Leverage Workflow Apps to streamline your intake process

Watch the recording below

ABOUT THE WEBINAR

Our experts from Workato discuss best practices and share actionable insights on how to leverage Workflow Apps to streamline your intake process.

SPEAKERS
Siddarth Shukla
Solutions Architect (Post Sales)
Patrick Mahon
Senior Customer Success Manager, ANZ

Agenda

1.
Intake process overview: Submit new project requests, automation ideas, and improvement suggestions. A well-defined project request/intake process eliminates back and forth between different stakeholders and streamlines collaboration.
2.
Prioritisation of request: Provides a framework for defining the business value and complexity of requests so that everyone has a shared understanding of a project’s priority and success metrics.
3.
Leveraging workflow apps to manage the intake/prioritisation process:

  • Introduction to workflow apps
  • Demonstration of building a workflow to manage the intake and prioritisation process
4.
Q&A