Webinar – Synchronizing Systems: Streamline Automation for Salesforce and Your IT Ecosystem5/21 PM ET

Building Towards Success with Decisions

February 7, 2024

 

Searching for a Business Process Automation (BPA) solution can reel you into a cycle of repetitive pitches, loading you with similar information. I invite you to take a breather from the monotony,  and let’s explore the concept of process automation from a whole new perspective – building with Legos.

Remember the thrill of cracking open a box of Legos? The limitless potential of the vibrant bricks sprawled out before you. Perhaps you even remember the first project you successfully built!  (Mine was the space shuttle, in case you were curious). Whether you built space shuttles or race cars, the magic happened when those colorful blocks snapped together, creating something greater than the sum of its parts. 

What if those blocks were snapping together, but instead of building space shuttles and race cars, they were building solutions for your most pressing manual business challenges. Process automation solutions can do just that!

According to Salesforce, employees who automate tasks such as daily workflows and data reporting witness a substantial boost in productivity. An impressive 74% of automation users say that automation tools help them accomplish their work more efficiently. With a customizable automation solution automating your company’s most manual and repetitive processes, you’ll decrease your time to market, increase productivity, and help your team prioritize value-added tasks. 

Still skeptical? Let’s walk through it.

Solving Challenges, Brick by Brick

Automation is all about problem-solving. What challenges block your current business processes? Where do inefficiencies persist, and what outcomes are you aiming for?

Consider the time spent on your current IT projects. While many factors contribute to application development, a project’s duration can vary from 3 months to a year, depending on its complexity. The more coding and manual development involved, the longer it’s going to take. Not to mention that manual coding presents several challenges and complexities, including heightened error probability, difficulties in maintaining and updating the codebase, and elevated costs related to debugging and troubleshooting. 

Decisions utilizes a drag-and-drop interface, visual workflows, and pre-built components, allowing designers to quickly and easily build, customize, and deploy applications. This approach significantly expedites your time to market, enabling your team to construct applications up to three times faster than traditional methods – comparable to receiving a pristine box of Legos, impeccably organized and ready to build.

Your Instruction Pamphlet

Instructions are crucial! 

When dealing with Legos, you could scatter them on the ground and start building without guidance. But having that instruction pamphlet (the shiny one with clear step-by-step directions) is a game-changer. Crafted by experts, it ensures you complete your build faster and with precision.

We provide a complimentary Proof of Concept (POC) to get you started. POCs lay out the project’s concept, detailing features and steps to achieve the best end result. A good POC builds confidence, providing a clear vision of the journey’s end goal, along with a mapped-out training timeline and building schedule.. 

Pre-packaging Your Building Blocks

When you open a lego set, the bricks don’t all come tumbling out at once. They’re pre-packaged in plastic bags, sorted based on function or when they need to be implemented in your build. This organization keeps your Legos tidy and safe and helps you familiarize yourself with the build before diving in.

While Decisions doesn’t deliver its tool in plastic bags, we provide self-paced, asynchronous training, designed to prepare you for the upcoming build, with access to a Decisions trainer, ready to assist with any questions or concerns that may arise.

For those who prefer an in-person approach, we offer numerous training events throughout the year. These events allow you to get your hands on the product quickly and learn from a team of Decisions experts and peers. Open to everyone, these trainings provide an excellent opportunity for those interested in Decisions to explore the tool before making a significant purchase.

Connect Your Processes

Whether you’re automating complex approval processes, integrating customer relationship management systems, or orchestrating data flow across your technology stack, Decisions gives you the flexibility to achieve these goals, simultaneously. 

Unlike one-point solutions that only scratch the surface of their potential when operating alone, Decisions operates within the gaps of your technology stack, connecting and automating processes across these solutions.

Similar to Legos fitting snugly together, Decisions provides seamless connectivity, leveraging custom rules and workflows, to ensure transfer of information, empowering you to build comprehensive processes that keep your entire system in sync. 

The added advantage? Decisions offers server-based licensing, eliminating concerns about individual seat costs. 

Build Anything, and Don’t Stop Building

At the end of the day, Legos find their place back in a box, high on a shelf, or tucked in a closet to collect dust. But a live and launched Decisions build is an active asset.

The benefits of automation are dynamic and should not remain passive; instead, they should be continually harnessed, optimized, and scaled to meet the evolving needs of your business operations.

So once you’ve built your first application, survey your tech stack. Consider all the single-point applications excelling in their domains but struggling to communicate with others. Envision extending the applications within your tech stack by leveraging Decisions to fill in the gaps or serve as the conduit to automation. You can keep building and connecting the pieces of your tech stack to create an even more substantial and beneficial structure.

Keeping up with Technology 

While Legos have been a staple since 1989, the ways we play with them and the builds we create are constantly evolving. From race cars to castles, flower sculptures to the Titanic, the options for what you can build are always in flux.

Similarly, technology is always advancing, especially in areas like Robotic Process Automation (RPA), Artificial Intelligence (AI), and Machine Learning (ML). Business leaders often opt for one-point solutions to stay current, seeking the latest advancements to give their companies a competitive edge and provide effective tools for their teams.

Just like the same Lego bricks are used in various Lego sets, our Decisions rules engine and suite of over 3000 pre-made steps in our workflow manager can be used to build any business process. 

This includes the ability to connect with any application or one-point solution, enabling information transfer and automation across your evolving tech stack.

Next Steps

There is no limit to what you can build with Decisions. Our platform equips you with the essential building blocks to automate even the most intricate processes, and our team is primed with the resources and support to ensure the success of every project.

Book your demo now, and let’s build something extraordinary together!

Jeff Ward
Jeff has been working in the financial services industry for over 20 years, including as a commercial lender for two large banks, Regions and CapitalOne. He currently serves as the Director of Innovation, Financial Services and his passion lies in increasing efficiency along with change and growth within financial institutions across the U.S.

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