High-tech firm 1E chooses FinancialForce over Kimble and SAP for greater ROI

See how 1E, a software and services company offering real-time endpoint management to help IT deliver an unparalleled employee experience, drives best practices and business agility for its customers.

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90%


IMPROVEMENT IN
DATA ACCURACY

75%


REDUCTION IN TIME TO
MONTH-END CLOSE

1


SOURCE OF TRUTH

CHALLENGE

HAMSTRUNG BY MANUAL PROCESSES

When they began feeling restricted by their own internal processes, the team at 1E knew their systems needed an overhaul. Relying on a portal not integrated with key systems, they wasted time on duplicative data entry efforts. Too much time spent manually filing project details and matching up expenditures made it difficult to gain control over project resourcing and execution. Moreover, the company was limited when it came to timesheets and approvals, and lacked essential project-driven reporting and mobile support.

SOLUTION

THE RIGHT FOUNDATION FOR A GROWING BUSINESS

The perfect complement to Salesforce

Having recently invested in the Salesforce platform, 1E was driven to find the best complement for its record of sales and services data. After comparing FinancialForce against Kimble and SAP, the company decided FinancialForce Professional Services Automation (PSA) and FinancialForce ERP were the right fit for the growing organization.

More connected quote-to-cash

Working from the same Salesforce platform, 1E’s professional services team is able to manage its processes on FinancialForce PSA while the accounts payable team runs financials in FinancialForce ERP, making quote-to-cash a more fluid process.

Faster ROI with Premier Support

By taking advantage of FinancialForce Premier Support, the 1E project management team was able to easily enable new features in FinancialForce PSA. Project status summary and stages, billable and non-billable approval workflows, and complete project visibility empowered the team to improve day-to-day business operations.

RESULTS

IMPROVED TIME SAVINGS AND AGILITY

Where the project management team previously spent two hours or more sorting out billing and projects to complete month-end close, the process now takes under 30 minutes with FinancialForce. 1E operations, sales, services, and accounting teams are not only saving time, but also benefiting from better data accuracy.

With clients working remotely due to COVID-19, 1E has gained much-needed agility by putting FinancialForce PSA at the core of its service delivery process. Thanks to the synergy between FinancialForce and Salesforce, 1E can spend more time helping clients in the new world of “working from anywhere."

“Compared to the competition, FinancialForce works seamlessly with Salesforce, making it more of a one-stop shop for all departments.”

Bailey Ismail
Sales Operations Analyst, 1E

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FINANCIALFORCE

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FinancialForce is the leading cloud ERP for the new services economy. The #1 ERP native to the Salesforce platform, FinancialForce unifies data across the enterprise in real-time, enabling companies to rapidly evolve their business models with customers at the center.

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SPI 2021 Professional Services Maturity™ Benchmark report

Uncover how top-performing professional services organizations
drove higher billable utilization using PSA

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