Your playbook for successfully implementing a no-code workflow automation solution

Whether you’re piloting an automation program for the first time, or have tested a variety of technologies with varying degrees of success, proper planning is a key ingredient to a successful implementation and establishing a foundation for scalable growth.

Once you choose the best no-code automation platform, like Catalytic, for your organization, you'll need a partner to make sure you're set up for long-term success.

In this playbook, we give you a play-by-play of how to plan and implement your program, which includes:

  • Catalytic’s proven customer success journey
  • Best practices, tips, and checklist items to expect when building your plan of attack
  • How to plan for and measure success
  • How to identify, define, and prioritize use cases to build
  • How Catalytic is your partner from implementation through maturity, helping you to stay agile and advance your workflows even further