Workflow automation professional services
We offer a range of services to augment the skills and experience of your team. With Workflow Automation professional services, you can leverage our team as an extension of yours and get anything from hands-on work building processes and forms, to training your entire staff on using the platform.
Overview
We don’t just give you a login and walk away
Training
Learn from the best with knowledge sharing, skills development, best practices, and continuing education. We offer onsite and online training for business and technical users of varying skills and experience.
Administrative coaching
Review and reinforce learned skills, leading to greater knowledge and productivity. Ensure your administrators gain full utilization of the Workflow Automation system. We’ll assist your staff in identifying, verifying, and resolving problems found in executing daily tasks.
Learning your way
Pick the training solution best for you, whether it’s virtual one-on-one sessions covering the topics of your choice, onsite training with your team, or self-guided learning with our online training documentation.
How we help
Process consulting workshop
To help ensure your business process improvement project is successful, we offer a 1-day or 2-day workshop that gives your team members the tools they need to prepare for a process automation project, including:
Project planning and scoping
Process discovery
Process design
Deliverables
Deliverables will vary depending on the engagement. Typical deliverables from our process consulting services include:
High-level flow diagram
Requirements refinement and templating
Resource requirements
Integration considerations
High-level timeline
Draft workflow
Fundamentals training
Workflow mock-ups
Service packages
Process consulting workshops
A 1-day or 2-day workshop that gives your team the tools to prepare for a process automation project, including project planning and scoping, process discovery, and process design.
Rapid workflow prototyping
We build you a working prototype of your business process so you can see it in action. You can edit and test it with full access, getting your prototype up and running in a week.
Used by leading organizations
Ready to work with experienced consultants?
Our process consultants have an average of 20 years of experience planning and building complex business processes with some of the largest companies in the world, including GSK, Kaiser Permanente, Sony, GM, and more. Our service team members live process improvement day in and day out and have seen a wide variety of use cases across all departments and industries.