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iOPEX

Workato Partner for Workflow Integration & Automation | iOPEX

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Workato - Integrate and Automate

A one-stop solution for all your integration and automation needs - A platform that allows you to build complex workflows simpler & easier across different functions of your organization

Deep Thoughts

Simplicity should be an important catalyst for companies to adopt newer technologies, Workato enables true simplicity with great power and resilience across your enterprise functional processes

General Data Protection Regulation

Two meticulous use of Artificial Intelligence (AI) to enhance your customer experience

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Digital Operations Strategy: A How-To Guide for Digital Transformation

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Simple to Integrate and Automate

HR - Hire to Retire Automation
Comprehensive HR Management from Recruitment to Offboarding

Recruit - Manage your Job descriptions, resume scoring, candidates data mapping, and integration with your HRM
Select - Sending documents for signature, integration with IT teams for apps & systems, payroll update, and database update
Evaluate - Performance & appraisal evaluations, employee feedback, and schedule training
Change and Health Mgmt. - Role, process, and policy changes - Fitness reminders, mindfulness techniques, and health challenges
Offboard - System and Access deprovision, Payroll & finance updates, and Alerts Mgmt.

IT Automation
Automated Solutions for Streamlined Operations from Detection to Approval

Incident Mgmt. - Automate issue detection, triage, and resolution. Integrate data across multiple systems for better collaboration
Helpdesk - Workerbots and AI can fetch data to provide the most appropriate responses on a real-time basis
Escalation - Tickets from all systems to different functions can be routed within applications to resolve issues quickly
Access - Automate provisioning & deprovisioning of account, applications, and equipment, integrate with HR, payroll, and finance
Approvals - Purchasing of new software and hardware, account approvals automated.

Finance Automation
Simply and Automate Processes from Quote to Reporting

Quote to Cash - Automate pricing, quoting, contracts, invoicing, billing, orders, ROI recognition, and renewals.
AP and Procurement - Automate payments, expenses, payroll, and return merchandising (RMA)
Purchase - Submit requests, create & submit purchase orders, and process receipts
Compliance - Regulatory filing and audit checkpoints can be automated seamlessly with better document management
Reporting - Gather spend and revenue data at one point for better analysis and interpretation

Marketing Automation
Integrated Marketing Solutions from Budget Planning to Analytics Automation

Budget Planning - Integrate ERP systems to marketing to plan, invest and measure the impact
Campaign Creation - Tie keywords and metadata on specific assets to the campaign, CRM, sales enablement tools
Lead Management - Enrich lead data and integrate with your marketing automation & CRM platforms
Retain & Expand - Automate up-selling and cross-selling based on products and service to device the right marketing plans
Analytics - Measure the metrics of every touchpoint and ads signup, end-to-end automation of campaign revenues

Customer Support Automation
Customer Centric Solutions with Intelligence, Support, Data Driven Insights

Customer Intelligence - Collect customer data in one place and map it with different products and services to predict churn rate and serve better
Smart Support - Real-time notifications for ticket creation and escalation to resolve them directly using bots and relevant applications
Data-driven support - Customer reviews and feedback is integrated to provide support and build better products & offer services
Churn reduction - Bots and AI to predict reasons for churn and potential churn to provide focused customer engagement
CRM - Integrate customer data with CRM applications to automate and send notifications for purchase, renewals, and offers

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The Transformative effect of RPA on the Financial Services Sector

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Integrated Approach

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About Workato:

Workato works on the concept called workato recipes - Sets of instructions that automate complex workflows. Every recipe can be a REST endpoint that can be called from other recipes or apps.

Triggers and Actions:

Triggers are conditions that prompt an action to happen automatically.
They can be scheduled, move records in batches, and read from on-prem files.
There’s a set of available actions for every connector.
Actions can have multiple steps and multiple conditions.

Source: Workato

About iOPEX Technologies:

iOPEX Technologies Inc was ranked #1 on HFS 2021 list on "Growth and Commitment." and #2 on “Voice of Customer”. This prestigious ranking was done by HFS in the TMT Segment based on independent surveys and understanding the different aspect relating to execution, innovation, and voice of customers. HFS is a leading analyst authority and global community for business operations and IT services. The ranking list was announced on April 9, 2021 and can be viewed on the HFS Website.