About the client
The client is a national leader in restoration, environmental remediation, and reconstruction, providing comprehensive recovery services to address environmental hazards.
Client challenges
As the nation’s leading restoration contractor, the client’s employees worked at multiple locations where they procured various materials for their daily operations. This data had to be handwritten in ‘Material requisition form.,’ which led to manual data entry into the enterprise application Sage 300 ERP.
This manual input led to data inaccuracies, effort duplication, and time loss. 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 devise a plan to automate the entire process.
Solution
LevelShift’s technical team thoroughly assessed the client’s technical environment. Salesforce was used as a sales and marketing tool to house its customer database.
The client was using Jitterbit to integrate their invoicing application with Salesforce. Sage ERP was their enterprise tool. LevelShift 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 the client was already using it in-house, LevelShift advisory team proposed to develop the “Material Requisition Form” in Salesforce and integrate it with Sage 300 ERP using Jitterbit.
Benefits
- Since a lot of data was auto-populated, the form-filling time decreased by 70%.
- Employees experienced 40% faster task resolution.
- Overall project efficiency increased by 35%.
- It is a cost-effective solution because the integration was planned using an existing tool like Jitterbit.