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Enhancing Business Processes at Malam with Workato

Background: Malam is a leading provider of technological solutions and information systems management, specializing in business process automation and the implementation of complex integration systems. As a Platinum Partner of Workato, Malam relies on the platform to drive operational excellence and innovation.

Challenge: Malam faced challenges with several manual, time-consuming processes that were prone to errors. These included:

  • Opening and closing supplier accounts
  • Onboarding new customers
  • Managing the order-to-invoice process
  • Digital signing of orders

These processes require significant time and resources, leading to inefficiencies and a higher risk of human error.

Solution: To address these challenges, Malam implemented the Workato platform to automate and streamline critical workflows. The specific implementations included:

  1. Supplier Onboarding/Offboarding: Automated the supplier onboarding and offboarding processes, incorporating necessary approvals and checks to ensure compliance and accuracy.
  2. New Customer Onboarding: Integrated the customer onboarding process with CRM and ERP systems, enabling automatic data entry and reducing manual workload.
  3. Order-to-Invoice Process: Automated the order-to-invoice process, facilitating the matching of orders and invoices, and ensuring timely and accurate processing.
  4. Digital Signing for Orders: Incorporated digital signing into the order process, ensuring full compliance and control, and reducing the need for manual intervention.
  5. Systems Integration: Created seamless integrations between Priority ERP, Salesforce CRM, and Cellosign, ensuring smooth data flow and process synchronization.

Results: The implementation of Workato resulted in significant improvements in Malam’s operations:

  • Time Savings: Reduced the time required for manual processes by approximately 50%, allowing employees to focus on higher-value tasks.
  • Error Reduction: Decreased the rate of human errors significantly, leading to more accurate and reliable processes.
  • Improved Control and Transparency: Enabled automatic tracking and management of each stage of the process, enhancing control and visibility.
  • User Experience: Improved the experience for both customers and suppliers through faster, more reliable processes.
  • Internal Employee Satisfaction: Enhanced the work environment for employees by reducing manual workload and stress, allowing them to focus on more meaningful tasks.
  • Company Positioning: Strengthened Malam’s positioning as a forward-thinking and innovative company.

Cost Savings: The automation and improvements brought about by Workato led to substantial cost savings of approximately 250,000 ILS, demonstrating a clear return on investment.

Conclusion: The integration of Workato has markedly improved the efficiency and quality of Malam’s processes. By automating critical workflows and creating seamless integrations between Priority ERP, Salesforce CRM, and Cellosign, Malam has been able to achieve its business objectives more effectively, reduce operational costs, and focus on core activities. As a Platinum Partner of Workato, Malam continues to trust and leverage the platform to drive innovation and excellence in its operations. This case study highlights the transformative impact of Workato on enhancing business process efficiency, reliability, and overall user experience.

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