Optimization:

• Monitor and optimize existing Workato workflows to improve performance and efficiency.
• Stay updated with Workato’s new features and capabilities to offer the latest solutions.

Migration Services:

• Assist clients in migrating their existing integrations and workflows to the Workato platform.
• Ensure a smooth transition and minimal disruption.