Sapling was approached by a supplement distributor to automate the processes between their online order system and accounting system and eliminate the manual aspects of the workflow.
We conducted interviews to understand the order to invoice workflow: customers were placing orders through Amazon, the employees would manually enter the order into their ERP and ship it, and then other employees would manually copy the order information to QuickBooks to prepare and send invoices.
We determined a repeatable pattern for the client’s workflow, and we built custom code to automatically flow the data through the relevant systems, and to transform the order data into an invoice.
The automation of the order to invoice workflow resulted in reduced labor efforts, eliminated any user errors that occurred in the manual process, and increased the client’s ability to process orders and invoices faster.
An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.
The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.
