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Workato services

Creating an effective agentic AI foundation built on context, trust and accuracy

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Delivering the orchestration you need for success in the agentic era

Workato is a cloud-based integration and automation platform that helps organizations connect applications, automate workflows and orchestrate data across systems—with minimal coding. Workato’s extensive capabilities include integration platform as a service (iPaaS) functionality and Model Context Protocol (MCP) workflows to best support all your automation and agentic needs.

Built for the needs of modern enterprises

Workato is built for companies ranging from middle market to enterprise level that have multiple systems requiring connection and communication for efficiency and consistency across the business. With a powerful yet user-friendly platform, Workato enables business and operations teams to streamline and automate workflows through an intuitive user interface, while providing IT teams with the depth and flexibility required to build sophisticated integrations, APIs and artificial intelligence-driven agents.

Key features within the Workato platform include:

  • Recipe‑based automation (no‑code/low‑code)
  • A large library of prebuilt connectors and accelerators
  • Event‑driven and real‑time integrations
  • Enterprise‑grade security and governance
  • Monitoring, logging and error handling
  • AI Agent Studio and MCP for intelligent automation

Leveraging the power of Workato + RSM

RSM and Workato have joined forces to empower clients by streamlining operations, optimizing supply chains and driving innovation with cutting-edge integration and automation technology. The RSM team consists of certified Workato technical developers with more than 50 years of implementation experience and both onshore and offshore resources ready to meet your specific needs.

Leveraging our cross-functional experience and extensive understanding of multiple industry verticals, we fine-tune your Workato implementation to align with your business goals.

RSM’s Workato solutions: From initial strategy to ongoing support

Advisory

Advisory

Developing a custom roadmap to align Workato integration and automation solutions across the enterprise

Advisory

Implementation

Implementing Workato with a practical approach tailored to your needs

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Optimization

Providing ongoing Workato improvements and scaling the platform as you grow, elevating performance, efficiency and results with innovative enhancements

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Managed application services

Delivering continued support beyond go-live to maximize the return on your Workato investment and enable your internal personnel to focus on more strategic tasks

Deep experience geared to Workato

Workato implementation and integration services
  • End-to-end implementation of Workato's iPaaS

  • Integration of key enterprise systems for functions such as enterprise resource planning (ERP—NetSuite, Microsoft Dynamics 365, SAP); customer relationship management (CRM—Salesforce, Dynamics); finance (Coupa); and supply chain management (SCM)

  • Development and deployment of APIs using Workato to enable real-time data exchange

  • Workflow customization to automate and streamline business processes
Data governance and strategy
0 min. read
  • Workspace access secured with System for Cross-domain Identity Management (SCIM); single sign-on (SSO)/Security Assertion Markup Language (SAML); just-in-time (JIT) provisioning; and two-factor authentication (2FA), supported by session security and account management APIs

  • Advanced role-based access control (RBAC), workspace federation, environment separation and sensitive-data masking

  • Compliance with global standards like the Payment Card Industry Data Security Standard (PCI DSS); ISO/IEC 27001/27701; System and Organization Controls (SOC) 1 and 2; the Health Insurance Portability and Accountability Act (HIPAA); the General Data Protection Regulation (GDPR); and the Infosec Registered Assessors Program (IRAP)

  • End-to-end encryption with hourly key rotation, bring your own key (BYOK) and enterprise key management (EKM) options, secure key vault, and sensitive-data detection; control over data storage location and retention

  • Software development lifecycle (SDLC) security, vulnerability management, bug bounty program implementation and 99.9% uptime delivery; plus real-time audit logging and security information and event management (SIEM) integration for full observability
Electronic data interchange solutions
  • Leading partner experiences with accelerated data exchange and full end-to-end visibility using Workato and Orderful

  • Customizable templates for accurate, repeatable onboarding processes that enhance partner trust and reliability

  • Standardized processes across diverse partner formats, with built-in support for AS2, FTP, SFTP, VAN, ANSI X12, EDIFACT, HL7, GS1 and HIPAA

  • Workflow automation via Workato’s drag-and-drop interface

  • Service-level agreement maintenance with real-time visibility through customizable dashboards
Training, enablement and optimization
  • Comprehensive training for client teams on Workato platform best practices

  • Mentorship programs to enable internal staff to manage and maintain Workato integrations independently

  • Development of technical resources for API creation and ongoing enhancements

  • Customized onboarding materials to support post-go-live operations

  • Health assessments to optimize implementations

  • Continuous improvement for evolving integration needs

  • Expansion into new modules, partners and systems

  • Performance tuning for efficiency and reduced latency
Workato agentic enterprise services
  • Development of purpose-built AI agents (genies) that combine reasoning, action and orchestration to accelerate business processes across all functions, delivering measurable results quickly

  • Genie design that is driven by key performance indicators, enterprise-aware, secure, governed and fully explainable for fast and reliable outcomes

  • Design, testing and deployment for custom genies in Design Studio, using low-code tools, prebuilt skills and integration with 1,200-plus apps, grounded in enterprise data and policies
Process automation
  • Workflow design across cloud and on-premises systems using prebuilt connectors, custom software development kits (SDKs) and secure on-premises agents, enabling seamless data exchange and API management

  • Process automation in real time with triggers, webhooks and customizable logic, establishing responsive and efficient workflows based on specific business events

  • Multistep workflow orchestration across complex, diverse applications with a unified platform, intuitive design tools and support for conditional logic and parallel execution

  • Built-in functions for data validation, cleansing, enrichment and merging, supporting both structured and unstructured data for accurate, streamlined operations

  • End-to-end implementation of Workato's iPaaS

  • Integration of key enterprise systems for functions such as enterprise resource planning (ERP—NetSuite, Microsoft Dynamics 365, SAP); customer relationship management (CRM—Salesforce, Dynamics); finance (Coupa); and supply chain management (SCM)

  • Development and deployment of APIs using Workato to enable real-time data exchange

  • Workflow customization to automate and streamline business processes
0 min. read
  • Workspace access secured with System for Cross-domain Identity Management (SCIM); single sign-on (SSO)/Security Assertion Markup Language (SAML); just-in-time (JIT) provisioning; and two-factor authentication (2FA), supported by session security and account management APIs

  • Advanced role-based access control (RBAC), workspace federation, environment separation and sensitive-data masking

  • Compliance with global standards like the Payment Card Industry Data Security Standard (PCI DSS); ISO/IEC 27001/27701; System and Organization Controls (SOC) 1 and 2; the Health Insurance Portability and Accountability Act (HIPAA); the General Data Protection Regulation (GDPR); and the Infosec Registered Assessors Program (IRAP)

  • End-to-end encryption with hourly key rotation, bring your own key (BYOK) and enterprise key management (EKM) options, secure key vault, and sensitive-data detection; control over data storage location and retention

  • Software development lifecycle (SDLC) security, vulnerability management, bug bounty program implementation and 99.9% uptime delivery; plus real-time audit logging and security information and event management (SIEM) integration for full observability
  • Leading partner experiences with accelerated data exchange and full end-to-end visibility using Workato and Orderful

  • Customizable templates for accurate, repeatable onboarding processes that enhance partner trust and reliability

  • Standardized processes across diverse partner formats, with built-in support for AS2, FTP, SFTP, VAN, ANSI X12, EDIFACT, HL7, GS1 and HIPAA

  • Workflow automation via Workato’s drag-and-drop interface

  • Service-level agreement maintenance with real-time visibility through customizable dashboards
  • Comprehensive training for client teams on Workato platform best practices

  • Mentorship programs to enable internal staff to manage and maintain Workato integrations independently

  • Development of technical resources for API creation and ongoing enhancements

  • Customized onboarding materials to support post-go-live operations

  • Health assessments to optimize implementations

  • Continuous improvement for evolving integration needs

  • Expansion into new modules, partners and systems

  • Performance tuning for efficiency and reduced latency
  • Development of purpose-built AI agents (genies) that combine reasoning, action and orchestration to accelerate business processes across all functions, delivering measurable results quickly

  • Genie design that is driven by key performance indicators, enterprise-aware, secure, governed and fully explainable for fast and reliable outcomes

  • Design, testing and deployment for custom genies in Design Studio, using low-code tools, prebuilt skills and integration with 1,200-plus apps, grounded in enterprise data and policies
  • Workflow design across cloud and on-premises systems using prebuilt connectors, custom software development kits (SDKs) and secure on-premises agents, enabling seamless data exchange and API management

  • Process automation in real time with triggers, webhooks and customizable logic, establishing responsive and efficient workflows based on specific business events

  • Multistep workflow orchestration across complex, diverse applications with a unified platform, intuitive design tools and support for conditional logic and parallel execution

  • Built-in functions for data validation, cleansing, enrichment and merging, supporting both structured and unstructured data for accurate, streamlined operations

Results you can expect

RSM’s experienced team creates and delivers leading Workato solutions based on extensive technical knowledge backed by deep industry insight. Our future-focused advisors identify effective and efficient multisystem integrations, and our proficiency across ERP, CRM and SCM platforms optimizes the value and velocity of your Workato implementation.

Contact our team to unlock the true power of agentic AI orchestration across your organization with Workato.

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