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Case Studies
Services
Alba Spectrum Technologies
Business and Residential Tree Removal company
Situation
Business system had multiple loosely integrated parts. It was difficult to
address the client order status request, because of the data distribution
between multiple systems. Crew scheduling was in the paper form with following
manual entry into accounting, resulting in frequent errors. Absence on the
internet leaded to decreasing competing potential.
Our approach
With the business growth the need of web-enabled Client Relation Management system was identified. The decision was made on Microsoft CRM.
CRM Tuning
- Standard quotation forms were created with the check lists for onsite estimation
- Crew’s members assignment custom system was integrated with CRM
- All the necessary reports were enabled via internet for the crews and sales team
Technology:
- Microsoft CRM Form, Tables and Workflows modification via Built-in Customization tool and Deployment manager
- .NET C# web pages for entering data into MS SQL Server tables for crews assignment and tracking
- CRM configuration settings enabled seamless integration of crew assignment form with CRM Order
- Crystal Reports for custom invoice and work order forms
Results
- Order entry was enabled via internet to the customers
- Employees got self entry timesheets, which reduced cost of time cards paper work
- All the business processes, querying and reporting were transferred to one system, eliminating data duplication problems and enabling advanced analysis
Industry: Services
Applications: Microsoft CRM
Technologies: SQL Server: Stored Procs, Views, .Net, C#, HTML, XML, Web Publishing, MS CRM Customization Manager, MS CRM Deployment Manager, Crystal Reports
Industry Specific CRM Vendor with International Support
Situation
Client had turn key system installation plan and support for its customers. The
system had the requirement to show the status of the part of the supported
hardware and it’s history through multiple Great Plains
modules: Sales, Purchasing, Inventory and Fixed Assets by it’s serial number.
Also Clients had support and billing plans with installment payments options and
considering high volume of customer checks – the AR group notification mechanism
was required
Our approach
In order to provide immediate support for the hardware, installed as part of the turn key system and payment notifications
- Dexterity, VBA, SQL and Continuum customization was recommended, addressing several Great Plains modules: SOP, Inventory, Purchasing, Fixed Assets
- SQL queries to provide immediate reporting of customer outstanding invoices and payments history
- SQL and Dexterity triggers, deploying SQL mail to notify AR on customer payments
Results
- Client was able to switch all its legacy systems to Great Plains
- All real-time customer support calls were facilitated, resulting in increasing of customer service quality
Industry: Services
Applications: Great Plains
Technologies: Dexterity, VBA & Modifier, Continuum, ReportWriter, SQL Server: Stored Procs, Triggers, Mail, Crystal Reports
Collection Agency
Situation
Company had UNIX based collection system. However feeding data into accounting
package with billing and payment functionalities was a need. The old accounting
system was too small to serve growing business volume. The uniqueness of the
business processes required automatic switch from the original creditor to the
bank, who bought the AR from this creditor
Our approach
We suggested deployment of Great Plains Integration Manager to feed data from UNIX based collection system into Great Plains
- VBA vendor translation in Integration Manager
- VBA for payment check date and additional fields modification formula programming
Results
- Integration of Collection System with Great Plains
Industry: Services
Applications: Great Plains
Technologies: VBA, Integration Manager
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