Interactive courses that walk you through the triggers, actions and how to build recipes with the following apps.
KEYNOTE: 6-time CIO Mark Settle (most recently of Okta) takes us through the challenges and opportunities for Business Systems from his perspective.
These slides are password protected. To see them, join our community of business systems professionals.
Video tutorials to help you get started with Workato
Hosted by
Automation: Eric Hansen, currently of Workday, takes us through his research on the tools out there today that allow for automation.
Sales & Marketing: Deduping for Fun & Profit by Erik Lopez of LucidChart; Supercharging TOFU routing by Justin Tung of Segment; and Territory Management by Mudit Agarwal of Rubrik
Managing Business Systems including cloud and on-premise applications is critical to driving digital initiatives in an organization. After talking to a number of Business Systems leaders, we realized that this group was underserved and there was a hunger to have a dedicated community where they could discuss their challenges, exchange ideas, and more.
That's why we started this invite-only community of Business Systems leaders. In person and online, members can exchange best practices and collaborate with one another.
Quote to Cash: Venkat Ranga of Aryaka takes us through Quote to Cash systems and how to harness them.
HR Processes: Kevin Baumler (SeatGeek), Jessica Barry (Slack), and Bobby Mathew (Square) share their plans and solutions for HR automation. Each company at a different stage on the path to IPO.
Security: Sri Pasumarthi of Arlo discusses how to make sure your business applications are secure.
Back office Automation: Adam Cole shows how Rewards as a Service provider, TangoCard, has automated some of the most headache-inducing manual processes, saving time and money.
OKRs: Stich Fix's Kumud Kokal shows how to structure goals and OKRs for business systems teams.
Compliance: Chris Blaisure of Elastic, Brian Flood of Fastly and Auditor Sumit Kalra talk Compliance and how to get your company there, especially in the face of an IPO.
Vendor Management: Zendesk's Mandy Shimshock takes us through their process to work with technology vendors - how they choose them, evaluate them, and work together.
Already a member? The password is posted here >