Integrating Financial and Marketing Platforms; Data and Process Automation

The Problem

Multiple platforms used for event registration, sales and transaction management meant that:

  • Data was poorly managed and manually handled multiple times; human errors and dirty data resulted
  • Finance team spends hours ensuring invoices are correct and manually managing customers’ changed orders
  • Limited reporting made it challenging to track performance against sales forecasts

The Solution

  • Permission’s data systems experts integrated CEBIT’s multiple data sources with its business management solutions
  • This involved integrating MYOB with HubSpot, Salesforce and Etouches by leveraging Zapier .NET C# 4.7, MVC API and MSSQL databases
  • Our end-to-end integration ensured data consistency through all processes and created automatic updating of accounting and financial records in real time
  • By automating the sales onboarding and financial management processes we allowed CEBIT to reduce their resource overhead

The Results

  • Accurate data maintained and accessible in real time
  • Significant reduction in time required to manage financial processes resulted in redeployment of human resources to more productive roles
  • Better accountability in the business
  • Faster and more accurate reporting with enhanced management ability to adjust to performance tracking
We needed a partner to guide us through a complex series of integrations across multiple platforms. Permission has a good understanding of our business needs and was able to deploy its wide array of skills to great effect. We're very pleased with their work on this project.

John Wilson - CeBIT

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