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Hiring and Onboarding Remote Employees

Best practices for recruiting, hiring, and training remote employees.

 

  1. You meet all your Service Level Agreement metrics, but customer satisfaction scores are low and falling fast. You’re in monthly meetings explaining how both can be true while executives read comments about tickets “disappearing for days” despite being resolved “on time.” You suspect handoff delays are happening somewhere in the gaps between teams as tickets move between them. But your SLA tracking shows clean handoffs; the timer pauses, ownership transfers, and the clock restarts. Everything looks fine in your dashboard. The problem? Your metrics don’t actually measure your customers’ experience. They track ownership as though moving a ticket between systems is insta…

  2. In this guide, you’ll find everything you need to know about setting up an integration to sync Wrike with Asana using an automated flow from Unito. This integration supports Wrike tasks as well as Asana tasks, projects, and portfolios. Since Unito is a completely customizable platform with a no-code interface, you can set up this integration without any technical resources or extensive routine maintenance. No troubleshooting complex automations or relying on expensive consultants, either. Overview Tools: Wrike and Asana Use cases: Task management, project reporting, marketing reporting Great for: Project managers, consultants, marketers Unito’s two-way …

  3. Jira is the command center for software development and other technical work, but it’s rarely the only platform these teams use. Context from other platforms, updates from other teams, and more data is essential to this work. That’s where Jira integrations come in; they transfer data between Jira projects and other tools, keeping your software teams productive. Here’s everything you need to know about Jira integrations. What is Jira? Jira is a popular project management tool, often used by software development teams and other technical users to track complex work. Jira is built with these teams in mind, allowing many to apply it to their projects without signif…

  4. The ticket was simple. A user can’t access their financial reporting system. Priority: High. That part was clear. What wasn’t clear? Three teams touched the same ticket. Security had already verified credentials. Network ops had confirmed connectivity. But when the ticket landed with your application support team, none of that history came with it. Just a ticket number, a frustrated user, and a request to “please resolve ASAP.” You spent the next forty minutes reconstructing work that had already been done. The user spent that time wondering why IT couldn’t get its act together. And somewhere, buried in two other ticketing systems, was all the context you needed. …

  5. Your newest hire just sent their third Slack message in an hour. First, they couldn’t find the email template for password resets. Then they needed the escalation criteria for database issues. Now they’re asking which Jira project handles network tickets versus hardware requests. You answer each question in under a minute, but you’re also watching your own queue grow while they wait. This is day three. They completed the standard onboarding materials. They know the tools exist. They just can’t find anything when they need it. Closing a single ticket requires knowledge from systems that don’t talk to each other, and you’ve accidentally built an operation where experien…

  6. Every Monday morning, someone on your team exports data from three different systems into a spreadsheet, reconciles the conflicts, and emails it to stakeholders who need a unified view of what happened last week. Marketing runs HubSpot, sales lives in Salesforce, project management happens in Asana, engineering builds in Jira, and none of these tools talk to each other without human intervention. API integration is the category of solutions that makes this manual data shuffling unnecessary. It connects software applications so they share information automatically, keeping every system current without the spreadsheet gymnastics. For operations leaders, IT managers, and…

  7. Searching for integration solutions surfaces a confusing landscape of acronyms and overlapping categories. EAI, iPaaS, ESB, API management, integration platforms, and sync tools all claim to solve the same fundamental problem: getting your business systems to talk to each other. The confusion isn’t accidental. The integration market evolved rapidly over the past decade, and vendors position their products using whatever terminology resonates with buyers. Understanding what these categories actually mean, and where the boundaries blur, helps you evaluate options without getting lost in marketing language. The practical question isn’t which category is best. It’s wh…

  8. Your service desk metrics look great. Average handle time is down. First response time is under ten minutes. Ticket volume is steady. Then the VP of Sales corners you after standup: “Why does it take three days to reset someone’s laptop permissions? My team is still waiting on that CRM integration issue from last week.” You pull up the tickets. Both were closed by your service desk within the Service Level Agreement (SLA). Both were handed off to specialist teams (security, integration support), and that’s where they vanished into the void. Your service desk did its job perfectly. The work still didn’t get done. This is the coordination problem that most IT direct…

  9. Your network operations team escalates a P1 ticket to infrastructure. The infrastructure team lead opens it twenty minutes later and sees a ticket created that morning with three comments, none of which explain why it’s now urgent or what the network team already tried. She pings the original engineer on Slack: “What’s the actual issue here?” He’s confused; he added a detailed handoff comment before escalating the ticket. The problem? It’s in the old system. She’s looking at the new one. This happens constantly during and after tool migrations. Escalation paths exist in your documentation and your org chart, but the actual context for individual tickets disappears in…

  10. The backlog was supposed to be a list. One list, one tool, one source of truth. Reality diverged. Feature requests arrive through Zendesk tickets. The sales team drops customer feedback in Slack. Executives add strategic initiatives to an Asana project. Your PM tool tracks validated opportunities. The engineering backlog in Jira is supposed to reflect all of this, but it reflects whatever someone last remembered to copy over. Managing a product backlog now means consolidating input from half a dozen sources, making prioritization decisions across different contexts, and ensuring that whatever ends up in front of engineering has enough information to actually build…

  11. AI assistants like Rovo are incredible accelerators, allowing your teams of experts to do their best work without getting crushed by administrative tasks. Because AI tools like Rovo are only as good as the data you feed them, they need to plug into all the tools you use. Rovo’s AI is more powerful when it has access to knowledge from your entire enterprise tool stack. That’s why integration platforms like Unito are essential to getting more out of AI. Unito’s connectors, for instance, expand Rovo’s reach by syncing work items, projects, deals, comments, and more. This additional context empowers stronger information retrieval and seamless action. The best part? You c…

  12. When the same information needs to exist in multiple systems, someone has to keep it consistent. Either a person manually updates each system when something changes, or software handles the synchronization automatically. Data synchronization is the process that makes the second option work. Organizations adopt specialized tools for different functions: a CRM for sales, a project management platform for operations, a support system for customer service, a marketing automation tool for campaigns. Each system stores data about customers, projects, or tasks in its own format. Without synchronization, these become isolated databases that require manual effort to keep align…

  13. A new standard is reshaping how AI agents connect to enterprise systems. The Model Context Protocol, created by Anthropic and now backed by OpenAI, Microsoft, and Google, provides a universal interface for AI agents to access tools, databases, and business applications. After years of custom integrations for every AI-to-system connection, MCP offers a standardized approach that’s gaining rapid enterprise adoption. Understanding MCP matters because it signals a shift in how organizations will deploy AI agents. The protocol addresses a fundamental bottleneck: connecting intelligent models to the data they need to be useful. But MCP also introduces new considerations aro…

  14. If you’re a Smartsheet user, you know just how useful having the right bit of data from a different tool can be. While Smartsheet is a great way to oversee even the most complex projects, it’s not quite as specialized as tools like GitHub, ServiceNow, or Jira for some teams. Bridging the gap between these tools is essential for better collaboration, and that’s where data integration comes in. Smartsheet’s built-in Data Shuttle is one option. Unito is another. Which one’s best for what you need? Smartsheet Data ShuttleUnitoIntegration typeScheduled file imports and exportsTwo-way live data syncSetup complexityManual file handling and simple mappingNo-code, user-fri…

  15. Your workflow documentation describes the happy path: a ticket arrives, gets categorized, routes to the right team, and gets resolved. Real workflows fail at the transitions. A P1 incident escalates from the service desk. Your engineering team sees it for the first time days after the customer reported it. The ticket shows three status changes, two reassignments, and zero context about what’s been tried. The customer’s last update reads: “Still broken. This is unacceptable.” You’re about to spend your evening reconstructing days of troubleshooting from Slack messages and email threads because someone, somewhere, marked the ticket as “in progress” without documenting w…

  16. Only 6.4% of features drive 80% of user engagement. The other 93.6% represent misallocated effort, features that seemed important during prioritization but turned out not to matter. This isn’t a prioritization framework problem. Most teams have frameworks. They run RICE scoring, debate impact estimates, and leave planning sessions with clear priority orders. Three weeks later, engineering is working on something that wasn’t even in the top ten, and nobody remembers why. Prioritization frameworks solve the wrong problem. The hard part isn’t deciding what’s most important. The hard part is making those decisions persist through the chaos of execution. Priorities liv…

  17. You’re three minutes into a Severity 1 incident when you realize nobody knows why the previous responder decided to restart the database cluster. The logs are scrolling, alerts are firing, and the executive team has joined the war room. Someone asks, “Did we check replication lag before the restart?” Nobody knows. The person who made that call is already troubleshooting the next failure mode, unreachable in another Slack thread. You’re holding a lit fuse with no idea how long it’s been burning. This happens because blameless culture meets its infrastructure problem during handoffs. You’ve done the postmortem training. You’ve removed “human error” from your vocabul…

  18. You’ve documented your ticket escalation process. Level One handles password resets and basic requests. Level Two takes infrastructure issues and account access problems. Level Three owns complex technical problems and vendor coordination. The workflow diagram looks clean. The support tiers are clearly defined. Then a ticket escalates, and everything breaks down. Level Two gets a ticket with “Network connectivity issue, escalating” in the notes and nothing else. They can’t see the troubleshooting steps Level One already tried. They don’t know which user reported the problem or when it started. They spend twenty minutes reconstructing context from Slack messages and em…

  19. Most organizations discover they need integration after the pain becomes unavoidable. The CRM doesn’t talk to the billing system. Customer data lives in five places with five different versions of the truth. Someone spends every Friday exporting spreadsheets from one system and importing them into another. Enterprise application integration is the category of technologies that solves this problem by connecting business systems so they share data automatically. The term has been around for decades, but the landscape looks nothing like it did ten years ago. Traditional EAI meant enterprise middleware, six-figure implementations, and dedicated integration teams. Today, t…

  20. Project management has its obstacles. Breaking down massive deliverables into smaller, achievable tasks. Keeping a team of experts aligned on objectives. Preventing the project’s scope from creeping to a point where the end result is a shadow of the project’s original intent. Getting buy-in from stakeholders when plans change. But the challenges don’t end at your project’s boundaries. Projects impact each other across the organization, and few leaders have the strategic visibility they need to see these impacts. That’s where integrated project management comes in. What is integrated project management? In most organizations, projects are run individually, w…

  21. Businesses around the world trust Salesforce to align their marketing, sales, support, and IT processes to simplify workflows as efficiently as possible. Originally built to be a Customer Relationship Management (CRM) tool, Salesforce has expanded its offerings over the years into integration following the acquisition of Mulesoft in 2018. After all, no one platform can do everything, even though Salesforce is leading the market year-after-year with new innovations, such as the launch of AI agents with the new Agentforce release. But not everyone is ready to fully adopt AI workflows and not every tech stack is the same. That’s why choosing the right integrations is a …

  22. The terms workflow integration and workflow automation often appear interchangeably in vendor marketing, but they describe different approaches to solving related problems. Confusing them leads to buying the wrong tools or expecting capabilities that don’t exist. Workflow automation executes tasks automatically based on triggers. Workflow integration connects systems so data flows between them. The distinction matters because the tool that automates your approval process won’t necessarily keep your project management and CRM data synchronized, and the platform that syncs your tools won’t automatically send notifications or create follow-up tasks. Understanding whe…

  23. So you’ve got a sales team in Salesforce with creatives or marketers managing projects in Asana. How do they collaborate and manage the pre-sales and sales cycles? Or alternatively, what if your support team handles case intake from Salesforce but then needs to assign work based on those cases through Asana? Maybe there’s a project manager jumping between both tools, maybe you’ve got automation figured out with a couple of triggers and actions to share work 1-way, or everyone is just sharing context in Slack and updating their own tasks accordingly. None of these options are ideal, especially not for a growing organization with hundreds or thousands of tasks to keep track…

  24. How familiar with Jira does a product manager actually need to be? The engineering team lives there. Sprint work happens there. Context lives there. But Jira was built for engineers. The interface assumes you care about workflow states, story points, and sprint velocity rather than customer problems and strategic priorities. PMs only need to know enough to communicate effectively with engineering, maintain visibility into progress, and avoid becoming a bottleneck. They don’t need to know enough to become a Jira admin. Not enough to configure workflows. Enough to participate without getting lost. This guide covers what product managers actually need to know abo…

  25. Asana’s built-in automation handles a significant portion of project management busywork. Rules assign tasks automatically when they’re created. Status changes trigger notifications to stakeholders. Due dates approaching prompt reminders without anyone manually setting them up. For teams working primarily within Asana, these features eliminate repetitive work that used to require manual effort. But project work rarely stays contained in a single tool. Engineering uses Jira. Sales works in Salesforce. Customer success operates from HubSpot. The product roadmap lives in a separate platform entirely. Asana’s automation works well for what happens inside Asana. The challe…





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