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Workflow automation: Achieving and maintaining an efficient and effective balance

Key timing points
0:41 The automation problem
2:10 Automation in practice – 1
4:20 Automation in practice – 2
6:04 Achieving the right balance
8:08 Maintaining the right balance
11:08 Jay and Jack: key takeaways

Jay Hoffman, FX Workflow Solutions EMEA, Deutsche Bank and Jack Large review what automation is all about and how to achieve and maintain the best and most effective balance. They examine the different aspects of automation and how to make sure that your automation solution fits with your type of organisation and of business. Finally, they examine how to maintain this effective balance as the company and their business evolve.


CTMfile take: Choosing and maintaining an effective and efficient balance in workflow automation in corporate treasury is one of the biggest problems corporate treasurers face today. The ideas and suggestions in this WEBchat are invaluable. Really worth 12 minutes of your time.

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