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Guides, templates, and practical tools to help you evaluate, implement, and get the most from workflow automation. Request any resource and we'll send it to your inbox.
Our most requested guides and tools
Everything you need to know about automating business processes. From identifying automation opportunities to measuring ROI, this guide covers the full journey.
How to evaluate and select case management software. Includes requirements checklist, vendor comparison framework, and implementation considerations.
Technical datasheet covering SwiftCase capabilities, architecture, security, and integration options. Ideal for IT and procurement teams.
Showing 18 resources
Everything you need to know about automating business processes. From identifying automation opportunities to measuring ROI, this guide covers the full journey.
How to evaluate and select case management software. Includes requirements checklist, vendor comparison framework, and implementation considerations.
Practical applications of AI in business operations. From email triage to document processing, learn how AI delivers real value without the hype.
How insurers and MGAs are using workflow automation to reduce claims handling time, improve customer experience, and maintain compliance.
Best practices for legal case management. Matter tracking, document automation, client communication, and compliance documentation.
Automating patient pathways, referral management, and clinical administration while maintaining NHS compliance and data security.
Is your organisation ready for workflow automation? This checklist helps you assess process maturity, data quality, and organisational readiness.
Questions to ask when evaluating workflow and case management vendors. Covers functionality, security, pricing, support, and implementation.
Step-by-step checklist for documenting your current processes before automation. Includes stakeholder interview questions and documentation templates.
Ensure your operational workflows comply with GDPR. Covers data processing, retention, subject rights, and documentation requirements.
Standard template for documenting workflows before and after automation. Includes process maps, decision points, and exception handling.
Template for capturing and prioritising software requirements. Helps ensure you consider all stakeholder needs before selecting a solution.
Template for defining service level agreements within your workflows. Includes escalation rules, notification triggers, and measurement criteria.
Technical datasheet covering SwiftCase capabilities, architecture, security, and integration options. Ideal for IT and procurement teams.
Technical overview of Switchboard - voice, chat, WhatsApp, SMS, and email AI agents. Covers capabilities, integrations, and pricing.
Details of SwiftCase security architecture, certifications, data handling, and compliance capabilities. For security and compliance teams.
Recorded webinar covering workflow automation fundamentals, common use cases, and implementation best practices. 45 minutes with Q&A.
Practical discussion of AI applications in business operations. Real examples, realistic expectations, and implementation advice.
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