SOURCE OF TRUTH
SEARCHING FOR A SCALABLE SOLUTION
As Jellyfish grew from one office of 60 people to more than 30 offices and 1,200 people across 17 countries, its previous project management software solution could not keep up. With project and client information captured in separate systems, employees struggled to easily manage projects and accurately forecast revenue. It became challenging to determine project status and health for hundreds of clients around the world. Jellyfish knew it needed a system with built-in connectivity, automation, and efficiency.
ENABLING SOPHISTICATED PROJECT MANAGEMENT
Single customer record
In contrast to restrictive API integrations offered by other vendors, FinancialForce is natively built on Salesforce – the system of record for all of Jellyfish’s client-related processes. As a result, the company now has a single source of truth across its clients and projects.
Jellyfish can now automate all of its business processes, from lead generation to billing. With one click, an employee can turn a Salesforce notification into a new project. In addition, FinancialForce enables Jellyfish to give clients visibility into project deliverables, milestones, and budget to assure them that everything is on track.
Automation at scale
By automating its essential processes and workflows using FinancialForce, Jellyfish has been able to reduce and even eliminate costly human errors. This has not only enabled cost savings, but it has also given the company the enterprise-grade solution it needs to support its global growth.
ACHIEVING TIME & COST
SAVINGS AT SCALE
The next step for Dan Paget, Chief Solutions Officer at Jellyfish, is scaling FinancialForce to continue the positive momentum and achieve greater time and cost savings. With everyone working consistently around the world, the company expects to see even more ROI in the coming months and years. Paget believes this is a chance to reimagine how Jellyfish serves its customers and grows as a global business.
“With workflow efficiencies, automation opportunities, and integrated data driving business decisions, FinancialForce does not feel like additional cost but more like a cost-saving exercise for our organization.”
Chief Solutions Officer, Jellyfish
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