Workshop Date:May 23, 2024
Presenter:Lori Muñoz
Title:Integrations, Research & Flow



The workshop discusses what integration means for accounts on the mobile platform, how to establish a flow that illustrates end goals, and to understand development options.


The purpose is to prepare Resellers for having better integration conversations with clients and prospects, and to ask the essential questions that help identify requirements, inform development options, and set expectations. 




Agenda:

  • What Integration Means

  • Essential Questions to Ask

  • Charting Essential Flows

  • Researching Integration Options

  • Development Options

  • Q&A




 Watch: Workshop 24 - Integrations, Research & Flow






Slide Images are listed below in presentation order. 


A PowerPoint version of the presentation is attached to this article.