DISCONNECTED SYSTEMS AND SILOED DATA
Use Case
The Challenge:
Many organizations rely on multiple applications such as CRM, ERP, HR systems, and cloud platforms, each serving different business functions. However, these systems often operate in isolation, making it difficult to share critical information across departments. As a result, data becomes fragmented, leading to inefficiencies, duplication, and inconsistencies that impact decision-making and customer interactions. Manual data entry and reconciliation between these systems further slow down operations, increasing the risk of errors and reducing overall productivity.
The Solution:
The Bridge IDT Platform seamlessly integrates disparate applications, ensuring real-time data synchronization across platforms such as Salesforce, SAP, HubSpot, and Workday. By eliminating data silos, businesses gain a single source of truth, allowing different teams to access accurate, up-to-date information without manual effort. Automated workflows ensure that customer, employee, and financial data flow effortlessly across systems, improving operational efficiency, enhancing decision-making, and providing a more seamless user experience.
Business Benefits:
Integrating disconnected systems with the Bridge IDT Platform provides significant business benefits. By breaking down data silos, organizations can improve data accuracy and consistency, leading to more reliable reporting and analytics. This enhanced visibility supports better-informed decision-making across all departments. Furthermore, the platform's ability to automate data synchronization reduces the need for manual data entry and reconciliation, freeing up employees to focus on more strategic tasks and reducing the risk of errors. This ultimately leads to increased operational efficiency and a more streamlined flow of information across the organization.
Malwarebytes | Customer Story
Achieving automation at scale:
Moving beyond a data pipeline to automating financial reporting, contract renewals, seat provisioning, usage-based billing and more
Problem:
Manual data management created inefficiencies, with teams repeatedly organizing data for each request.
Siloed financial and customer data limited CFO visibility, slowing contract renewals, usage-based billing, and seat provisioning.
Solution:
Automated data flows to Snowflake.
Streamlined financial reporting, contract renewals, and billing.
Expanded automation across labor-intensive processes.
Impact:
- Centralized data for better governance and insights.
- Improved financial reporting, revealing growth opportunities.
- Increased customer lifetime value and reduced acquisition costs.
- Saved 66 full-time days annually by automating key processes.
- Enhanced efficiency across multiple business operations.
MANUAL, TIME-CONSUMING PROCESSES
Use Case
The Challenge:
Many organizations still rely on manual workflows for tasks such as data entry, invoice processing, report generation, and lead management. These repetitive processes consume valuable employee time, slow down operations, and increase the likelihood of errors. As workloads grow, these inefficiencies become more apparent, creating bottlenecks that hinder productivity and scalability. Businesses that fail to automate these processes risk falling behind competitors that leverage modern automation tools.
The Solution:
The Bridge IDT Platform automates routine, repetitive tasks by connecting different business applications and triggering workflows based on predefined conditions. For example, invoices can be processed and approved automatically, new hires can be onboarded without manual intervention, and customer interactions can be logged in real time. By reducing reliance on manual effort, employees can focus on higher-value work, improving productivity and allowing businesses to scale operations without additional resource constraints.
Business Benefits:
Automating manual, time-consuming processes with the Bridge IDT Platform offers substantial business benefits. By automating routine tasks, companies can significantly reduce operational costs and free up employees to concentrate on activities that generate higher value, such as innovation, customer relationship management, and strategic planning. This leads to improved employee productivity and job satisfaction. Moreover, automation minimizes the risk of human error, ensuring greater accuracy and consistency in critical business operations. The platform's ability to handle high-volume, repetitive tasks also enables businesses to scale their operations efficiently without needing to proportionally increase resources.
Atlassian | Customer Story
Saving 100,000 hours with intelligent automation
Problem: Huge employee growth challenged IT and HR to innovate its traditional processes in order to serve the business more efficiently and at scale. Meanwhile, Atlassian had identified an increasing amount of manual processes that slowed down the business.
Solution: Establish a centralized team within IT dedicated to intelligent automation using BridgeI DT Platform (Workato) as a lynchpin technology.
Impact:
- 100,000 hours saved due to intelligent automation in 2020 alone
- Employee experience has dramatically improved; HR can deliver responses to employee inquiries in minutes.
- New product insights generated from the ability to quickly analyze Community platform comments.
- Faster turnaround time on customer requests
LACK OF OPERATIONAL EFFICIENCY
Use Case
The Challenge:
Operational inefficiencies arise when critical business processes—such as procurement, order fulfillment, or employee onboarding—are slowed down by disconnected systems, approval delays, or redundant steps. These inefficiencies increase costs, delay service delivery, and frustrate both customers and employees. Without visibility into end-to-end workflows, businesses struggle to identify bottlenecks, making it difficult to optimize processes effectively.
The Solution:
The Bridge IDT Platform streamlines and automates complex business workflows such as procure-to-pay, order-to-cash, and hire-to-retire processes. By integrating key systems and enabling real-time process tracking, the platform ensures faster approvals, fewer delays, and better collaboration across teams. With improved visibility into workflows, organizations can quickly address inefficiencies, enhance service delivery, and reduce operational costs while maintaining high levels of accuracy and control.
Business Benefits:
Addressing the lack of operational efficiency with the Bridge IDT Platform translates to significant improvements across the business. By streamlining complex workflows and automating processes, the platform helps to eliminate bottlenecks and delays, leading to faster service delivery and increased customer satisfaction. This enhanced efficiency directly reduces operational costs and improves resource utilization. The real-time process tracking and improved visibility provided by the platform enable businesses to proactively identify and resolve inefficiencies, ensuring continuous process optimization and a more agile response to market changes.
Rapid7 | Customer Story
Saving 8000+ hours and increasing Amazon-shared sales ops by 327%.
Problem: Manual processes diminished and/or distracted from the customer experience, as well as risked Rapid7’s assent to a $1 billion-dollar valuation by preventing scale.
Solution: Implement BridgeIDT Platform (Workato) to integrate SaaS applications and automate mundane but critical tasks.
Impact:
- 8000 hours saved by customer support team no longer having to context switch between various apps to address a customer issue.
- 327% year over year growth of Amazon-shared sales opps due to automatic transfer of lead information.
- Reduced time for customers to receive Rapid7 product from several days → less than 1 hour.
- Huge amount of time redirected from manual tasks to more business-critical activities (a whole team of 3-4 employees no longer has to provision products, for example)
- Clear path to scale to $1 billion valuation with increased speed, flexibility, and creativity of citizen developers.
INCONSISTENT CUSTOMER EXPERIENCE
Use Case
The Challenge:
Customers today expect seamless and personalized interactions across multiple channels, but many businesses struggle to deliver this due to disconnected systems and fragmented data. When sales, support, and marketing teams operate in silos, they lack a unified view of the customer, leading to inconsistent messaging, slow responses, and missed opportunities for engagement. These disjointed experiences can reduce customer satisfaction and erode brand loyalty over time.
The Solution:
The Bridge IDT Platform integrates tools like Salesforce, Zendesk, and Marketo, allowing businesses to consolidate customer data and interactions into a single, comprehensive profile. This enables automated follow-ups, personalized outreach, and streamlined customer support processes, ensuring that customers receive timely, relevant, and consistent experiences. By unifying data across departments, businesses can improve customer engagement, increase retention, and drive higher revenue growth.
Business Benefits:
The Bridge IDT Platform significantly enhances customer experiences, leading to increased customer satisfaction and loyalty. By providing a unified view of the customer across all departments, the platform enables businesses to deliver personalized and consistent interactions across all touchpoints. This leads to improved customer engagement, higher customer retention rates, and increased revenue growth. Automated follow-ups and streamlined support processes ensure timely and effective customer service, further enhancing the overall customer experience and strengthening the brand's reputation.
David Jones | Customer Story
Create delightful customer experiences on ecommerce and online sales
Problem: Modernize ecommerce experience for customers without delay or interruption given surge in online traffic when COVID hit
Solution: Provide timely responses to customer inquiries post-purchase for a seamless, cohesive experience
Impact:
- Eliminate 12-18h customer wait time after rewards membership sign-up
- 10 days to go-live with first project
- Top 3 most critical apps in the company 50 APIs. BridgeIDT Platform (Workato) chosen over integration via AWS Lambda code
- 13k concurrent users during Cyber Monday – proves sufficient parallelism
- Replace 90% of Informatica flows with BridgeIDT Platform (Workato) in 7 months
- Create a great customer experience at every touchpoint
- Enhance support tools and workflows with automation
- Keep up with a changing market and stay competitive
- Improved customer retention
SLOW DECISION MAKING DUE TO LACK OF INSIGHT
Use Case
The Challenge:
In many organizations, decision-making is hindered by delayed access to critical business data. Reports must often be manually compiled from various sources, leading to outdated or incomplete information being used for strategic planning. Without a centralized analytics system, executives struggle to get a real-time view of performance metrics, making it difficult to identify trends, mitigate risks, or capitalize on opportunities in a timely manner.
The Solution:
The Bridge IDT Platform consolidates data from multiple sources and integrates seamlessly with analytics tools like Tableau and Power BI. By automating the generation of reports and dashboards, businesses gain instant access to real-time insights, enabling faster and more informed decision-making. Leaders can analyze trends, measure KPIs, and respond proactively to market changes, ensuring that their strategies are data-driven and aligned with business objectives.
Business Benefits:
The Bridge IDT Platform empowers businesses to make faster, more informed decisions by providing real-time access to critical data and insights. By consolidating data from various sources and automating report generation, the platform eliminates delays in accessing key performance metrics. This enables executives and managers to identify trends, mitigate risks, and capitalize on opportunities promptly. The ability to analyze data in real-time ensures that strategic planning and operational adjustments are data-driven, leading to improved business outcomes and a stronger competitive position.
MGM | Customer Story
Eliminating 2500 spreadsheet processes with Bridge IDT Platform (Workato) .
Problem: Legacy on-premise systems resulted in disjointed and inefficient processes. MGM was unable to calculate important metrics like content performance with precision. Moving content through MGM’s supply chain was slow and risked missing deadlines.
Solution: Migrate to a cloud platform, adopt business-friendly SaaS technologies, and automate much of the data transfer between these systems with Bridge IDT Platform (Workato) .
Impact:
- Eliminated 2500 manual spreadsheet processes.
- Improved business decisions with insights driven from advanced analytics.
- Faster, more streamlined content supply chain.
- Increased transparency and trust in data.
- Reduced errors and time spent duplicating processes across departments.
HIGH COST OF IT AND DEVELOPMENT
Use Case
The Challenge:
Custom software integrations and workflow automation solutions often require significant IT resources, resulting in high costs and long development cycles. Businesses that rely on manual coding for system integrations may find themselves spending excessive time and money on maintenance, updates, and troubleshooting. This dependency on technical teams creates bottlenecks and slows down innovation.
The Solution:
The Bridge IDT Platform offers a no-code/low-code environment, allowing business users to build integrations and automate workflows without extensive technical expertise. This reduces the reliance on IT teams while lowering development costs and speeding up deployment. By empowering non-technical teams to manage integrations, businesses can innovate more quickly and adapt to changing needs without excessive investment in development resources.
Business Benefits:
The Bridge IDT Platform significantly reduces IT and development costs, enabling businesses to achieve more with fewer resources. The no-code/low-code environment empowers business users to create and manage integrations, decreasing the reliance on IT departments and freeing up technical staff to focus on more complex projects. This accelerates the development and deployment of new solutions, reduces maintenance overhead, and allows businesses to adapt quickly to changing requirements. By lowering the barriers to integration and automation, the platform fosters a culture of innovation and agility throughout the organization.
Marel | Customer Story
Maintaining product version control and increasing its competitive edge.
Problem: Managing product versions and revisioning across the value chain required a huge amount of manual effort, but still often left Marel with inconsistent, poor-quality data.
Solution: Implement Bridge IDT Platform (Workato) as the “highway” to Marel’s digital product platform, which connects all versions across the entire value chain.
Impact:
- 50% reduced effort: Decreased time spent tracking down data within different systems to ensure consistency.
- 100X cost savings: Preventing poor data quality is a cost-effective strategy compared to correcting data quality.
- Increased alignment over product versions improves nearly all aspects of the company, including sales, customer relations, and supplier ordering.
- Decreased need for product fixes/repairs saves revenue and improves customer relationships.
Increased competitive edge with the ability to build data products, such as the customer portal.
- Customer portal will allow customers to receive new product parts faster than ever, accelerating the value they get from the product.
COMPLIANCE AND SECURITY RISKS
Use Case
The Challenge:
Many businesses struggle to maintain compliance with regulations such as GDPR, HIPAA, and SOC 2 due to manual data handling and lack of integrated security controls. Disconnected systems increase the risk of data breaches, unauthorized access, and non-compliance penalties. Without automated processes, enforcing consistent security policies across applications becomes a challenge.
The Solution:
The Bridge IDT Platform enhances security and compliance by automating workflows related to data governance, audit trails, and access controls. It ensures that sensitive information is transferred securely between systems while adhering to regulatory requirements. Businesses can implement data retention policies, track user activity, and reduce compliance risks, ensuring both operational efficiency and data security.
Business Benefits:
The Bridge IDT Platform helps businesses mitigate compliance and security risks, protecting them from potential penalties and reputational damage. By automating data governance, audit trails, and access controls, the platform ensures that sensitive information is handled securely and in accordance with regulatory requirements such as GDPR, HIPAA, and SOC 2. This reduces the risk of data breaches, unauthorized access, and non-compliance. Automated processes enforce consistent security policies across all applications, providing a robust framework for data protection and compliance.
Chrysalis | Customer Story
Ensuring 100% HIPPA and OSHA compliance by integrating HR system with Salesforce – enabling automated training reminders, certification updates, renewals, and alerts.
Problem: Inability to accurately track employee trainings and certifications, and no real-time data on compliance, resulting in compliance risks. The existing integration from Jitterbit synced only limited info and was much too complex to build upon to get all the necessary data.
Solution: Replace Jitterbit with BridgeIDT Platform (Workato) and integrate Paylocity with Salesforce – syncing real-time training progress, renewals, and certifications, and automating reminders and compliance alerts.
Impact: Less manual tracking and errors for the HR team, 100% compliance, clear and streamlined training process for employees, and real-time data.
SCALABILITY CHALLENGES
Use Case
The Challenge:
As organizations grow, managing an increasing volume of data, applications, and business processes becomes more complex. Manual processes that worked at a smaller scale can quickly become bottlenecks, limiting efficiency and preventing companies from scaling effectively. Businesses need solutions that can handle expansion without causing disruptions.
The Solution:
The Bridge IDT Platform scales effortlessly with business needs by automating high-volume workflows and integrating systems across multiple departments. Whether managing thousands of transactions, onboarding new employees, or processing large data sets, the platform ensures efficiency and reliability. This allows businesses to grow without being constrained by outdated processes or limited IT resources.
Business Benefits:
The Bridge IDT Platform addresses scalability challenges, enabling businesses to grow and expand without being hindered by technological limitations. By automating high-volume workflows and integrating systems across multiple departments, the platform ensures that processes remain efficient and reliable even as the volume of data, applications, and transactions increases. This scalability allows businesses to handle growth without experiencing disruptions or needing to make significant additional investments in IT infrastructure or resources.
Synchrony | Customer Story
Customer 360 for 4,557 stores globally: stores get real-time analytics & branded experience.
Problem: Sales Ops struggle to provide accurate data in real-time for paid customers. They are bogged down by multiple workflows and apps. With no integration tool, they must rely on IT. IT is resource-constrained and takes too long to fetch the data. Frustrated customers risk churning.
Solution: Customer 360 & implement a gold standard around managing customer information through automation.
Impact:
- Real-time reporting by automating data feeds from customers
- Track payments of finance products across multiple retailers
- Optimize sales and marketing ops for various lines of business in retail, medical, and vet services.
- Streamline connectivity of Salesforce integrations – where all big decisions are made
- No more data gaps, no more running to IT with helpdesk tickets
- Liberated from crippling, manual processes and old systems
POOR COLLABORATION ACROSS DEPARTMENTS
Use Case
The Challenge:
When teams use different tools and work in silos, collaboration suffers. Information gets lost between departments, approvals are delayed, and projects take longer to complete. Without integrated communication and workflow automation, businesses experience inefficiencies that slow down operations and reduce overall productivity.
The Solution:
The Bridge IDT Platform connects collaboration tools such as Slack, Jira, and Asana, enabling teams to work together seamlessly. By automating cross-department workflows—such as marketing-to-sales handoffs or IT support escalations—businesses can improve communication, reduce delays, and enhance teamwork. With centralized workflows, departments can align more effectively and drive better outcomes.
Business Benefits:
The Bridge IDT Platform fosters improved collaboration across departments, leading to enhanced teamwork, increased efficiency, and better business outcomes. By connecting various collaboration tools and automating cross-departmental workflows, the platform eliminates information silos and streamlines communication. This reduces delays, improves the flow of information, and ensures that teams can work together seamlessly. Centralized workflows enhance alignment and coordination, leading to more effective project management and improved overall productivity.
Monday.com | Customer Story
Saving up to 4 full days worth of work each month with automation.
Problem: Astronomical company growth (100 → 1000 employees in 3-4 days) put strain on existing integrations + current integration platform couldn’t keep up.
Solution: Implement automation platform that can quickly scale integrations, reliably handle multiple systems, and automate manual work.
Impact:
- Est. 2 days of work saved each month by automating integration between ERP platform (Priority) & SFDC.
- Est. 2 days of work saved each month by automating updates to Monday board in Monday for sales orders/invoices.
- Saved headcount—finance team no longer needs new employees to be able to support sales team.
- Huge financial gains from time/headcount savings.
- Reliable automation platform that won’t break with application software updates.
- Easy-to-understand logic allows new employees to be productive with Bridge IDT Platform (Workato) right away.
DELAYED EMPLOYEE ONBOARDING AND ENGAGEMENT
Use Case
The Challenge:
A slow and inefficient onboarding process can frustrate new hires and delay their productivity. Manually setting up accounts, assigning training, and managing administrative tasks can lead to inconsistent experiences and extended ramp-up times. Poor onboarding processes also impact employee engagement and retention.
The Solution:
The Bridge IDT Platform automates the onboarding process by seamlessly setting up new employees in HR, IT, and collaboration systems such as GSuite, Slack, and HRIS. Automated workflows ensure that new hires receive the necessary tools, training, and resources from day one, improving engagement and accelerating productivity.
Business Benefits:
The Bridge IDT Platform streamlines and enhances the employee onboarding process, leading to improved employee engagement, faster productivity, and increased retention rates. By automating the setup of new hires across various systems and ensuring that they receive the necessary tools and resources from day one, the platform creates a positive and efficient onboarding experience. This reduces the time it takes for new employees to become productive, increases their initial engagement, and contributes to higher employee satisfaction and retention.
HubSpot | Customer Story
Saved 100+ man-hours and centralize processes with automation
Problem: Needed a more efficient way to onboard new hires as the company was in a state of hypergrowth and rapidly scaling. Also needed a way to connect their 15 over different tools and systems for better collaboration organization-wide.
Solution: Use a centralized enterprise collaboration platform to track and manage the onboarding process from pre-hire to hired.
Impact:
- Internal systems usability score increased from 62 points to 86 point
- 68 hours saved per month on new hire emailing (Emails sent reduced from 24 to 8 per new hire)
- 855 applications automatically marked as hired within first 3 months of the integration
- 71 hours saved on task management
- Time to resolution for integration failures reduced from an average of 3 days to about 2 hours
- 1,700 tasks automatically closed on behalf of the HelpDesk team
IT AND OT NOT CONNECTED
Use Case
Typical Cumulocity Use Case
LEGACY DATA INTEGRATION
Use Case
Typical OpenLegacy Use Case
DORA AND NIS2. IS YOUR BOARD READY?
DORA and NIS2 make top executives and board members directly accountable for CYBERSECURITY with potential fines, liability, and reputational risks.
Boards need to shift from passive oversight to active cyber risk mgmt, clear roles, structured and deeply woven procedures.
Organizations embedding cybersec will win.
Ti aspettiamo a SPS, 13-15 maggio a Parma
Padiglione 7, Stand C052