Customer Quote

As we’re moving into the future, our goal is to be bigger, better, faster, stronger. To be successful, we need to remove any potential limitations and have the latest and greatest tools available to the team. Migrating to Automation 360 cloud opened these doors for us, and now nothing is holding us back.

Stacy Herrera
Senior Director of Tools, Automation & Analytics, ConvergeOne

Customer achievements.

Customer Achievements


Hours saved/year


Hosting infrastructure costs

The automation voyage.

ConvergeOne's successful intelligent automation program began in late 2019, aiming to leverage the latest automation tools, including Process Discovery. They streamlined processes, such as managing daily engineering tickets, with the Automation Success Platform. The migration proved seamless with Bot Scanner verifying automation readiness. Now, automation saves over 30,000 hours annually across various departments. New automations built with the Automation Success Platform further enhance efficiency, with a contract-bot reducing processing time from two weeks to four hours. Additionally, Process Discovery helps automate HubSpot processes, bridging the gap between platforms and presenting revenue opportunities. Migration to the Automation Success Platform, eliminating hosting costs.

Processes automated.

  • Data Gathering
  • Item Pricing
  • Extracting CRM Information
  • High Priority Order Updates
  • Closing Tickets
  • Sending Customer Invoices
  • PO Line Item Receiving

Customer overview.

ConvergeOne is a services-led cloud provider, set on connecting people across 50+ US offices.

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