Advanced Workflows Workshop

A comprehensive engagement combining pre-workshop preparation, a full-day collaborative session, and 30 days of post-workshop support to map your workflows, identify automation opportunities, and design custom Mattermost integrations. Walk away with a clear roadmap, comprehensive documentation, and ongoing guidance through 3 one-hour follow-up sessions to ensure successful implementation.

What’s Included

Pre-Workshop Preparation

• Stakeholder interviews to outline current processes
• Summarize existing tools and workflows
• Mattermost capabilities assessment
• Workshop scoped to 3 high-impact use cases or processes

One-Day Collaborative Workshop

The workshop dedicates focused time to each of your 3 high-impact use cases, with deep exploration and practical design for each.

Opening Session: Workshop Kickoff (30 minutes)

• Introductions and agenda overview
• Review pre-workshop findings and selected use cases
• Mattermost platform overview and key capabilities
• Set expectations and goals for the day

Morning Session: Use Case #1 (90 minutes)

• Relevant Mattermost features demonstration
• Map current process steps and identify pain points
• Identify involved personas, tools, and key information flows
• Design Playbook/Board structure for this workflow
• Document integration requirements and next steps

Midday Session: Use Case #2 (90 minutes)

• Relevant Mattermost features demonstration
• Map current process steps and identify bottlenecks
• Identify involved personas, tools, and key information flows
• Design Playbook/Board structure for this workflow
• Document integration requirements and next steps

Afternoon Session: Use Case #3 (90 minutes)

• Relevant Mattermost features demonstration
• Map current process steps and identify inefficiencies
• Identify involved personas, tools, and key information flows
• Design Playbook/Board structure for this workflow
• Document integration requirements and next steps

Closing Session: Prioritization & Roadmap (60 minutes)

• Compare ROI and effort across all three use cases
• Create phased implementation roadmap
• Define success metrics and quick wins
• Establish next steps and accountability
• Q&A and wrap-up

Post-Workshop Deliverables

• Comprehensive workshop summary document
• Step-by-step implementation guides for each workflow
• Prioritized integration opportunities
• Implementation roadmap with timeline estimates
• ROI projections for each initiative
• Next steps and recommendations

30-Day Post-Workshop Support

• Documentation delivery within 1 week of workshop
• 3 one-hour implementation guidance and team training sessions
• Email and chat access for clarification questions
• Support for roadmap refinement as you begin implementation

Delivery Format

Remote Workshop

• Conducted via video conference with interactive whiteboarding
• Pre-workshop stakeholder interviews and preparation
• Full-day collaborative workshop session
• Comprehensive documentation delivered within 1 week
• 30-day support period with 3 one-hour follow-up sessions
• Email and chat access for implementation questions

On-site delivery available - contact for custom quote based on location and travel requirements

Common Workshop Outcomes

Playbooks for Repeatable Processes

Streamline repeatable processes for:

• Incident response and escalation
• Compliance and audit workflows
• Customer escalation procedures
• Employee onboarding/offboarding
• Release management processes

Custom Integrations

Identify opportunities to connect:

• Ticketing systems
• Monitoring and alerting tools
• Customer support platforms
• Internal business systems

Productivity Enhancements

Optimize through:

• Automated notifications and alerts
• Slash commands for common actions
• Centralized knowledge bases and documentation
• Boards for project management
• AI-powered workflow automation

Why This Workshop?

Expert Facilitation

Benefit from insider knowledge of Mattermost capabilities and best practices from a former Customer Architect.

Collaborative Design

Your team knows your processes—we help translate them into effective Mattermost workflows.

Clear Roadmap

No more guesswork. Walk away with a prioritized plan and realistic ROI projections.

Best For

Organizations that:

• Are underutilizing their Mattermost investment
• Want to optimize team workflows and productivity
• Need to integrate Mattermost with existing tools
• Are planning to expand Mattermost capabilities
• Want expert guidance on workflow automation

Who Should Attend?

Ideal participants include:

• IT/DevOps team leads
• Process owners and managers
• Mattermost administrators
• Business stakeholders
• Anyone involved in team workflows

Follow-On Opportunities

The workshop often reveals needs for:

• Custom plugin development
• Integration implementation
• Playbook and Board setup
• Training and enablement