Creating a Quote-to-Cash Orchestration

Founded in 2005, this enterprise software company helps organizations unleash human potential in their employees through incentive compensation. The company offers a cloud-based, incentive management solutions for organizations to empower their employees to become top performers and drive business growth. Headquartered in San Jose, CA, the company operates within the software industry and employs between 350-500 people. Over the years, the company has grown into a mature software entity, focusing on modernizing its IT systems and infrastructure to stay competitive and agile. By implementing cloud solutions, the company aims to enhance its business operations and improve decision-making processes, ultimately boosting customer experience and satisfaction.

Over the past decade, the enterprise software company has grown into a mature software company and looked to modernize the company’s IT systems and infrastructure. The company turned to new applications to enable different departments within the organization to stay agile and achieve business results. As a result, the company prioritized its “cloud first” approach by implementing cloud solutions in their IT architecture. The IT team at the company deployed multiple cloud applications, including Salesforce for their marketing and sales’ customer relationship management system, Workday for their finance and human resources teams, Domo for their business intelligence team, and NetSuite OpenAir for their professional services team, among other cloud applications. As the number of applications increased, teams faced silos of information, disabling them from moving quickly and providing the best possible customer experience. These applications proved to be useful for teams to manage their workflows within their departments. Over time, the organization realized that the same applications they implemented to stay nimble actually hindered them from identifying issues and making data-driven decisions. Teams saw gaps in their customer information, resulting in disconnected business insights. One of the biggest issues the company faced is that prospective customer and existing customer data in Salesforce was not connected to contract and billing information within Workday or the professional services projects in NetSuite OpenAir. The missing customer information disabled individual departments from identifying customers that required customer support. Users conducted repetitive and manual data entry to merge customer data and attempted to create a single view of the customer – wasting valuable employee time and resources.

With a vision to create a single system of systems, the Senior Director of IT turned to the SnapLogic intelligent integration platform-as-a-service (iPaaS) that would help them create a hub-and-spoke model, allowing applications to work together seamlessly. The SnapLogic iPaaS would serve as the foundation used to automate integrations among business applications and corporate data sources and systems. The company’s initial project was to deploy SnapLogic’s pre-defined intelligent connectors, called Snaps. SnapLogic Snaps are modular collections of integration components built for a specific application or data source. SnapLogic Snaps replaced hand-coded integrations and enabled users to assemble data integration flows using a drag-and-drop interface. Using Snaps, the company integrated and automated a quote-to-cash orchestration drawing sales data from Salesforce CRM, professional services billing information from NetSuite OpenAir, and contract information from Workday Financial Management in fewer than two weeks. The company plans to expand their SnapLogic integration work with other applications including ADP, Zendesk, EASi, Apptivo, and more.

• The SnapLogic Intelligent Integration Platform and a selection of Snaps enabled the company to integrate disparate business applications, creating a unified system that more effectively managed the entire customer lifecycle.
• Now, technical and business users within the company can input or access the information needed to provide outstanding customer service.
• Integrations and new business templates completely automated formerly time-consuming manual data entry and freed resources to focus on more business-critical projects.
• Because it had access to all business and customer data, the company was better equipped to assess the current state of the business and create strategic business plans.
• The executive team is particularly thrilled with the access to a complete view of customer data and the competitive advantage gained from providing top-notch customer service.

• SnapLogic integration was completed in fewer than two weeks.