How Confluent Medical scaled IT efficiency with Workato

Department

IT, Finance, Operations

Region

Scottsdale, AZ

Industry

Medical Device Manufacturing

About

Confluent Medical Technologies is a leading contract manufacturer serving the world’s top medical device companies. The organization delivers cutting-edge components and finished devices that advance medical innovation and patient care. With operations spanning the U.S. and Costa Rica, Confluent combines precision engineering with a deep focus on quality, compliance, and efficiency.

As the company grew, its IT organization, led by CIO James Lloyd, recognized the need to modernize how systems communicated, automate key processes, and eliminate data silos that slowed productivity across departments.

Challenges

Challenge 1: Disconnected systems and fragmented data
Challenge 2: Manual onboarding and license management
Challenge 3: Limited IT resources to support rapid growth

As Confluent Medical scaled, its IT team faced growing complexity connecting systems and managing data across the organization. With dozens of applications, some cloud-based, others on-premise or custom-built, data was siloed, reporting was inconsistent, and workflows often required manual intervention. Integrations built in-house on local servers lacked governance, documentation, and reliability, leading to frequent errors and inefficiencies.

The small IT team was stretched thin, unable to meet business demands or provide timely system access for new hires. Rapid company growth amplified these challenges, revealing the urgent need for a secure, scalable orchestration platform that could automate repetitive work, improve visibility, and help IT deliver faster without adding headcount.

  • Group 9736

    13 applications required for new hire onboarding and setup

  • Group 9736

    20 person IT team supporting a global workforce

  • Group 9736

    Manual license tracking led to overspending and inefficiencies

  • Group 9736

    Inconsistent reporting and disconnected data across multiple platforms

Solutions

Solution 1: Unified orchestration and automation across business systems
Solution 2: Streamlined onboarding and data management
Solution 3: Flexible, scalable foundation for AI and future growth

Confluent Medical deployed Workato’s cloud-native automation platform to connect and orchestrate key systems across HR, finance, and operations. Using pre-built connectors and a low-code environment, the IT team quickly replaced unreliable in-house integrations with governed, automated workflows.

Workato manages the entire employee onboarding process, significantly reducing setup time and improving license tracking. Teams in finance and operations gained autonomy to re-run and recheck integrations independently, freeing IT to focus on higher-value work. The platform also powers Confluent’s new data warehouse strategy, serving as both an ETL pipeline and validation layer to ensure data accuracy and speed access to insights.

50%

faster onboarding and license management processes

0

additional headcount needed despite rising business demand

13

systems integrated into a unified, automated workflow

Results

With Workato’s automation platform in place, Confluent’s IT organization operates more efficiently, securely, and at scale — without increasing headcount.

Processes that once took hours or days now run automatically, ensuring consistency and compliance across teams. By consolidating data pipelines and workflows, IT can focus on innovation instead of maintenance.

Workato’s automation has also driven measurable cost avoidance through better license management and asset tracking. Automating user provisioning revealed unused software licenses and decommissioned assets, saving costs and improving visibility.