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Case Studies Enterprise Automation





Customer <span class=”cyan-text”> Success Stories<span>

HR



<b>Company</b>ChallengeSolutionResultBroadcom• Needed a solution for managing the onboarding of a large number of new employees • Had a C-suite initiative to improve their employee experience through automation• Automated provisioning for complex onboarding, spanning over 20 apps, and 98 automations Automated their onboarding workflows for 10,000+ new employees for hardware and app provisioning, including apps like Workday and ServiceNow• Successfully onboarded new employees from large M&As, like CA Technologies and Symantec • 7X fewer IT/HR resources needed for employee onboarding 16X faster onboarding time; for example, they now provision VPNs in 9 seconds • New hires had 12X higher productivity in their 1st week after hireEnbridge• Wasting a ton of effort on manual, repetitive tasks. Needed to scale growth without adding headcount Closing the books each month was slow, • inefficient, and error prone. • Wanted to improve financial processes like forecasts, and ensure reliability of their financial data • Lack of integration meant multiple logins/licenses, duplication of work, and stale financial reporting• Integrated key financial systems including FP&A, Accounting, Sales, HR, and Recruiting • Use a Workato recipe to post bank transactions to Netsuite automatically, according to business rules• Automated 90% of bank transactions posting to their General Ledger (Cash Reconciliation process) • Saved half a headcount through the automations they built Was able to build automations to enable “continuous close” in a week, after a few demos • Implemented real-time forecasts in Adaptive Insights, after bringing in the data from other systemsSlack• Complex hiring process across multiple • interviewers and approvers • Separate applicant tracking (ATS) and job site were too slow, as they tried to hire and grow faster• Started with Learning & Development, using • Workato to remind students who signed up for classes, which was fast to build, and quickly successful • Then moved on to Salesforce Marketing Cloud to wrangle the data from their many Marketing campaigns, customers, and product offerings • Then tackled Deal Desk approvals, so they could get consistency in discounting and approvals velocity and security• Streamlined recruiting and onboarding, coordinating hiring and approvals for 600+ hires/year using automation and Workbot. • Built Slack bots to manage employee PTO requests and expense approvals, removing bottlenecks • Ended up going wall-to-wall with 80+ builders and hundreds of automated workflows One Medical• Transferring new hire data manually from Greenhouse to Workday was introducing data • errors and risk to the process. • Hours that could have been used for higher-level tasks were being consumed for manual data entry.• Integrated Greenhouse and Workday to keep candidate/new hire data in sync • Automated the hiring process from job posting through signing and new hire onboarding• Saved 5 hours of manual work per hire, enabling the talent acquisition team to focus more on hiring the best talent Synced systems used by the talent acquisition team with those used by HR, leading to better data quality throughout the process • Provided a faster, more seamless candidate and new hire experienceSMRT• Needed a more efficient method for mandatory COVID-19 contact tracing and reporting for 11,000 employees. • Manual forms were too time consuming for employees to submit travel declarations and temperature readings 2x every day • Lag time between reporting and data download made HR unable to react to health data quickly.• Implemented Workbot for Workplace (they branded it as Healthbot internally). • Allows employees to submit status and travel declarations through a chatbot.• Health declarations now take employees between 15 and 30 seconds, allowing for much greater compliance and more frequent submissions. • Removed lag time between data capture and analysis, • allowing HR to respond to risk in real time rather than 2 days later. • Improved employee experience.INTUIT• Needed a more efficient method for mandatory COVID-19 contact tracing and reporting for 11,000 employees. • Manual forms were too time consuming for employees to submit travel declarations and temperature readings 2x every day • Lag time between reporting and data download made HR unable to react to health data quickly.• Implemented Workbot for Slack, allowing employees to create equipment provisioning requests easily on their own • Streamlined the approval process within Slack• Processed over 60,000 provisioning requests per year with no manual effort • Reduced the time it takes to process provisioning requests by 20% • Saved over 30,000 hours of manual ITSM labor per year

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Customer <span class=”cyan-text”> Success Stories<span> HR <b>Company</b>ChallengeSolutionResultBroadcom• Needed a solution for managing...

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