Optimize workflows

Simplify valuable workflows with Citrix Workspace, harnessing microapp technology with out-of-the-box templates available today. These use cases give employees a consistent and modern experience independent of the legacy systems they leverage, providing a simplified and effective way to perform important departmental workflows.

IT Self-service

IT Self-service workflows enable employees to quickly find the IT resources that they need, when they need them. Leveraging this new portfolio of IT Self-service microapps within the workspace, organizations can reduce time spent by employees on IT tasks, improve overall employee NPS for IT services, and reduce IT case volume.

IT workflow

This use case is available through the Microapps service via our out-of-the-box template integrations with:

  • ServiceNow integration: Submit Incident microapp and Incidents microapp
  • Zendesk integration: Add Ticket microapp and Tickets microapp
  • Jira: Create Ticket microapp and Tickets microapp

To find out more, see IT Self-service.

HR Self-service

It is more essential than ever that businesses rethink their people strategies, placing new emphasis on delivering a best-in-class employee experience that differentiates and elevates the business. Using this new portfolio of HR self-service microapps within the workspace, organizations can improve process efficiency, time savings and reduce HR case volume.

HR workflow

This use case is available through the Microapps service via our out-of-the-box template integrations with:

  • Workday integration: Create PTO Request microapp and PTO Balance microapp
  • SAP SuccessFactors: Directory microapp and Learning microapp
  • Kronos Workforce Central: Request Time Off microapp and My Accrual Balance microapp

To find out more, see HR Self-service.

Sales Productivity

Your Sales teams are critical to your organization. Empower them to spend more time driving business, and less time searching for information and inputting notes across multiple systems. Using the new Sales Productivity microapps within the workspace, organizations can accelerate time-to-close through greater account insights, increase visibility of sales exceptions and process delays, and reduce time spent on administrative tasks. Simplify workflows like lead creation, opportunity conversion, and task management.

Sales Productivity workflow

This use case is available through the Microapps service via our out-of-the-box template integrations with:

  • Salesforce integration: Create Lead, Create Contact, Create Contract, Create Opportunity, Create Task, Contracts, and Opportunities microapps
  • MS Dynamics CRM integration: Create Lead, Create Contact, Create Opportunity, Create Task, and Opportunities microapps

To find out more, see Sales Productivity.

Employee Well-being

Deliver a workspace that integrates well-being into the way people like to work. There’s no doubt that employees can benefit from well-being tools that help them manage the stress and complexities of the workday. The challenge is getting those tools to employees without adding yet another item to their to-do list. Teams can use Citrix Workspace technology to improve the overall employee experience by delivering well-being tools and resources within an intelligent feed.

Well-being

This use case is available through the Microapps service via our out-of-the-box template integrations with Citrix Podio. Available microapps include:

  • Broadcast microapps – Customize and send a dynamic message to employees’ intelligent feeds.
  • FAQ microapp – Compile a list of FAQs or table of information, communicated and expandable within employees’ intelligent feeds.

To find out more, see Employee Well-being.

Video resources

Check out these videos for demos of these workflows:

IT Self-service microapp Demo

HR Self-service microapp Demo

Sales Productivity microapp Demo

Employee Well-being Demo

Optimize workflows