5 Reasons Why Finance Automation is Essential for Growth

Nowadays, the financial industry can no longer be regarded as being independent of automation. Finance automation is one of the most heavily funded industries, and the pace is rising. 

finance automation benefits & use cases

Accenture estimates that 80% of financial operations could be automated, freeing up financial experts from routine jobs that take up 60–75% of employee time. In order to standardize procedures, save up staff time, and enhance all crucial financial KPIs, the study “Digital Finance beyond the Hype” contends that CFOs are actively investigating robotic process automation & AI. The report includes a global logistics supply chain firm which enhanced efficiency in the process from 1% to 80% with the introduction of systems that use RPA (Robotic Process Automation) to produce accurate documents in place of the documentation that is so frequently laced with anomalies due to the significant amount of manual input traditionally involved. 

Additionally, Deloitte argues that the time savings of automation are what enable financial professionals to spot optimization possibilities, vastly increase cash flow, and collaborate across the board to find and address performance gaps.

According to Gartner’s report, investing in greater automation technologies come in third in ways of combatting inflation.

You have the opportunity to build and scale your business while simultaneously creating internal assets and skills through process automation. Here, we examine the most beneficial areas where businesses from the financial services industry have found this to be a big success. Let’s dive in! 

automation-in-finance

Benefits of Automation in Finance 

The benefits of finance automation are numerous, but here are just a few: increased accuracy, better customer service, and reduced costs. Here are the top benefits of finance automation:

1- Saving Time

Account reconciliation and variance analysis are two manual activities that can take a lot of time and effort. There is no longer a need to carry out tasks manually thanks to modern accounting systems.

2- Ensuring Greater Consistency

Despite widely accepted best practices, many individuals of the finance team have unique methods for accomplishing tasks. Even common practices like double-entry accounting might vary from person to person. Process automation improves team cohesion and lowers the likelihood of errors and information gaps.

3- Reducing Errors 

By automating data gathering, it is possible to have complete insight into all the moving parts of the financial pipelines, such as contracts, invoices, and vendor data, without having to switch between several programs or manually sort the data.

4- Enhanced Collaboration

Make it simple for anybody to submit a request, and make tracking, viewing, and reporting even easier. Your operations will be more consistent thanks to customized form fills, and you’ll have less to worry about every day thanks to triggered emails and notifications.

5- Simple Implementation

New-age automation solutions are remarkably easier to install in comparison to complex systems that require a dedicated workforce. For example, Autom Mate’s AI-driven RPA solution works with no code, which makes it extremely easy to set up.

How Automation Improves Finance Process Management 

Let’s examine some finance automation use cases together: 

1- Customer Onboarding

Banks’ client onboarding procedures are quite difficult, largely because various identification papers must be manually verified. For such document validations, Know-Your-Customer (KYC), a crucial step in the onboarding process, necessitates considerable operational work. The RPA program may input customer information from their papers and organize it into a report using optical character recognition. The management can view the final report generated by the RPA solutions and decide after doing so. The RPA bots will immediately input the data into the customer profile for final creation after gaining the manager’s permission.

2- Invoice Management

Recognising text from scanned PDFs and producing invoices automatically is not a new concept. However, it has been slow to catch on because of the high cost of OCR software and hardware, but with new-age automation platforms, it comes as a perk. Thanks to end-to-end automation platforms, companies don’t have to invest in OCR software, which means that organizations can reap the benefits of automated invoicing without breaking their budgets.

3- Expense Management

One of the riskiest jobs in the financial services sector is managing payments. You may automate the receivables and payables process by deploying RPA. You must meet rigorous deadlines and provide the correct quantities of money. Typically, finance teams are responsible for managing expenses. The finance team has very little control over it and much too many individuals are involved. This covers both the money the company spends on buying assets and the costs related to business travel spent by the employees.

4- Ensuring Vendor Contract Compliance

Contract compliance in the digital world is a serious issue. It is an essential function that needs to be monitored on a regular basis to ensure that all contracts are being followed to the letter. This can be a tedious and time-consuming task, but luckily, AI-driven RPAs can handle the process automatically.

5- Credit Card Application Processing

Another application area where banks have achieved outstanding success is RPA-enabled automation for processing credit card applications. Customers can receive credit cards within hours because of RPA. RPA Bots can easily move across several systems, evaluate the data, do a number of rules-based background checks, and determine whether to accept or reject an application.

The Future of Finance is Here: Automate & Integrate with Autom Mate 

The web-based design studio Autom Mate enables quick automation without the need to install any additional software from any location.

To automate cognitive activities, just drag & drop ML models into your flows with Autom Center. Data science knowledge is not necessary for this step. Start using it right now by easily accessing it from the browser. Through the Drag-and-Drop Editor, processes may be created and executed relatively rapidly. The action you wish to utilize may be moved from the left menu to the design centre by dragging it there. Use the Reporting & Orchestrating tools to manage all your Design and Manage requirements without the need for additional dashboards or add-ons.

  • The Autom Mate Enterprise Integration Platform offers hundreds of pre-configured integration bots that can quickly connect internal and external applications.
  • Actions in the Autom Center UI Recorder may operate, fill out forms, create reports, enter data, and compare it in an application interface much as a person would.
  • Building data pipelines using datasets, joining and transforming datasets, and creating predictive models are all simple with Autom Center. Autom Center uses well-known encoding techniques to automatically fill in missing values and transform non-numeric 
  • Input into numerical values to assist in the feature engineering process. Users may also develop new features using built-in visual recipes, code, or formulae to add extra signals and boost model accuracy. Engineering steps are included in recipes at Autom Center storage for reuse in scoring and model retraining after they have been developed.

With cutting-edge integration and AI technologies, you can start automating your financial procedures right now! Automation in banking has never been easier!

6 Accounting Automation Use Cases That Speed Up the Process

Robotic process automation (RPA) is one of the most frequently used technologies in business and commerce. A great deal of time and effort can be saved by automating tedious work processes by using software robots that can perform specific task sequences. One of the most popular areas where RPA is used is accounting automation and financial processes.

accounting automation use cases

In this article, information will be given about the usage areas of automation processes in the field of accounting and the benefits of this accounting automation.

What Does Robotic Process Automation in Accounting Mean?

With the development of technology, revolutions continue to occur in accounting and business processes. Since most of the processes in the field of accounting are very suitable for automation, many companies have started to use automation. According to a survey, almost 53% of firms had adopted RPA by 2018. 

RPA is a software technology that provides automation of processes and is frequently used in accounting and financial fields due to its ability to make many calculations one after the other. Thus, it makes life easier for accountants in these frustrating and tedious calculation tasks. Thanks to the use of automation in accounting, computer-related operations can be easily performed with a few manual methods and keystrokes.

In addition, there is a high probability of making mistakes in numerical calculations and operations that are constantly made by humans. Thanks to accounting automation, these errors are minimized. RPA enables different actions to be combined in an automated process, thus streamlining the accounting workflow. Simplified robotic process automation covers briefly:

  • First of all, performing accounting tasks, the RPA bot captures users’ click or entry actions.
  • Secondly, the application creates a script that is generated based on users’ actions on the screen.
  • Finally, the RPA bot uses created scripts to automate repetitive accounting tasks.

Automation, one of the most useful methods for eliminating repetitive manual actions, has increased the financial improvements of many businesses. 

What Are the Benefits of Automation in Accounting?

Some processes in finance and accounting are quite safe to automate. Some of the benefits of using RPA bots that provide 100% consistency and accuracy are:

1- Reduction in Labour Costs

RPA bots used in accounting perform repetitive and time-consuming tasks much faster than humans, thus helping to save resources. Automating accounting processes to reduce labour costs is very advantageous for businesses.

2- Increasing Efficiency

Constantly tedious tasks such as data collection and billing can reduce employee productivity. The adoption of RPA with accounting automation in manual work on some topics to improve workflows also contributes to the growth of businesses. With automation in accounting, it is possible to complete some processes 20 times faster than people can. In short, accounting automation use cases enable employees to work smarter rather than work harder.

3- Minimising Errors

Especially in large companies, the transaction processes of accounting consist of many steps. Errors in calculations that occur at any stage can grow and create big problems for companies. Although it does not include all accounting stages, businesses can integrate accounting automation for some processes where people are prone to make mistakes.

4- Providing Compliance

Ensuring regulatory compliance is also very important. Corporate companies that adopt RPA in their accounting automation can more easily and highly comply with financial regulations. 

5- Effective Use of Time

Automation used in accounting ensures that very long hourly losses caused by human errors can be recovered and prevented without having to be reworked. Automation of accounting processes reduces the waste of time and enables this time to be used to reach a competitive edge in order to increase the company’s income level. 

6- Improvement of Customer Service

Errors in the reconciliation can delay the processing of invoices and therefore adversely affect the customer experience. To increase the quality of customer service, manual and repetitive tasks in the workflow should be automated by using automation systems in accounting.

How Automation Improves Accounting Processes?

Many companies have to update hundreds of transaction records per month. Accountants working in these companies have to scan documents in information systems, review digital copies, and record data entries.

accounting automation tool

Automation in accounting facilitates these processes and eliminates human errors. The most common automation uses in accounting include:

1- Accounts Payable and Invoice Transactions

Timeliness and accuracy of the entire process are essential for processing invoices. Manual invoice processing can cause delays in many ways. All invoice processes, including receipt and payment of invoices, can be handled in a short time thanks to automation in accounting. RPA with Optical character recognition (OCR) matches purchase orders with invoices with data from different sources. They then create reminders by sending cleared invoices to accountants.

2- Processing of Purchase Order (PO)

It takes time for businesses to manually process purchase orders for services and route them for approval. Thanks to the automation processes in accounting, a smart data capture tool can be created to enter information into the system and to create a confirmation request. 

3- Financial Account Reconciliations

It also takes a lot of time to compare balances. Automation tools used in accounting ensure that reconciliations are done automatically with minimal human intervention, which prevents employees from doing repetitive tedious work. 

4- Financial Reporting

It is very important for businesses to have accurate information about income and expenses and to report this information to the company. One of the main topics in which accounting automation is used is profit and loss (P&L) reporting. 

5- Budget Planning & Forecasting

Automation bots in accounting ensure the accurate generation of forecast reports with information from various sources and reports. With automation, historical data and current information are combined and reports are prepared, thus contributing to budget management.

6- Management of Employee Payroll

Managing employee payrolls requires long working hours for many tasks, such as data output and entry, timesheet approval, scheduling, and payments. RPA, which automates payroll management, which is one of the usage areas of automation in accounting, is used to prevent errors in payments.

Advanced Accounting Technologies is Ready for Your Use

Today, many companies automate their financial and accounting processes. Many duties such as the processing of invoices, reporting of income and expenses, payroll management, and financial forecasts can now be done easily thanks to automation. Of course, the use cases of automation in accounting bring many benefits such as time savings, money savings, and increased productivity.

Autom Mate provides integrations of robots that can perform complex financial and accounting reports, tax payments, converting orders into invoices, and tracking them. Join the world of Autom Mate automation with a free trial to get rid of the daily tedious work and give your company a new vision.

4 Marketing Automation Use Cases to Streamline Marketing Processes

Digital marketing automation involves automating repetitive marketing tasks so that more time can be dedicated to research and imaginative concept presentation. Utilising many automation technologies on the market is possible. You only need to determine which area of your company can be automated and which solutions are suitable for the quantity of labour involved. In marketing automation, the software is utilised to automate time consuming marketing operations. To increase productivity and give clients a more individualised experience, marketing teams may automate routine processes like email marketing, social network posting, and even ad campaigns. These duties can be completed more quickly and easily thanks to the technology underpinning marketing automation.

marketing automation use cases

Successful marketing automation techniques prioritise the needs of the client and lessen any friction that prospects may experience across the sales funnel. So, as a brand, you should be ready for various forms of automation at various points in the customer experience. This guide aims to talk about automating marketing and show how to reap the rewards of marketing automation.

Benefits of Automation in Marketing 

The benefits of marketing automation go beyond what they can achieve for your company. Addressing typical problem areas that have emerged in the digital-first, multichannel world, also benefits your consumers. 

1. Present more related content

You may customise what each consumer sees with marketing automation. Use your buyer personas and behavioural targeting to provide just the information each prospect or client needs in your advertising and email marketing campaigns. Customers are pressed for time, therefore automation helps by highlighting the most important material at the appropriate moment by utilising the data you’re currently gathering thanks to advanced analytics that meet the power of AI.

2. Give quicker and better responses

Businesses may manage leads and prioritise activities with the use of marketing automation, ensuring that inquiries are promptly addressed. Additionally, front-line staff members are enabled to offer more pertinent assistance without having to do preliminary research thanks to behavioural data saved in your CRM. Recognise the previous actions of your customers and set up responses based on previous transactions, in-product behaviours, or lifetime value.

3. Provide multichannel, seamless interactions

Nobody enjoys speaking the same thing again and over. Customers appreciate marketing automation for these reasons. Data is acquired, kept, and utilised in your marketing software to provide your customers with a personalised experience, such as pre-filled forms, targeted emails that meet their needs, and customer assistance that looks as familiar as the shop down the street. No matter how a consumer contacts you, automation ensures a consistent experience.

How Automation Improves Marketing Processes

Let’s examine some marketing automation use cases together: 

1. Lower cart abandonment

Cart abandonment is among the most annoying features of internet commerce. Across all industries, the average cart abandonment rate is 69.57 per cent. It indicates that seven out of ten customers will cancel their order.

e-commerce and m-commerce cart abandonement rates

The desertion rate is significantly higher on mobile devices, coming up at 85.6 per cent. Every business should think about addressing it since failing to take advantage of these leads might result in a large loss of potential income.

2. Incentives for repeat purchases

A recent development is the use of technology and marketing strategies for client retention rather than acquisition. Building up content, email, & social media marketing routines is made easier by marketing automation tools. Here are some strategies towards success:

  • Send regular newsletters or SMS notifications to your existing clients to stay in contact.
  • Remind your customers of upcoming events and special deals that they might enjoy.
  • Sending highly customised material will help you project a professional image in your inbox and elsewhere.
  • Whenever you get the chance, get in touch with clients you haven’t spoken to in a long time and rekindle your relationship.

3. Cross and upselling: Recommendations

Getting to know your individual customers is critical for your brand. Many firms focus on customer retention but fail to capitalise on upselling opportunities. If you know your customers well, you will have a large pool of data about them that you can use to provide customised suggestions. You may determine what extra items would benefit your client by reviewing their prior purchasing history.

‘Thank you’ is by far the simplest customer service trigger

It may be triggered by a client choosing to renew his service agreement, obtaining a set of replacement parts, taking part in a customer survey, or simply – yes – by remaining a customer for a certain period of time, such as more than 24 months. Simple personalisations, such as utilising the dedicated account owner as a sender, the customer’s first name, the device they are using, or the location where they are, will work. It is obvious that this will not bring you a ton of new business, but it is unquestionably preferable to doing nothing. Whatever else, this will enable you to put into practice your values, mission, and strategy statements for customer care in a way that is apparent to each and every one of your customers.

For better results in your firm, automate the marketing process. Let’s have a look at some of the most popular integrations together:

  • SAP – Salesforce 
  • HubSpot – Slack 
  • Salesforce – Netsuite
  • HubSpot – 4me
  • Microsoft Dynamics CRM – ServiceDesk Plus 

CRM & Marketing Automation & Integrations, All in One Place 

Autom Mate is an AI-powered RPA platform. Through a 100% web-based drag-and-drop design centre, routine chores may be automated without the need for technical expertise. By connecting several manufacturing applications, the Autom Mate Platform offers an overarching solution. Thanks to the marketplace’s selection of fully prepared bots, your process may be automated in a matter of minutes, and its status can be tracked.

marketing-automation tool

By using automation, you may scale up very quickly and satisfy a target market that is always expanding. You may better understand your consumers, boost sales, and streamline company operations by integrating your sales and marketing strategies with those of other business divisions.

1. CRM Update

The majority of repetitive processes involved in managing your CRM may be automated by software robots, saving humans a significant amount of time. It can simultaneously execute an error check with other programs, such as ERP, which will assist to streamline data transfer between these programs and cut down on mistakes. Add all new clients, new business transactions, and associated sales to your database.

2. Sales Chatbot

With this automation, don’t forget to follow up on leads. Automate follow-up notifications as part of your conventional sales process or design your own customised procedure. Use the chatbot application to alert your team about a new transaction, a new contact being allocated, a new campaign, a new social media message, or a new demo request and to suggest an action.

3. Order Management

Make it simple for you to handle sales orders & close them as invoices by delivering the customer order to the system or connected accounting software. Regardless of what format your purchase orders are in, sales order automation tools can read them.

4. ERP Update

No matter the file extension or source, read the incoming data to ensure error-free data input into the ERP system. Your data will be in alignment with one another across all of the apps in this way. The HR system, CRM application, or another application’s data can be instantaneously sent to the ERP system.

How to Improve Sales Processes Automation

For all industries, the necessity of automation in sales has significantly increased. Your company has the chance to outperform its rivals through the use of sales automation. Plan your approach, pick the software that best suits your requirements, and then experiment and improve for greater effectiveness. It goes without saying that one of the most important skills for success in sales is time management. However, recent research of more than 720 reps confirms that today’s salespeople spend a significant portion of their time doing things other than selling. Only 34% of the average salesperson’s time is spent on selling.

impact of sales automation

If you would like to develop a stronger and more effective business model, you plus your team may want some technological assistance. Admittedly, sales automation may help you optimise not only operations but also boost morale and productivity. This guide aims to show you how to utilise the correct technologies to automate your sales process and how to benefit from sales automation.

What are the Benefits of Sales Automation? 

Thanks to RPA, integration tools, and AI combined, sales operations are more automatable than ever. If done correctly, salespeople of today can do what they love best: sales! Here are the top benefits of sales automation:

Better info for wiser judgments

Big data is a popular IT buzzword right now. Sadly, not all firms are effective at gathering and utilising such data in their sales and marketing initiatives. Understanding Big Data is made easier by marketing automation, and obtaining the necessary intelligence helps things work in your favour.

Saving time

Sales teams may save hours each week by automating time-consuming and low-value tasks like lead scoring, reminders, reporting, and scheduling. They may then utilise that time to develop deep relationships with potential customers.

Better reporting

Reporting on sales can be challenging. However, with the use of CRMs, sellers may report to management when automated. The fact that you won’t have to write reports by hand will save you a ton of time.

Better communication & collaboration

Sales representatives may interact more successfully, thanks to sales automation. Salespeople can connect with one another quickly and easily when everything is hosted in one location and accessible when needed. They gain from streamlined contact with their bosses when they need to report sales activity or urgent problems. Even better, improved cooperation makes everyone perform better since it allows managers to make more informed choices in real time and gives sales representatives better access to information and a better sales process.

Easier scheduling

Sales automation makes sure sales representatives never forget an appointment, call, or meeting. By automatically filling up your sales calendar, sales automation systems help you manage your sales schedules by reducing downtime and inconvenient conflicts between appointments.

Top Sales Automation Use Cases That’ll Boost Revenue 

With today’s automation technology, the sky’s the limit, and you can even see it in the sales automation use cases. Here are the top sales automation use cases:

sales automation use cases

Chatbots Integrations

Automated chatbots that connect with leads and answer simple queries are known as chatbots. They can provide details on costs, goods, or services. Sales representatives may schedule later meetings with leads using chatbots.

Onboarding

Customer onboarding is the first impression that really makes an impact. If you do it right, you’ll decrease needless turnover and develop brand advocates who will like performing business with you in the future.

Where does the contact information that your consumers provide go once they sign up? Connect your CRM solution to the channels where your consumers are present (such as social media, WhatsApp, your website, etc.) to automate the onboarding process. In this way, you will instantly construct a user profile for your consumer, and you’ll be able to continue to nurture them.

Personalised events

Your company should be active in the lives of your clients. Is it their birthday? Send a special congratulations card together with a small gift. Everyone wants to feel special. And honouring your consumers on their special day can help you strengthen your relationship with them.

Friends refer friends

Referral marketing’s advantages have been well-known for years. A reference from a delighted client is one of the most beneficial kinds of marketing when compared to traditional advertising. People appreciate referrals from friends and family members more than any other source.

Pipeline management

You can manage your sales pipeline & client journey better with the use of pipeline automation. Use it to receive a thorough analysis of a sales opportunity or to send automatic emails, alerts, and notifications whenever it’s time to follow up. Additionally, you may automate the communications that take place as a lead progresses through your pipeline. For instance, your pipeline sales automation system may automatically send a proposal from your CRM to a lead if they pass from the “Qualified” to the “Proposal” stage.

Automate & Integrate All You Need: Meet Autom Mate

Autom Mate is the future! Autom Mate is an AI-powered RPA and integration platform. Through the use of web-based drag-and-drop design tools, it helps automate repetitive processes. By combining several production applications, the Autom Mate Platform offers a complete solution. You can instantly automate your procedure and monitor its progress due to the marketplace’s variety of ready-to-use bots. With Autom Mate AI Powered Next Generation RPA, you can achieve your business automation and integration goals.

7 Ways Automation Streamlines HR Processes

Robotic Process Automation is a technology that emerges as a tool that digitises the work done by humans after machines. Automation systems have been included in the workflow in many different fields around the world, especially in the finance and telecom sectors, and very successful works have been achieved. However, automation applications have recently become remarkable, especially in human resources management.

In HR automation, robots aim to minimise human effort and time by automatically performing time-consuming operations such as understanding screens, identifying and extracting data, and navigating between systems. This article has compiled various information about automation technologies that make your HR processes more efficient and practical.

The Future of Improving HR is All About Automation & Integration

In human resources, RPA can be seen as a support. For example, it automates simple but time-consuming tasks such as filtering suitable candidate profiles for recruitment. In this way, repetitive operations in office and administrative works are no longer time-consuming for employees. HR automation is systems that help companies reduce cost and human effort. Improving HR automation is not robots deciding on recruitment; it is using the system efficiently so that the HR officer makes the final decision. This saves time, money, and labour.

In the studies conducted, 45% of HR departments perform HR automation in their daily tasks, making their processes more efficient. However, it has been determined that 7 out of 10 businesses have more efficient process management with HR automation. In addition, it has been determined that up to 54% of businesses using HR automation effectively perform HR automation in their recruitment processes.

hr automation use cases

While IT support is required for software automation in some processes, with HR automation, HR employees can perform process designs more quickly and efficiently with their basic computer knowledge. Thus, process management independent of IT is realised. HR automation is the standardisation of different software and desktop applications within a certain process and providing a simple use.

Benefits of HR Automation

It is an undoubted fact that the workflow process has become much faster and more efficient with improving HR automation. In addition, this process is much less costly with various integrations and designs. Here, you can see the main automation HR use cases and benefits listed as follows:

  • Efficiency increases with fast processing and complete data sharing
  • Preventing loss of time by performing error-free process management
  • Evaluate performance by giving feedback
  • Supporting target-oriented studies with statistical analysis
  • Eliminate storage and printing costs
  • Eliminate legal issues and compliance risks with policy updates
  • Performing efficient recruiting
  • Complete and error-free data storage, file archive creation
  • The realisation of smart business decisions
  • Having and developing a qualified workforce
  • HR data analysis, performance evaluation, problem identification

How Automation Improves HR Process Management

HR automation ensures that the business process is carried out efficiently. The main automation HR use cases and the benefits it provides are as follows:

1. Employee training and relationships:

HR automation has an extremely life-saving role in managing some orientation processes, providing basic pieces of training, and developing relationships with new hires. Employee training and relationships develop faster with HR automation. In this way, the adaptation process is quickly overcome, and the new employee starts his new job without losing his productivity.

2. Recruitment Processes:

HR recruitment automation

The recruitment process takes place by combining many different processes, such as filling out forms, collecting CVs, and interviewing. This is an extremely important process for the sustainability of the business, and this must be done carefully and accurately. With the continuation of specific processes such as form, the final decision in recruitment is left to authorised persons. Thus, competent and suitable candidates are determined.

3. Candidate Developments, Performance Management, and Observations:

HR automation, which starts with personnel recruitment, is not limited to recruitment. Post-employment and ongoing development of the employee is also provided by HR automation. In this way, it analyses and evaluates employees with many different arguments, such as performance measurements and evaluations. In this way, the most accurate analysis of employees is made. With the correct performance management, the necessary support is provided, while at the same time, deficiencies are eliminated. Thus, employee performance is closely monitored, negative factors are eliminated, and positive factors are supported.

4. Data Management and HR Analytics:

A data pool emerges with the work done by the employees within an enterprise over time, as well as the company’s internal performance. HR automation provides great convenience in operations such as managing this pool correctly, keeping archives, and instantly accessing the desired data. The use of HR automation in data management and HR analytics has an extremely positive effect on the sustainability of the business.

5. Form Printing / File Receive, Export, Import:

Instead of using an employee for processes such as in-house file submission, form creation, and file receiving, the whole process is automated, with only one improving HR automation. This saves time and employee productivity. However, mistakes are frequently seen in manual form and file works, but this process can be managed completely error-free with the developing HR automation.

6. Bug Reviews:

Errors are an inevitable reality in businesses that prefer to do many operations manually in HR process management. However, since HR automation includes error investigations in form, password, and file operations in the HR management process, it immediately reports the problem by debugging so that the process is managed without errors.

7. Saving the Data in the System and Realising the Activation in the Recruitment Process

Undoubtedly, one of the most challenging, error-prone, and time-consuming processes in improving HR operations is recording the recruited candidates in the business system, ensuring their activation, and sending the necessary e-mails. This whole process can be carried out in a practical, fast, and error-free manner thanks to successful HR automation. Thanks to HR automation, registration is made in the system using form data, necessary activations are carried out, and then the necessary e-mails are sent to the relevant people. All that remains is to examine and control the mail. That’s how simple recruitment is with HR automation.

 

Take Your Improving HR Operations into the Future with Autom Mate

Developed to perform the workflow and management operations of businesses in the most efficient way, Autom Mate is among the most preferred automation systems for HR operations. With Autom Mate, you can manage and improve your HR processes with the many different benefits we have shared for you above. You can also digitise your business with our process management automation systems, which have suitable solutions for all kinds of needs of your business. Thus, you save time, labour, resources, and many other different areas. Improve your process management with the automation system and take it to a better level.

The Best ITSM Integration Use Cases for Enterprise

The quest for interesting and worthwhile experiences at the service desk is posing new problems for IT departments—and for a good cause. When a company needs more streamlined IT operations, ITSM elevates the typical IT strategy to a whole new level, and it doesn’t stop at ITSM.

A new approach that elevates ITSM has emerged in light of the changing times: ITSM integration. The act of linking ITSM systems and those from third parties together to give customers a smooth experience while boosting business productivity is known as ITSM integration. In this article, we will be covering the best ITSM integration use cases for enterprises.

ITSM integration use cases

1- Employee Onboarding & Offboarding

When the transactions are performed manually, definition errors happen, and more time and effort are needed when there are a lot of requests. High IT workloads may make it difficult or even impossible to meet demands on time. But at the other hand, security problems could arise if the rights & authorities weren’t terminated promptly, particularly during the dismissal proceedings. Manual operations that are prone to errors and the time and effort expenses associated with repeating the same task degrade efficiency and result in time and financial losses. Additionally, if user recruitment or change requests are not met in a timely manner, internal unhappiness may develop.

The ITSM application’s requests for new user creation, updates, or closing are answered by the software in a timely and error-free manner thanks to Autom Mate’s ready-to-use Employee Onboarding integrations.

2- Chatbot Integrations

In the digital age, integration is a crucial component of any software product and therefore is crucial for improved communication between various organisational divisions. Additionally, it facilitates the streamlining of workflow procedures, making it simpler to transfer information between teams as well as with outside partners who might be knowledgeable about a different sector or area. Organisations can benefit greatly from ITSM integration.

WhatsApp / MS Teams Integrations

With the fully prepared capabilities offered by Autom Mate, it is possible to integrate WhatsApp and MS Teams using ServiceDesk Plus in a matter of minutes and create appropriate apps with no-code or low-code features for the needs of particular business processes. These features enable customers to use ITSM/ESM applications without altering their own routines, which contributes to a client base that is happier and much more devoted. Automating procedures enables businesses to boost operational efficiency.

3- Virtual Machine Provisioning

Virtual Machines are one of the most important resources in a data centre. They are used to host many different types of applications that are running on the cloud. They can provide compute power, storage capacity and networking connectivity to these applications. The process is conventionally handled by an IT specialist who has access to all the necessary information about virtual machines and their configuration requirements. This process is manual and time-consuming which leads to errors and delays in provisioning virtual machines.

Thanks to ITSM integrations, the whole VM provisioning process can be automated. For example, integrating existing ITSM systems such as Jira ServiceDesk lets APIs send event notifications before, during, and after the provisioning process. Therefore, IT teams can automatically enable server requests in an instant.

4- Incident Management

Incident management is the practice of reacting to unanticipated occurrences or unexpected interruptions to keep the business running & return to normal operations with the least amount of disruption. Improved SLAs, faster incident resolution, avoiding outage losses, and faster incident management all contribute to a better end-user experience.

For example, ITSM integration with CRM helps in managing incidents in a better way by providing an incident-centric view of customer engagements. It also helps in identifying opportunities for upselling and cross-sell as well as identifying repeatable incidents that can be resolved using automation techniques.

5- Asset Management

Asset management, which is a key component of the IT workflow, is the act of managing & controlling the lifecycle of an asset. It enables an organisation to know what assets it has, where it is located, and in which condition it is. The correct tools and strategies for managing assets can assist increase efficiency, effectiveness, and accuracy. This would be made easier with ITSM and ERP collaboration to track user tickets linked to purchases, usage, maintenance, and disposal.

6- Problem Management

An incident is a symptom, but a problem is the underlying cause of an incident. To prevent similar problems in the future, problem management analyses root causes and assists in their correction. The advantages of problem management seem to be comparable to those of incident management. However, they have a much greater overall impact. These advantages include raising the level of service quality overall, identifying long-term solutions to incidents, reducing the amount of time required to resolve issues, and raising satisfaction among employees and customers. 

Like in incident management, ServiceNow app integrations with ITSM is one of the great examples of creating a seamless problem management process to deal with an increasingly complex IT environment in which traditional ITSM solutions are unable to provide adequate support.

7- Workload Optimisation

Analytics powered by machine learning can assist your staff and manage your IT service desk more effectively. The first step in taking advantage of this opportunity is to make sure that there are enough employees to satisfy the future demands for IT assistance. This may involve taking into account their respective levels of experience and abilities. To prevent overworked service desk analysts and excessively delayed tickets, it could be improved to guarantee that the filling of their request queues is optimised automatically. When necessary, the automated reassignment of the requests in queues may also be a part of this ticket distribution optimisation.

8- Notification Service and Central CMDB (Central Asset Management)

A software for ITSM is called ServiceDesk Plus. It offers superior visibility, and centralised management of IT issues to guarantee that organisations experience minimal downtime. By monitoring your essential alerts on SolarWinds from the ServiceDesk Plus ITSM application instance, you can perform efficient event management with the help of the SolarWinds alert and CMDB automation bot.

CMDB ITSM integration

The ServiceDesk Plus application, your ITSM application, issues an event ticket when a critical alert is discovered by the SolarWinds application (your monitoring application). Brings the ServiceDesk Plus actions and notes to the pertinent SolarWinds critical alert. The record’s status on the ServiceDesk Plus code change once the SolarWinds warning is handled. This integration bot makes sure that the servers and networking devices are routinely added to the ServiceDesk Plus application’s inventory. The transferred inventory’s information is updated on the ServiceDesk Plus application whenever there is a change. The notification service allows you to instantly deliver an alert after it has been triggered. You’ll be able to see problems early on and contact the appropriate person to address them immediately.

Different team collaboration (Jira & ITSM)

The end user’s demand created in the ITSM software is not sent to Jira during the daily workload, which results in issues like not notifying the end user of the activities performed by Jira or a delay in responding to the end user. As a workaround, manually moving requests made through the ITSM program to Jira, manually transferring actions made by software developers to the ITSM software, and manually notifying the user puts a significant burden on the IT staff and wastes their time. It makes the workplace less effective.

Thanks to the Jira integration bot of ServiceDesk Plus that was created on the Autom Mate platform, any error records (incidents) that are opened in the ServiceDesk Plus and software will open as a bug-type issue report under the appropriate Jira project. It changes the pertinent record in the ServiceDesk Plus program based on actions done in the Jira application, notifying the end user of the update. The photos contained in the data are transported in attachment files in each of these integrations.

Integrate, Automate, Streamline—All In the Same Platform

At Autom Mate, we’re investigating every aspect of automation in an effort to make the technology accessible to everyone, and a significant portion of our knowledge is derived from our corporate application integration platform.

Autom Mate lets businesses interface ITSM software with external apps and flows like ManageEngine ServiceDesk Plus, 4me, ServiceNow, Micro Focus, Jira, and more by providing simple-to-use action libraries. The most well-liked ITSM programs, including ServiceDesk Plus, 4me, ServiceNow, Micro Focus, and Jira, are easily integrated with business programs and systems. Additionally, you may benefit from ready-to-use ITSM integrations and find new ITSM use cases thanks to Autom Mate’s expanding marketplace. Explore our automation solutions in more detail here, or request a live demo to receive a free trial.

What are the Most Useful iPaaS Use Cases for Enterprise?

No Code Autom Mate

When it comes to enterprise applications, data wears the crown, but taking advantage of the massive chunks of data in all of the enterprise processes can quickly become too time and energy-consuming. Thankfully, there’s a new hero that connects everything together without the need for human workforce: integration platforms, or in other words: iPaaS. In order to make sure that the data is secure, always available & leverageable, enterprises use integration platforms. In this article, we’ll tell the most popular iPaaS use cases and what a difference iPaaS makes.

According to Gartner, enterprises take advantage of integration platforms in various ways, such as routing & orchestration, data mapping, messaging, and protocol mapping.

 

Most Popular application iPaaS
Application integration use cases for enterprise. (ImageSource: Gartner)

 

Of course, when we talk about iPaaS, there are numerous branches like API-based integrations, event integrations, and B2B ecosystem integrations. Here are the most popular iPaaS solutions for the enterprise:

 

Application & Data Integrations with iPaaS

The iPaaS technology allows enterprises to integrate a variety of applications and systems with ease, without the need for custom coding or programming. Organisations can use this integration platform to bring out automated flows with remaining apps or even develop new apps or improve existing ones.

The best part is that today’s iPaaS technology lets developers and data scientists who are not experts in application integration but want to use different applications together. The iPaaS technology provides an easy way for them to do this without having any knowledge of the underlying technologies involved in application integration.

 

Data Integration with iPaaS

The use cases for data integration with iPaaS are endless, as there are countless apps, software, and data sources to link with each other, but here are some examples:

  • A company can integrate its CRM system with its ERP system so that it can send marketing emails based on what the customer has bought in the past by integrating a data analysis tool in the middle.
  • A company can gather competitor data and integrate XML files into data analysis tools to get automated information about the market.
  • A company can integrate its email marketing platform with its CRM system so that it can update customer information and send them personalised email campaigns.
  • A company can integrate its website with Facebook so that it can drive more traffic, collect more viable data, and build spot-on strategies.

 

Notification Service Integrations 

Notification service integrations allow sending notifications from one application to another, which can be done through SMS, email, or other channels like calls. This type of functionality is often used for marketing campaigns where the company would want to send out promotional messages about their products or services via SMS or email—or stay ahead of the time when it comes to being notified about critical information.

 

Linking a messaging application to ERP, CRM, ITSM, or ITOM can speed up many processes dramatically. You can get an instant message, app notification on your phone, or even a call when needed by integrating the correct software with another application.

For example, let’s talk about one of Autom Mate’s favourite integrations, ServiceDesk Plus and SolarWinds. The integration helps to automate the process of IT alerts, notifications and tickets. It also helps to manage the ticketing system by integrating with other systems such as CMDB or CRM.

 

Collaborative Integrations

Collaboration is a vital component of any business. With the help of iPaaS, not only is it possible to integrate different applications and make them work together, but it’s also possible to connect multiple organisations and teams seamlessly. Collaborative integrations allow for a better flow of information between different teams and departments in an organisation, leading to increased efficiency and productivity.

With collaborative tools like Slack and Trello, joint integrations of both systems help improve the team members’ collaboration, and that’s just a basic example.

Letting remote teams and processes work more efficiently, collaborative ITSM integrations also help reduce mistakes,  increase productivity, improve customer service, and cut down on costs while creating a more agile infrastructure. Thus, everyone is aware of the real-time situations of mega projects & processes.

 

ITSM Integration 

IT teams stand at the centre of operations, and their task stack can overflow. With ITSM integrations, companies can create perfect bridges between IT teams and employees. Even better, adding more applications into the equation lets organisations handle IT tasks more efficiently. 

 

HR Application Integrations 

Thanks to their monolithic architecture, HR workflows can greatly take advantage of iPaaS. Most companies are now using HR apps to automate their HR processes. With SAP, Oracle HR, Workday, SuccessFactors, and other HR apps available in the market, it has become easier to integrate these applications with iPaaS. 

For instance, instant messaging apps like WhatsApp or MS Teams can be integrated with corporate applications to create faster communication throughout the whole organisation. And with iPaaS, you can even take advantage of AI to automate payrolls, leaves, and more via text recognition. If we need to exemplify, your employees can text the HR app “How many days off do I have?” and get an automated answer instantly! 

 

The most popular HR integrations with iPaaS include;

  • Employee Onboarding & OffBoarding can be automated by linking HR and ITSM processes together. When an employee joins the team, the system can handle all of the automatable processes like payrolling, approval process, account creation & more.
 
  • With Employee Leave Management, employees can get automated replies about their leave situation with a simple text message or an intranet page visit. The best part is that HR doesn’t have to be involved in such easy tasks.
 
  • Travel and Holiday Requests can be made without the involvement of HR. If your HR management tool lets it, an employee can take a holiday with a manager’s approval, eliminating the process and the paperwork.
 
  • Automated Chatbots for HR are about to become the new way for HR processes. As mentioned above, employees can text software to get automated and reliable answers and solutions with chatbot and HR integrations, thanks to iPaaS.
Integration Chatbot

 

Multi-Branch Integrations with iPaaS

We mentioned that iPaaS lets organisations streamline tasks within and between branches and teams. Let’s take it a step further by creating relatively lengthy automation with the technology: onboarding.

You can streamline the onboarding process with the right integrations, like opening a company email account, reminding the IT team of the necessary hardware and software, performing Active Directory authorisation, and more. In short, if you have the apps, iPaaS is there to connect and integrate them for you!

 

Meet Drag-and-drop Automation with Autom Mate

Developing products in the automation and integration fields for years, we designed Autom Mate as an iPaaS that builds upon the technology. With Autom Mate, you can take advantage of the most remarkable hyperautomation features with a simple drag-and-drop interface. In most cases, you don’t have to code to design an automation flow, as our automation library is growing every day with ready-to-use flows created by enterprise users. 

Visit Autom Mate.com to explore the big world of iPaaS and hyperautomation, or reach an expert to see how you can leverage the technology in the best way possible.

 

The Essential Guide to ITSM Integration: Strategies and Solutions

One of the most futuristic and breakthrough ways to IT service management, ITSM integration, is gaining popularity among visionary enterprises. Shortly, the technology aims to integrate all the IT processes into one platform and automate them using automation tools. The goal is to make the process of delivering IT services faster and more efficient.

The idea behind ITSM integration is that it will streamline complex IT processes by integrating them all into one platform. This way, it becomes easier for organisations to manage their IT environment as well as deliver services in a faster way. In this article, we’ll deep dive into the ITSM integration technology and share our knowledge as a software powerhouse.

 

What is ITSM?

Short for Information Technology Service Management, ITSM is a framework that enables an organisation to manage its IT services in order to improve the business. Shortly, it aims to redesign the IT process of an organisation as a service, rather than the old IT processes where IT teams had to deal with unnecessary information and interactions. 

When we think about an IT department, the first thing that comes to mind is hardware & software instalments, but in reality, IT processes are far more complex than widely assumed. So, ITSM can work like wonders, especially for bigger organisations where IT teams have more important tasks to complete. Let’s continue with the most common use cases for ITSM.

 

What are the Most Common ITSM Processes?

ITSM uses a set of key processes to manage and maintain IT services. There are many ITSM use cases that transform IT management from a service delivery procedure into a value creation process. Here are the most common ITSM processes:

 

Service Request Management Process 

One of the most common IT processes, service requests in general, can be managed via ITSM. Service request management deals with requests for new or changed IT services and how they are evaluated, approved and fulfilled by the provider.

 

Asset Management

The process of managing and controlling the lifecycle of an asset, asset management is a process that allows an organisation to know what they have, where they are and what condition they are in—it’s a big part of the IT workflow. With ITSM, it becomes more effective to identify the right tools and techniques for managing assets, which can help improve efficiency, effectiveness, and accuracy.

 

Configuration Management

Configuration management is a way to change, update and maintain the configuration of a software application or system. Configuration management can be done manually or through automation. Automation can be done either by using scripts or software programs called configuration management tools.

 

Incident & Problem Management

Incident management includes both problem management and incident handling. Problem management is typically used to identify problems before becoming incidents. Incident handling focuses on resolving incidents as they occur.

The key objective of incident management with ITSM is to minimise the time between detection of an incident and its resolution while minimising the impact on customer experience.

 

Change Management 

New service releases, new upgrades, and new software is always monotonous and time-consuming task for the IT department. ITSM enables organisations to create a more agile and flexible change management process, helping manage changes better and more efficiently.

 

ITSM Integration: The Key to Future

As you can see, ITSM takes the conventional IT approach to a whole new level, and it’s become the new norm for businesses that need more eased-up processes. But once again, times are changing, and there’s a new approach that levels up ITSM: ITSM integration.

Gartner’s report on enterprise automation technologies reveals that automation and ITSM create a massive impact on the workplace and customer experience.
ITSM Integration impact in enterprises
automation, hyperautomation, ITSM impact in enterprises (ImageSource:Gartner)

 

Automation is the new trend of freeing the workforce off of mundane tasks, and it’s paving its way to many industries quicker than expected. As automation is becoming more regular, it’s also transforming IT processes with integrations that link ITSM tools together, leaving workers as few routine tasks as possible. 

 

What is ITSM Integration?

ITSM integration can be defined as a process where ITSM applications and third-party applications are linked together, creating a seamless experience for the customer and increasing the efficiency of the company.

The main benefit of ITSM integration is that it centralises ITSM by integrating IT teams with other teams and processes while adding other IT applications into the process. This leads to uninterrupted process flows while eliminating risks like disturbances and interruptions. In short, ITSM integration is the most reasonable way to reach flawless process management.

 

The Benefits of ITSM Integration

In today’s world, integration is the key to success. With technologies like RPA and iPaaS, it’s becoming more and more essential for companies to streamline their processes, especially for the larger ones. And ITSM integrations are one of the most popular among all. 

There are many ITSM integration benefits that organisations can reap. For example, ITSM integrations;

  • Minimise human-related errors thanks to robotic process automation that leaves little to no room for mistakes.
  • Let employees perform value-added tasks by handling routine and monotonous tasks. For instance, integrating SolarWinds with ServiceDesk Plus can streamline event management with automated alert tracking.
  • Create seamless customer experiences by building an autonomous communication funnel backed by chatbots. 

 

ITSM Integrations at Your Fingertip: Meet Autom Mate 

Here at Autom Mate, we’re exploring everything about automation to make the technology available for everyone, and our enterprise application integration platform is a big part of our expertise. 

With easy-to-use action libraries, Autom Mate helps companies integrate ITSM applications with third-party apps and flows like ManageEngine ServiceDesk Plus, 4me, ServiceNow, Micro Focus, Jira, and more. It is able to integrate the most popular ITSM applications like ServiceDesk Plus, 4me, ServiceNow, Micro Focus, and Jira with enterprise applications and systems easily. Plus, thanks to Autom Mate’s ever-growing marketplace, you can discover more ITSM use cases and take advantage of ready-to-use ITSM integrations that are proven to work. Discover more on our automation technologies here, or offer a live demo to get a free trial.

What is iPaaS? Your Complete Guide to Integration Technologies

The digital revolution came with many perks that transformed the way we live and the way businesses operate. Thanks to countless numbers of digital tools and software, we can now handle tasks, big and small, in a much more convenient way than ever before. Yes, convenience is one thing that came with the digital revolution, but let’s not forget about the ever-growing disruption. Almost every day, a new application or software joins our daily ecosystem, but we rarely see different apps communicating with each other. That’s where integration platforms come into the picture to save the day, making iPaaS one of the most popular terms in the software industry. In this blog, we’ll be exploring the definition of iPaaS and how businesses can take advantage of the technology.

 

What is iPaaS and Who Needs It?

Integration Platform as a Service (iPaaS) is a software service that enables customers to connect their applications and data sources in order to automate, optimise and secure their digital business processes, and it’s gaining more popularity every day.

VynZ Research estimates that the global iPaaS market is expected to reach $10.3 billion by 2024, at a CAGR rate of 40,4% between 2020 and 2025.

There’s no doubt that software integration technologies will keep on stealing the spotlight for many years to come. Today, the first industries that come to mind when we think of iPaaS are banking, healthcare, insurance and retail. These industries rely on integration platforms for seamless customer experience across channels with a single sign-on, handling IT processes easily, and eliminating mundane workflows altogether. Of course, the sky is the limit with integration platforms, and connecting numerous flows is up to the user.

Let’s continue with how integration platforms work to streamline complex processes without the need for the human workforce.

 

How to Integrate Apps with an iPaaS?

Integration platforms provide a central hub for all of the information that is being shared between different applications, and they can be used to connect any kind of app, including software as a service (SaaS), mobile apps, and more. First things first, you need to b aware of the workflows that you want to create with integration platforms. 

Many integration platforms let users take advantage of ready-to-use workflows with the most popular apps, so we can name them as low-code or no-code platforms that don’t require users to have coding knowledge to create seamless flows. While there are exceptions, in today’s multi-disciplinary world, choosing an integration platform that offers a drag-and-drop interface is essential.

How do iPaaS work?

How does iPaaS work?

 

You can build perfectly-working bridges between users, data, apps, and APIs with an integration platform. As a technology powerhouse with years-long experience in automation, Autom Mate offers the most needed workflows that include enterprise favourites as ready-to-use templates.

 

Top Use Cases of Integration Platform as a Service that You Should be Aware of 

Businesses all around the world use iPaaS to connect with these applications and make them accessible through one system. It is also used by companies who want to keep data in one place for their customers, employees, or partners.

 

There are many iPaaS use cases, including:

Connecting CRM systems with ERP systems

To help businesses mine data on customer interactions between the two systems and identify insights that can be used to retain customers, CRM and ERP integration also help with the automation of different processes like sending out order confirmations and invoices after a purchase is made. Thankfully, iPaaS has emerged as an easy way to connect these systems effortlessly, creating massive value while eliminating taskforce.

 

Integrating data analytics tools 

Data analytics tools are great for getting viable insights. They can help you understand what’s going on with your business and provide useful information about the past, present, and future. But they have their limitations too. For example, they can’t help you make predictions about the future or tell you how to do something different in order to improve performance.

Integrating your analytics solution with an iPaaS means that you can take advantage of other features that these platforms offer, such as application integration and API management, to get more out of your data.

 

ITSM integrations with iPaaS

The IT process is one of the essential aspects of any business. The IT service management (ITSM) is the process that manages, monitors, and controls the IT processes. iPaaS provides an integration layer between ITSM and other systems to make it easier for companies to manage their IT processes.

 

 

Why you need an iPaaS? 

The main advantage of using iPaaS is that it saves time by automating repetitive tasks and integrating different systems together in an easy way, which automatically lets businesses deliver great value to their customers and themselves. 

Benefits of iPaaS

There are many benefits that can vary in different organisations and industries. Here are the main benefits of integration platform as a service:

 

  • It lowers the costs of integration by providing a single point for all integrations
  • It increases the speed of integration by providing an easy-to-use interface.
  • It reduces errors in integration by providing prebuilt connectors and templates.
  • It improves the reliability of integrations by preventing human error.
 

Higher ROI

If you’re looking for high ROI, iPaaS is your choice. According to Informatica, companies that shifted to iPaaS technologies have witnessed an average ROI of 324% within three years. Also, integration platforms create more future-proof organisations by making businesses more resilient to things to come in the future. 

 

 

Meet Autom Mate, a Hub for All of Your Integrations and Automations

Here at Autom Mate, we took automation to the next level with hyperautomation and picked the best features to offer our users an ever-growing and evolving automation and integration platform. Thanks to our community, our ready-to-use integration templates and flows are growing every day, leaving no extra work for newcomers. With Autom Mate, you can create automated flows with our simple drag-and-drop interface with whichever apps and patterns you need. See how Autom Mate makes a difference, contact our experts or offer a live demo to start imagining the future of your work. 

How to Increase the capabilities of ServiceDesk Plus with 3rd party Integrations?

ME SDP Automation

The technology aims to integrate all the IT processes into one platform and automate them using automation tools. The goal is to make the process of delivering IT services faster and more efficient.

What is ServiceDesk Plus?

ServiceDesk Plus is a ITSM software. It provides excellent visibility and central control of IT issues to ensure that businesses suffer no downtime. Additionally, It helps central management of processes such as Incident and Request Management, Change Management, CMDB, Project Management, Service Catalog, SLA Management, which are processes of IT Service management.

 

Importance of Integrate ServiceDesk Plus with Other Applications

The lack of integration between a variety of departments, people and applications often leads to the slowing down of work processes, loss of information and gaps in communication. This can be very frustrating for everyone involved in your business.

Integration is a key aspect of any software application in this digital era and it’s important for better communication between different departments within an organization. It also helps streamline workflow processes, making it easier to share information across teams or even with external partners who may have expertise in another industry or region. There are many ITSM integration benefits that organisations can reap.

Below are the solutions you can reach by integrating the ServiceDesk Plus application with other 3rd party applications;

 

ServiceDesk Plus & SolarWinds Integration (Notification Service & CMDB)

ServiceDesk Plus and SolarWinds alert and CMDB  automation bot allow you to perform an effective event management by tracking your critical alerts on SolarWinds from the ServiceDesk Plus  ITSM application instance.       

  • The critical alerts detected by the SolarWinds application, your monitoring application, creates an event ticket in the ServiceDesk Plus application, which is your ITSM application.
  • Adds the actions and notes taken on ServiceDesk Plus into the relevant critical alert in SolarWinds.
  • When the warning on SolarWinds is resolved, it changes the status of the record on the ServiceDesk Plus application.
  • This Integration bot ensures that the servers and network devices are periodically transferred to the inventory of the ServiceDesk Plus application. In case of any change in the information of the transferred inventory, the same inventory is updated on the ServiceDesk Plus application.
 
Thanks to the notification service, you can notify an alert immediately when it has been triggered. You will know when there is an issue and get in touch with the right person right away, quickly resolving the situation.
 

ServiceDesk Plus & VMware Integration (Provisioning)

The VMware provisioning bot provides to create a new server and changes CPU, Memory or Disk resources of a server depending on a request that is selected from ServiceDesk Plus Service Catalog.

  • This bot creates a new server on VMware automatically after the request that opened on Servicedesk Plus Service Catalog is approved. This manual process, which has no added value for the System Administrator, is automated.
  • End users don’t have to wait for System Admin to create or change the server. This bot fulfills everything automatically, In this way, business processes will be more efficient and resolved faster.

Therefore, the service quality that serves to end user will increase significantly.

 

ServiceDesk Plus & WhatsApp Integration (Unified Collaboration)

WhatsApp is a communication tool that is preferred and used by everyone in every field today. For this reason, it is preferred as a communication channel in our business life apart from our daily life. Users tend to continue their habits mostly. This requirement creates the need for companies to offer Whatsapp as a communication tool to their employees and users.

The ready-to-use WhatsApp integration capabilities provided by Autom Mate allow WhatsApp integration with ServiceDesk Plus in minutes, and the development of necessary applications quickly and easily with no code / low code features for company-specific process requirements. With these features, users can use ITSM/ ESM application without changing their own habits, helping to create a more satisfied and loyal customer base. It enables companies to increase operational efficiency by automating processes.

With ServiceDesk Plus & WhatsApp Bot, end users can;

  • Create a request by accessing the Service Catalogue (IT or Business Services)
  • Create an incidents ticket, when a service is down,
  • Check the status of the ticket they have opened before.
  • Use WhatsApp as an intranet portal to learn the weather, exchange rates, lunch menu etc.
 
 
Autom Mate enables your ESM platform to become widespread within the organization!

 

ServiceDesk Plus & MS Teams Integration (Unified Collaboration)

Microsoft Teams is a communication tool that is preferred and used by everyone in every field today. For this reason, it is preferred as a communication channel in our business life apart from our daily life. Users tend to continue their habits mostly. This requirement creates the need for companies to offer MS Teams as a communication tool to their employees and users.

The ready-to-use MS Teams integration capabilities provided by Autom Mate allow MS Teams integration with ServiceDesk Plus in minutes, and the development of necessary applications quickly and easily with no code / low code features for company-specific process requirements. With these features, users can use ITSM/ ESM application without changing their own habits, helping to create a more satisfied and loyal customer base. It enables companies to increase operational efficiency by automating processes.

With ServiceDesk Plus & MS Teams Bot, end users can;

  • Create a request by accessing the Service Catalogue (IT or Business Services) via MS Teams
  • Create an incidents ticket, when a service is down,
  • Check the status of the ticket they have opened before.
  • Use MS Teams as an intranet portal to learn the weather, exchange rates, lunch menu etc.
     
     

ServiceDesk Plus & Jira Integration

SDLC, or software development lifecycle, is a software development process used to develop software products or plan changes to existing software. Thanks to this life cycle, the development of software becomes more planned because the planning of the product to be written, its detailed analysis, the designs on the background or the front side, the development of the product, the acceptance tests, the go-live processes are done in a plan, respectively, and together with the feedbacks. After the go-live, the support given to the product does not end and the product is constantly monitored with the maintenance step and the feedback of the end users is processed. Institutions follow the Jira application’s SDLC process while developing software products.

During the daily workload, the end user’s request opened in the ITSM software is not directed to Jira, causing problems such as not informing the end user about the actions taken by Jira, or delayed response to the end user. As a solution, transferring the requests opened to the ITSM software to Jira manually, transferring the actions taken by the software developers manually to the ITSM software and informing the user causes a serious workload and waste of time on the IT employees. It creates an inefficient work environment.

Thanks to the ServiceDesk Plus & Jira integration bot developed on the Autom Mate platform, the error records (incident) opened to the ServiceDesk Plus application open a bug-type issue report under the relevant project on Jira. Based on the actions taken in the Jira application, it updates the relevant record in the ServiceDesk Plus application and informs the end user about this update. In all these integrations, the images in the records are carried in attachment files.

  • Creates the records opened in ServiceDesk Plus application with the issue type specified under the relevant project on Jira.
  • Based on the actions taken in the Jira application, it updates the relevant record in the ServiceDesk Plus application and informs the end user about this update.
  • When the request is closed in Jira, the related fault record is automatically closed together with the related note.
 
 

ServiceDesk Plus & Active Directory Integration (User Onboarding / OffBoarding)

In corporate companies, dozens of demands occur during the day regarding new job start-ups or dismissals. During the recruitment process of personnel initiated from human resources, information technologies are requested to perform operations such as opening the user, entering information, defining rights and authorizations, and defining e-mail boxes and groups. In cases where these works are done manually, the IT specialist creates a user for each user, enters their information, defines their rights and authorizations, and creates an e-mail.

Performing the transactions manually causes definition errors to occur, and extra effort and time are required in cases where the number of requests is high. When the workload on the IT side is high, it can cause the demand to be met late or overlooked. On the other hand, failure to terminate the rights and authorities on time, especially during the dismissal processes, may cause security risks. Error-prone manual process processes and time and effort costs caused by repetition of the same work reduce efficiency and cause time and money losses. In addition, internal dissatisfaction may occur due to not fulfilling user recruitment or change requests in a timely manner.

Autom Mate Employee Onboarding service ensures that new user creation, update or closing requests coming from ITSM application are met by the software in a timely and error-free manner.

  • For newly recruited personnel, account definitions and authorizations can be made automatically by filling in the information in the defined form in the ServiceDesk Plus application.
  • Initiate, update and disconnect as many users as you want from IT systems within seconds in your user operations processes. Error-free, secure, and fast
  • Authorization of existing users can be automated when changing their title, surname, and location.
  • The Human Resources department can manage the recruitment processes without the need for the IT department.
 
Additionally, Integrating ServiceDesk Plus with an HR system will also prove helpful for your IT team to stay informed about new hires, promotions, terminations etc.

Click for more detail about other ManageEngine integrations.