July Future Forward 2025: Integration and Workflows
Webinar Date: July 16, 2025

Hosted by: William Murphy 👉 https://www.linkedin.com/in/william-murphy-07108821
Co-Hosted by: Debra Kilsheimer 👉 https://www.linkedin.com/in/debbiekilz
Sponsor: Erplain 👉 https://www.erplain.com/en

Looking to streamline operations or recommend the perfect tool to your clients? 🔍 This session delivers a side-by-side breakdown of today’s top Workflow and Practice Management Apps including:

🛠️ Aero Workflow, 📊 FloQast, 🚀 Jetpack, 📅 Monday.com, ✅ Trello, 🔄 Uku, 📉 XBert, and 🧠 Xenett.

We'll examine task management, 🤖 AI-assisted functionality, and 🔗 integration capabilities—empowering you to select the most efficient solution for productivity and scalability.

🎯 Learning Objectives:
By the end of this webinar, you’ll be able to:

1️⃣ Match app types with the right user groups based on their functionality and target users.
2️⃣ Identify 3+ essential workflow features your clients actually need.
3️⃣ Rank and prioritize selection factors (e.g., ease of use, integration, AI, or scalability) to make smarter tech recommendations.

Whether you're building out your internal systems or offering advisory services, this session will arm you with the insights to make confident choices.

💡 Workflow Apps vs. Practice Management Apps
Workflow Apps help automate specific business processes, while Practice Management Apps offer end-to-end firm management that includes workflows and more. We’ll help you decide when to use which.

🔗 Learn more about Erplain — an innovative platform for real-time inventory and order management, built for growing businesses:
👉 https://www.erplain.com/en

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