DynPro and Workato Partnership
”Breakout Partner of the Year 2024”
DynPro is meeting the demand for Enterprise Automation and orchestration through it’s strategic partnership with Workato. As a key Integration Thought Leader- DynPro continues to provide Enterprise Solutions that help Companies Orchestrate their fragmented Data, Processes and Customer experience.
Unlock the power of automation with Workato integration
DynPro is a Systems Integrator partner with Workato, a company that has quickly risen to prominence among analysts in the Integration Platform as a Service (IPaaS) market. Through our partnership with Workato, we are able to offer customers access to certified Workato professionals worldwide. Our experts possess extensive experience in developing recipes for critical integration processes, establishing connections with popular SaaS applications, utilizing enterprise features, and implementing Workato’s API Management platform in deployments.
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Our Workato Services
Engage skilled Workato specialists to expedite your path toward seamless integration.
Improving Business Functions through Workato
Workato holds significant potential to be widely embraced by citizen integrators across various organizational functions, particularly in the following key areas:
HR professionals are confronted with a myriad of responsibilities accompanied by unique challenges. They manage intricate employee data, systems, regulations, as well as administrative and strategic obligations on a daily basis. Workato addresses this by consolidating HR data that would otherwise be fragmented, minimizing the need for manual handling of critical information. It achieves this by integrating various HR systems such as Applicant Tracking Systems (ATS), Human Capital Management (HCM), and Human Resources Information Systems (HRIS) software.
Workato streamlines and automates essential HR functions including:
- Talent acquisition
- Onboarding
- Offboarding
- Leave allocation
- Employee performance management
- Referral tracking
By leveraging Workato, these functions are transformed into automated, self-service modules. Integrating Workato into the HR function results in improved data integrity, process efficiency, and enhanced employee satisfaction within the organization.
Workato enhances the efficiency of finance teams by minimizing data errors and facilitating informed decision-making. It achieves this by streamlining and automating workflows through the integration of various financial applications and systems, including ERP systems, CPQ software, payment gateways, and banking systems.
Workato optimizes several tasks within the finance function, including:
- Invoicing
- Quote-to-cash (Q2C) cycles
- Providing real-time visibility into financial data
- Automating accounts payable (AP) and procurement activities
By synchronizing and transforming data, Workato reduces manual data entry and automates tasks such as updating and managing receipts, invoices, contracts, and other financial documents. It also captures user interactions with the system, such as document creation and updates, ensuring consistent record-keeping to aid finance teams in meeting compliance requirements. By integrating these disparate systems and data silos, Workato enables a holistic view of interdependent sales and financial operations. Ultimately, Workato enhances users’ understanding of financial and budgetary processes, particularly through financial reporting, analytics, and forecasting capabilities.
Sales teams can leverage Workato’s extensive capabilities to streamline and customize workflows tailored to diverse sales processes and business requirements.
Workato simplifies and automates various sales tasks, including:
- Lead management
- Opportunity management
- Order processing
- Building customer relationships
For instance, Workato facilitates lead routing to sales representatives based on predefined criteria, ensuring prompt and efficient follow-ups. Additionally, it facilitates seamless communication among different members of the sales team, fostering alignment toward common objectives. With Workato, cross-functional collaboration between departments becomes effortless, enhancing the overall customer journey. For example, the sales team can effortlessly transfer data downstream in the business pipeline, such as finalized opportunities to customer success and support teams.
In the marketing function, Workato automates various activities, including:
- Creating campaigns
- Generating and delivering leads
- Scheduling marketing materials like emails, articles, social media posts, and surveys
- Simplifying the connection and integration of ERP systems such as SAP, NetSuite, and CRM tools such as Salesforce and HubSpot
For a data-driven marketing approach, Workato optimizes analytics at every stage of the marketing funnel. It automates data extraction on leads, campaigns, conversion rates, website and social media traffic, events, and form fill-ups. Additionally, it enables seamless integration with third-party and custom analytics platforms, enhancing the visualization of marketing data for a more insightful experience.
Support is an ongoing operation that spans from the later stages of the customer journey to the end of the company-client relationship. Therefore, automation plays a crucial role in facilitating interaction pathways between the two parties.
Workato improves various tasks in support, including:
- Ticket management by integrating apps like Zendesk with other systems
- Automating updates to training-related content and help desks
- Aggregating data from multiple communication channels such as emails, feedback forms, CRMs, etc.
- Strengthening self-service practices through individual client portals
Overall, this enhances the perception of your company’s products and services in the eyes of the customer.