WorkPool

14/08/2026

Thank you to Francois du Toit CFP® for having Marius Botha on this week's Raise The Bar to discuss 'Going beyond the hype' and stop chasing tools. Looking forward to continuing the conversation. Check out the PROpulsion channel for the interview.

07/08/2026

We're excited to have WorkPool's Founder and MD, Marius Botha, joining Francois du Toit CFP® on PROpulsion LIVE this coming Friday to talk technology decisions in financial advice: cutting through the hype and focusing on what actually matters. 14 August, 08:00 SAST.

We're excited to have WorkPool's Founder and MD, Marius Botha, joining Francois du Toit CFP® on PROpulsion LIVE this coming Friday to talk technology decisions in financial advice: cutting through the hype and focusing on what actually matters. 14 August, 08:00 SAST.

14/07/2026

https://youtu.be/Eze2raHGohU
Master Class #1 of 4 on Processes
This session introduces the core concepts of WorkPool Processes and the decision‑making involved in designing processes that truly work.
It also lays the foundation for the advanced WorkPool capabilities covered in Sessions 2 and 3.
If you’re new to process development in WorkPool, this session will set a strong foundation. Those with existing process‑development experience may choose to skip this session.
In Session 1 we will explore:
▸ What processes are and how they can be utilised
▸ How to map a process before building it in WorkPool
▸ Types of tasks, including task relationships and roles
▸ The foundational building blocks of WorkPool processes
This session is ideal for:
▸ Teams using spreadsheets or checklists to track tasks, approvals or actions
▸ Those who regularly coordinate or oversee work and want to reduce manual effort
▸ WorkPool Champions needing a refresher before jumping into the next sessions
▸ Anyone wanting to use processes or is just getting started

This session introduces the core concepts of WorkPool Processes and...

14/07/2026

https://youtu.be/OoKHm_cBvAE

Master Class on WorkPool Document Binders
In this class we cover:
> Binders: Purpose and Business Value
> Recommended Document Structures and Storage Locations
> Once off Configurations: Binders, Document Tags, Permission Groups
> End-to-End Use Cases and Practical Tips

Master Class Content- Binders: Purpose and Business Value- Recomm...

08/06/2026

WorkPool Webinar A I Roadmap 2026

- Quick Recap on our Approach & Guiding Principles
- Where are we in our own A.I. Transformation Journey (2025)
- WorkPool A.I. Infrastructure Expansion and Architecture
- WorkPool A.I. Subscription Model & New Features Proposed
- WorkPool Products and Subscription Changes for 2026
- A.I. Digital Transformation Programme 2026

WorkPool A.I. Roadmap/Agenda- Quick Recap on our Approach & Guidin...

29/05/2026

WorkPool Webinar A I Essentials & Roadmap Session 2025

- Introduction to key concepts and tools - What is an LLM? What's real in AI right now? How to go beyond the hype and fear. Which tools to use (and avoid) and how to experiment safely without exposure.
- Safe first steps you can take today without risking your data or overwhelming your team. Simple do's & don'ts to protect your data and reputation, aligned with POPIA and GDPR basics.
- Practical steps and opportunities to prepare your team, improve efficiency and avoid costly mistakes. How to introduce an AI policy into your business.

This isn't about replacing people - it's about empowering them. Whether you're a business owner concerned about your investment, a manager looking to improve efficiency, or a team member wanting to stay valuable, this session will give you clarity, confidence, and a practical path forward.

What you will discover:- Introduction to key concepts and tools -...