All posts by : Teja

The need for real-time data synchronization has never been greater. As teams rely on multiple tools, ensuring data flows smoothly and accurately between them becomes critical. 

Without proper data synchronization, businesses face the risk of fragmented workflows, manual errors, and decision-making delays. 

This blog delves into the concept of real-time data synchronization, its importance, practical use cases, and how tools like Exalate make this process efficient and reliable.

The Need for Data Synchronization

Today, in businesses, the pace of decision-making is faster. These decisions rely on accurate, timely data alongwith its integrity.

Teams use a variety of applications to generate this data. Your development team uses Jira to manage their development data, your sales team relies on CRMs like Salesforce, or your customer support team might swear by Zendesk or ServiceNow. What happens to all this data lying around as islands in these different applications? It’s siloed. 

When the development team needs data from the customer support team, they reach out to them via email or phone calls. Data is passed around manually. Or even worse, they share their credentials or buy more seats in their existing applications for the other team’s access. 

In such a situation, how do you ensure the accuracy, timeliness, and integrity of the data you exchange? You simply can’t. The solution? Data Synchronization! 

So what’s data synchronization? 

What is Data Synchronization?

Data synchronization is the process of exchanging data between different systems and ensuring the data is accurate and accessible to the required stakeholders. It is a continuous process to ensure the synced data remains identical at all times. 

By synchronizing data between two or more systems, you can maintain data integrity whenever something is deleted or updated. 

Data synchronization can occur between multiple data sources, like mobile devices, data warehouses, data lakes, ERPs, legacy systems, or standalone applications. 

In this blog, we will focus on data synchronization between multiple business applications like CRMs, ITSM, project management tools, etc. 

Picture this: your customer raises a high-priority ticket in Zendesk. With data synchronization, you can automatically create a Bug in the development team’s Jira instance. All the updates, statuses, comments, and more are exchanged based on predefined sync rules. With every change in one system (source), changes are reflected in the other system (destination) and vice versa. 

Data synchronization sits well in its place, but there are a few more aspects to it, like real-time data synchronization. 

What is Real-time Data Synchronization?

Real-time data Synchronization Definition

Real-time data synchronization, or real-time data sync, is the uninterrupted (or continuous) exchange of data between systems, ensuring the changes in one system are immediately reflected in others. 

The word “immediate” here is the key. It means instantaneous, real-time, or near-real-time data replication between multiple systems. This ensures users will always have access to the most up-to-date information. 

For some use cases, batch synchronization might work better. A retail company syncs sales data stored in CRMs from multiple store locations to its central database every night. It ensures the central system has updated data without overloading networks during business hours. 

However, for certain other use cases, like the one we discussed above, real-time synchronization can be a deal-breaker. Also, real-time data synchronization is essential for time-sensitive data sync services like financial data transactions or video conferencing tools.

Having understood the meaning of syncing data in real-time, let’s look at the types of data syncs teams usually opt for. 

Types of Real-time Data Synchronizations

One-way Real-time Data Sync

One-way data synchronization means that data is transferred only in one direction, from the source system to the destination system. The other way around is not possible. 

While doing this, you can set your sync rules in any way you want. For instance, only transfer the issue summary, issue key, status, description, comments, and attachments from Jira to ServiceNow; no information flows from ServiceNow to Jira. All updates made in Jira are instantly reflected in ServiceNow. 

Sometimes, you want to perform a live migration between systems like Jira and Azure DevOps. In such cases, one-way real-time syncs are the best option. 

Two-way Real-time Data Sync

Setting up a two-way real-time sync means data is transferred and kept updated in both systems simultaneously. Any insertions, deletions, or updates in the fields under sync are instantly reflected in the connected system. 

For instance, you can open a Bug in Azure DevOps when a ServiceNow incident is created. You can keep the sync statuses, priorities, urgencies, comments, and more under sync. Any sync events triggered in any one of the systems will immediately update the other system based on the rules you’ve set. 

There’s no more like, “Oh, you created a ticket at your end, but we didn’t see the ticket at our end.”.

– CARLOS ALMEIDA, VP OF ENGINEERING
SPK AND ASSOCIATES

It’s important to note that real-time data synchronization will always allow you to keep your workflows intact and yet receive the data you require within your platform, without even having to refresh your screen. 

Practical Real-time Data Synchronization Use Cases

Data Consolidation and Reporting

Sometimes, task-level data from multiple ITSM and project management systems needs to be consolidated in a single platform. Or you might need to collaborate across systems after M&As. 

All this data can be useful to management for reporting or creating dashboards. This information must be the most updated for real-time business insights and informed decision-making. 

For instance, you can sync data, like work logs and statuses, between different cross-functional Jira projects into a single Jira instance. 

Customer Ticket Escalation 

This is a very common use case, where customer tickets arriving in one system need to be escalated to another platform to be worked on. For instance, you can escalate tickets to L2, development, IT, or external providers (MSPs) based on custom data sync logic. 

Real-time data synchronization will ensure all tickets get the required urgency and visibility. 

Case Study:

Discover how Qualco used real-time data synchronization by syncing change requests, incidents, and other entites related to the support development workflow. 

If the customer raises a change request in Jira Service Management, it is escalated to the development team working in Azure DevOps. 

A few scenarios that fit under this category are: 

• Imagine that your incidents come into a single ITSM system like ServiceNow. You can then set up real-time synchronizations to automate the escalation process. The incidents are routed to multiple destinations like Jira, Azure DevOps, or another ServiceNow instance based on certain conditions. You can also control which fields are shared in different escalation scenarios. 
• Connect multiple service desks or portals, such as JSM, Zendesk, Freshdesk, etc., to orchestrate an end-to-end support workflow. Tickets are routed from L1 > L2 > L3 automatically and in real time. This helps you avoid adding costly seats for more support agents in a single system. 
• A classic customer support to development team workflow automation. When the customer raises a bug in Jira Service Management (JSM), it gets passed over to the dev team in Jira Software. The dev team updates the status in Jira. The JSM status is updated automatically. Internal comments are passed to ensure the dev team has all the information they need. The support agents will always have real-time visibility of customer tickets. 
• Often, you can use real-time data synchronization to connect multiple Zendesk instances to a single Jira instance. This is useful when multiple customers report the same issue. When this happens, only a single Jira issue is sufficient to handle all of them with links to the respective Zendesk tickets for status updates. 

MSP Environments

Imagine an MSP environment. The MSP provides helpdesk outsourcing for its clients. As such, they have a binding contract with SLAs, along with a monetary obligation. Suppose a high-priority incident is now raised in the customer’s ServiceNow instance that needs to be escalated to the MSP’s Jira instance. The response time set for the incident acknowledgment by under 15 minutes. 

With a real-time data sync in place, the incident will be acknowledged on time, and the MSP can immediately start working on it, providing status updates and visibility to the customers all along. 

The incident is caught promptly, SLAs are adhered to, and the MSP might never have to face angry customers again. 

Case Study:

Learn how MSPs like SPK leverage real-time data sync to keep their customers’ instances connected and aligned, resulting in better onboarding and stronger relationships. 

Why is Real-time Data Synchronization So Important? 

There are some reasons why companies prefer real-time data synchronization over batch-based syncs. 

• Modern customers expect immediacy. For incident management scenarios, order tracking, or financial account updates, real-time data sync ensures customers always have up-to-date information. This, in turn, improves their trust and service satisfaction. 
• Businesses survive on accurate and timely data. Real-time data updates allow leaders to make informed decisions based on the latest metrics, be it customer feedback or market trends. 
• As we saw, manual data transfer is not the best option. It is error-prone and takes your resources away from strategic tasks. Automated real-time data synchronization helps increase your operational efficiency, saves time, and reduces the cost of manual errors. 

However, as easy as it sounds, it often comes with its fair share of challenges. 

Challenges to Syncing Data in Real-time

• Scalability: As businesses grow, data grows. Your data synchronization must scale without compromising speed or reliability. 
• Latency:  Any delay can lead to monetary losses or disrupt operations, especially in time-sensitive industries, like finance, where staying aligned with consumer finance trends is crucial.
• Network outages or system downtimes: System unavailability or downtimes are inevitable. This remains a primary challenge for real-time data sync. 
• Security: Syncing sensitive data in real time requires strong security mechanisms, encryption, and regulatory compliance like GDPR, etc. 
• Real-time data synchronization in hybrid systems: Syncing data between cloud apps, legacy systems, and on-premise platforms can become complex. Plus, connecting public (internet-facing) and private (behind firewalls) systems can be a headache since it involves creating additional security measures to fetch the required data. 

So, how do you sync your data in real-time? We’ll explore that in the coming section. 

How to Sync Data in Real-time

Build Your Own Sync Solution

Companies that want to go ahead with real-time data sync start by thinking about building their own integration. 

While this may sound tempting at the beginning, it is often riddled with maintenance headaches, cost overheads, and a waste of useful resources. 

It is not scalable. You also have to build the security posture yourself, which can be time-consuming and costly. In short, you always need an in-house team to maintain synchronization. 

We didn’t go down the road of developing a solution ourselves purely due to resource limitation because if we developed it, we’d have to maintain it and make regular improvements.

– MICHAEL FOWLER, ENGINEERING LEAD
QUORUM CYBER

Native Data Sync Options

There are also native ways of synchronizing data. Modern SaaS applications often support native integration options with popular tools. However, these options are often limited in scope and might not support the application you want to integrate with. They might work if you have a simple use case but do not work well for advanced workflow syncs. 

Third-Party Data Sync Tools

Third-party data synchronization tools are a good choice if you know exactly what you need. There are a lot of options to choose from. From no-code, template-based solutions to script-based advanced solutions, there’s a lot on the plate. 

So, how do you decide? 

How to Choose the Correct Real-time Data Synchronization Tool?

With the kind of options you have in the market, I know it can get tough. 

But here’s a simple checklist you can follow. 

• Security: Prioritize tools that are secure by design. Look for encryptions, RBAC, single tenancy, and other security measures. Security becomes extremely important in cross-company real-time syncs. 
• Distributed Sync: Keeping the real-time synchronization distributed is a purposeful attempt to reduce the risk of unwanted or accidental data access. This way, you can control what you want to sync and not sync independently in every connected system. 
• Flexibility: Choose tools that give you a gamut of use cases to implement. Script-based solutions are a good option since scripting gives you the freedom to sync any fields with advanced data mapping or logic. 
• Real-time data sync: This is kind of obvious. Prefer tools that offer real-time data syncs. Not all tools available in the market offer real-time syncs, so be careful while choosing. 

We will discuss a tool called Exalate that recognizes the challenges and opportunities that real-time data synchronization could bring to companies and works towards making it a reality. 

Let’s understand how. 

Case Study:

Michael, from Quorum Cyber, points out that the team chose Exalate for the following reasons:

• It supports near real-time synchronization
• The synchronized data doesn’t exist outside the environment
• The solution supports platform flexibility and autonomy (segregation)

Exalate: A Real-time Data Synchronization Tool

Exalate is a script-based integration solution that has the features we just discussed. It offers real-time data synchronization between systems like Jira, Salesforce, ServiceNow, Zendesk, Azure DevOps, and more. 

It also has the capacity to embed the sync status within the platforms you use. With Exalate, data synchronization does not require a screen refresh every time a new update arrives. 

It has developed its own transport layer, which is a core part of what makes the tool so versatile and reliable for cross-platform real-time synchronizations.

This custom-built layer allows Exalate to operate independently of the underlying systems, enabling decentralized syncs. Each side of the sync operates autonomously, with data exchanged asynchronously via the transport layer. 

It also supports advanced features like conflict resolution, error handling, and customizable sync rules, all while ensuring that sensitive data is transmitted securely.

The Exalate managed service offering just sat nicely with us because it takes the burden of setting up, managing, and owning the infrastructure away from us and effectively does it on our behalf.

– MICHAEL FOWLER, ENGINEERING LEAD
QUORUM CYBER

How Exalate’s Transport Layer Enables Real-time Sync

Let’s dig a little deeper into how this transport layer works for real-time data synchronization. 

• With its own transport layer, Exalate can optimize real-time syncs for low latencies and high responsiveness. This custom layer ensures data is sent and received as quickly as possible. 
• A custom transport layer handles asynchronous communication efficiently, so systems don’t wait for each other to process data. This minimizes delays and ensures all sync updates are propagated promptly. 
• Real-time data synchronization often faces challenges like network interruptions or failures. With its own transport layer, Exalate has a robust, integrated retry mechanism to minimize data sync delays, making the system real-time even under imperfect conditions.
• Its transport layer is tailored to work with event-driven architectures, where changes in one system trigger immediate updates in another. This enables near-instant synchronization across platforms.
• A custom transport layer lets you choose or build efficient serialization formats (e.g., JSON) that reduce the size of transmitted data, speeding up data transfer and enhancing real-time sync.
• A custom transport layer allows encryption protocols, token-based authentication, or other measures to be integrated directly into the communication process without depending on external solutions that might add latency.

Conclusion

There’s a reason why companies opt for real-time data synchronization, and we saw ample data pointing to that. 

Real-time data synchronization between tools can no longer be put on the back burner. It needs to be at the forefront of your business strategy. 

By maintaining the integrity and accuracy of the one thing that means the most for your business – data, you can ensure your teams never have to worry about what they view in their systems. 

Want to explore what’s possible with real-time data syncs?  Discuss your use case with us and take the lead! 

Recommended Reading:

• Point-to-Point Integration: Explore the Strengths and Pitfalls
• Exploring the Working Principles of Service Desk Integration
• Service Integration and Management (SIAM): The Complete Guide
• Jira ServiceNow Integration: How to Connect Jira and ServiceNow in 6 Steps
• ITSM Integration: Simplify Your IT Services Like Never Before
• Automated Integration: A Key to Scalable and Agile Business Operations

Workflow orchestration helps businesses automate and manage their tasks across different systems and teams. It ensures that every step in a process happens in the right order, making workflows more efficient and consistent from start to finish.

In this blog, we’ll explore what workflow orchestration is, its key benefits, and how it enhances business processes. 

We’ll also understand how the right tools can help you streamline and manage complex workflows effectively.

What is Workflow Orchestration? 

Workflow orchestration is the process of integrating, coordinating, and managing multiple automated steps across diverse systems to achieve an end-to-end execution of complex business workflows.

Let’s rewind a little and know what workflows are. 

A workflow is a series of steps or tasks required to complete a specific process or project. In a business context, workflows represent sequences of tasks designed to achieve specific objectives, efficiently and consistently. 

Business workflows often span multiple tools, teams, systems, and even companies. These workflows range from simple automation, such as firing a notification alert when a customer raises an urgent request, to intricate processes involving numerous steps across different platforms.

Workflow automation refers to the act of automating repetitive steps within a single workflow. However, workflow orchestration takes this a step further. 

It dynamically determines the sequence of tasks to ensure optimal output. It schedules and chains tasks together, enabling an automatic response to events in a logical, efficient manner.

Key Definitions

• Workflow: A process involving two or more steps.
• Workflow Orchestration: The integration of automated tasks or complex workflows across tools, systems, organizations, and teams.

When understanding workflow orchestration, it’s important to know the nuances of workflow automation.  

What is the Difference Between Workflow Orchestration and Workflow Automation?

While workflow automation focuses on automating individual tasks, workflow orchestration manages the sequence and interaction of these tasks to create a cohesive, unified process.

Think of it this way:

• Workflow Automation is like setting up a simple alarm clock to wake you up at a fixed time every day—it performs a single function repeatedly without needing further intervention.
• Workflow Orchestration is akin to organizing an entire day’s schedule: coordinating your alarm with breakfast preparation, planning your commute, scheduling meetings, and adjusting dynamically if an unforeseen event (like traffic) disrupts your plan.

Workflow orchestration is also often compared with other terms like process orchestration and data orchestration. 

Let’s quickly dig into the subtle differences between these terms. 

What is the Difference Between Workflow Orchestration and Process Orchestration?

Workflow orchestration focuses on automating and coordinating specific tasks or jobs within a defined sequence, often in technical domains like IT operations or data pipelines. 

In contrast, process orchestration manages entire end-to-end business processes, integrating systems, workflows, and human tasks to achieve broader organizational goals. 

Workflow orchestration is granular and technical, while process orchestration is holistic and business-oriented.

What is the Difference Between Workflow Orchestration and Data Orchestration?

Workflow and data orchestration both aim to improve efficiency, but they focus on different areas. 

Here’s a breakdown:

Workflow orchestration manages the sequence of tasks in a process, ensuring each step is completed in the right order from start to finish.

Data orchestration focuses on the movement and transformation of data across different systems. It ensures data is available where and when it’s needed, involving tasks like ETL (Extract, Transform, Load) and synchronization across various data sources.

While workflow orchestration handles task management, data orchestration deals with the flow of data. They can overlap, especially in data-heavy workflows where managing data is crucial to the process.

Benefits of Workflow Orchestration

There are a lot of benefits your company can experience with the right workflow orchestration in place. 

Increased Efficiency

Streamlined orchestrated workflows will reduce manual intervention in all business areas. This increases operational efficiency by automating and sequencing tasks across everyday tools. 

Improved Accuracy

When manual interventions stop, manual errors stop too. All business workflows continue according to predefined sequences, maintaining accuracy and consistency in task execution. 

Scalability

Complex workflows often stretch across multiple environments, evolving as systems and team needs change.

For example, consider orchestrating a software development workflow between Jira and Azure DevOps. In this scenario, the project management team uses Jira, while the development and QA teams rely on Azure DevOps. If the QA team later transitions to a separate Jira instance, scaling the workflow to include Jira, Azure DevOps, and the new Jira requires an orchestration tool capable of managing such complexity with ease.

Another instance is when the data volume or transactions between two integrated workflows increases exponentially. An orchestrator should be able to handle such large-scale data transactions without additional overhead or complications. 

Enhanced Visibility 

Workflow orchestration ensures your teams will always have clear views of their workflows, making them observable and debuggable. It would also offer monitoring and reporting features for better oversight. 

Implementing workflow orchestration requires careful planning and the right tool. 

Workflow Orchestration Tools

Workflow orchestration tools are software solutions designed to manage, coordinate, and integrate complex workflows across multiple systems, teams, and processes. 

Key Features of Workflow Orchestration Tools 

• Task Automation: Automate repetitive tasks to save time and reduce manual errors.
• Integration Capabilities: Seamlessly connect various systems, APIs, and platforms.
• Scheduling and Triggering: Schedule workflows or trigger them based on specific events or conditions.
• Observability: Monitor workflows in real-time, track progress, and debug issues.
• Scalability: Handle increasing workloads and adapt to complex, evolving processes.

Choosing the Right Workflow Orchestration Tool

Security

Security is a non-negotiable aspect of orchestrated workflows. As data moves between multiple systems during orchestration, it’s critical to ensure it reaches the right destination and remains accessible only to authorized individuals.

A decentralized workflow orchestration setup can address many security challenges. In this setup, each system or team can independently decide whether to include or exclude specific data during workflow orchestration. This prevents accidental sharing of sensitive information with unintended parties.

Additionally, prioritize tools that implement robust security measures, such as encryption for data exchange, secure transfer protocols, and strict compliance with industry standards. Evaluate the tool’s overall security posture, including its adherence to best practices and certifications, to make an informed choice.

Flexibility 

Simple automation tools do not work for orchestrating complex workflows. Flexible workflow orchestration tools will ensure you can integrate for advanced scenarios. For instance, a simple status update in one system leads to simultaneous real-time status updates in multiple systems all at once. 

Scalability

Businesses evolve—workloads shift, requirements change, and the scope of workflows to be orchestrated grows. To stay ahead, choose an orchestration tool that is built to adapt and handle both your organization’s current needs and future workload demands.

Exalate: A Workflow Orchestration Tool

Exalate is an advanced workflow orchestration tool that supports decentralized integration. It is the ideal setup when you want to orchestrate workflows across companies where each company has independent control over data exchange. 

Exalate also has an intuitive AI-powered Groovy-based scripting engine that is perfect for intricate workflows. You can set it up any way you want, using conditional logic or advanced data mappings, there’s a place for every workflow. 

Let’s discuss some practical workflow orchestration examples.

Workflow Orchestration Examples

Customer Support to Software Development Escalation 

Below is an example outlining how an e-commerce company automates critical incident resolution through workflow orchestration.

Step 1: Incident Creation (Trigger Event)

• People Involved: Customer (e-commerce company), Support Team
• Scenario: A critical security vulnerability is discovered in the payment processing system. An incident with urgency = 1 is raised in ServiceNow.
• Action: This triggers a Jira Bug (issue type) of the Highest priority for the development team.
• Outcome: The bug is assigned to John, a developer, working in Jira.

Step 2: Development Begins

• People Involved: John (Developer), ServiceNow Agent
• Scenario: John starts working on the Jira bug and changes the status to “In Progress.”
• Trigger: ServiceNow incident status automatically updates to “In Progress.”
• Interaction: John requests additional details by adding a comment, which is reflected as a ServiceNow work note. The ServiceNow agent sends all the relevant details. 
• Outcome: John has the information needed to continue working on the critical bug.

Step 3: Immediate Patch and Validation

• People Involved: John (Developer), Anna (QA Specialist)
• Scenario: Since it’s a critical issue, the bug must be patched to production within 2 hours.
• Action: John fixes the bug, changes the Jira status to “In Review,” and comments “The bug is resolved.”
• Integration:
  • A trigger is generated. The issue is reflected as a Task (work item) in Azure DevOps. A comment is added to the work item: “The bug is ready for validation”. 
  • A comment is added to the ServiceNow incident: “The bug is with the QA team.”
• Outcome: The “Assigned to” field in Azure DevOps automatically reflects Anna (QA Specialist).

Step 4: QA Validation

• People Involved: Anna (QA Specialist), John (Developer)
• Scenario: Anna begins testing by changing the Azure DevOps work item status to “Active.”
• Action: A comment “Testing begins” is automatically added to John’s Jira issue and the ServiceNow incident.
• Outcome: QA progresses with all relevant details synchronized.

Step 5: Release Preparation

• People Involved: Anna (QA Specialist), George (Release Manager)
• Scenario: After QA validation, the issue is prepared for release.
• Action: Anna marks the Azure DevOps work item as “Resolved” and comments: “Fix has been validated.”
• Integration:
  • A new Jira issue is created for George (Release Manager) with all relevant details.
  • Comments are synced across John’s Jira issue and the ServiceNow incident.
• Outcome: The release manager has everything needed to patch the fix.

Step 6: Release and Closure

• People Involved: George (Release Manager), ServiceNow Team
• Scenario: George patches the fix into production.
• Action: George marks the Jira issue in his instance as “Done.”
• Integration:
  • The Azure DevOps work item status changes to “Closed.”
  • John’s Jira issue status updates to “Done.”
  • A final work note is added to the ServiceNow incident: “The fix is now in production.”
• Outcome: The incident is resolved, and all systems reflect the updated statuses.

Benefits of Workflow Orchestration in This Use Case

1. Efficiency: Ensures seamless transitions between systems and roles.
2. Accuracy: Automatically updates statuses and synchronizes comments.
3. Transparency: Provides clear communication across teams and everyone involved has a transparent picture of the incident. 
4. Speed: Improves resolution time or SLA for critical issues.

Multi-Level Support Escalation Workflow

This use case demonstrates how an orchestration can adapt to meet varying levels of customer support workflow.  

For example:

1. Incident Creation: Customer reports a ticket in Zendesk. 
2. L1 Troubleshooting: The L1 team attempts to resolve the ticket, if unresolved, they escalate it to L2.
   L2 engineers work in Jira. Fields like ticket status, priority, company name, and comments are synced.
3. L2 Escalation: L2 takes over the issue, updates the status, and synchronizes comments or internal notes across Jira and Zendesk.
4. L2 Resolution or Escalation to L3: If L2 cannot resolve, the issue is escalated to L3, maybe using ServiceNow. Assignee and escalation status are updated in both systems. 
5. L3 Resolution: L3 resolves the ticket, updates the incident status, and adds resolution details in all integrated systems.
6. Incident Closure: The issue is resolved in all systems, and final comments and statuses are synchronized.

Optimize Customer-facing Workflows for MSPs Through Orchestration

Managed Service Providers (MSPs) can significantly benefit from workflow orchestration by integrating their systems with those of their customers, creating a continuous flow of information across diverse platforms. 

This integration allows MSPs to automatically capture incidents, track development progress, or escalate issues as needed, all in real-time.

By connecting systems like ServiceNow, Jira, Salesforce, Freshdesk, etc. MSPs can automate support workflows, improve response times, and ensure that all parties—internal teams and customers—are always updated with the latest status. 

Explore how SPK and Associates, an MSP, uses Exalate to onboard new customers and streamline its operations. 

SPK’s approach can be highly beneficial for all outsourcing needs, as it enables service providers to manage external teams and resources effectively, ensuring smooth collaboration and the efficient handling of tasks, no matter where the service is being provided.

Here is a sample example of workflow orchestration that implements the following scenario:

When a Jira ticket has the Highest Priority and is in the Escalated status, add a comment to the Salesforce Case, saying “Something is burning” and change the Case priority to High. Otherwise, change the Case priority to Low.

Implementing Workflow Orchestration 

Workflow orchestration needs to be considered as a project and detailing the steps is important. 

Every company’s needs and workflows are different, but the usual recommendation is as follows. 

• Understand and define the workflow you want to orchestrate end-to-end. Ensure you identify the entry and exit data points in all the systems you want to integrate. Identify key tasks, dependencies, mappings, conditions, and triggers. Choose what needs to be included or excluded from being exchanged.
• Decide a workflow orchestration tool based on your use case and company requirements. 
• Make sure your workflow is communicated clearly to the orchestrator. Design and define your process flows. Define triggers and error-handling mechanisms in every system. 
• Orchestrate a simple workflow and then scale it in a controlled and consistent manner. Keep testing for expected outcomes. Gradually deploy them in production. 
• Regularly monitor your workflows to ensure everything runs smoothly. 

Get Started With Workflow Orchestration

Workflow orchestration is indispensable for businesses that aim to achieve a complete digital transformation and increase operational excellence. 

By automating, integrating, and orchestrating complex workflows, organizations can reduce manual errors, and scale their daily operations effortlessly. 

Tools like Exalate can help you orchestrate workflows from start to finish. With its AI-assisted scripting engine, integrating workflows is really simple. 

Whether you’re managing IT infrastructure, outsourcing software development, processing data pipelines, or handling customer support, tools like Exalate offer a structured approach to achieving seamless process management.

Discuss your workflow in detail with an integration engineer and get started! 

Recommended Reading:

• How to Get the Most out of Your Workflow Integration
• The Reality of Business Process Integration
• How to Implement Enterprise Applications Integration Between Systems
• Jira ServiceNow Integration: How to Connect Jira and ServiceNow in 6 Steps
• Jira Azure DevOps Integration: The Complete Step-by-Step Guide
• ITSM Integration: Simplify Your IT Services Like Never Before
• B2B Integration: The Comprehensive Guide