Automation

  • 7 min read

Streamline Your SaaS Operations With These 5 Workflows

Ritish Reddy

8th February, 2024

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Streamlining your SaaS operations is crucial for modern businesses to maintain their competitiveness and efficiency in the modern marketplace. Implementing IT automation workflows can significantly improve your SaaS operations by reducing manual labor and increasing productivity.

Today, with the high number of employees and SaaS apps in enterprises, ensuring seamless SaaS management can be challenging and may result in errors. 

Therefore, organizations must embrace IT automation workflows to streamline their SaaS operations and increase efficiency. By automating various IT workflows, SaaS companies can eliminate manual intervention and reduce the chances of errors. This leads to increased productivity, faster delivery of services, and improved employee experience. 

Automating various IT workflows is becoming essential for organizations to manage their SaaS landscape effectively. There are several reasons why automation is crucial for SaaS companies:

• Improved efficiency: Automated workflows eliminate manual intervention, reducing the chances of errors and increasing overall efficiency. This leads to faster delivery of services and improved customer satisfaction.

• Increased productivity: Employees can focus on more strategic and value-adding activities by automating repetitive and time-consuming tasks, increasing productivity.

• Scalability: As the demand for SaaS services grows, manual processes can quickly become overwhelming. Automating various IT workflows allows organizations to scale their operations seamlessly to meet these demands.

• Enhanced security: Automated workflows can help ensure compliance with security and privacy regulations, reducing the risk of data breaches and other security incidents.

• Cost savings: Automating various IT workflows can help reduce operational costs, freeing up resources that can be used for other business-critical initiatives.

This article will explore five key IT automation workflows to help SaaS companies streamline their operations and take their business to the next level. Whether you're just starting out or have been in the game for a while, implementing these workflows can help you achieve greater success in your SaaS operations.

Top 5 IT Automation Workflows

Now, let us explore the various IT automation workflows.

1. Automated SaaS Application Discovery

With the explosion of cloud-based applications in recent years, it's becoming increasingly hectic for organizations to track which SaaS applications are being used and by whom. Unfortunately, this can result in increased costs, security risks, and decreased productivity, as employees need more time to search for the right tools to do their jobs.

Automated SaaS application discovery solves this problem by providing organizations with a comprehensive, up-to-date inventory of all the SaaS applications used across the organization. The SaaS-related information is obtained through various methods, including network scans, application integrations, user self-service portals, etc. 

One of the key benefits of automated SaaS application discovery is the ability to gain complete visibility into the SaaS stack. This helps organizations better understand their software usage patterns and identify any applications that are no longer being used or are redundant. 

This information can then be used to negotiate better pricing for the most used applications or terminate those that are no longer necessary. Further, it helps organizations to manage their budgets better.

In addition, automated SaaS application discovery increases security as there is a growing concern about the security of sensitive data that's stored in the cloud. Organizations can better understand the risks associated with each application and take the necessary steps to protect their data by having a complete inventory of all the used SaaS applications.

Are you seeking a comprehensive solution to seamlessly discover your organization's SaaS landscape? 

Look no further; we offer a one-stop solution- Zluri, that automatically detects and maps your entire SaaS infrastructure. 

With Zluri, you can say goodbye to manual spreadsheets and endless emails. Instead, our solution provides a centralized platform for discovering and managing all your SaaS applications. 

Zluri uses five methods to accurately discover 100% of SaaS applications within organizations, including SSO, finance & expense management, APIs through integrations, desktop agents (optional), and browser extensions (optional). 

Zluri's automated SaaS app discovery capabilities are designed to help IT teams stay updated with your complete SaaS stack. Moreover, our solution integrates with 800+ apps that allow you to quickly and easily identify which applications are being used, by whom, and for what purpose.

2. Automated Onboarding and Offboarding

Automated onboarding, and offboarding are critical components of a successful SaaS management strategy. However, these processes can be time-consuming, complex, and prone to human errors, which is why many organizations are turning to automation to streamline the process.

Automated onboarding helps organizations quickly and efficiently get new employees set up with the right SaaS applications. This can include creating accounts, granting access, and providing training on how to use the applications. By automating this process, organizations can reduce the time it takes for employees to be productive and ensure they have access to the tools they need to do their jobs.

Likewise, automated offboarding is equally essential, as it helps organizations quickly and securely remove access to SaaS applications when an employee leaves the organization. This involves revoking access to applications, removing accounts, and protecting sensitive data. By automating this process, organizations can reduce the risk of security breaches and ensure that data is protected.

In addition, with automated onboarding and offboarding, organizations can ensure that they're getting the most value from their SaaS investments by reducing the time it takes for employees to be productive and reducing the risk of security breaches.

Are you searching for an efficient solution to streamline your onboarding and offboarding processes with automation?

​​Thanks to Zluri! It helps IT teams streamline their onboarding and offboarding processes by offering automation. With Zluri, IT teams can enjoy a fully automated and efficient SaaS management system that saves time, reduces manual labor, and improves overall productivity.

It automates the onboarding process, making it quick and easy for new employees to get started with the necessary tools and applications. In addition, the platform integrates with popular SaaS tools and provides a centralized repository for all employee information, so you can always access up-to-date information about who is using what.

Moreover, Zluri helps you create workflows and customize the workflows as per users' roles, designation, seniority levels, etc. These workflows further can be saved as a "playbook" for future use, helping you automate repetitive tasks and allowing you to focus on high-value tasks that drive business growth.

Furthermore, with Zluri, IT teams can also simplify the offboarding process and ensure that all critical tasks are completed when employees leave. With automated offboarding, you can be confident that all data and access rights are revoked in a timely manner, helping to protect your organization's data security.

Therefore, whether you're a small business or a large enterprise, investing in Zluri is a smart decision that will help you to streamline your SaaS management processes and get the most out of your software investments.

3. Automated SaaS Renewal Management

With automated SaaS renewal management, organizations streamline the renewal process of their SaaS apps. It can help you avoid making huge mistakes like missed renewal deadlines or overspending on renewals. 

Also, organizations can ensure that they renew contracts at the right time, with the right terms, and at the right price. This can help organizations minimize the cost of renewals and ensure they get the best possible value for their money.

Do you need a hassle-free solution to automate your SaaS renewal management and ensure timely renewals?

With a centralized system in place like Zluri, organizations can have a complete overview of their SaaS applications and contracts and make informed decisions about renewals based on usage and performance data. 

Zluri also provides comprehensive renewal information, overviews, and clarity for all upcoming SaaS renewals. In addition, our Renewal Calendar allows you to proactively plan and prioritize your preparations, considering the renewal's size and its timeline.

Moreover, organizations can set up automated reminders for renewal dates, track renewal costs, and negotiate better terms with vendors, all from one central location. 

If necessary, you'll receive notifications of renewal dates and valuable insights on optimizing your license agreements. For example, you'll receive advance alerts 30, 15, and 1 day prior to contract renewals. And for payment renewals, you'll receive notifications 7 days and 1 day in advance.

4. Automated SaaS License Management

Managing software licenses manually can be a time-consuming and error-prone process, which is why automating your SaaS license management is crucial.

Automated SaaS license management eliminates the risk of human error, ensuring that all licenses are correctly tracked and managed. This improves the accuracy of your license management, making it easier for you to make informed decisions about software usage and licensing.

Also, it helps you identify any potential license wastage and make more informed decisions about license renewals and purchases. This can result in significant cost savings over time, making it a cost-effective solution.

Looking for a user-friendly solution to streamline your SaaS license management while enabling you to monitor usage and expenses in real-time?

Zluri provides organizations with automated SaaS license management to help them achieve greater efficiency and cost savings. With its innovative technology, Zluri makes it easy for organizations to manage their software licenses and comply with licensing agreements.

Additionally, you can track and get insights on vendors and contracts for each license.

Not only for your employees, but you can also keep track of licenses assigned to users external to the company, like vendors, freelancers, consultants, etc.

5. Automated User Monitoring and Reporting

Automated monitoring allows organizations to continuously monitor the performance and usage of their SaaS applications without the need for manual intervention. In addition, it provides IT teams with real-time insights into the SaaS apps' performance, allowing them to identify potential issues and resolve them quickly before they become major problems.

With real-time monitoring, organizations can detect issues and take corrective action to minimize downtime. This ensures that the applications are always available when users need them and helps to minimize disruption to business operations. 

Also, organizations can ensure that they adhere to relevant security and compliance regulations and that sensitive data is protected. This is especially important in industries that handle sensitive information, such as healthcare and finance.

In addition, automated reporting empowers organizations to quickly and easily generate comprehensive reports on their SaaS applications and usage patterns. This gives organizations real-time insights into the performance and usage of their SaaS applications and helps them make informed decisions about their SaaS investments.

Searching for a robust solution that can automate the monitoring of your SaaS applications and offer comprehensive reports on their performance?

Zluri helps organizations streamline their IT monitoring and reporting processes and improve the overall efficiency of their IT operations. By integrating with existing systems and workflows, Zluri provides real-time insights into SaaS app performance with usage data and helps IT teams quickly identify and resolve issues before they become major problems.

Zluri integrates seamlessly with the tools already used within an organization so that you can access your data from one central location. Whether you use Google Analytics, Salesforce, or any other tool, Zluri makes it easy for you to see all your data in one place. This eliminates the need for manual data tracking and reduces the risk of errors, giving you a more accurate picture of your business.

Also, with Zluri, you can say goodbye to generic, one-size-fits-all reports. Instead, our solution provides customizable reporting options, so you can easily generate the reports that matter most to your business. Whether you need weekly, monthly, or quarterly reports, Zluri makes it easy for you to get the data you need and when you need it.

Use Zluri to Create a Better Experience for IT Teams & Employees

Zluri helps IT teams streamline their workflows and create a better experience for IT teams and employees. By automating manual processes, reducing the risk of human error, and improving security and compliance, Zluri enables IT teams to focus on more strategic initiatives and deliver better results for their organizations.

If you're looking for a way to streamline your IT workflows and improve your IT team's efficiency, consider Zluri – the SaaS management platform that can help you achieve your goals. 

For more information,  schedule a demo today!

About the author

Ritish Reddy

Ritish is one of the co-founders of Zluri, the SaaS management tool for IT teams. He leads the Marketing and Partnerships as part of his role. Before Zluri, he was part of the founding team at KNOLSKAPE and Co-Founder at Cranium media. Ritish is an MBA graduate and is passionate about building, and scaling businesses ground up. He is an avid reader and loves exploring book stores and libraries in different parts of the world. He loves painting with his 4-year-old daughter.