Industries We Serve

Problem

A mid-size financial services company managed quoting and billing across spreadsheets and legacy tools. Deal cycles were slow, and billing errors led to client disputes and revenue leakage. They needed a single platform to quote, contract, and bill with accuracy and auditability.

Solution

We implemented Salesforce CPQ and Billing Cloud with custom product and pricing rules, approval workflows, and integration to their existing ERP. We migrated historical contract and billing data, trained sales and finance teams, and established governance for ongoing updates.

Results

• Unified quote-to-cash process in Salesforce
• Automated pricing and discount rules aligned to policy
• Billing and invoicing tied to contracts with full audit trail
• ERP sync for revenue recognition and reporting

40% faster quote-to-cash · 90% reduction in billing errors · Single source of truth for contracts and invoices

Problem

A regional health network struggled with manual patient onboarding, duplicate data entry across systems, and disjointed workflows between scheduling, EHR, and billing. Staff spent hours on repetitive tasks, and compliance risk increased with ad-hoc processes.

Solution

We designed and implemented workflow automation for patient onboarding and integrated key systems via secure APIs. We ensured HIPAA-aligned handling of data, documented processes, and trained staff on the new workflows. Ongoing support included monitoring and incremental improvements.

Results

• Automated patient onboarding and eligibility checks
• EHR and scheduling system integration reducing double entry
• Structured workflows with clear audit trails for compliance
• Staff trained and supported for sustained adoption

60% reduction in manual data entry · HIPAA-aligned design and documentation · Faster patient intake and fewer scheduling errors

Problem

A multi-location retailer faced stockouts on key SKUs and excess inventory on others. Planning was largely manual and reactive. They wanted to use data they already had to improve forecasting and replenishment without a multi-year, big-bang project.

Solution

We built a demand-forecasting and inventory-optimization solution using their existing sales and inventory data. We implemented models that accounted for seasonality, promotions, and store-level variation, and integrated recommendations into their existing procurement workflow.

Results

• Demand forecasts at SKU and location level
• Automated replenishment recommendations
• Clear visibility into stockouts and excess inventory
• Process integrated with current tools and teams

25% reduction in stockouts · 15% reduction in excess inventory · Faster, data-driven replenishment decisions

Problem

A manufacturer ran operations across ERP, CRM, and spreadsheets. Order and production data were out of sync, and manual handoffs between sales, planning, and shop floor caused delays and errors. They needed reliable integration and automated workflows without replacing core systems.

Solution

We implemented integration between their ERP, Salesforce (CRM), and production planning tools. We automated order-to-production handoffs, status updates, and key reporting. We used APIs and lightweight middleware, with clear ownership and documentation for internal teams.

Results

• Real-time sync between CRM, ERP, and planning systems
• Automated order and production status updates
• Reduced manual handoffs and duplicate entry
• Unified reporting for sales and operations

50% faster order-to-production handoff · Fewer manual touchpoints and errors · Single view of order and production status