About the client
Established in 1989, this client is North America’s largest family-operated disaster recovery services firm, specializing in restoration, environmental remediation, and reconstruction services following natural and man-made disasters.
With 60+ offices and more than 2,000 employees, the company supports large-scale recovery projects across the continent. Rapid growth and an aggressive M&A strategy meant the company was constantly absorbing new entities, integrating disparate systems, and managing teams across dozens of locations.
What was once a manageable IT landscape had become an obstacle to growth.
Client challenges
The client’s fast growth and frequent acquisitions had created a patchwork of disconnected platforms. The issues were systemic and affected multiple parts of the business.
- Disconnected CRM and ERP
Salesforce, the company’s primary CRM, had no reliable real-time connection to the back-office ERP. Work orders created in Salesforce had to be manually re-keyed into operations systems, causing delays, errors, and additional effort for project managers.
- Manual Work Order Processing
Project managers spent significant time on administrative data entry. Complex Xactimate PDFs, used for job scoping and estimating, had to be manually parsed and re-entered into the ERP.
- M&A Onboarding Delays
The company lacked a scalable framework to onboard newly acquired entities into its ERP. Each integration was handled separately, delaying the operational value of acquisitions.
- Fragmented Payroll and Third-Party Integrations
Payroll, compensation, and benefits for a 2,000+ person workforce relied on ADP, but ERP connectivity was unreliable and manual-dependent. Third-party platforms including Leveset and Comerica also required separate integrations.
- No Audit Trail or Data Governance
Without a connected API backbone, the company lacked a reliable way to track data changes, enforce access controls, and maintain a clean audit trail.
Solution
LevelShift approached the engagement in three phases: ERP selection and architecture, system integration and M&A onboarding, and workflow optimization. Each phase helped establish a scalable foundation instead of isolated point fixes.
Phase 1: ERP Selection and Scalability Foundation
LevelShift assessed the company’s accounting and operations systems against its growth and acquisition plans.
Following the evaluation, Dynamics 365 Finance & Operations was selected as the ERP platform of record for its scalability, finance, supply chain, project accounting, and integration capabilities.
LevelShift also defined the integration architecture connecting D365 F&O, Salesforce, ADP Payroll, Leveset, Comerica, and other third-party platforms.
Outcome
A clear ERP roadmap reduced implementation risk and accelerated time-to-value across six acquired entities.
Phase 2: System Integration and M&A Onboarding
LevelShift deployed MuleSoft to connect Salesforce, D365 F&O, ADP Payroll, and project accounting through an API-driven architecture.
Salesforce customer records, jobs, and work orders were integrated with D365 F&O in real time. Eighteen integration points were established across Salesforce, ADP, Leveset, and Comerica.
LevelShift also built a repeatable framework for onboarding acquired entities into D365 F&O. Six entities were onboarded within five months, reducing timelines by 50%.
Outcome
Real-time data synchronization eliminated manual re-entry and cut M&A integration timelines by 50%, while improving governance and traceability.
Phase 3: Workflow Optimization and Operational Efficiency
LevelShift then focused on reducing manual effort in high-volume workflows.
Using MuleSoft, Xactimate PDFs were automatically parsed and pushed into D365 F&O, eliminating manual data entry.
ADP payroll and purchase requisition workflows were streamlined, while Salesforce Lightning screens were unified to eliminate 3–4× manual re-entry across customer and job management.
Outcome
Manual effort on project setup and job scoping dropped by 90%, and the job-to-order cycle became 60% faster.
Benefits
Working with LevelShift, the client moved from disconnected systems to a unified, real-time operational platform.
- Unified ERP platform: D365 F&O supported rapid growth, 400+ concurrent users, and a complex multi-entity operating model.
- Seamless M&A integration: Six newly acquired entities were onboarded within five months, 50% faster than previous timelines.
- Real-time data synchronization: Salesforce customer, job, and work order data flowed in real time across platforms.
- Audit-ready API backbone: Eighteen integration points created a traceable, governance-ready data environment.
- 90% reduction in PM manual effort: Xactimate PDF automation and streamlined workflows reduced project manager data entry.
- 60% faster job-to-order cycle: Faster movement from job scoping to work order creation improved operational throughput.
- Repeatable integration framework: The architecture now supports faster onboarding for future acquisitions.