Effortless Migration from TIBCO/MuleSoft to Workato: Powered by TelePort AI
In the fast-evolving world of enterprise integration, migrating from platforms like TIBCO and MuleSoft to modern cloud iPaaS solutions like Workato can feel daunting. Legacy spaghetti code, custom schemas, and undocumented business logic slow down innovation and drive up costs. That’s where Teleport AI comes in—a next-generation, AI-powered migration toolkit that redefines how organizations modernize their integration landscape.
Modernizing Integrations with Teleport AI
Teleport AI isn’t just another migration script or ETL tool. It’s a comprehensive migration platform designed to automate, accelerate, and de-risk your move to Workato. By leveraging cutting-edge AI, deep integration expertise, and an intuitive dashboard, Teleport AI empowers customers to:
AI engine to extract and analyze integration code and create the process specifications and required prompts for the target copilot
Visualize and transform workflows with unprecedented clarity
Harness Workato Copilot for recipe generation
Seamlessly create modern, maintainable automation on Workato
Lower migration and maintenance costs by automating manual tasks.
Achieve faster migration, validation, and go-live with end-to-end automation.
Save up to 70% of your migration time using Teleport and iSteer Migration experts skilled in multiple modern and legacy integration/iPaaS platforms
Move from planning to production-ready integrations in a fraction of a time.
Teleport AI Migration Lifecycle
1. Extraction: Turning Legacy Code into Actionable Assets
The first step in any migration is understanding what you have. Teleport AI connects to your source system—whether it’s TIBCO BW, MuleSoft, Boomi, or even custom Java-based ESBs—and automatically extracts all integration artifacts:
Process flows and sub-processes
• Mappings, schemas (XSD, JSON, CSV), and sample data
• Scripts, services, certificates, dependencies
Teleport AI goes beyond simply copying files: it parses and reconstructs your integration logic, capturing business context, dependencies, and configuration details.
Why This Matters:
Legacy documentation is almost always outdated. Teleport AI removes guesswork by giving you a complete, up-to-date snapshot of your integration landscape, no more manual inventory, no more risk of missing a critical dependency.
2. AI-Powered Code Analysis: Make Sense of Complexity
Once your integration assets are extracted, Teleport AI’s AI-powered analysis engine takes over. It scans your legacy codebase to:
Identify reusable logic and common patterns
• Highlight schema transformations and data mappings
• Detect deprecated services and obsolete endpoints
• Map dependencies between processes and external systems
All of this is presented in an interactive dashboard, where architects and business analysts can deep-dive into any process, inspect step-by-step logic, and annotate or flag items for review.
How You Benefit:
No more black boxes. Teleport AI shines a light on even the most convoluted legacy flows, making it easy for teams to agree on what stays, what goes, and how to modernize.
3. Dashboard-Driven Transformation: From Analysis to Modernization
Teleport AI is built for collaboration and action—not just analysis. In its powerful dashboard, you can:
Transform or refactor legacy steps into modern patterns
• Group steps into reusable components (perfect for Workato functions)
• Tag business-critical logic, document exceptions, and enrich with context
• Simulate new flow designs before generating any code
You get instant visual feedback on how your migrated flows will behave—eliminating surprises later in the project.
4. Workato Copilot Integration: AI-Driven Recipe Generation
Here’s where Teleport AI takes migration into the future: With direct integration to Workato Copilot, your extracted and transformed flows are translated into Workato prompts and recipes. Teleport AI automatically:
Generates Workato Copilot-ready prompts using step-by-step logic, data mappings, and schema definitions
• Handles Workato Copilot prompt size limits by chunking and prioritizing the most critical process details
• Sketches initial recipes using Workato’s AI, drastically reducing manual coding
Why Organizations Choose Teleport AI for Integration Migration
Speed: Cut migration time from months to weeks—save up to 70% in project timelines.
• Accuracy: No missed mappings or hidden logic—everything is captured, transformed, and validated.
• Transparency: Dashboards, visualizations, and full audit trails.
• Future-proof: Modern, reusable Workato recipes ready for ongoing business innovation.
Ready to Modernize? Let Teleport AI Accelerate Your Migration
Integration modernization is no longer a leap of faith. With Teleport AI, you get clarity, control, and confidence at every stage of migration—from legacy chaos to Workato-powered agility. Don’t let your business get stuck in the past. Unlock the future of integration with Teleport AI.
Contact us today to schedule a demo or start your migration journey!
Unlocking Predictive Sales Power with AI by Workato
In today’s data-driven world, managing sales processes efficiently requires more than just automation—it needs predictive insights that anticipate challenges and highlight opportunities. AI by Workato, integrated with Salesforce, empowers sales teams with actionable data, real-time forecasts, and intelligent automation, transforming how enterprises manage their sales pipelines.
The Challenge of Predictive Sales Management
Sales forecasting and opportunity management are complex, often requiring manual updates, subjective insights, and time-consuming processes. This not only slows decision-making but introduces errors that affect deal closures and revenue expectations. Sales teams need a solution that not only automates tasks but also provides data-driven, predictive insights.
AI by Workato: Shaping the Future of Sales
By leveraging AI by Workato , organizations can shift from reactive sales management to proactive strategies. AI delivers predictive forecasts, opportunity scoring, and automated follow-ups that align sales processes with data insights, offering sales teams the agility needed to close deals faster.
Key Features of AI-Enhanced Sales Management:
- Predictive Opportunity Scoring: AI by Workato continuously analyzes data from Salesforce, scoring opportunities based on factors such as interaction frequency, deal stage, and sentiment analysis. The AI model updates scores in real-time, allowing sales teams to focus on high-value deals and flag at-risk opportunities
- Sentiment Analysis on Communications: Natural Language Processing (NLP) by AI analyzes emails, call logs, and meeting transcripts stored in Salesforce. It identifies potential risks by flagging negative sentiment or lack of engagement, enabling sales reps to intervene early and re-align their strategies.
- Real-Time Sales Forecasting: By integrating historical performance and current opportunity health scores, the system generates highly accurate sales forecasts. As opportunities progress or new data comes in, forecasts are automatically updated, helping sales leaders make informed, up-to-the-minute decisions.
- Automated Follow-Ups: Workato recipes automate the follow-up process, triggering actions like sending emails or scheduling calls based on opportunity health scores. For example, if an opportunity stagnates, an automated follow-up is sent to re-engage the client, ensuring that no high-priority deal is neglected.
- Customizable Dashboards via Workato Insights:Workato Insights provides real-time visibility into key metrics, such as opportunity health and forecast accuracy. Sales managers can view detailed reports, analyze trends, and take immediate action based on AI-driven data presented in customizable dashboards.
Workato Recipes and Insights: The Backbone of AI-Powered Sales
At the heart of this AI-driven solution are Workato recipes and Workato Insights—automation workflows and analytics that work together to provide seamless integration between AI, Salesforce, and sales operations. Workato Insights enhances the analytics experience, offering detailed dashboards and real-time data that allow sales teams to make data-driven decisions.
- Recipe for Opportunity Scoring with Workato Insights: Workato recipes pull opportunity data from Salesforce and feed it into AI models. Workato Insights then analyzes key sales metrics, providing detailed reports and dashboards showing how opportunities evolve over time.
Example Recipe:
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Trigger: New opportunity created in Salesforce.
Action: Analyze and score opportunities using AI by Workato and Workato Insights. Action: Update Salesforce with the score and display insights on dashboards
- Recipe for Sentiment Analysis with Insights: Emails, meeting notes, and call transcripts are automatically analyzed for sentiment using AI by Workato. Workato Insights stores and displays these results, allowing sales reps and managers to prioritize opportunities based on communication patterns.
Example Recipe:
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Trigger: New communication log in Salesforce.
Action: Analyze sentiment using AI.
Action: Update opportunity with sentiment score and display insights in dashboards.
- Recipe for Predictive Sales Forecasting with Workato Insights: Workato recipes generate sales forecasts using AI-driven predictions, while Workato Insights provides visualizations and dashboards for sales leaders to monitor forecast accuracy and identify trends.
Example Recipe:
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Trigger: Weekly sales data update.
Action: Calculate new forecast using AI predictions.
Action: Update Workato Insights dashboards with forecast data generated by AI predictions. Why AI by Workato is Essential for Modern Sales Teams
- Data-Driven Decision Making: AI replaces guesswork with concrete data, empowering teams to act based on accurate opportunity health and sentiment analysis. ● Increased Forecast Accuracy: The combination of AI predictions and Workato Insights ensures that sales forecasts are more reliable than manual estimates. ● Higher Deal Closure Rates: Proactive alerts and automated follow-ups mean fewer deals fall through the cracks, leading to higher closure rates.
- Efficiency and Speed: Automating time-consuming tasks like follow-ups and scoring allows sales reps to focus on engaging with high-value leads.
AI by Workato and Workato Insights: Beyond Sales Automation
What sets this solution apart is the seamless blend of AI and automation with powerful analytics from Workato Insights. While traditional tools focus solely on task automation, AI by Workato adds the dimension of intelligence and prediction. Coupled with Workato Insights, businesses can visualize their data, adjust strategies in real-time, and continuously improve sales outcomes.
Conclusion: Shaping Sales Success with AI by Workato and Workato Insights
AI by Workato, enhanced by Workato Insights, takes sales management to the next level, providing more than just automation—it offers predictive power, intelligent insights, and real-time visibility. Sales teams are equipped to make smarter decisions, close deals faster, and forecast with accuracy, all while automating repetitive tasks. This makes it an invaluable asset for modern sales teams looking to stay competitive in a data-driven world.
Ready to unlock the full potential of AI in your sales operations? Reach out to us for a demo and see how Workato and Workato Insights can transform your sales process into an intelligent, automated powerhouse. Contact us today at sales@isteer.com to get started.
Transforming Invoice Processing with AI-Driven Accounts Payable Automation
Managing thousands of invoices monthly can be overwhelming for enterprise organizations, leading to inefficiencies, delayed payments, and compliance challenges. Leveraging Workato Intelligent Document Processing (IDP) and Workflow Apps, this use case streamlines Invoice Processing and Accounts Payable workflows, transforming traditionally manual processes into automated, efficient, and error-free operations.
The Problem with Traditional Invoice Processing
Organizations handling vast amounts of invoices manually face several challenges—data extraction errors, delayed processing times, and inefficient purchase order (PO) matching. These issues not only cause payment delays but also create bottlenecks in accounts payable (AP) processes.
AI-Powered Invoice Processing: A Game-Changer
With Workato’s IDP and Workflow Apps, organizations can implement an AI-driven invoice automation system. This system automates data extraction from invoices, validates it against POs, triggers approvals, and posts validated invoices to ERP systems, all while reducing manual intervention and operational errors.
The Power of Workato’s IDP: No Training Required
Unlike many traditional OCR tools, Workato’s Intelligent Document Processing (IDP) doesn’t require manual document training. You don’t need a dedicated team to train the system for specific formats like invoices, contracts, or receipts. Workato IDP leverages pre-built models that automatically recognize document patterns and extract key fields without a console for manual training.
If discrepancies arise, schema refinements or workflow adjustments can easily correct the extracted data. However, the process remains highly automated, eliminating the need for complex training workflows commonly found in other OCR tools.
Key Features of AI-Enhanced Invoice Processing:
- Automated Invoice Capture: Workato IDP automatically ingests invoices from various sources (e.g., emails, cloud storage) and extracts essential details like invoice number, vendor name, PO number, and amounts, regardless of the invoice format.
- Data Validation and PO Matching: After extracting invoice data, Workato IDP matches it against the corresponding PO in the ERP system, ensuring accuracy in quantities, pricing, and totals. Discrepancies are flagged for manual review, preventing errors in payments.
- Approval Workflow Automation with Workato’s Workflow Apps: For invoices that pass validation, Workato’s Workflow Apps trigger approval workflows based on predefined business rules. These workflows automatically route invoices to the appropriate approvers via Slack, Microsoft Teams, or email, ensuring a streamlined and timely approval process. Approvers can quickly review and approve invoices within their preferred platforms, ensuring efficiency and reducing delays.
- ERP Integration and Payment Processing: Once an invoice is approved, Workato posts it directly to the ERP system (e.g., SAP, Oracle, NetSuite), triggering the payment process and updating the invoice status in real time.
- Handling Exceptions: Invoices with data mismatches trigger exception workflows, sending notifications to relevant teams for resolution. Automatic follow-ups ensure that exceptions are not overlooked.
- Real-Time Analytics & Dashboards: Workato Insights provides real-time dashboards that monitor the status of invoices, approvals, and exceptions. Finance teams can track bottlenecks, processing times, and overall AP efficiency.
Business Impact for Enterprise Organizations
- Reduced Processing Time: AI-driven automation significantly cuts down the time required to process each invoice, speeding up payments and improving vendor relationships.
- Cost Savings: By automating repetitive tasks like data entry, validation, and approvals, organizations save on operational costs and reduce the risk of human errors. 3. Improved Accuracy: Workato’s IDP and Workflow Apps ensure that invoices are processed accurately, leading to correct payments and minimized financial discrepancies.
- Enhanced Compliance: With a comprehensive audit trail and automated compliance checks, enterprises can meet internal and external regulatory requirements effortlessly. 5. Increased Vendor Satisfaction: Timely payments and automatic vendor notifications enhance vendor relationships and reduce back-and-forth communication.
Why This Solution is Innovative
This use case leverages Workato’s IDP for extracting unstructured data from invoices and Workflow Apps to automate approval flows, ensuring fast and accurate processing. By integrating these components with ERP and AP systems, the solution delivers operational efficiency, reduces costs, and enhances compliance. iSteer’s packaged solution also addresses current limitations of Workato’s IDP, such as handling only 5-page documents, by enabling successful processing of invoices or contracts with more than 5 pages. This makes our solution ideal for enterprises handling complex, multi-page documents.
Conclusion: Transforming Invoice Processing with AI, Workato’s IDP, and Workflow Apps
AI-powered Invoice Processing, combined with Workato’s IDP and Workflow Apps, revolutionizes how organizations handle accounts payable. By automating data extraction, validation, approvals, and payments, enterprises can achieve efficiency, cost savings, and improved compliance.
Ready to experience the power of Workato’s IDP in real time? Bring your own invoices, and we will execute the process right in front of you, so you can see firsthand how IDP transforms invoice management.
Contact us today at sales@isteer.com to schedule a demo and explore how Workato can streamline your AP workflows.
Revolutionizing Automation: iSteer's AutomateBI Dashboard for Real-Time Error Management
In today’s fast-paced business world, automation is essential for smooth operations, time savings, and reducing mistakes. However, managing the myriad of software applications involved in business processes can become complex, leading to errors that slow things down.
For most enterprises, the Procure to Pay process is critical and relies on seamless integration of multiple applications, with SAP S4 HANA at its core. Any disruptions in this process can significantly impact your operations. That’s where we come in.
We understand these challenges, and our solution, AutomateBI, is designed to simplify your life. AutomateBI is an error and audit dashboard built on the Workato integration platform. It not only helps you manage errors in real-time but also provides the insights needed to prevent them from happening.
With iSteer’s AutomateBI, you gain:
- Real-time Visibility: Receive instant notifications about errors, allowing you to address them promptly.
- Streamlined Resolution: AutomateBI guides you through fixing errors quickly and efficiently.
- Enhanced Efficiency: Improve your overall operations and save valuable time with AutomateBI.
AutomateBI is your partner in achieving smoother, more efficient business processes. From Manual Chaos to Automated Clarity: Conquer Errors and Reclaim Control
In many organizations, managing errors through manual processes like spreadsheets can create chaos and delays. These time-consuming and error-prone methods often hamper decision-making and efficiency, leaving users grappling with outdated and inaccurate information. iSteer’s revolutionary dashboard offers a solution to streamline and automate error management, transforming the way businesses handle these challenges.
Why We Need iSteer’s AutomateBI Dashboard
In an interconnected business environment, even minor automation errors can cascade into significant disruptions. Integration failures can halt critical processes like purchase orders and payments, affecting overall productivity and business continuity. Traditional methods of error
management are no longer sufficient. Real-time monitoring and instant resolution are essential to maintain operational efficiency and ensure seamless workflow.
The Solution: iSteer’s AutomateBI Dashboard
Imagine having a powerful tool that identifies and corrects automation issues in real-time. That’s what iSteer’s Automate Dashboard does. Here’s how it transforms the automation landscape:
- Centralized Monitoring: The dashboard offers a unified view of automation errors, ensuring that users can monitor and address issues from a single, comprehensive platform.
- Near Real-Time Data: Data is refreshed every two hours, providing users with almost instantaneous insights into automation errors. This ensures prompt identification and resolution of issues, maintaining the flow of operations.
- Role-Based Access: Users are given specific roles and access based on their job functions and business units, ensuring they see only relevant errors, enhancing security and efficiency.
- Error Categorization: Errors are categorized based on messages from applications like Coupa and error codes from SAP or other systems. This precise categorization aids in quicker error resolution.
- Actionable Insights: The dashboard displays the action party, root cause, and resolution steps for each error, providing users with clear guidance on how to address issues.
- Historical Analysis: Users can analyze error trends and patterns over time.
Benefits of the iSteer’s AutomateBI Dashboard
The implementation of iSteer’s Automate Dashboard offers several key benefits:
- Improved Efficiency: Automated error reporting and near real-time insights reduce the time spent on manual reporting and analysis, allowing users to focus on resolving issues.
- Enhanced Decision-Making: Accurate and timely information aids in better decision-making and proactive issue resolution.
- Increased Flexibility: Customizable views ensure that users have the flexibility to tailor the dashboard to their needs.
- Secure Data Handling: Role-based access ensures that sensitive information is only accessible to authorized users, maintaining data security.
- Broad Applicability: The framework’s versatility means it can be integrated into various business processes, enhancing error management and automation across different departments.
- Future-Proof: The dashboard’s extensibility with AI capabilities ensures that it can evolve with technological advancements, providing predictive insights and intelligent automation.
Key Components of the Dashboard
Audit Framework
- Overview: A common functional recipe for audit records is utilized across all interfaces, pushing batches of audit records to a centralized database.
- Features:
– Standardized Logging: Ensures uniformity and consistency in logging across all recipes.
– Comprehensive Tracking: Facilitates comprehensive tracking of actions performed by Workato recipes.
– Simplified Analysis: Centralized storage of logs in a database enables easy analysis and reporting.
Error Framework
- Overview: A common functional recipe for error logging categorizes errors based on error codes, stores them in a database, and sends notifications via email. ● Features:
– Simplified Error Handling: Provides a centralized approach to error handling, reducing complexity and redundancy.
– Customizable Notifications: Configurable notifications to specific parties based on errors.
– Integrated Analysis: Integration with Power BI dashboards enables comprehensive analysis and visualization of error data.
Integration Error Dashboard (iSteer’s AutomateBI Dashboard)
The Power BI dashboard provided by iSteer offers a comprehensive view of automation errors by fetching data from the Workato database. This high-level tool includes various features to streamline error management. Audit logs and error logs track and store detailed records of all interface activities and errors, respectively. Error notification settings ensure that errors are categorized and notified appropriately. The dashboard also maintains various hierarchies such as different business units, functional units, and support teams along with their respective lists of interfaces. Moreover, it provides historical error statistics, including daily counts, based on the defined hierarchy.
Role-based access control ensures secure and relevant access to users based on their roles. The outstanding errors overview categorizes and displays all unresolved errors, making it easier for users to identify and address issues promptly. For further details, reach out to iSteer.
Ease of Integration
Integrating the AutomateBI Dashboard into existing workflows is straightforward and seamless. iSteer provides a comprehensive setup guide and support to ensure a smooth implementation. The dashboard is designed to be user-friendly, requiring minimal training for end-users. Its integration with Workato’s powerful automation capabilities ensures that data flows smoothly, and errors are captured and addressed in real-time, without disrupting ongoing processes.
Conclusion: Transforming Automation Management for the Future
iSteer’s AutomateBI Dashboard, powered by Workato and PowerBI , represents a transformative leap in automation error management. By providing a centralized, real-time view of automation errors and equipping users with actionable insights, the dashboard enhances the efficiency, scalability, and reliability of automation processes. iSteer’s innovative approach not only simplifies error handling but also empowers organizations to make data-driven decisions swiftly and accurately. This commitment to leveraging cutting-edge technology ensures that businesses can maintain seamless operations and focus on growth.
Ready to transform your data integration and automation capabilities?
Contact us today at sales@isteer.com to explore how iSteer can empower your organization to streamline workflows and optimize data operations for the future.
Transforming Healthcare with AI-DrivenTranscript Processing: A Game-Changer for Clinician-Patient Interactions
In the healthcare industry, every interaction matters—especially those between clinicians and patients. As patient care increasingly shifts to virtual platforms, it’s vital to ensure that every consultation is optimized, recorded, and analyzed to enhance care delivery. Imagine a system that can not only capture every detail from virtual meetings on platforms like Google Meets, Zoom, or Microsoft Teams but also analyze those conversations to extract critical insights. Now, add to that the ability to match patients with the most suitable healthcare professionals based on their specific needs—whether it’s their specific medical condition or behavioral patterns, particularly in cases involving specialized care for conditions like autism.
iSteer has built a packaged solution that integrates these functionalities seamlessly into healthcare environments, allowing healthcare providers to immediately benefit from this advanced automation technology. This is the power of integrating AI by Workato into virtual healthcare workflows.
The New Frontier in Patient Care:
Seamless Transcript Processing. Today’s healthcare organizations face a dual challenge: managing large volumes of patient interactions while ensuring personalized care. With AI-powered automation, managing these conversations becomes significantly easier. Here’s how the integration of Google Meets, Zoom, or Microsoft Teams with Workato can enhance patient care by transforming transcript processing into actionable insights.
Automatically Capture and Process Transcripts:
First, integrating Google Workspace, Zoom, or Microsoft Graph API (for Microsoft Teams) with Workato ensures that every virtual meeting’s transcript is captured and processed in real-time. This workflow ensures that patient consultations are documented, and vital details such as symptoms, treatment plans, and patient concerns are readily available for further analysis. The transcript retrieval process is entirely automated, meaning clinicians can focus on patient care, knowing the system will store every detail accurately and promptly.
AI-Powered Insights for Clinician-Patient Conversations:
Once the transcript is captured, the AI by Workato connector steps in. This powerful tool analyzes the transcript to assess key information like:● Patient symptoms or specific criteria for diagnosis.
● Treatment recommendations and care plans.
● Behavioral patterns, especially in cases requiring specialized care, such as working with children or patients with autism.
These insights help clinicians and healthcare teams make informed decisions based on real-time data extracted from patient conversations.
Matching Patients to the Right Technicians or Healthcare Professionals
One of the most critical aspects of patient care is ensuring that the patient is matched with the right healthcare professional. Whether it’s a technician, nurse, or therapist, AI by Workato analyzes patient discussions and suggests the most suitable professional based on the patient’s specific needs.
For example, in autism care, where behavioral patterns and specialized treatment play a pivotal role, the AI system reviews these factors and ensures that the assigned healthcare professional is well-equipped to handle the patient’s condition.
Practical Use Case: How It Works
Let’s look at how this works in practice. A clinician and patient engage in a virtual consultation through Google Meet, Zoom, or Microsoft Teams. The system automatically captures the transcript of this interaction, and AI by Workato analyzes the conversation, highlighting key symptoms and treatment plans. The AI system then identifies a technician with the right skills and experience, ensuring the patient gets the specialized care they need, such as in autism treatment.
All this happens seamlessly, reducing the burden on healthcare providers while enhancing the quality of care delivered.
Documenting and Storing Critical Data
Storing critical patient information, including meeting transcripts and AI-generated summaries, is just as important as generating it. This integration allows healthcare providers to store patient data in:
- Google Sheets for easy sharing.
- Healthcare CRMs like Salesforce, HubSpot, Zendesk or Zoho to track patient interactions.
- Databases like MySQL or PostgreSQL for long-term storage and compliance.
With everything documented and accessible, healthcare teams have the information they need to provide continuous care, track progress, and make informed decisions.
Demonstrating Impact: Preparing for the Future of Healthcare
The benefits of integrating AI-driven transcript processing go beyond day-to-day operations. The proof-of-concept phase allows healthcare providers to test the system in real-world scenarios, such as patient consultations or care planning sessions. This helps demonstrate the tangible impact AI can have on improving patient outcomes.
By showcasing AI’s role in summarizing conversations, generating insights, and making technician-patient matches, healthcare organizations can see how AI can elevate patient care to new heights.
Unlocking the Full Potential of AI in Healthcare
This AI-powered transcript processing solution is ideal for healthcare organizations that deal with frequent patient interactions, especially in specialized care fields like pediatrics, autism, or chronic disease management. By leveraging tools like AI by Workato, healthcare teams can automate the administrative aspects of patient care, allowing clinicians to focus on what matters most—delivering personalized, high-quality care.
As virtual care continues to expand, the ability to capture, analyze, and act on patient conversations will become a cornerstone of modern healthcare. With this solution, healthcare providers can stay ahead, ensuring that every patient receives the care they need, tailored to their specific conditions and behavioral patterns.
See the Solution in Action
If you’re interested in seeing how this AI-driven transcript processing solution can transform your healthcare workflows, reach out to iSteer for a personalized demo. Our team will walk you through the entire process—from transcript analysis to technician matching—and show how our solution can be customized to meet your organization’s unique needs. Contact us today at sales@isteer.com to get started.
CI/CD for TIBCO Scribe Migration Using Azure DevOps
Overview
Every client typically maintains multiple environments, such as DEV, UAT, SIT, and PROD. When they need to migrate or move TIBCO Scribe solutions from one environment to another, the process often involves manual work. This manual effort can lead to errors during migration, increasing the risk and time required. To overcome these challenges, we can leverage TIBCO Scribe APIs, PowerShell scripting, and Azure DevOps CI/CD pipelines to automate the migration process. This approach ensures a seamless, error-free, and efficient migration across environments.
Problem Statement
Migrating Tibco Scribe solutions between organizations can be a time-consuming and error-prone manual process, especially when dealing with multiple deployments. This blog post outlines a solution using Azure DevOps to implement a CI/CD pipeline that automates the migration process, saving you time and effort.
What is TIBCO Scribe?
TIBCO Scribe is a cloud-based integration platform that simplifies data migration, replication, and integration between applications and data sources. It provides tools for building, deploying, and managing integrations, allowing organizations to automate workflows across their ecosystem effectively.
What is CI/CD in Azure DevOps?
CI/CD (Continuous Integration and Continuous Deployment) in Azure DevOps is a development practice that enables teams to build, test, and deploy code changes in an automated and streamlined manner. Azure DevOps provides a suite of tools for creating pipelines, managing repositories, and deploying applications across environments such as Development (Dev), User Acceptance Testing (UAT), and Production (Prod).
Authentication and Authorization
To manage multiple TIBCO Scribe organizations (Dev, UAT, Prod), authentication and authorization are performed using token-based authentication in API requests.
Generate Token: Use secure credentials to generate a token that provides temporary access for API requests. This token is used in place of username and password to enhance security.
Authenticate Requests: All API calls, such as retrieving solutions or migrating them, are authenticated using the token in the headers. This ensures secure and streamlined access to resources across all environments.
Base API Endpoint: https://agent.scribesoft.com/v1/
Scribe APIs for Migration
Below are the key APIs used for the migration process:
Get Organization Details (Org ID): Retrieves the source and destination organization IDs required for migration.
GET /v1/orgs
Get Solution ID: Fetches the unique solution ID from the source organization.
GET /v1/orgs/{orgId}/solutions
Get Destination Agent ID: Retrieves the agent ID for the destination organization to ensure the solution is migrated to the correct environment.
GET /v1/orgs/{orgId}/agents
PowerShell Script for Migration
The following steps outline a PowerShell script to automate the migration process:
1. Authenticate with Scribe
Authenticate using API credentials to access the Scribe API.
2. Check if Solution Exists in the Destination Organization
Ensure the solution does not already exist in the destination environment to prevent duplication.
3. Validate Connections in Destination Organization
Verify that all necessary connections exist in the destination organization before migrating the solution.
4. Migrate the Solution
Perform the migration by exporting the solution from the source organization and importing it into the destination organization.
Conclusion
By leveraging Azure DevOps CI/CD pipelines and PowerShell scripting makes TIBCO Scribe solution migration across multiple organizations straightforward and efficient. Automation ensures that the process is consistent, minimizes manual effort, and speeds up deployment timelines. With secure token-based authentication and API integration, the migration becomes more reliable and error-free.
How iSteer can help you with this solution?
At iSteer, we understand the challenges of migrating TIBCO Scribe solutions. Many of our clients have faced similar hurdles, struggling with complex and time-consuming migrations. There is a direct document available to implement this solution, providing a clear, step-by-step guide to ensure a seamless migration process. To address these challenges, we’ve developed a streamlined, automated CI/CD solution that has successfully helped countless clients move their solutions quickly and efficiently.
Finding the Right Technology Fit for Your Business
Navigating the ever-evolving technology landscape can feel like a daunting task. Buzzwords like microservices, AI/ML, and LLMs are constantly bombarding us, and it’s easy to get swept up in the hype. While the latest advancements offer incredible potential, it’s crucial to remember that no single technology is a magic bullet.
The truth is, many businesses still rely on legacy systems and traditional processes. Perhaps you’re dealing with batch processing, EDI file exchanges, or on-premise applications. Digital transformation is a journey, not a destination, and it’s important to find solutions that align with your unique needs and pace.
At iSteer, we understand that one size does not fit all. With over 15 years of experience, we’ve helped countless clients navigate their technology challenges. We partner with leading software companies and cultivate expertise across a wide range of solutions, allowing us to offer truly customized approaches.
Here’s how we can help:
- Cloud Solutions: Whether you’re looking to migrate to the cloud, optimize your existing cloud infrastructure, or maintain a hybrid environment, we can guide you through the process. Our expertise spans multiple cloud platforms, ensuring you remain cloud-agnostic and retain flexibility.
- Application Modernization: We can help you modernize your legacy applications, integrate disparate systems, and automate manual processes, improving efficiency and reducing costs.
- API Management: Simplify API implementation and unlock new revenue streams with our API management solutions. We can help you design, deploy, and manage APIs effectively.
- Data Integration: From EDI file exchanges to large-scale data transfers, we have the expertise to ensure seamless data flow across your organization.
Our Approach:
We begin by thoroughly analyzing your requirements and understanding your business objectives. Then, we recommend the most suitable solutions, whether on-premise, cloud-based, or a hybrid approach. Our team of experts will work closely with you to:
- Provision and configure your environments
- Develop and implement deployment pipelines
- Monitor and manage your applications
Ready to embark on your technology transformation journey?
Contact iSteer today. We’re here to help you find the perfect technology fit for your business.
Cost Optimization on Cloud Platforms
Cloud computing has transformed how businesses operate by offering scalable, flexible, and cost-effective solutions for IT infrastructure. At iSteer, we understand that the pay-as-you-go model can sometimes lead to unexpected costs if not managed strategically. Our expertise in cost optimization helps businesses minimize cloud spending while maintaining performance and scalability.
Key Challenges in Cloud Cost Management
Unpredictable Spending Patterns
Many businesses face fluctuating costs due to unforeseen resource usage.
Underutilized Resources
Idle resources often go unnoticed, leading to unnecessary expenses.
Complex Pricing Models
The diverse pricing models across cloud providers can confuse organizations.
Benefits of Effective Cost Optimization
Improved ROI: Maximizing resource utilization ensures better returns.
Operational Efficiency: Streamlined cloud operations reduce waste.
Scalability: Resources are dynamically adjusted to meet demands without overprovisioning.
Key Strategies for Cost Optimization
Right-Sizing Resources
Description: Ensure that compute instances, storage, and other resources match actual usage requirements.
Actions: Regularly monitor resource utilization and scale resources up or down as needed.
Leveraging Reserved Instances (RIs)
Description: Commit to using certain resources for a one- or three-year term to receive significant discounts.
Actions: Analyze long-term workloads and purchase RIs for predictable usage.
Utilizing Spot Instances
Description: Use spot or preemptible instances for non-critical or flexible workloads.
Actions: Leverage these for batch processing, data analysis, or development/testing environments.
Automating Resource Management
Description: Implement automation to schedule shutdowns of unused instances and scale resources dynamically.
Actions: Use tools like AWS Auto Scaling, Azure Automation, or Google Cloud Operations.
Storage Optimization
Description: Identify unused or redundant storage and move infrequently accessed data to lower-cost tiers.
Actions: Use lifecycle management policies to transition data between storage classes.
Monitoring and Alerts
Description: Continuously monitor usage and set up alerts for unusual spending patterns.
Actions: Use native tools like AWS Cost Explorer, Azure Cost Management, or Google Cloud Billing.
Serverless Architectures
Description: Adopt serverless computing for workloads with unpredictable traffic.
Actions: Implement services like AWS Lambda, Azure Functions, or Google Cloud Functions.
Containerization and Kubernetes
Description: Use containers and orchestration tools to improve resource utilization.
Actions: Deploy applications with Kubernetes or Docker Swarm for better cost efficiency.
Using Discounts and Credits
Description: Take advantage of discounts, free tiers, and promotional credits offered by cloud providers.
Actions: Stay updated with provider offerings and negotiate custom discounts if applicable.
Adopting FinOps Practices
Description: Foster collaboration between engineering, finance, and management teams to align cloud spending with business objectives.
Actions: Establish a centralized team to enforce cost governance policies.
Tools and Services for Cost Optimization
At iSteer, we utilize the following tools to maximize your cloud investment:
AWS: AWS Trusted Advisor, AWS Cost Explorer, AWS Savings Plans
Azure: Azure Advisor, Azure Cost Management, Azure Reservations
Google Cloud: Google Cloud Pricing Calculator, Google Cloud Cost Management, Recommender
Real-World Use Cases
Case Study 1: Retail Company
Challenge: High storage costs due to unused data.
Solution: Implemented lifecycle policies to transition old data to lower-cost storage tiers.
Result: Reduced storage costs by 40%.
Case Study 2: E-commerce Platform
Challenge: Unoptimized compute instances leading to high operational costs.
Solution: Right-sized instances and utilized reserved instances for predictable workloads.
Result: Achieved 30% savings on compute costs.
Why Choose iSteer for Cloud Cost Optimization?
Our tailored solutions are designed to align with your business objectives. By leveraging industry best practices and advanced tools, iSteer ensures that your cloud infrastructure is optimized for cost efficiency and performance.
Custom Strategies: Tailored solutions for unique business needs.
Proven Expertise: Experienced professionals with a track record of success.
Continuous Support: Ongoing guidance and monitoring to ensure sustained savings.
Conclusion
Optimizing cloud costs requires continuous monitoring, strategic planning, and expert guidance. At iSteer, we are committed to helping businesses unlock the full potential of their cloud investments. Contact us today to learn how our cost optimization strategies can transform your operations and drive success.
API Management Migration: Ensuring a Seamless Transition
APIs are at the heart of the business digital operations, powering customer experiences, internal processes, and third-party integrations. But what happens when the current API platform can no longer keep up with business demands? Whether scaling for growth, modernizing legacy systems, or consolidating platforms, migrating APIs is a crucial step.
For business stakeholders, API migration is about more than just technology—it’s about ensuring continuity, reducing risks, and enabling future innovation. This guide outlines the key steps to ensure API migration aligns with business goals.
Understand the Scope of Migration
A clear understanding of the migration scope prevents surprises down the line. Here’s what to focus on:
Prioritize Key APIs
Critical APIs: Identify APIs central to business operations and prioritize them in the migration plan. These are the APIs customers or partners rely on most.
Legacy APIs: Decide the fate of older APIs:
Migrate if they’re still valuable.
Deprecate if they’re no longer needed.
Re-engineer if they need modernization to meet new business needs.
Know What’s Included
The migration involves more than APIs. It also includes:
Policies (e.g., security, rate-limiting).
Developer Portals (content, user accounts, and subscriptions).
Analytics and Reporting (historical data, dashboards).
Authentication Systems (OAuth, API keys).
Exclude Non-Essential Items
Streamline the process by excluding:
APIs scheduled for deprecation.
Outdated analytics data that won’t impact future operations.
This clarity ensures resources are spent wisely, focusing on assets that matter
Assess the Platforms
Before migrating, compare the current platform with the target one. For business stakeholders, the question is simple: What value does the new platform bring to our business?
Key Considerations
Enhanced Capabilities: Does the target platform offer features that will improve performance, security, or scalability?
Business Continuity: Are there any gaps between the two platforms that could disrupt operations?
Customization Needs: Will you need to adapt policies, integrations, or branding to align with the new platform?
Leverage New Opportunities
Look for ways to use the migration as a springboard for innovation. For example:
Automate processes to reduce costs.
Use advanced analytics to gain deeper business insights.
Improve developer onboarding and collaboration with an enhanced portal experience.
Plan the Migration
Migration is as much a business operation as it is a technical one. A well-structured plan ensures minimal disruption and maximum ROI.
Set a Realistic Timeline
Start with low-risk APIs to build confidence in the process.
Gradually move to business-critical APIs once the migration is validated.
Choose the Right Strategy
Lift-and-Shift: Ideal for quick migrations where minimal changes are needed.
Rebuild-and-Optimize: Best for long-term benefits, where APIs are redesigned to leverage the new platform’s features.
Automate Where Possible
Automation reduces risks, saves time, and ensures consistency during the migration.
Establish Milestones
Key milestones to track progress include:
Completion of API inventory.
Proof of concept (POC) to test feasibility.
A pilot phase with select APIs.
Full migration and rollout.
Test and Validate Before Deployment
Thorough testing ensures that migration delivers the business continuity that stakeholders expect.
Pre-Migration Testing
Measure performance to establish a baseline (e.g., response times, error rates).
Verify security mechanisms to protect sensitive data.
Post-Migration Testing
Confirm functionality parity with the old platform.
Ensure that all business-critical integrations work as expected.
Success Criteria
APIs meet performance benchmarks.
No security vulnerabilities.
Full integration with backend systems and external partners.
These criteria ensure the migration doesn’t just work—it works for the business.
Rollout with Minimal Risk
Rollout strategy should prioritize stability and customer satisfaction.
Choose the Right Rollout Approach
Phased Rollout: Migrate in batches, starting with less critical APIs.
Parallel Run: Keep both platforms running simultaneously until there is confidence in the new platform.
Canary Deployment: Direct a small percentage of traffic to the new platform to test performance.
Blue-Green Deployment: Maintain both platforms, and switch traffic entirely to the new one after validation.
Prepare Stakeholders
Notify internal teams, customers, and partners about the rollout timeline.
Provide updated API documentation and user guides.
Backup and Contingency Plans
Ensure that a rollback plan is in place to minimize disruptions in case of unforeseen issues.
Monitor and Optimize
The work doesn’t end after the rollout. Post-migration monitoring ensures long-term success.
Post-Rollout Monitoring
Use real-time analytics to track API performance and customer behavior.
Schedule regular reviews to ensure compliance with SLAs.
Optimize for Future Needs
Fine-tune API configurations to improve performance.
Leverage the new platform’s features for greater scalability and efficiency.
Decommission the Old Platform
Once the new platform is fully operational:
Gradually redirect all traffic.
Shut down legacy systems to save costs.
Why API Migration Matters for Your Business
API migration isn’t just a technical exercise—it’s an opportunity to future-proof the digital ecosystem, improve operational efficiency, and enhance customer experiences. By approaching migration strategically, ensure a seamless transition that supports business’s goals for growth and innovation.
Migration Automation - BW5 to BW6/Cloud Edition (CE)
Migrating from BW5 to BW6/Cloud Edition (CE) is a complex but essential process for businesses moving to cloud-based environments. While migration tools have significantly improved over time, some manual activities are still necessary to ensure that the code is stable and meets product standards. This process, although increasingly automated, requires ongoing effort to achieve a smooth and reliable transition to the cloud. In this context, understanding the balance between automation and manual intervention is key to successful migration.
Migration Process Evolution
Migration from BW5 to BW6/Cloud Edition (CE) has come a long way, with the migration tool evolving over time to become more stable with each version release. However, despite these advancements, there are still manual activities required to ensure that the code reaches a stable state for cloud products.
Early Challenges and Manual Intervention
In the early stages, migration tools could only handle a portion of the workload, leaving a significant amount of manual intervention necessary to complete the process. Over time, with continuous improvements and updates, the tools have become more reliable and efficient, addressing a wide range of tasks.
Ongoing Challenges and Manual Activities
Despite automation, some challenges still remain. Although much of the process is automated, certain activities, such as aligning the code as per product standards and ensuring stability, still require manual intervention. The process is not a direct lift & shift approach and needs careful handling. These tasks are critical to ensure the migrated system operates efficiently and reliably in the cloud-based environment.
Proactive Steps Towards Automation
Streamlining the Process
Recognizing the importance of streamlining these processes, we’ve taken proactive steps to automate additional tasks. By doing so, we not only reduce the time spent on migration activities but also improve the overall quality of the work. Automation eliminates repetitive, error-prone steps, ensuring a more consistent outcome, leading to faster and more reliable migrations.
Benefits of Automation
Value to Customers
These improvements bring significant value to customers. By reducing manual effort and increasing efficiency, businesses can achieve smoother transitions to the cloud with minimal downtime. Automation also frees up resources for more strategic activities, further enhancing the migration experience and the value delivered to clients.
Key Highlights:
Evolving Migration Tools: Tools have become more stable and efficient with updates.
Manual Activities: Certain tasks still require manual intervention for proper code alignment and stability.
Automation Steps: Proactive efforts to automate repetitive tasks improve quality and reduce downtime.
Customer Value: Reduced manual effort and improved efficiency lead to smoother transitions and more strategic use of resources.
Why iSteer is Best Suited for Implementing Migration Automation
iSteer is well-equipped to lead the migration from BW5 to BW6/Cloud Edition (CE) with its extensive expertise in cloud migrations and automation. Their team combines advanced tools and proven methodologies to efficiently handle both automated and manual tasks, ensuring stability, compliance, and a seamless transition. iSteer’s proactive approach to automation reduces migration time and resources, delivering faster and more reliable results for businesses moving to the cloud.