Super excited to have, the team on today. We've got both Michael Douglas, who is the senior product marketing manager, and we've got Vilien Gomez, manager of sales engineering.

Michael and Vilien, I this is my first time getting to hear you too, so I'm super excited. And I'm gonna throw your mics live and hand things over to you. Are you ready?

We are indeed. Thanks so much. Appreciate it.

Take it away.

Great to be with you guys today, and, thanks thanks so much for having us.

So, yeah, as, you're saying is, my name is Michael Douglas. I'm a senior product marketing manager here at Tray, and, I will be introducing, my colleague in just a second.

Our focus today is, taking IT out of IT onboarding.

And, with that, I would like to hand it over to Vilien Gomez to introduce himself and give a bit of bit of his background.

Howdy, everyone. Vilien Gomez here, sales engineering manager at Tray.ai. Been with the company for a little over three years and had a chance to automate hundreds of integrations at this point.

It's it's been a fun ride and excited to talk about more automation and how AI plays into that today.

Great. Thanks. Thanks, Vilien. So for anybody that's not familiar with Tray, Tray is a single AI ready platform that really eliminates the need for disparate tools and technologies, to integrate and automate sophisticated internal and external processes. So you might be familiar with the term iPaaS, integration platform as a service, and that's really the sector or the magic quadrant that we fit in from a Gartner perspective.

And we provide that composable AI integration platform that has rich AI API management capabilities, again, to drive all AI integration and automation initiatives, again, from a single platform.

And, what we're gonna be doing today is, again, focusing on the IT onboarding and offboarding process.

Now I understand maybe there's there's a number of people looking at this going, well, you know, this is about defining IT. How will we define IT through 2030? And, you know, isn't AI a big part of that, and, of course, it is.

But what we what we find is a lot of our customers start to come to us in their automation journey with very mundane and simplistic case studies, but very critical to the business.

And one of those areas that they start in is IT onboarding. How do I get my employees onboarded in a very fast and efficient way? And we're what we're gonna do today is we're going to, go through some of the key challenges of why do organizations, you know, struggle with this this process, how can they deliver better results?

We're gonna go through some customer examples.

We will then I'll hand it over, to Vilien who will go through, our approach and walk you guys through a fairly detailed demo on that.

So with IT onboarding, really, where it starts is a lot of organizations start to buy point solutions.

Right? And this really helps them it helps them accomplish, certain things at a certain given time in their lifespan.

So they might start with HR, IT applications that are all very disparate and disconnected.

And what that hap what that impacts is it gives a very slow onboarding process.

Right? And it really can hamper an organization's ability to get, employees, onboarded very, very quickly and really give a lot of frustration, to those employees.

Secondly, there's a lot of manual and broken experiences, when it comes to onboarding. Right? So there's a lot of stakeholders involved in the onboarding process.

Again, going across IT, going across HR, going across finance. Right? And they all have a vested interest in retention and culture and employee engagement.

But a lot of times, these fragmented processes lead to very inefficient manual workarounds.

And you think about all of the manual inputs and uploading data on, employee information, leads to a lot of error prone error prone mistakes. And, ultimately, that drives up a lot of cost because it's sucking in a lot of IT time to input all of that data. And then when you have all of those errors, that leads to a lot of inconsistent reporting and really gives the new hire really bad experience of your company from the get go.

And then thirdly, you know, we've got lack of role based access and provisioning.

And what that means is it's really, a guessing game. Right?

So there's who's being provisioned, who's not being deprovisioned when someone leaves an organization. Right? We often talk to customers where, you know, they have a challenge where they thought, you know, that person, had left the company and actually still has access to a lot of critical information because they weren't deprovisioned because it's all manual. And it wasn't, closed off in the offboarding process.

And, you know, the security aspect of it is huge. Right? With them with those people still getting access to information and unauthorized users being exposed to that sensitive data.

And, lastly, it is really an inefficient use of application licenses that drive up costs. Again, what we hear from our customers a lot is they don't know who's spending what, or who's using which application, how often they're using it, and it really is a guessing game. Right? They have to go into each individual application, find out, you know, when you were last logged in, how often you've been logged in, and are you really using this license efficiently.

So with that, right, Tray provides oh, excuse me.

Sorry.

Tray provides, an ability to automate and integrate the entire IT onboarding and, offboarding process, allowing you to free up a lot of the IT, time from manual and mundane inputting of tasks. And what that allows you to do is really accelerate the onboarding process. Right? So being able to move onboarding from days to minutes, and we'll talk through that in a little bit, when we go through our customer case studies.

And we're allowing you to really take all the manual work out of, getting somebody onboarded, by having to go in and manually input all of their employee data, what applications they should get access to, roll based access and provisioning, and then being able to go and monitor and control your application licensing and software usage costs. So being able to sort of say, okay. Who's using these applications? How often they're using them? And can I switch this off? Can I make it more efficient and effective for me? Do they really need access to, PowerPoint?

And, this really reduces software licensing cost by being able to actively track those.

And with that, we're giving we're allowing you to scale, provisioning to thousands of users in minutes.

So when you need to, either deprovision or provision users and you have either a you're in a growth mode and you have, you know, tens, maybe hundreds of users coming on per month, or, unfortunately, you're in a you're in a slow growth mode where you have to off board a number of employees in a very short space of time, we're allowing you to scale that provisioning or deprovisioning of users within minutes because of all of that integration and automation that has been done previously.

We're allowing you to vastly reduce IT support costs. Right? So it's because we're taking all of the, the, inefficient manual based processes, we're taking IT really out of the picture and moving it from manual to kind of just, you know, checking in every now and again on, how things are going and making sure that there's no issues. And that has been significant for our customers, which we'll go into in a little bit in the case studies.

And what I'll do then is we'll just go on to the next the next slide, and we'll jump into some of the case studies. So Auctane is, you might know them better. You know, you've seen a lot of the ads, ShipStation, Stamps.com, etcetera.

And they're leveraging, the Tray platform to really scale its IT operations globally across a number of these acquired businesses.

And they were, doing a lot of manual based inputs. They were using the likes of PowerShell, which is a a scripting automation scripting based tool, as kind of their first, you know, toe in the water as it relates to automation.

And they use Tray to be able to automate all of these processes, and we're able to achieve a three hundred and fifty six percent return on investment by, automating their IT operations and consolidating a lot of the point solutions that that they had acquired over time. And what that that allowed them to do was move a lot of the, repetition of applications out of their business, reduce the annual subscription and infrastructure costs.

It allowed them to take one full time employee completely out of managing the IT onboarding and offboarding and within the help desk, scenario and save them about fifty hours per month as one full full time employee. So they're because and because of our, low code aspect, they're able to develop new workflows and automations three times faster than before. Right? So they're able to build, automations and workflows, in a very composable dynamic way, much more than they were using scripting tools.

So moving to our next case study, Beyond Finance.

So Beyond Finance is a really interesting, case study. They were are they are a, fintech leader that's helping individuals and families that are struggling with debt to kinda get out of that that debt and into financial freedom. They went through a significant growth period, especially over COVID, and really were, I I, you know, really were in an area where they were having to manually onboard every single employee, build new machines for each employee, and ship those machines out. And they were they had to take four full time employees four full time IT employees to manually onboard all of those people. And it was taking ten days per employee.

And when they adopted Tray, they were able to completely transform that onboarding offboarding process.

They were able to complete completely remove four full time employees out of that process.

They were able to move it from, ten days to just five minutes. So it was only five minutes per employee, in order to onboard them. They were able to, they were went from eight hundred employees to three thousand employees within eighteen months. So really took all that bottleneck out of the process.

And, again, we're going to roughly about a hundred employees per week.

So just in our final case study here, we're going to Charles Russell Speechlys, which is a a leading global law firm, and they were looking to drive HR and IT, operational excellence using using Tray. So they had about a thousand plus employees, and they really wanted to, move away again using PowerShell to kinda start. We that's a fairly tried and tested path of a lot of organizations dipping their toe into an automation. IT ops automation perspective is using PowerShell, and they wanted to they had a lot of manual processes around HR and IT for onboarding, offboarding. Again, very error prone, having to go in and and double check, triple check all of the data entries, and and all of the manual exports from FTP in in the SuccessFactors.

And their their goal was to reduce provisioning by eighty percent, using automation.

So what they were able to do was by shifting, to an API first low code automation solution like Tray, we're able to reduce all of that high maintenance and those those, brittle scripts that were being produced in PowerShell and and take out all of those FTP exports with direct integration or sorry, direct API integration. Right? So they had an automated API first sync across SuccessFactors, Everbridge, and all of the other applications that were associated with IT onboarding and really being able to take a lot of the IT effort and that went with, this this business process and made it extremely fast. Right? And with that, they were able to do a lot of, welcome workflow approvals for app access when users first joined their organization and gaining a lot of low code control over employee processes and being able to build integrations as the employee went through their their life cycle.

So what we're gonna do now is just pause there and move it over to Vilien who's gonna go through how do we achieve this. So with that, Vilien, over to you.

Thanks, Michael.

So what we're going to answer now is how do we achieve automation at scale? How do we do this for our IT teams? And how do we plan to do this over the next few years and and leading up to 2030? And the answer to that question is through our composable AI integration platform.

So what you see here is our Universal Automation Cloud. And our Universal Automation Cloud, it pretty much brings together multiple interfaces, whether that's working with the Tray platform in a low code manner, whether that's extending the Tray platform from a large set and growing number of API endpoints to interact with Tray in a more flexible way, or lastly, being able to interact with the Tray platform in a natural language manner.

Now across all of those interfaces, we're able to accommodate multiple use cases that span the span across the entire business. But and it's all underpinned by our Merlin intelligence layer. Now our Merlin intelligence layer includes both our AI augmented development, which simply means that we we have ways now of using Merlin build, which is a new feature that allows us to use natural language, and we're able to build workflows and have a good starting point. So again, accelerating the work and reducing the time of your development teams. And then lastly, we have our AI palette, which includes a list of AI native connectors, which allow us to work with text files, or even be able to monitor and tokenize PII data. And then lastly, our AI palette would include the best in breed AI applications, such as OpenAI, Anthropic, or Bedrock.

And we're doing all this by having a strong and secure enterprise enterprise core.

Now let's hop into our composability architecture.

So with our composability architecture, it we're starting with this bottom layer.

And this allows us to have a strong data centric core within our platform.

So with that, this layer is designed to handle diverse data types and sources and ensuring that robust data collection, storage, and management is intact.

It's the bedrock that supports seamless data integration across multiple SaaS platforms, turning data fragmentation into unified intelligence.

So now as we build on our data centric layer, we have our process centric layer.

And this is where the magic happens. This is where we're able to automate all of our business processes.

And here is where orchestration comes into play.

And This is where we're able to facilitate the design and execution of not just simple but complex workflows as well to ensure that every process is streamlined and optimized. And lastly, we have our experience centric layer, and this focuses on the end user or the data ingestion experience, allowing us to harness the power of both data and process layers to deliver tailored and intuitive interactions.

Now from an ownership perspective, these three layers here are meant to be utilized not by just integration specialists that may currently live on your team now, but also business technologists to bridge two sides of the house from the business to the back end engineering teams.

Now in order to bring you into the the future and being able to leverage modern digital workflow, I wanna give you set of building blocks. And that built those building blocks include great logic and connectivity. So on the tray platform, you're you're able to, yes, connect to restful services, databases that are on prem and in the cloud. You're able to connect to any of your applications that have exposed API endpoints, but you're also able to deploy net new connectors using our connector developer kit. And that's through our, command line prompt. And you can even import swagger docs here to, again, accelerate that development and deployment.

Now everything that you do within the Tray platform, we want you to do it in a composable manner, which means build once, share many.

You shouldn't necessarily have to start from scratch from every workflow build.

And that's where AI also comes into play again using Merlin build to create a prompt that builds a workflow, and you have a good template to start from. And it's all wrapped in in a scalable, secure, environment.

So today, we're going to look at an employee onboarding use case. But to start, I'll highlight the architecture, and it leans on the three layers.

The first being a data centric layer. Being able to, extract data from the various systems that your end user, it would most likely be, provisioned to. Whether that's a ticketing platform that person's gonna be sitting within IT, whether that's having a CRM access if that person's gonna be in sales and marketing. Now our process centric layer here shows the various blocks of logic that's gonna be required.

So from a onboarding perspective, one must work with an an applicant tracking system to detect in real time when that candidate actually becomes a new employee.

And then to provide the validation to decide if that new employee is indeed a new employee or is that employee actually a contractor If you are using a resourcing model such as staff augmentation, we want your workflow to replicate your your actual business use cases.

And then lastly, we want to be able to run all of your back end processes based on interactions with your front end systems, whether that's a web portal that's custom, and sending those those interactions and payloads to a Tray workflow or whether that's a front end HR system such as greenhouse.

Alright. So now I'll switch to the Tray platform.

Alrighty. So now we're in the Tray platform. And everything you see here, this is our canvas builder. This is where we're able to drag and drop all of those components that make up a workflow.

So this use case, again, is a new employee onboarding and provisioning workflow. So basically, when a new employee becomes an employee and they're moving, status within your HR or ATS system from candidate to newly hired, this workflow is gonna kick off.

It's going to find that person. It's going to perform a set of logical steps to validate that new employee.

It's going to ensure that that new employee is indeed a full time employee. If not, they'll go down another branch. It's going to provision that person, within a set of identity management, platforms or even using LDAP LDAP. Again, this can be on prem or in the cloud.

And then lastly, this workflow is going to provision a set of departmental applications that's specific for their for their line of work, whether that's sales, marketing, engineering, HR, or if there's a very specific tiger team for short term use, it can this person can even be added to Ben's team.

Now everything that you're seeing here are all connectors.

Now the initial connector is actually a trigger. In this case, I'm using a real time webhook trigger. So we can kick it off in any given manner. It can run asynchronously.

And we can we can ensure that, due to our serverless nature, that we can get x number of of ingestion points at any given time without having to manage servers or cores. And we can scale infinitely.

Now the other triggers that we have to kick off a workflow, again, leaning into the org orchestration of the Tray platform is we can schedule.

So if there are processes that need to kick off every few minutes, once a day, once a month, we can do that with our scheduled trigger. If there is a need to create a microservices architecture, we can convert an existing workflow to a API endpoint.

And with that API endpoint, we can define the HTTP method, whether it's a get post put, And we also can create client roles and policies.

So if we need to restrict IP addresses, if we need to, add any other header details or or or or checks, we can we can, add that as well. And we also have a a pretty succinct list here, build list of pre built webhook triggers. For example, if there's a new object created in any of these systems, it will kick off. If there's a status change, we can also kick a workflow off. Other set of connectors here are services connectors, of course. These are all best in breed restful services.

We have six hundred plus connectors.

I'll go into our greenhouse one quickly.

So within any of our connectors, we're able to authenticate with OAuth two token based basic authentication. And we also have a way of creating custom authentication, if there is some very unique or bespoke OAuth flow that's required.

Now within every connector, there's a way to authenticate and there's gonna be a list of operations. Operations simply mean, API endpoints. So here we're able to create records, delete, run queries, And we're able to configure our connector in our configuration, panel to the to the right here, and we can see which fields are optional or required. And in this case, I am running a query against my ATS systems to see which new candidates or newly hired employees were created after the last run.

So in this case, if the last run was over a day ago, we can check after that date. And we could see within our output panel what that JSON response is going to be. This is a full schema from the API documentation that allows us to accurately see the structure of that payload. So we can then use any of the JSON, key references here in any of the downstream, applications or steps.

Now besides our services connectors, again, there's prebuilt, you can use our HTTP command, which is a wrapper around postman to connect to any custom applications.

You can also use our, again, our CDK to quickly build and deploy new connectors. And we have two other sets of connectors here, which are our helper connectors, which allows us to just perform our, formatting, whether it's text based formatting, file based formatting, or object based formatting. And then lastly, our core connectors allow us to bring in our business logic. So if then statements, switch case statements, whether we need to break a loop, or connect to GraphQL.

Now I'll now transition to one of our newest piece of, functionality, and that's our AI palette. Because with our AI palette, we're able to leverage our native AI connectors, which are branded our Merlin connectors. That includes Merlin extract, which reads in a PDF file or image and is able to extract text from it and also run queries against the data that's in a PDF. So long gone are the days of having to loop through every row within a PDF if that was converted to JSON. We can just ask a question against that PDF file.

Merlin Functions, which gives us sentiment analysis and other, text based AI functionality. And lastly, Merlin Guardian.

And this one, I think, is applicable for the audience here because it allows us to bring in input from whether it's a letter, a string, or a blob. And it's going to mask all of the text values that are, classified as PII, and it's going to tokenize that. So you can use the output of that tokenized string or blob to now send to other AI platforms.

And and these are in house. Right? We're not using, and these are stored locally within the Tray platform for our Merlin connectors, the AI and ML models that that runs under it.

And last thing I'll highlight here within our workflows is error handling because that's very important. If there's ever error at the individual step, we can not just let it stop, we can set up manual error handling to allow us to send those error messages to a ticketing platform, or we can send it to another team member or send the email just so they can come in and access the platform and address the issues.

And I'll stop there. Thank you so much for being able to take a walk through the platform, understand the various types of connectors, utilize and see how it can be utilized for your onboarding and provisioning needs. And and I and I hope this may have provided some inspiration for other use cases as well.

Alright. Thanks, Dylan. Now if we have time, we'll go to some q and a.

Alrighty. We are a little tight on time, but let's try to do a couple of questions here together.

Depending on the question, either one of you can, answer it or maybe both of you wanna pipe in and and give a bit of an answer, but, let's see how we do. First one is, can Tray.ai help in diagnosis coding, debug errors, and fix it quickly when it occurs? If so, how could we convince management in terms of con confidentiality and integrity?

Yeah. Yeah. So that would be our error handling. So error handling works in real time. You can do it at the step level. You can create error handling across the entire portfolio. So it can listen for errors across any workflow in any project.

So yes.

Alright.

And, next question, if we can move on. Next is from Nick. Nick is asking, how much internal staff would need to support Tray.ai?

Yeah.

It really depends on the amount of workflow that you're looking to bill and and what, you know, span of time. But but I think we've seen one, we've seen, as small as one person, being an IT leader of the company I'm thinking of, and this person pretty much did all of the workflows for their onboarding, and now building out other use cases. So it really just depends on your time. But one workflow could be built in a matter of an hour or two, and that includes POV, building, and and then running some tests.

Nice. And so I imagine a lot of it's in the setup since it's so automated. You you don't necessarily need someone monitoring it much once you kind of figured out how to put it in place.

That is correct. Alright.

Next question here is from Alex. Alex is asking about provisioning and deprovisioning. Is it not a case of proper sorry. Proper identity management governance implementations?

You know, just to understand that more, I would definitely recommend the purse this person to to reach to reach out.

But the Tray platform, we're able to work with identity management platforms because it's it's more than just setting up the person in that organization and giving them a laptop and the email address. Right? It's more about giving them applications that could be on prem. Right? Giving them access to applications and in certain values that maybe ID plat IDP platform can't do.

Gotcha. But I think there's more to that, so I would highly recommend that person reach out.

Yeah. I know sometimes it's like, we can never really cover everything here. So, but that was that's great. And last thing I'm gonna ask you quick, speaking of kinda identity management, I had a question here asking, how do you work with Okta, or is this seen as an Okta replacement?

Not a replacement.

So we're plumbing. Right? The the Tray platform, we're iPaaS, we're working with all of these applications.

So if you go to I think the best way to answer this, if you go to Okta's API documentation website, you can look at all of the available ways to interact with Okta via API, and that's what we we enable. Right? We want we want to allow you to be as flexible as you can with any of the apps within your tech stack.

That's great. No. We've we've definitely had a lot of, Okta users in the past too. So I think that's, I love seeing when things come together and people are all plugging into each other's interfaces and, seeing the synergy within this realm.

Beautiful. Well, thank you so much, both of you. Love the presentation. I love seeing the demo and being able to kinda, like, go under the hood and see how things actually work. That was really awesome.

And, definitely would love to have you back sometime soon.

Thanks so much. Appreciate it.

It's my pleasure. You too. Take care. You too.