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PlayBooks, Guidelines and Whitepapers

For the person who wants to go to the next level in understanding, planning and implementing an Intelligent Automation Platform.


Industry insights from analysts and partners on the path to success through data automation

IDC Technology Spotlight - Put It Forward

Get the Experts Opinion

Getting the most value out of your data is now more crucial than ever. Now organizations should be able to connect insights with applications to more quickly realize value from responding correctly to predictions and improving efficiencies.

Power of Automation Study - Put It Forward

Get recent insights from the excutives' survey

Read the results of the executives' survey around the emerging automation needs and trends that are critical for business growth. Learn how cost-effective automation can facilitate workflows and provide better performance.

The Truth About Native Integration

Can You Afford It?

Learn about the limitations and breakpoints of code-based integration and discover the alternative configuration-based approach for maximizing control of your data.

Digital Transformation - Case Study

Digital transformation case study of business and IT challenged with overcoming the modern customer driven expectations while the reality of legacy technology.

Orchestration - Beyond Simple Integration

What You Need to Know
What else can you do with orchestration that you can't do with simple integration? Learn about the criticality of process design as part of the functioning whole and most importantly - how to be successful at it.

Playbooks and Guidelines

Playbook for Revenue, Operations and IT teams

The Intelligent Decision Automation Playbook

End to end revenue automation

Optimizing revenue at every point is a critical path strategy for every organization. This playbook walks you through how revenue, operations and IT can unlock value across the enterprise with the same platform.

Playbook for Intelligent Finance Automation

The Intelligent Finance Automation Playbook

Manage your revenue flows and detect the growth points

Transform the finance function with intelligence and automation to create an insights value-chain for entire organization. Learn how to improve performance through automation, and to unlock the full opportunity.

Playbook for Intelligent Customer Success Operations

The Intelligent Customer Success Playbook

Retain your customers and bring extra revenue

Deliver insight, coaching and expertise to help your customers succeed. Learn how to automate and generate deep insight to every action to run a more effective and efficient customer success program.

Playbook for Intelligent Sales Operations

The Intelligent Sales Operations Playbook

Grow your pipeline with high-quality prospects

Grow your sales volume with intelligence and automation to digitally transform your selling motion. Learn how to build an efficient seller workflow, and measure the customer interaction in each step.

Playbook for Intelligent Marketing Operations

The Intelligent Marketing Operations Playbook

Generate high-quality leads

Scale your marketing processes with intelligence and automation to digitally transform your revenue journey. Build and deliver the right content for personalized customer journeys.

Playbook for Intelligent Efficiency Automation

The Intelligent Efficiency Automation Playbook

Complete intelligent automation playbook

How to realize the returns on efficiency with intelligence and automation to support your business growth. Learn about challenges on the automation path and optimal solutions for them. 

Put It Forward Integration Guideline

Integration Guidebook

Critical Path Guideline

What is the breadth of information you should know before starting an Integration project? If you are not sure about all the questions to ask then check out our comprehensive guidebook on successful data integration.  Discover the best practices for successful integration projects.

Intelligent Automation Guidebook

How to remove all silos with end-to-end automation

In a typical organization insights, automation, and systems are viewed as separate entities - living in operational silos from one another. All silos can be solved with a single automation solution. In this guidebook, you will learn how to manage and understand your data and then act on these insights.

Best Practices of Integration

What to Know Before You Begin

Before you start your integration project and decide on an integration tool - take a look at the success factors needed. In this eBook you will learn the questions to ask and the specific features needed for a fast and effective integration solution.

Next Steps to Integration

How to Begin

Many people know they need to start integrating their data but not quite sure where and how to start. Download this eBook and gain insight into the three critical requirements of that plan and the things that will make your project run more effeciently.

Stages of Integration Maturity

Where are You?

You may not know about the Integration Maturity Model but probably very familiar with the challenges of data integration - or rather - the lack of. In this this eBook you will learn the tools for optimizing your data for better collaboration, analytics and governance across the enterprise.