The company must justify an integration recommendation to benefit vital B2B technology. On the other hand, you should avoid forcing something to extract missing functions and capabilities. Make sure your IT infrastructure is prepared for a system integration method that includes B2B, applications, data, and legacy infrastructure. Build a plan with your provider based on multiple benefits and their shortcomings.
The Integrator module can connect the Rootnet suite with any platform, not only the already popular platforms that are with Rootnet, as well as Mautic, Mailchimp, etc. If not, the Integrator also works with any other platform as long as the client/user has the credentials of it. Like a module that manages to help integrate platforms, Integrator allows one to interact with more platforms with a web interface and to be able to share or synchronize data between platforms.
You can use Single Sign-On in all your bank solutions. This solution can be adapted to make the platform evolve based on your needs. This module is recommended for banking institutions interested in using various integrated applications.
The Email Sync module is an automation tool that allows you to create different entities or Rootnet elements through email.
The Single Sign-On module allows one to have a software single sign-on. This module manages users through APIs, modifies permissions, activates accounts and resets passwords - generally creating an environment of authenticity and security for companies and entities that choose to implement this module. A Single Sign-On allows the platform to extend authentications, even towards external authentications while also monitoring and managing user activities.
It's no secret that cloud integration is one of the main challenges facing businesses today. In order to meet the growing need for secure and reliable cloud integration solutions, Rootstack has begun offering integration services known as Integration Platform as a Service (iPaaS), which works as a middle layer or middleware between different types of platforms.Â
The banking industry has always been one of those that are dedicated to using technology in its favor, seeking solutions that allow it to give the best of itself to its clients and also ensure that clients can carry out their procedures easily.
We recently carried out an automation project for a bank that sought to automate the process of requesting and handling the procedures for default on personal loans and credit cards that were the result of the economic destabilization that occurred due to the COVID-19 quarantine.
Managing the budget within government institutions or private companies is one of the most tedious aspects when making a purchase or approving an expense. Many of these processes are carried out manually and must go through different types of approvers before being completed.
Due to the health crisis we are suffering, this process cannot be done manually. To improve it, Workflow tools are usually used to digitize and standardize everything related to an expense approval process.
Points to consider
The health crisis has brought an acceleration for companies when adopting tools that allow them to continue operating their business. Some solutions are meant to manage projects or tasks digitally, others to maintain communication through chat. One that can undoubtedly make a difference is the electronic signature.
Solutions such as Validated ID allow the digital signing of documents in a quick and safe manner. This solution can be integrated with Rootnet Workflow, an automation solution that facilitates the execution of business processes.
Within companies and especially in Human Resources departments, one of the most important tasks is the onboarding and offboarding of their collaborators.
Onboarding is a progressive process designed to help employees to successfully integrate into the company and adapt to their new professional stage.
