• Company
    • Overview
    • Management
    • Alliances
    • Customers
  • Services
    • Cloud Migration
    • App Modernization
    • Enterprise Integration
    • Artificial Intelligence
    • Testing Services
    • Business Process Services
      • Leasing Services
      • Medical Records and Data Services
  • Explore
    • Career
    • Case Study
    • White Paper
    • Blog
    • Contact Us
  • Home
  • >>
  • Case Study
  • >>
  • Cloud

A leading US restoration contractor leverages PreludeSys’ Salesforce integration capabilities to automate their process

The client is a national leader in restoration, environmental remediation, and reconstruction process, providing comprehensive recovery services to address environmental hazards

Business Challenge

As the nation’s leading restoration contractor, the client’s employees were working at multiple locations where they procure a variety of materials for their daily operations. This data had to be handwritten in ‘Material requisition form.’ Someone had to later manually enter this data into the enterprise application, Sage 300 ERP. This manual input led to data inaccuracies, duplication of effort and loss of time. This eventually triggered frequent setbacks to their schedules and resulted in inefficiencies and project delays. The client approached its technical team for a solution. Their lean in-house team was under duress to quickly come up with a plan to automate the entire process.

Benefits

  • Since a lot of data got auto-populated, form filling time, came down by 70%
  • Employees experienced 40% faster task resolution
  • Overall project efficiency increased by 35%
  • Cost-effective solution because the integration was planned using an existing tool like Jitterbit

PreludeSys Solution

PreludeSys’ technical team performed a thorough assessment of the client’s technical environment. Salesforce was used as a sales and marketing tool and housed their customer database. The Client was using Jitterbit to integrate their invoicing application with Salesforce. Sage ERP was their enterprise tool. PreludeSys advisory team identified that more than 50% of data written in the ‘Material requisition form’ pertained to customer information and was being pulled out from their Salesforce instance. Since Jitterbit is a renowned API integrator and as the client was already using it in-house, PreludeSys advisory team proposed to develop the “Material Requisition Form” in Salesforce and integrate that with Sage 300 ERP using Jitterbit.

We take the time to understand your business and focus on creating compelling value that enhances your customer and employee experiences by leveraging Cloud, Mobile, Analytics, AI and related technologies.

SERVICES

  • Cloud Migration
  • App Modernization
  • Enterprise Integration
  • Artificial Intelligence
  • Lease Abstraction & Administration
  • KPO
  • Testing services

QUICK LINKS

  • Home
  • About Us
  • Contact Us
  • Career
  • Case Study
  • White Paper
  • Blog
  • Policy

GET IN TOUCH

  • 949-208-7126
  • 5 Corporate Park, Suite #140, Irvine, CA 92606
  • info@preludesys.com
© 2020 PreludeSys. All rights reserved

Schedule a Call

    Name: *

    Email ID: *

    Phone No: *

    Query / Comments:

    JOIN OUR SECRET CLUB

      Get instant access to the best resources on cloud migration, digital transformation, and Azure best practices

      We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Read More
      Cookie settingsACCEPT
      Manage consent

      Privacy Overview

      This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
      Necessary
      Always Enabled

      Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

      CookieDurationDescription
      cookielawinfo-checbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
      cookielawinfo-checbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
      cookielawinfo-checbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
      cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
      cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
      viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

      Functional

      Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.

      Performance

      Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

      Analytics

      Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.

      Advertisement

      Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.

      Others

      Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.

      SAVE & ACCEPT