Tasks Your Business Should Automate in 2022 That Just Make Sense
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The document discusses automating mundane tasks using FME, highlighting its features such as auto formatting templates, file management, and triaging incoming requests. It emphasizes the benefits of automation in saving time, reducing errors, and improving workflow efficiency. The presentation includes practical demonstrations and tips for leveraging FME's capabilities to enhance data management processes.
Tasks Your Business Should Automate in 2022 That Just Make Sense
- 2. Type into the question panel: What mundane task do you wish you could automate?
- 3. Meet the Presenters Christian Berger Support Specialist, Customer Solutions Sanae Mendoza Support Specialist, FME Server Laura Wu Technical Support Team Lead, FME Server Mark Warren Support Specialist, FME Server
- 4. Agenda ● Introduction to Safe & FME ● Auto formatting with templates (CAD, Microsoft Office, etc). ● File Management (archiving files, deploying code) ● Triaging incoming requests (slack notifications, gmail) ● Resources ● Q&A
- 5. Ever been completing a mundane, repetitive data entry task and thought to yourself: “there must be a better way of doing this...”?
- 6. Automating tasks allows you to save on time, money, and other resources across your organization.
- 7. Our Mission To help you maximize the value of your data.
- 8. Years of solving data challenges 27+ 13,000+ Organizations trusting us worldwide Global partners delivering FME Services 150+ 128 Countries with FME customers Safe Software Company Profile www.safe.com Users active in FME Community 16,000+
- 9. FME® Integration Platform Connect. Transform. Automate. FME Desktop FME Server FME Cloud Build & Run Data Workflows Automate Data Workflows (on-premises) Automate Data Workflows (cloud) Get a free trial of FME Desktop and FME Server at safe.com
- 11. Automate the Formatting with Templates
- 12. Focus on the data, not the formatting.
- 13. Tips for Faster Workflows Parameter Presets Save, and reuse, sets of parameter values in transformers, readers and writers. Workspace Templates (*.fmwt) Create a workspace from a predesigned format and structure. Bundle up the workspace with itʼs data sources and data caches to easily reuse or share with others. Writer Templates Leverage an existing fileʼs formatting and schema to write new data.
- 14. Flash Demo Presets and Workspace Templates
- 15. Simplify with Writer Templates Some writers offer the option to reference an external template file. Populate data into preset schemas, charts, custom formatting, and formulas. Advantages: ● Save time ● Reduce errors ● Consistent presentation ● Easy to share ● Low maintenance
- 16. Writer Templates for Spatial Data Esri Geodatabase Tutorial: How to use an Esri Template Geodatabase AutoCAD DWG Tutorial: Give Your DWG Some Style: Using the DWGStyler, template files, blocks and more
- 17. Writer Templates for Microsoft Office Suite Excel Write out worksheets with charts, summaries, and pivot tables. Powerpoint Fill in a slidedeck with your data, or convert between presentation formats. Word Build off an existing base file to append new data with format headings, fonts, colours, etc.
- 18. Automating Reports in Excel The Goal Produce Excel reports from new incoming data on a regular schedule. The Obstacles Data entry and formatting is time consuming and interferes with other work The Solution Use an existing excel file as a template to automatically create reports with new data The Result A workflow that will produce Microsoft Excel reports from new data
- 19. Demo
- 20. Automating Reports in Excel Why reinvent the wheel? Write out data using an existing Excel document as a template. ● Named Ranges tell FME where to write the data ● Automate the math. FME can understand Excel formulas! ● Set up the Writer to truncate the data so reports are always up to date
- 21. File Management Archiving files & Deploying code
- 22. Automatically Archive Files Scenario: In a Directory Watch Automation, we want to process incoming files and move them into an internal file system afterwards.
- 23. Solution In the Automation, add a file archiving workspace that uses the File Copy writer. The combination of a dynamic PATH reader, File Copy writer, and Automation keys can handle any incoming file format and name. Advantages: ● Automatically move files and create directory structures. ● Optional: Automatically share files with stakeholders.
- 24. Demo
- 25. Automating File Management Why manually move and copy files when FME can do it for you? Combine the power of the Path reader and Directory writer to enhance your Directory Watch Automations! ● The File Copy writer can copy, move, and optionally overwrite files ● The Filter Action in Automations will prevent sidecar files from running excessive work
- 26. Code Deployment Scenario: safe.com/demos Javascript based demos are maintained by Support Code kept in Github Web pages hosted via AWS S3 Buckets
- 27. The Challenge When making updates to the web applications, must remember to copy the changed files to S3 in addition to publishing them to GitHub
- 28. Automate it! The Goal Make updating app code a 1-step process The Obstacles Need a way to automatically update S3 when changes are pushed to GitHub The Solution Webhooks in GitHub and FME Server to trigger a workspace to handle moving files where they need to go The Result Apps can be updated simply by pushing changes to GitHub and FME takes care of the rest
- 29. Demo
- 30. Tips & Tricks Webhooks can be very powerful Use HTTPCallers and Web Connections to interact with systems without a Reader or Writer Error handling is important and easy with FME
- 31. Triaging incoming requests (slack notifications, gmail)
- 32. How to Prep for Vacation so Nothing Goes Wrong Top reasons why you don’t take vacation 1. No time to complete tasks orr wrap up before you leave 2. No time to transition work to others to handle while they’re covering 3. No time to catch up on work while you are gone How to get your work in order for an Extended Period: 1. Name your backup - who to call 2. Name your backup: a. Status of projects/tasks b. Access to information c. List of your contacts d. How to reach you 3. The list goes on
- 34. Automating Triage at Safe Support Specialists “Own” Cases Problem: ● Salesforce doesnʼt have an out of office notifier/case notification routing ○ You can either own the case or join the case team to be notified via email Solution: ● Schedule a job to run which scans their personal queue and posts notifications to an internal chat so work can be assigned based on availability
- 35. 1) Ensure customers are supported while support specialists are off 2) Ensure support specialists donʼt come back to a full cases queue Automating Triage at Safe
- 41. Collaborative Triaging Other considerations - this applies to more than just Salesforce ● Project management software like Jira, Monday, Asana, etc. via an API ● Notification Services like Slack, Teams, email, etc. ● Frequency: ○ Scheduled x times per day ○ Near real time > Webhook to kick off an automation
- 42. Stop wasting time performing these tedious tasks when FME can do it for you.
- 43. Next Steps Download FME 2021.2 Download the workspaces from this webinar Apply it to your own data to manage changes Free Trial | Upgrade
- 44. Claim Your Community Badge Get community badges for watching webinars! fme.ly/WebinarBadge Todayʼs Code: ASMBG
- 45. The Peak of Data Integration 2022 UC August 24-26, 2022 Vancouver, Canada Appy to present | Register now
- 46. Check out our upcoming & on-demand webinars: safe.com/webinars
- 47. Q&A
- 48. Thank you! Download FME 2021.2 Free Trial | Upgrade Connect with us in the Community Connect with us for more FME Please share your feedback with us through the webinar survey!