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How Do You Create an Automated Workflow?

Temps De Lecture
0 mins
Derniere Mise A Jour
nov. 23rd, 2022

For most financial services companies, customer needs are evolving quickly while the market grows more competitive. On the back end, system complexity is increasing while resources are becoming more constrained. It’s clear that workload automation is needed now more than ever.

Workload automation increases efficiency and frees up your organization’s internal resources by automating business processes in an intelligent and responsive way. The most robust workload automation software can also orchestrate essential business workflows across complex, hybrid IT environments.

But how do you create an automated workflow once you’ve selected a workload automation solution? Follow this five-step framework.

1: Gather information about the workflow

If you’re used to traditional task hand-offs that require every person involved in a process to notify the next person in line that their part o

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