case study
Data Integrity Leads to Improved Invoicing & Billing
CLIENT BACKGROUND
The client is a healthcare technology and services company focused on accelerating cancer research and improving patient care.
Industry: Healthcare Tecnology
Services: Cancer Research
BUSINESS CHALLENGE
The client needed to improve data integrity for their finance teams to facilitate proper invoicing & billing events for customer satisfaction. They were seeking to streamline sales processes & order management in Salesforce as a centralized system. Also, they needed to allow visibility to account information in Salesforce to support reporting and financial analysis
ATG SOLUTIONS & TOOLS
Advisory Services
- Advisory & Transformation Analysis Readout & Roadmap for Implementation
- Transition to Delivery – Implementation Solutions Handoff
Implementation Services
- Salesforce CPQ
- Net New Instance of NetSuite
- Integration support with Workato
- Data Migration – Legacy & Active Contract
RESULTS & IMPACTS
- Enabled finance org with clean set of data while allowing sales organization to have a centralized quoting system.
- Provided solution with the flexibility to adapt to all business use cases and the scalability to support growth in all lines of business.
- Implementation and customizations supported centralized data.