Words From The Efficiency Experts

Session Spotlight | Learning Lab: Workflow Deep Dive

Written by Abby Ehrhardt | Wed, Jul 22, 2026

Strong workflows are the foundation of efficient operations, but getting the most out of them starts with understanding how they work behind the scenes. This hands-on lab at TUNE gives experienced Teslar users the opportunity to dive deeper into workflow setup, functionality, routing, and configuration while exploring ways to create more efficient and consistent processes.

Session: Learning Lab: Workflow Deep Dive

Speakers: This session will be led by David Woodruff, VP of Client Success.

Who Should Join: This session is for experienced Teslar users who have a good understanding of how workflows are utilized in Teslar and are ready to take a deeper dive into workflow management.

This Learning Lab will focus on workflow setup, edits, functionality, and settings while giving attendees a better understanding of how workflows are built and maintained. The session will also explore workflow routing, process consistency, and configuration considerations that can help institutions better support their day-to-day operations.

David shared that he is looking forward to “giving users a better understanding of the product so they can self-service for quicker turnarounds within their bank.”

Attendees can expect to walk away with:

  • A better understanding of workflow setup, functionality, and settings
  • Knowledge of how to maintain and manage workflows within their own institution
  • Greater insight into how workflows operate behind the scenes and support more efficient processes

The more you understand your workflows, the more value you can get from them. This Learning Lab is designed to help experienced users gain the confidence to manage, refine, and maintain their own workflows while creating more consistent processes across their institution.

Be sure to pre-register and join David at TUNE for a deeper dive into workflows and discover new ways to get even more out of Teslar.