The Power of Automation: Streamlining Ownership Transitions

Session Abstract

Managing ownership transitions can be time-consuming and frustrating, but it doesn’t have to be. Learn how Genesys, in partnership with Gainsight, built an automated workflow to seamlessly reassign Success Plans, CTAs, and Tasks when user roles change. This session will break down the design, implementation, and real-world impact of their approach, helping you streamline processes and improve both admin efficiency and user satisfaction. In this session, you’ll learn: How automation saves time, reduces manual work, and improves satisfaction; key considerations for designing and implementing systematic ownership transitions; and common roadblocks and best practices for optimizing reassignment workflows.