Real-World Case Studies and Customer Success Stories with Workato Platform

Workato helped Ridgelinez automate their expense approval process. The solution improved efficiency across five departments. Employees without IT backgrounds could... use Workato easily. The platform made digital transformation possible for the whole company. Staff became more comfortable with IT and started new improvement projects. Ridgelinez saw better collaboration and faster workflows.
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Workato Embedded powered Sitecore Connect, enabling Sitecore to build 100% of product connectors in just four months. Sitecore Connect lets... users create integrations with a low-code, no-code interface, speeding up deployment and freeing engineering resources. Sales teams now build live integrations during calls, helping close deals in real time. The platform supports global compliance with four deployment regions and connects to thousands of applications. Sitecore Connect is now a core differentiator, recognized by Gartner for its seamless integration capabilities.
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Workato enabled Santex to build 10 times more integrations than similar companies. Santex automated manual processes in finance and recruiting,... reducing engineering spend. The team used Workato to connect Salesforce and Quickbooks for billing and sales commissions. NPS surveys are now automated through Slack and logged in MySQL. Santex gained faster innovation and more reliable data with Workato.
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Samsara uses Workato One’s secure agent framework and AgentX Apps to speed up deployment. The IT, support, and operations teams... can now focus on higher-value, strategic work. Workato One helps Samsara connect fleets, equipment, and facilities in real time. The platform improves safety, efficiency, and visibility for their operations. AI, automation, and analytics help Samsara optimize performance and reduce risk.
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Workato helped SafetyCulture win more enterprise deals by enabling secure, flexible integrations for customers. Before Workato, SafetyCulture struggled with unscalable... custom integrations and lost sales opportunities. With Workato, they now build integrations 10 times faster, tailoring solutions to client needs. Security and governance features meet strict requirements. Teams across SafetyCulture use Workato to automate and innovate, improving safety, quality, and compliance for field workers.
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SafetyCulture used Workato to automate and connect finance and revenue operations. Before Workato, building integrations took 3 to 6 months... and required heavy engineering effort. With Workato, the team builds solutions 10 times faster, often in a week or less. Workato's platform enabled non-technical users to create automations and improved governance and security. The company now empowers more teams to innovate and manage complex workflows using Workato's automation tools.
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Workato helped Ridgelinez automate their expense approval process. Employees in five departments saw improved efficiency. The company integrated SaaS apps... using Workato. Ridgelinez advanced their digital transformation with workflow automation. The platform made IT adoption easier for staff. Ridgelinez became more eager to use new IT strategies.
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Workato helped Pure Storage automate its marketing campaign process. The company reduced campaign execution time from three days to just... 10 seconds. Automation with Workato and Marketo integration led to $400,000 in forecasted agency savings. Over 8,000 tickets were automated, and 500 annual legal hours were saved. Pure Storage now runs more campaigns with fewer errors and less manual work.
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Workato helped monday. com automate 270 hours of manual IT work each month. The IT ticket automation success rate reached...150%. Employee onboarding automation achieved a 75% success rate. monday.com chose Workato for its strong customer service and fast support. The team valued Workato’s easy-to-use platform and quick integration with Salesforce and ERP systems. Workato now supports automation across sales, finance, HR, and marketing at monday.com.
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Lansweeper used Workato to automate its quote-to-cash process. Manual handoffs between sales and finance were replaced with a single orchestration... layer. Workato reduced integration incidents by about 40%. Financial close and system sync accuracy reached nearly 99%. Quote-to-cash processing time dropped from one day to seconds. Lansweeper can now scale globally without adding headcount.
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Workato helped Five9 overhaul its manual integrations and automate key business processes. Five9 used Workato to move billing from Zuora... to LogiSense and automate Salesforce data transfers. The billing team now saves hours daily, needing fewer people for the same work. Automation also improved communication and enabled scaling without extra hires. Five9 aims for 90% of processes to run automatically using Workato.
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DoubleVerify uses Workato to automate invoicing, IT, and HR workflows. The company boosts invoice volume and ensures accurate, compliant operations.... Automation helps streamline internal processes and supports smarter business decisions. Real-time data workflows improve accuracy across the organization. DoubleVerify benefits from more efficient operations in its fast-growing AdTech business.
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Deputy used Workato to connect business-critical apps and automate workflows. Before Workato, Deputy struggled with manual processes and data inconsistencies.... Workato let business users build integrations without engineers. This improved customer service and increased conversion rates. Employee requests are now processed faster, and compliance is easier. Workato helps Deputy deliver a better experience for both staff and customers.
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Cisco automated 29,000 monthly sales workflows using Workato. The sales team managed over 157,000 customers with just 1,500 employees. Manual... processes slowed deal approvals and limited personalized engagement. Workato's low-code platform connected systems and automated tasks, speeding up sales cycles. Automation returned 6,000 hours annually to sellers, boosting productivity. AI agents now help sellers prioritize customers and manage pipelines in real time.
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Bullhorn used Workato Embedded to transform how it delivers integrations for staffing and recruiting agencies. By switching from custom-built integrations... to Workato, Bullhorn cut integration deployment time by 10x. The company now saves over $100,000 each year on integration development. Workato enables Bullhorn to offer repeatable, out-of-the-box connections for critical systems like ADP and LinkedIn. Billions of transactions are processed monthly through these integrations, improving payroll and billing for staffing agencies.
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Brain Corp used Workato’s low-code platform to automate key business processes. The company reduced manual work and cut costs by... streamlining operations. Workato helped Brain Corp connect systems like Google Drive and Greenhouse. The IT and operations teams saw improved efficiency. Brain Corp plans to expand automation further.
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Workato helped Alexander Bürkle cut integration build time from weeks to hours. The team built 70 integrations in just 2.5... months. Weekly troubleshooting dropped from 8 hours to almost zero. Workato's usability enabled API endpoints that were impossible before. The company now trusts its data because integrations are higher quality and always up to date.
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Workato Embedded helped Xemplo eliminate manual data re-entry between Bullhorn and Xemplo. Xemplo used Workato to build dynamic integrations, connecting... onboarding, payroll, and compliance in one platform. Over 1,200 pre-built integrations became available to Xemplo clients. Recruiters now stay in Bullhorn while Xemplo handles onboarding and compliance. The solution reduced compliance risks and operating costs for agencies. Xemplo now offers a scalable, flexible integration hub for workforce management.
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NAVITIME used Workato and IDP by Workato to automate OCR and back-office workflows. They replaced manual invoice and business card... data entry with automated extraction and integration into their systems. The solution enabled 200 business cards to be digitized in 20 minutes, cutting manual effort by 90%. Automated sales meeting notes aggregation freed sales staff from hours of manual work. NAVITIME saved hundreds of hours and reduced costs by several million yen each year.
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Workato helped Ivanti launch Ivanti Neurons for iPaaS in just 60 days. Before Workato, each integration took months and required... heavy engineering resources. With Workato Embedded, Ivanti offered over 1,000 pre-built connectors and a drag-and-drop interface. Customers now build integrations in days, not months, with no developers needed. Ivanti achieved $10M+ in new business and hit 50% of its annual pipeline target within three months.
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SHIFT used Workato to automate Salesforce data maintenance, handling over 10,000 tasks monthly. The company integrated AI agents into core... business processes like order entry and billing. Workato enabled non-engineers to automate tasks after just one day of training. SHIFT achieved up to 40% efficiency gains in some operations. The number of citizen developers grew from 2–4 to about 30, with AI agent developers increasing fivefold in three months.
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Workato helped Box automate its partner onboarding process. The team reduced onboarding time from 5 hours to 1 hour. Partner... approval dropped from 24 hours to just 4 hours. Automation connected Marketo, Salesforce, and Box, cutting manual steps. Employees now focus more on strategic work, not admin tasks. Box also used Workato to streamline sales and incident management.
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Workato helped monday. com automate IT processes and improve employee experience. The IT team used Workato to automate onboarding, support,...and asset management. 270 hours of manual IT work are automated each month. 40% of tickets and 60% of permissions are now automated. Employee onboarding automation reached a 75% success rate. The IT team met their goals faster and improved employee satisfaction.
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Workato helped SlapFive automate complex customer lifecycle marketing workflows. SlapFive integrated over 100 applications using Workato, replacing Zapier for enterprise-scale... needs. Sales cycles sped up because teams could promise integrations without custom projects. Customer onboarding became faster, with value delivered in the first month. Automation modules powered by Workato turned integrations into a revenue engine for SlapFive.
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Workato helped Persefoni support 3x more customers with its AI-powered Customer Success Genie. Persefoni automated workflows across Salesforce, NetSuite, Jira,... and Slack, cutting 30–45 minutes per Zoom call. The IT team unified core systems and built custom automations in under a week. Every department, from HR to engineering, saw faster access to information and improved productivity. Persefoni scaled operations without adding headcount, accelerating AI adoption and business growth.
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People. ai used Workato to automate go-to-market workflows and enable agentic AI. They built over 350 automation recipes to improve...lead engagement and sales follow-up. Workato's MCP servers let AI agents access production Salesforce and Apollo.io data securely. This integration allowed precise CRM queries and unified enrichment workflows. As a result, People.ai saw a 20% increase in email open rates and expanded their automation capabilities.
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Workato helped Malwarebytes automate business processes and unify siloed data. The company used Workato to connect SaaS, ecommerce, and internal... systems, centralizing data in Snowflake. Over 100 automation recipes now handle tasks like contract renewals and billing. This saved 66 employee-days per year and reduced manual work for usage-based billing from 14 person-days to just 4. The finance team gained new insights, leading to additional revenue and improved customer lifetime value.
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Epicor embedded Workato into its ERP, letting users build integrations in a familiar environment. Before, custom integrations took up to... five months and cost over $100,000 each. With Automation Studio, development timelines dropped by 80%, from five months to two weeks. Epicor saw 3x annual growth for Automation Studio and revenue grew from five to seven digits in three years. The solution helped Epicor become a market leader and win industry awards.
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Workato helped Asure Software cut development time from one year to 30 days. The team reduced engineering resources needed from... 20 to just 2. Cash reconciliation now takes one day instead of 30. Workato enabled real-time data dashboards and fewer bank accounts. Asure improved customer retention and lowered costs with automation.
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Workato helped Atlassian save over 40,000 hours for finance teams during a complex ERP migration. The company used Workato to... automate and orchestrate workflows, integrating 13 systems and delivering 800+ customizations in just nine months. Atlassian achieved a financial close in under three days and met strict audit and compliance needs. No extra headcount was needed, and onboarding processes became 50% faster. The project boosted team morale and allowed staff to focus on innovation.
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Atlassian needed to migrate its core ERP from NetSuite to Oracle Fusion Cloud. Their previous iPaaS was too slow and... required specialist skills, making the migration difficult. By switching to Workato, Atlassian completed 50 integrations in nine months without disrupting financial operations. The team saved over 100,000 manual hours and delivered integrations much faster. Workato helped Atlassian modernize its integration stack and support business automation.
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iCIMS used Workato to connect CRM, ERP, HRIS, and ITSM systems. Before Workato, teams relied on manual processes and custom... integrations that were hard to maintain. Workato automated workflows and enabled real-time data sync across departments. This improved operational efficiency and data accuracy. IT and business teams now spend less time on manual tasks and more on strategic work. Over three million users benefit from these integrated workflows.
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Workato helped GUIDEcx solve integration overload by letting customers build their own integrations. GUIDEcx embedded Workato’s recipe builder for a... self-serve experience. This reduced the engineering team’s workload and sped up development. GUIDEcx saw a 15% higher win rate, a 20% increase in average order value, and a 25% boost in customer retention. The new model let engineers focus on core product work and improved customer engagement.
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Workato helped GUIDEcx solve integration overload and engineering bottlenecks. GUIDEcx embedded Workato’s recipe builder, letting customers build their own integrations.... This reduced the engineering team’s workload and improved scalability. GUIDEcx saw a 15% higher win rate, a 20% increase in average order value, and a 25% boost in customer retention. The self-serve model let engineers focus on core product work and improved customer engagement.
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Workato helped GUIDEcx solve integration overload and engineering bottlenecks. GUIDEcx embedded Workato’s recipe builder, letting customers build their own integrations.... This reduced the engineering team’s workload and made integrations scalable. GUIDEcx saw a 15% higher win rate, a 20% increase in average order value, and a 25% boost in customer retention. The self-serve model let engineers focus on core product work and improved customer engagement.
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Workato helped Bread Financial cut customer onboarding time by 84%. The company replaced manual handoffs with automated workflows. This broke... down silos between IT and finance teams. Automation scaled to support business growth. Bread Financial now delivers faster, more efficient onboarding for its clients.
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Workato helped Fannie Mae cut manual onboarding work. The team used automation to send custom reports to marketing every Monday.... This made their work much easier. Fannie Mae also connected their apps for better teamwork. The company improved efficiency across marketing operations.
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Workato helped Coincheck automate chat monitoring and back-office tasks. The company used Workato to cut chat monitoring work by 96%.... Manual checks dropped from 130 hours to 5 hours per month. Staff across departments now build their own automations without IT engineers. Coincheck improved security and governance while speeding up business process improvements.
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Workato helped Fundbox automate data flows between Snowflake and Salesforce. Before, 80% of engineering time was spent on manual data... pulls, leading to stale customer data and slow sales processes. With automation, sales teams now get real-time reports via Slack, and engineers focus on innovation. Fundbox improved sales productivity by 20% and accelerated business growth. Workato enabled faster access to accurate data and supported a major product rebrand.
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Fannie Mae used Workato to automate and scale its marketing operations. The automation platform helped the team move to the... next level in efficiency. Workato enabled both business and IT users to work together. The solution supported complex workflows and improved marketing processes. Fannie Mae benefited from streamlined operations and better collaboration.
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Workato helped Coincheck improve back office efficiency. The company used Workato to automate chat monitoring and integrate many systems. This... made daily tasks faster for employees. Workato's platform allowed all staff to work on process improvements. Coincheck saw major gains in operational efficiency.
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Workato helped AvidXchange automate marketing data workflows and save over 2,000 hours each year. The team eliminated manual uploads and... reduced direct mail costs, saving more than $100,000 annually. Workato enabled non-technical staff to manage and update workflows without IT help. Lead conversion rates improved as email marketing replaced slower, costlier direct mail. Supplier and buyer data is now clearly separated in Marketo after a successful migration from HubSpot.
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Workato helped Coincheck automate chat monitoring and back-office tasks. The company used Workato to cut chat monitoring from 130 hours... to 5 hours per month. They reduced daily manual checks from 10,000 to 100. Multiple departments now use automation for tasks like support, accounting, and legal. Workato enabled non-engineers to build solutions, speeding up business process improvements. Coincheck saw faster results and greater business impact across the company.
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Workato helped Mercari rebuild its internal systems over the past two to three years. The platform played a central role... in improving business processes. Mercari used Workato to enable all employees to work on business process improvement. The result was a significant increase in operational efficiency. Workato became essential for Mercari's internal operations.
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Mercari used Workato to improve business operations. The platform helped all employees work on process improvements. Workato enabled large efficiency... gains across the company. The management strategy office led the project. Workato supported both business and IT teams. Mercari achieved significant workflow automation.
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Workato helped HubSpot cut over 100 hours of manual work from employee onboarding. HubSpot used low-code and no-code automation to... centralize onboarding processes. The team saw positive feedback at every hiring stage. Employee satisfaction improved with the new system. HubSpot gained a better view of the entire onboarding journey.
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Grab uses Workato’s Enterprise Orchestration platform to automate onboarding, identity, finance, and employee experience processes. The IT and operations teams... save thousands of hours by streamlining workflows. Workato helps reduce security risks and improves collaboration across departments. Grab leverages Workato’s cloud-native platform to support AI-driven innovation. The solution enables Grab to scale efficiently and deliver real-time digital experiences.
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Workato helped Adevinta automate manual processes and integrate new acquisitions. The company saved over $100 million by reducing IT spend... and automating FTE time. Workato’s no-code platform enabled fast, seamless integrations and empowered teams to manage their own workflows. Real-time financial reporting and automated marketing campaigns improved efficiency. Data governance standards were established across the organization.
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Workato helped メルカリ (Mercari) connect Slack with internal SaaS apps. This let staff do all tasks from Slack, saving time... and making work simple. Over 7,000 jobs run each week to automate routine tasks. Data silos were removed and security improved. The IT team built no-code workflows, cut maintenance costs, and shared skills easily. Workato became key for business growth and smooth operations.
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Workato helped HubSpot save over 100 hours of manual work. HubSpot used Workato's low-code and no-code automation to centralize their... onboarding processes. Leadership gained a better view of new hire onboarding. Employees gave very positive feedback about the improvements. Workato made the onboarding process easier and more efficient for HubSpot.
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Workato helped Fullerton Health automate billing and claims processing. The company processes nearly 2 million claims a year. Manual work... caused errors and slow service. With Workato, Fullerton Health now processes claims the same day, even at peak times. They cut claims processing costs by 37% and save 200 man hours each month. Finance reconciliation is now 87% faster, letting them close books monthly instead of yearly.
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Workato helped Chrysalis automate HR data syncing between Paylocity and Salesforce. Before, missing employee training data created compliance risks and... manual work. With Workato, all training and certification records update in real time. Compliance alerts and reminders now go to employees automatically. Chrysalis achieved 100% OSHA and HIPAA compliance and freed HR from hours of manual tasks.
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Workato helped the Australian Medical Association automate member data updates in just two days. The team connected Mailchimp with their... legacy database, syncing and transforming data automatically. This eliminated manual data entry and increased data accuracy. Members now get notified about their accounts within minutes, not weeks. Staff can focus on higher-value work instead of fixing data.
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Workato helped Air Methods automate safety reporting and maintenance. The company cut reporting time by 50%, reducing it from 1.5... hours to under 45 minutes. Safety report submissions increased by 21%. Real-time data access enabled faster decisions. Automation freed up staff for critical tasks and eliminated downtime from legacy systems.
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Seaco used Workato to solve problems with fragmented systems and manual Excel processes. The company built a centralized commercial platform... called Dragonfly using Workato's automation and integration tools. This new platform connects all account management tools and data in one place. Account managers now access information and manage deals quickly from any device. Seaco improved workflow efficiency, customer service, and operational agility with this cloud-based solution.
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FREENOW uses Workato to streamline workflows and automate processes. The platform helps FREENOW connect passengers with multiple mobility options in... one app. Real-time data and AI-driven automation improve fleet operations and routing. This leads to a smoother experience for riders and drivers across Europe. FREENOW supports millions of users with more efficient urban transportation.
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Workato helped Delamode International Logistics modernize its technology landscape. The company used Workato to integrate warehouse, ERP, and customer data... systems. This enabled a seamless transition to a new warehouse management system with zero customer disruption. Delamode reduced order update time by 66% and improved Amazon ASN compliance from 8% non-compliance to under 0.6%. Automation now spans IT, operations, finance, and logistics, supporting faster onboarding and improved data accuracy.
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Workato helped Enterprise Rent-a-Car in Switzerland automate key business processes. The company used Workato's low-code platform to let employees build... workflows without developers. They automated fine processing, police report handling, and payment collection. Customer check-in time dropped from 1 hour to a few seconds. The team now processes 3,000 accident reports monthly and saves 10,000 Swiss francs per month. Staff can focus more on strategic work and customer value.
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Workato helped ThredUp automate ERP and finance processes. ThredUp integrated NetSuite and Coupa with their internal apps using Workato. The... finance team now saves 8 hours each month on monthly close tasks. Integration development is 6 times faster than before. ThredUp reduced total cost of ownership by 53%.
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Workato helped The Closet Lover connect its e-commerce, POS, 3PL, and ERP systems. This removed manual work and sped up... order processing. Orders now reach delivery partners in less than two days. Customer satisfaction rose by 25%. Excess inventory dropped by 30%. The company kept operations running smoothly during the pandemic.
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Poundland used Workato to automate and streamline its retail operations. The company adopted real-time data and automation to cut complexity... and boost efficiency. Store teams and customers now benefit from smoother processes. Poundland’s digital investment supports smarter decisions and a more agile business. This shift helps reduce costs and improve service across hundreds of stores.
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Workato Embedded helped Mitratech scale from 2 to 300 integrated customers in one year. The platform's low-code tools let non-technical... staff build integrations, freeing up engineering resources. Mitratech fulfilled 100% of integration requests, removing bottlenecks and boosting customer satisfaction. Integrated customers showed an 8-point higher retention rate. Workato gave Mitratech a strong edge over competitors in workflow automation and integration.
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Workato helped Broadcom automate over 300 business processes. Each month, Broadcom runs 105,000 to 120,000 automated jobs. This automation saves... about 6,500 hours of manual work every month. Broadcom uses Workato for M&A, IT provisioning, and business continuity. The company improved efficiency and reduced manual tasks with Workato's automation platform.
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Broadcom uses Workato to automate over 300 business processes. The company runs 105,000 to 120,000 automation jobs each month. This... saves about 6,500 human hours monthly. Automation supports IT provisioning, M&A activities, and business continuity. Broadcom relies on Workato for efficiency in critical operations.
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Workato helped Nextdoor cut development time by 75%. The team used Workato to automate ad metrics uploads, invoice generation, and... client balance calculations. Ad performance reports now update daily instead of weekly. Invoices are sent automatically, saving 24 hours per batch. Nextdoor no longer needs to hire extra staff for manual processes, freeing up engineering for product work.
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Workato helped Nutanix automate security ticket management and VM provisioning. Nutanix used Workato to create and assign tickets directly from... Slack, speeding up response times. VM provisioning dropped from weeks to under 10 minutes for 2,500 VMs. The IT team achieved 100% SLA and assigns tickets twice as fast. IT NPS increased to over 90 and service capacity grew by 30% in one year.
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Workato helped Scoot improve HR processes with Ozy Bot, their custom Workbot. Scoot needed a mobile-friendly tool to connect different... HR systems. With Workato, they built Ozy Bot and linked it to Workplace by Meta. Now, employees can do almost 30 HR tasks in one place, like applying for leave or updating information. This made work easier for staff, improved efficiency, and gave employees more control over their HR needs.
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GUIDEcx faced challenges with integration overload and limited engineering resources, leading to a backlog and scalability issues. They used Workato... to allow customers to build and customize their own integrations, reducing the engineering load. This self-serve model led to a 15% higher win rate, a 20% increase in average order value, and a 25% improvement in customer retention. The solution empowered customers and freed up engineers to focus on core product work.
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Gonzaga University faced challenges with slow and complex legacy systems and growing technical debt. They needed to innovate faster to... handle increasing student enrollments. They chose Workato to replace their CRM and iPaaS, integrating over 10 core systems. This allowed them to create a single source of student data and improve efficiency. As a result, integrations are now 60% faster, taking 4 days instead of 10, and they completed 30 integrations in 10 days. They also doubled the number of automation builders and improved error detection.
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GUIDEcx faced challenges with integration overload and limited engineering resources, leading to a backlog and scalability issues. They used Workato... to allow customers to build and customize their own integrations, reducing the engineering burden. This self-serve model led to a 15% higher win rate, a 20% increase in average order value, and a 25% improvement in customer retention. The solution empowered customers and freed up GUIDEcx's engineers to focus on core product work.
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Woodside Energy, a global energy company, adopted Workato's integration platform to modernize its integration processes. This transition empowered delivery teams... to independently build integrations, reduced maintenance costs, and enhanced reliability. The initiative led to faster innovation and cultural shifts within the organization, promoting self-service capabilities and expanding use cases.
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The Australian government saved over $400,000 by using Workato's integration platform to automate identity verification and HR system synchronization. The solution reduced... verification costs by over 90% and eliminated service desk delays, providing real-time updates across systems like SAP and Active Directory. This integration enhances compliance and operational efficiency, positioning the government for future AI deployments.
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Unimarket has integrated Workato into its procurement platform, enhancing connectivity for its 450 customers. This integration allows for seamless data... transformation and real-time synchronization across various systems, improving procurement processes. Unimarket offers Workato as an optional integration layer, enabling customers to manage data streams efficiently. This collaboration has transformed integration from a technical challenge to a sales advantage, streamlining customer onboarding and maintenance.
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Denver Summit FC leveraged Workato's low-code orchestration platform to build a scalable fan experience, selling out 15,000 season tickets in weeks. Workato integrated Jump... Ticketing and Salesforce, automating data synchronization and enhancing operational efficiency. This setup allowed the club to focus on customer support and expand automation across various business functions, setting a model for modern sports organizations.
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Workato's AI Research Lab utilized DigitalOcean's inference-optimized cloud, powered by NVIDIA Hopper GPUs, to enhance AI throughput and reduce costs. This collaboration led... to a 67% reduction in inference costs and a 77% improvement in time-to-first-token, significantly accelerating time-to-value.
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