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GlobiFlow for Podio for Quality Assurance Cycles

August 29, 2025
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Simplified Innovations manages the IT infrastructure for their CPA clients. This involves managing multiple virtual disk images containing pre-specified software applications.

For a list of FAQs regarding the CPA clients, see here FAQ

Workflow Automation

Now Simplified Innovations uses GlobiFlow for Podio to automate most of the QA cycle steps. In this video, we show this real-world automation on a set of demo data:

As you can see from this video, the tedious tasks of managing QA cycles has been reduced to a simple click of a button, and the chance of important upgrades being missed has been significantly reduced.

Here are the Flow steps as defined in GlobiFlow for Podio to achieve this automation in their Podio Workspace:

  1. 1 Initiate vDisk QA

    vDisk QA

  2. 2a QA Cycle Created

    Cycle Created

  3. 2b Populate QA Steps

    Populate QA Step

  4. 3a QA Updated

    QA Updated

  5. 3b Trigger progress update

    Progress update

  6. 3c Calc QA Progress

    QA Progress

  7. 4a is QA Cycle Complete?

    Cycle Complete

  8. 4b QA Cycle Complete

    Cycle Complete

FAQ

Would you please give us a brief overview of what you do for your clients?

At Simplified Innovations, we provide a secure and remote desktop designed for CPA’s. We manage access, security, backups and application updates. To improve the delivery of the hosted desktop, and reduce management costs and server image drifting, we leverage Citrix Provisioning Server or PVS.

What has been your biggest challenge in managing these server images?

Each client has a specific set of applications, specific to their firm specialty. Because we are CAP focused, application updates can affect more than one client. So when application X needed an update, we needed a way to identify which server images (vDisks) to update.

How has GlobiFlow for Podio helped you overcome these challenges?

Delivering timely application updates in the CPA industry is critical. Often updates impact tax calculation, payroll deductions and more. Using GlobiFlow for Podio allows us to automatically identify the vDisks that require updates and complete them in the next maintenance window or sooner. Integrating GlobiFlow for Podio with our existing Podio workspaces has revolutionized what can be accomplished. I personally see it as an essential add on to any Podio deployment.

GlobiFlow for Podio for Quality Assurance Cycles
August 29, 2025
Contributed by: 
P
August 29, 2025
Contributed by: 
P

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