Scenario
Our Client had multiple legacy systems to manage the financial transactions and reports. Major issues included:
- The legacy systems were poorly interconnected and contained too many manual processes. These led to on-going data synchronisation issues.
- Strategic planning was hampered by the resulting poor data quality.
- Customer requests for reports on credits and debits for their account were difficult and time-consuming to create.
Ennovision studied the issues with the Client and offered the solution of automating and synchronising the financial data and reports.
Solution Offered
- Financial Force was integrated with Salesforce CR.
- Financial Force was customised to meet the organisations specific needs.
- Customised quotes were built that provides real time data for the user based on their request.
- An application was developed to handle all the credit and debit of the customers and provide them a summary on all their transactions based on the requested date range.
Business Benefits
- Improved data quality by 50%, improved productivity by 30%.
- Multiple legacy systems are integrated.
- Manual operations are eliminated which ensures operations are done quickly and without errors.
- Effective reporting system is created which provides real time visibility on financial data and supports taking the quick and accurate strategic planning
- Effective reporting system is created which provides real time visibility on financial data and supports quick and accurate strategic planning.
- Administrative overheads are reduced due to elimination of manual work.
Technology Components
Sales Cloud | Lightning Components | Financial force | LWC and Apex
