Success Stories

Real Solutions, Proven Strategies, Tangible Outcomes.

Case Studies

Better Strategic Planning through Financial Data Integration

Financial-Data-Integration

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 synchronization 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.

  • AWT studied the issues with the Client and offered the solution of automating and synchronizing the financial data and reports.

Solution Offered

  • Financial Force was integrated with Salesforce CR.

  • Financial Force was customized to meet the organizations specific needs.

  • Customized 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