If you missed our spotlight event on Workflow, a recording is now available. Anaplan's Elizabeth Schera, Allison Slaught, and Chris Stauffer share insights and strategies to optimize your processes.
The session explores how Workflow can support more scalable and intelligent process automation by comparing two different options: a simple linear flow and a more complex, threshold-driven example with a multi-step approval matrix. Along the way, we highlight key differences, sprinkle in a few best practices and design tips, and include some recently released functionality not yet covered in standard training giving attendees an early look at what's possible.
A recording of the event is below, and a PDF of the presentation can be found here:
Recording
0:00 - Welcome
2:11 - Opening and introductions
6:53 - POC Workflow concepts
22:57 - Steps to make the workflow production-ready
42:06 - Workflow tips and tricks
52:09 - Resources
52:39 - Q&A
Additional resources
Questions? Leave a comment!