Resources
Everything you need to know about Work-Relay, business operations, streamlining work, reducing costs, improving customer satisfaction, and increasing business agility.
Resources
Everything you need to know about Work-Relay, business operations, streamlining work, reducing costs, improving customer satisfaction, and increasing business agility.
Ready to see how Work-Relay handles your unique use case?
The best proof that BPM for Salesforce will work well for your organization is to conduct a quick discovery session and then watch Work-Relay quickly tame your process complexity.
Use Cases
Localsearch Australia Use Case
Increase the efficiency of the digital marketing process.
Global CRO Use Case
Get complete, real-time visibility over all projects in one place for planning and management, significantly increase productivity, and reduce time to business value.
Perennials & Sutherland Use Case
Manage the end-to-end process of manufacturing custom rugs – from quoting custom rug orders, sending renderings to customers for approval, providing samples, coordinating the production of the rug with the factory in India and then running quality control back in the United States.
Greenworks Lending Use Case
Create a platform that guides internal staff through the project management of Commercial Property Assessed Clean Energy (C-PACE) loan applications from lead through closing, instructing users on next steps and ensuring compliance with internal, funder, and program requirements.
Home Depot Use Case
Sunset legacy IBM BPM system and manage the same business processes inside Salesforce. Processes are primarily service request based and revolve around Vendor management (SKUs, Options, Price Changes, Catalog Maintenance, etc)
Re Max Use Case
Manage Onboarding process for new franchisees for a new mortgage product based on a strict timeline counting backward from Go Live date.
Case Studies
Scaling Complex Customization—An Ancient Tradition Gets a Modern Assist
Is a business built on handcrafted, custom products leveraging ancient production techniques scalable for success in the modern world?
Eliminate Sales Process Complexity Across Locations During a Period of Rapid Acquisition
Eliminate Sales Process Complexity Across Locations During a Period of Rapid Acquisition. Learn More.
Understanding your options for managing complex projects in Salesforce.com
Technical overview. For help understanding your options for managing complex projects in Salesforce.com, get in touch with Work-Relay. Complex projects and processes.
Business Operations Use Cases
This collection of case studies explains how companies from different industries are using Work-Relay to manage workflows, accommodate process variations, and improve operations.
Business Operations Efficiency Reduces Complexity for Leading Fiber Optic Provider
Learn how Uniti used Work-Relay, a native Salesforce solution, to better manage complex, interdependent processes and business operations.
eBooks
Enterprise Work Management for Salesforce.com
In this eBook, we’ll give you an in-depth definition of work management, including how it differs from process and project management.
9 Types of Dysfunctional Processes
Broken and dysfunctional processes create a wide array of dysfunctional business processes that slow down the organization and increase costs, risks, and time, and decrease customer satisfaction.
White Papers
9 Types of Dysfunctional Processes
Broken and dysfunctional processes create a wide array of dysfunctional business processes that slow down the organization and increase costs, risks, and time, and decrease customer satisfaction.
Managing repetitive projects on Salesforce
Managing repetitive projects on Salesforce – this eBook focuses on the distinctive characteristics of repetitive projects and the need for specialized software.
Using a business operations platform to pay down operational and technical debt
Improve how work flows across your organization. Request a copy of our latest paper and learn how to pay down technical, operational, and organizational debt using a business operations platform.
Articles
How NASA and the James Webb Space Telescope launch can help you improve your business operations
In the same way that the launch had 344 single points of failure, so too do your business operations have many points of failure.
Work-Relay eliminates the SOBs (Surprises, Obstacles, and Barriers) that slow your organization down
For as long as there has been a need for business process re-engineering, there have been surprises, obstacles and barriers, literally the SOBs that create havoc in your business.
Critical Chain Project Management in a Nutshell
Product development projects, like many other types of projects, often can exceed their planned schedule by 50% to 100%. Often this is attributed to uncertainty or the unforeseen.
Migrate Legacy BPM to Salesforce.com
Migrate Legacy BPM to Salesforce.com: If your organization is still running legacy BPM systems, there are benefits to migrating those apps to native Salesforce applications
Webinars
Streamline, scale, and accelerate your custom processes
Streamline, scale, and accelerate your custom processesYour unique,...
Taming project management chaos and process complexity with Salesforce
How Uniti Fiber and Work-Relay reduced fiber installation times by 40%.
BPM for Salesforce: Eliminate the SOBs that Frustrate Your Organization
Leading BPM Analyst and Work-Relay’s CEO discuss how to remove the SOBs (Surprises, Obstacles, and Barriers) that create points of failure and impede your business operations.
Next Gen BPM for Salesforce
Learn how to increase the value of your business and earn recurring revenue with Work-Relay’s BPM for Salesforce.
PROOF OF CONCEPT
Simplify complex processes and projects with Work-Relay and Salesforce.com
Want to see how Work-Relay handles your unique use case?
Complete the form below, schedule a demo and a quick discovery session. Receive a no-cost proof of concept. 
The best proof that a business operations workflow management system will work well for your organization is to conduct a discovery session and then watch as we deliver a proof of concept that shows you how Work-Relay can quickly tame your process complexity.
Take the next step, simplify your complex processes and get more work done today.