What is Workato
Workato is an enterprise-grade automation platform designed to integrate and automate workflows across complex business systems. It offers advanced capabilities for enterprise resource planning (ERP), customer relationship management (CRM), and other critical business applications. With robust security features, scalability, and pre-built connectors, Workato helps organizations streamline operations and enhance productivity across departments.
Integrate Workato and...
automate complex business processes seamlessly
integrate with a wide range of enterprise applications
scale operations with advanced workflow capabilities
maintain high security and compliance standards
use pre-built connectors to accelerate implementation
customize workflows with advanced logic and conditions
See what is possible with Workato:
Global Financial Reporting Automation
Automates the generation and distribution of financial reports across multiple business units and countries, ensuring consistency and compliance with global standards.
Reduced report generation time by 70% and improved accuracy in financial reporting, leading to enhanced compliance and decision-making.
Approach:
Workato was utilized to integrate SAP ERP with Oracle Financial Services and Microsoft Power BI. Automated workflows extracted financial data from SAP, processed it in Oracle, and generated comprehensive reports in Power BI.
Custom connectors were developed to ensure that data was accurately mapped and transformed between systems, enabling seamless financial reporting across different regions.
The platform also facilitated real-time data updates and automated notifications for key stakeholders, ensuring timely access to critical financial information.
Tools used: SAP ERP, Oracle Financial Services, Microsoft Power BI
Enterprise CRM and Marketing Automation
Streamlines the integration between CRM systems and marketing automation tools to enhance customer engagement and sales efficiency.
Increased lead conversion rates by 40% and improved marketing campaign effectiveness through synchronized customer data.
Approach:
Workato was used to connect Salesforce CRM with Marketo and Dynamics 365. Automated workflows synchronized lead and customer data between Salesforce and Marketo, ensuring that marketing campaigns were targeted and personalized.
Integration with Dynamics 365 allowed for seamless data flow between sales and customer service teams, enabling a unified view of customer interactions and improving follow-up strategies.
The platform's advanced logic capabilities facilitated the creation of complex workflows that adapted to various customer segments and engagement levels.
Tools used: Salesforce CRM, Marketo, Dynamics 365
Supply Chain Management Optimization
Automates and optimizes supply chain processes, from inventory management to order fulfillment, to enhance operational efficiency and reduce costs.
Improved supply chain visibility by 50% and reduced order processing time by 30%, leading to cost savings and better inventory management.
Approach:
Workato was implemented to integrate SAP Ariba with Oracle SCM Cloud and Coupa. Automated workflows managed inventory levels, processed purchase orders, and synchronized supplier data between systems.
Real-time updates and automated alerts for inventory thresholds were set up to ensure timely restocking and reduce stockouts.
The platform's powerful integration capabilities facilitated end-to-end visibility of supply chain processes, improving decision-making and operational efficiency.
Tools used: SAP Ariba, Oracle SCM Cloud, Coupa
Human Resources and Payroll Automation
Automates HR and payroll processes, including employee onboarding, benefits administration, and payroll calculations, to enhance accuracy and efficiency.
Reduced payroll processing time by 40% and minimized administrative errors, leading to more accurate and timely employee compensation.
Approach:
Workato was used to connect Workday with ADP and ServiceNow. Automated workflows streamlined employee onboarding, benefits enrollment, and payroll processing by integrating HR data across systems.
Integration with ADP facilitated automatic payroll calculations and disbursements, while ServiceNow was used to handle employee requests and support tickets.
Custom workflows were designed to accommodate various payroll scenarios and ensure compliance with regulatory requirements.
Tools used: Workday, ADP, ServiceNow
Customer Service and Support Automation
Enhances customer service operations by automating ticket management and integrating with various support and communication platforms.
Improved response times by 50% and increased customer satisfaction with more efficient support processes.
Approach:
Workato integrated Zendesk with Slack and Google Workspace to automate ticket routing and notifications. Customer support tickets were automatically assigned to the appropriate team members based on predefined rules.
Automated notifications were sent via Slack to alert support staff of new tickets and updates, while Google Workspace was used for document management and collaboration.
The platform's advanced workflow capabilities ensured that tickets were tracked and resolved promptly, enhancing overall customer service efficiency.
Tools used: Zendesk, Slack, Google Workspace
and start automating!
