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Case Studies
Placement
Alba Spectrum Technologies
Nation-Wide Registered Nurse Placement Agency
Situation
As for many placement agencies there was the problem of integration of the Placement database, which is heavily customized business system, based on Client Relation Management (CRM) application with the back end accounting system. The dilemma was in either to create similar customization in Great Plains or introduce the interface between the two systems. As the result many pieces of data had to be manually reentered into accounting system. Each request from customers to verify hours and payment rate in accounting system and Placement database resulted in special project for IT group
Our approach
In order to preserve investments into Placement System (CRM) and Great Plains - Integrated Business System, consisting of Great Plains and CRM was recommended. Portions of business logic were transferred from CRM customization to Great Plains by addition of standard Project Accounting module.
Technology:
- Ongoing CRM-Great Plains integration via SQL Stored Procedures
- Sales Commission Crystal reporting, combining info from Great Plains Sales and Project modules as well as CRM database, based on distributed queries and SQL Views
- Automatic Data Transformation Packages, feeding and synchronizing data between systems
Results
- Efficient billing from Great Plains project accounting with robust projects control and reporting
- Automatic data feeding from Business specific Placement CRM system into accounting
- Cross system reporting
Industry: Placement
Applications: Great Plains: Project Accounting
Technologies: SQL Server: Stored Procs, Distributed Queries and Views, Data Transformation Packages, Crystal Reports
Payroll Funding Company for Placement Agencies
Situation
Company had several hundred clients – placement agencies and needed the system
to bill them and make payroll transfer to their temps. Standard mid-size
accounting application with payroll module can produce payroll checks and direct
deposits. Management decision was to have individual database/company per
client, which resulted in several hundred SQL databases. The addition of new
clients required automatic setup in this case, plus consolidation of accounting
records from these client databases into corporate accounting required
sophisticated SQL integration.
Our approach
Our research confirmed supported management decision to have separate Great Plains company for each individual client and we suggested
- To have SQL Server Data Transformation Package for installing and setup new client
- SQL DTS package for consolidation of client’s companies transaction into Corporate GL
- Dexterity, Modifier with VBA standard Great Plains logic customizations to fit business logic
Results
- Unique business processes were automated within Great Plains
- Client’s IT team got single and reliable database platform (MS SQL Server) as the basis for multiple reporting needs
Industry: Placement
Applications: Great Plains
Technologies: Dexterity, VBA & Modifier, SQL Server: Stored Procs, Triggers
Alba Spectrum Technologies
Phones
Toll Free: 1-866-528-0577
Office: 1-630-961-5918
Cell (consultant-on-duty): 1-630-854-0597
Email: help@albaspectrum.com
Great Plains Dexterity Customizations Dynamics eEnterprise Microsoft CRM Microsoft RMS Crystal Reports SQL .Net C# International