Financial Services: Automated Compliance & Risk Reduction
Scenario: Global bank with 8,500 employees across Workday, Salesforce, ServiceNow, SAP, Tableau, Snowflake & 200+ SaaS apps needing automated joiner-mover-leaver workflows with continuous compliance monitoring.
Solution: Workday-to-Okta provisioning automation + role-based access orchestration + automated quarterly access certifications + real-time deprovisioning triggers + compliance audit trail generation across all systems.
Healthcare: HIPAA-Compliant Identity Orchestration
Scenario: Multi-facility healthcare network with 12,000+ staff (clinicians, administrators, contractors) across Epic, ServiceNow, Microsoft 365, Zoom, Tableau & patient care systems requiring HIPAA-compliant access management.
Solution: Okta-driven role-based provisioning + automated HIPAA audit logging + emergency access workflows + automated license reclamation + contractor lifecycle automation + real-time access risk detection.
Manufacturing: Accelerated M&A Integration & Workforce Scaling
Scenario: Manufacturing firm acquiring 3 companies annually, integrating disparate identity systems (Active Directory, Azure AD, legacy LDAP) with SAP, Oracle ERP, MES systems, Salesforce & supply chain platforms.
Solution: Multi-source identity consolidation via Okta Universal Directory + automated app assignment based on role attributes + legacy system integration + phased migration workflows + license optimization automation + unified SSO rollout.
Bidirectional sync between Okta & 700+ appsTrigger workflows based on any identity or access event
- New user created in Okta Auto-provision accounts in Salesforce, ServiceNow, Microsoft 365, Slack, Box, Tableau, Snowflake & assign role-based app access
- Employee role change detected in Workday Update Okta user profile Modify app permissions Trigger access review Notify IT & manager via Slack
- User deactivated in Okta Revoke all SaaS licenses Deprovision Active Directory account Archive user data Generate offboarding compliance report
- Risky login attempt flagged Suspend user session Require MFA step-up Create ServiceNow incident Alert SOC team Log to SIEM
- Access certification deadline approaching Send manager reminders Escalate overdue reviews Auto-revoke unreviewed high-risk entitlements Update governance dashboard
The Only Option Built for Governed, Multi‑System Integrations
| Capability | Put It Forward | Code/Middleware | RPA | Vendor Connector | Bulk File Transfer |
|---|---|---|---|---|---|
|
Architecture & Scale |
|
|
|
|
|
|
No Code Solution |
|
No |
|
|
No |
|
Bi-Directional Integrations |
|
|
NA |
Limited |
NA |
|
Data Transformations (with validation) |
|
|
No |
No/Fixed Mapping |
Limited |
|
Data Persistence / State Management |
|
No |
No |
No |
N/A |
|
API Gateway Compatible |
|
Build/3rd Party |
No |
No |
No |
|
Service Integration |
|
Yes, Build |
No |
No |
N/A |
|
Secure On-Premise Integration |
|
Requires Special Config/No |
No |
No |
No |
|
Intelligence & Automation |
|
|
|
|
|
|
Custom Business Rules |
|
Limited |
Limited to scripts |
No |
No |
|
Process Automation & Orchestration |
|
Limited |
|
Not focused |
No |
|
Process Mining |
|
No |
No |
No |
No |
|
AI Agents (Integrated) |
|
|
|
No |
No |
|
Governance & Operations |
|
|
|
|
|
|
Integrated Data Governance |
|
No, 3rd Party |
Not Focused |
Not Focused |
No |
|
Error Capture and Correction |
|
Limited, Build |
No, Scripted |
No |
Not Focused |
|
Integration Reporting, Analytics and Alerts |
|
Limited |
N/A |
Limited |
No |
|
Audit Reporting and Analytics |
|
No, Limited |
No |
No |
Limited |
|
Full API Access and Support |
|
|
No, Limited |
No |
N/A |
|
Implementation support |
|
Self Funded/SoW |
Self Funded/SoW |
Self Funded/SoW |
Self Directed |
|
Partner API Roadmap Alignment |
|
No |
No |
No/Lagging |
NA |
Yes, Native
We all implement new technology; a transformation or automation project can be simple, targeted, or enterprise-wide.
Accelerate time-to-value and reduce risk with a proven integration plan.
Our proven methodology ensures low-risk, high-impact integrations. Most clients see measurable ROI in the first year accelerated by best practices and enterprise-grade support.
- Most clients see improved integration automation performance within 48 hours
- Zero disruption guarantee - No downtime to existing systems, pipelines or data loads
Implementation timeframes depend on scope and complexity:
- Hour 1-2: Configure connection source and destination
- Hour 2-36: Business rule configuration and validation
- Hour 36-48: Full deployment
Put It Forward Okta Integration & Automation Resources
Guide to Agentic Workflows
This guidebook gives Integration Designer users a practical roadmap to implement AI agentic workflows, integrating intelligent automation and predictive analytics, to optimize business processes and decision-making.
Process Automation vs. Orchestration
With increasing workloads across the organization, this discussion walks you through the right time to use process automation or an orchestration solution for integration.
Real-Time Integration Best Practices
Integration Designer users will learn practical best practices to automate, scale, and secure real-time data integration and automation for instant, unified insights and agile business operations.
Revenue, Operations and IT Playbook
Discover practical strategies and real-world benefits of intelligent automation to streamline IT operations, integrate data, and drive business transformation.
Buyer Guide For Intelligent Automation
Get expert guidance on evaluating, selecting, and deploying intelligent automation solutions to maximize IT transformation, efficiency, and business impact.
How PIF's Architecture Works
Step through the architecture of Put It Forward; by the end of this video, you'll understand the platform, its components, and how it makes a difference in the enterprise.