Performance Driven Data Synchronization

INTG

API

Performance Driven Data Synchronization

This case study highlights how EasyStepIn helped a leading Gas & Utility provider in the USA & Canada achieve seamless data synchronization and real-time financial integration. By addressing challenges like multi-system data flow, vendor onboarding, and ERP-CRM sync, EasyStepIn implemented an automated iPaaS solution with optimized workflows. The result was 30% cost savings, enhanced efficiency, and improved data accuracy, ensuring scalability and streamlined operations in the utility sector.

Client Background & Overview

A leading Gas & Utility provider in the USA & Canada needed an optimized real-time data synchronization strategy for financial, accounting, and vendor management systems. EasyStepIn implemented a high-performance iPaaS integration with automated data consolidation and ERP-CRM optimization. The solution streamlined vendor workflows, improved efficiency, and reduced implementation costs by 30%, ensuring seamless operations.

Project Metrics at a Glance

Business Challenges

Complex Multi-System Data Integration

Integrated ERP & CRM for seamless, real-time data flow across systems. Automated invoice processing, vendor payments, and order confirmations for enhanced efficiency.

Vendor Management & Order Routing

Automated onboarding/offboarding of staffing, hardware, and software vendors. Smart order routing based on vendor type, enhancing processing efficiency and reducing delays.

Financial & Accounting Data Sync Issues

Real-time invoice processing, payment confirmations, and account management needed automation to improve efficiency and accuracy.

Lack of Adaptability in Data Flow

The client needed a dynamic reporting system to adapt to changing business data, ensuring accurate financial and sales performance insights.

Client Goals

Real-Time Data Sync
Vendor Automation
Invoice Processing
Order Routing
Cost Reduction

Optimizing Financial & Sales Platforms

The client sought to achieve seamless synchronization between financial systems, accounting platforms, and sales platforms in real-time.
This objective was driven by the need for up-to-date, accurate data to support faster decision-making and reduce errors that often arise from delayed updates.
By integrating various platforms, the client aimed to improve operational efficiency and visibility across business functions, ensuring that the financial and sales data were continuously aligned.

Streamlining Vendor Onboarding/Offboarding

Efficient vendor management was a priority for the client, with a focus on automating the processes of onboarding and offboarding staffing, hardware, and software vendors.
The client faced challenges with manual, time-consuming processes that slowed down operational flow.
By automating these tasks, the client expected to reduce the workload on HR and procurement teams, increase speed, and eliminate potential errors or delays.

Enabling Automated Payment Confirmations

Real-time invoice processing and payment confirmations were critical objectives for the client to ensure accurate financial transactions.
The automation of this process would streamline accounting workflows, reduce human errors, and speed up the time it took for invoices to be approved and payments to be confirmed.
By integrating invoice processing with the ERP and CRM systems, the client could immediately match incoming invoices with purchase orders, ensuring no discrepancies.

Improving Order Processing Efficiency

Optimizing order routing based on vendor type was another key objective for the client, aimed at improving overall processing efficiency.
By automating the routing of orders to the most appropriate vendor, the client could eliminate delays, reduce the chances of errors, and ensure that the right products and services were sourced in the most efficient way possible.
This improvement was particularly important during peak business periods, such as holidays, when order volume and complexity increased.

Reducing Integration Development Time

The client aimed to reduce development time and associated costs for the integration processes by leveraging modern technologies and tools.
Historically, integration between different systems and platforms was time-consuming and resource-intensive, requiring significant custom development.
By opting for a more streamlined, pre-built integration platform, the client could cut down on both development and testing efforts, leading to faster implementation.

EasyStepIn's Solution Approach

EasyStepIn deployed a performance-driven data synchronization strategy, leveraging iPaaS integration to automate financial, vendor, and order processing workflows. The solution enhanced data accuracy, speed, and efficiency while ensuring seamless ERP-CRM integration.

High-Performance Data Sync

Integrated ERP & CRM for seamless real-time data flow, automating invoice processing, vendor payments, order confirmations, reducing errors, and boosting efficiency.

Optimized Vendor & Order Routing

Automated vendor onboarding/offboarding, smart order routing by vendor type, and faster onboarding with centralized data management.

Real-Time Reporting & Data Sync

Implemented dynamic reporting tools for business data changes, handling 10M+ real-time transactions with automated consolidation, quicker finance decisions.

Secure & Reliable Global Data

Ensured secure financial data processing with error-handling frameworks, improving efficiency in managing accounts, sales data, contracts, and compliance.

Scalable Integration Design

Developed a scalable integration architecture to handle growing data volumes, supporting rapid scaling with flexible iPaaS integration

Global 24/7 Operational Support

Provided 24/7 operational support for global transactions, enhanced system uptime with error recovery, and ensured consistent.

Business Outcomes

30% Cost Savings for Implementation

Reduced project costs by optimizing processes, leveraging expert teams, and providing cost-effective automation solutions.

27% Reduction in Development Time

Accelerators and frameworks shortened development, streamlined processes, and boosted productivity while maintaining high-quality standards.

Optimized Vendor & Order Management

Automated vendor onboarding and offboarding boosted efficiency, while real-time order routing improved operations and reduced errors.

Improved Invoice Processing & Payment Confirmations

Automated invoice handling and payment confirmations ensured timely processing, while real-time updates improved cash flow management and reduced manual interventions, cutting costs.

Seamless Financial Data Flow across ERP & CRM

Integrated ERP and CRM systems enabled seamless real-time data synchronization, eliminating silos, improving financial reporting, and enhancing operational efficiency.

Real-time Data Insights

Implemented real-time reporting tools for accurate insights, improved forecasting, and enabled quick, data-driven decisions.

Client Feedback

EasyStepIn’s data synchronization strategy greatly streamlined our financial operations and vendor management. By automating real-time order processing, we saw a significant reduction in integration costs. Invoice confirmations were also automated, further improving efficiency.

The entire approach enhanced our business operations, allowing for faster decision-making and improved workflow. Overall, EasyStepIn’s solution provided us with more seamless and reliable processes. The impact was felt across multiple systems, boosting both operational speed and accuracy.

INTG

API