Let's talk about Workflows!
If you google "What is a workflow?" You end up with many definitions, all telling you it's something different. In the TrueContext ecosystem a workflow is a series of business processes that control the flow of data and information out to the field, support the method of capture of field data and finally control the flow of the data back into your internal systems.
As an industry leading field services app, our platform is perfect to address the unique challenges facing the field service industry by filling the gap left by FSM, EAM, and APM systems as their workflow capabilities often lack the flexibility needed to fulfil the needs of complex field service work.
The challenge for Workflow Designer and Owners
The biggest challenge we see when working with our existing clients is that they're not leveraging the right functionality or features within our platform to maximize their success. Sometimes they're boxing themselves in with an overly simplistic workflow and other times they aren't seeing how to connect multiple smaller workflows together to improve efficiency through automation. With so much functionality built into our platform it can sometimes become overwhelming for workflow designers. Sometimes you don't know what you don't know and that's ok. We're here to help.
How Customer Success Managers help in the discovery and design process
CSMs have the unique role and responsibility here at TrueContext to be your workflow consultants. We're here to help understand your challenges and ideal processes in a digitized world while opening your mind to what's possible with our platform. Our intent is to help you get the most out of your workflows. Leveraging our CSM's expertise is a value add to your subscription with us. While we don't build your forms and flows for you, we are here to consult with you and guide you every step along the way.
Reach out to your CSM today to schedule some time with us and discuss the what, the why, and the how of your workflows!
#TechTalkSuccess
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Chris Fraser
Customer Success Manager
TrueContext
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