National Digital Marketing Firm Elite SEM Transforms Its Back Office with Salesforce and FinancialForce
Walz IT, and affiliated company of Walz Group with offices in Lancaster, has just announced the completion of a successful client project that transforms the client's back office. Walz IT worked with Salesforce and FinancialForce to complete the project.
Lancaster, PA, January 07, 2016 --(PR.com)-- Walz IT, LLC, a Pennsylvania-based technology consulting company with offices in Lancaster and King of Prussia, today announced it has completed a successful Salesforce and FinancialForce Accounting implementation at Elite SEM, transforming its back office business so that it can spend more time focusing on customers. Elite SEM is a national, award-winning digital marketing agency providing search engine marketing (including paid and organic search), mobile strategy, paid social and more.
In late 2014, Elite SEM recognized a need to improve its contract management, billing, commissions and accounting systems. Elite SEM had outgrown its accounting system to support billing and commissions, comprised of dozens of Excel spreadsheets that required manual, tedious updates and constant attention to changing formulas.
Walz IT began supporting Elite SEM by conducting a systems assessment and process evaluation exercise, and delivered process maps, future systems requirements lists and recommendations to address financials, contracts, billing and commission management. After a detailed software search, Walz IT recommended building a custom Salesforce App Cloud application, which would seamlessly integrate with FinancialForce Accounting.
After a one-month project planning period, the Salesforce/FinancialForce deployment and conversion phase took approximately three months, and was completed on time and on budget. This Fall, Elite SEM tested the new systems by simultaneously running the new solution in parallel with its older, manual Excel workflow. When the information matched up perfectly, Elite SEM was confident to move entirely to the new environment.
With the new Salesforce/FinancialForce solution, Elite SEM benefits from:
-- Significant time savings as data doesn’t need to be manually entered across dozens of spreadsheets
-- Integrated information that provides a clear financial picture
-- More robust financial projections via custom reports
-- More accurate and timely information overall
“We couldn’t be more pleased with Walz IT. It’s rare that a large technology project goes off without a hitch,” said Ellen DiStefano, Director of Finance at Elite SEM. “We save a considerable amount of time on an everyday basis – reports that would’ve taken us days to pull together, are now pulled in a matter of minutes. We have a much clearer view of our financial picture with the new solution.”
“We are proud of the work we’ve accomplished with Elite SEM,” said Bill Hicks, President of Walz IT. “After evaluating a half-dozen different software packages, it was clear that Salesforce and FinancialForce provided the best solutions for Elite SEM’s needs. By remaining true to our timeline and project scope, we were able to complete the project on time and on budget.”
For more information on Walz IT’s Salesforce implementation experiences, consider attending Walz IT’s upcoming Quarterly Technology Forum on Jan. 14, 2016, at the Lancaster Country Club. Applicable for those with and without Salesforce experience, during this seminar Walz IT will:
-- Explore the core Salesforce functions, uses across departments and industries, and configuration/deployment/operational best practices.
-- Identify various tools and accelerators available to improve adoption, productivity and integration
-- Discuss case studies across industries and glossary of Salesforce Terms (also available in a hard-copy takeaway document)
For more information, please visit www.walzit.com/events.
Salesforce, Salesforce1, Customer Success Platform and others are among the trademarks of salesforce.com, Inc.
About Walz IT, LLC
Walz IT, LLC delivers "Ultimate Solutions" by combining skilled resources, innovative tools and industry expertise required to tackle our clients’ IT Strategy, Salesforce, Analytics and Project Management challenges. For more information, please visit www.walzIT.com.
About Elite SEM
Elite SEM is an award-winning, performance-driven digital marketing agency. Founded on search engine marketing (SEM) – both paid search and organic search (SEO) – in 2004, Elite has evolved alongside client needs in the ever-changing online marketing industry, with further expertise spanning Conversion Rate Optimization (CRO), Performance Display Advertising, Paid Social, Shopping & Feed, and Mobile Strategy. For more information, please visit www.elitesem.com.
In late 2014, Elite SEM recognized a need to improve its contract management, billing, commissions and accounting systems. Elite SEM had outgrown its accounting system to support billing and commissions, comprised of dozens of Excel spreadsheets that required manual, tedious updates and constant attention to changing formulas.
Walz IT began supporting Elite SEM by conducting a systems assessment and process evaluation exercise, and delivered process maps, future systems requirements lists and recommendations to address financials, contracts, billing and commission management. After a detailed software search, Walz IT recommended building a custom Salesforce App Cloud application, which would seamlessly integrate with FinancialForce Accounting.
After a one-month project planning period, the Salesforce/FinancialForce deployment and conversion phase took approximately three months, and was completed on time and on budget. This Fall, Elite SEM tested the new systems by simultaneously running the new solution in parallel with its older, manual Excel workflow. When the information matched up perfectly, Elite SEM was confident to move entirely to the new environment.
With the new Salesforce/FinancialForce solution, Elite SEM benefits from:
-- Significant time savings as data doesn’t need to be manually entered across dozens of spreadsheets
-- Integrated information that provides a clear financial picture
-- More robust financial projections via custom reports
-- More accurate and timely information overall
“We couldn’t be more pleased with Walz IT. It’s rare that a large technology project goes off without a hitch,” said Ellen DiStefano, Director of Finance at Elite SEM. “We save a considerable amount of time on an everyday basis – reports that would’ve taken us days to pull together, are now pulled in a matter of minutes. We have a much clearer view of our financial picture with the new solution.”
“We are proud of the work we’ve accomplished with Elite SEM,” said Bill Hicks, President of Walz IT. “After evaluating a half-dozen different software packages, it was clear that Salesforce and FinancialForce provided the best solutions for Elite SEM’s needs. By remaining true to our timeline and project scope, we were able to complete the project on time and on budget.”
For more information on Walz IT’s Salesforce implementation experiences, consider attending Walz IT’s upcoming Quarterly Technology Forum on Jan. 14, 2016, at the Lancaster Country Club. Applicable for those with and without Salesforce experience, during this seminar Walz IT will:
-- Explore the core Salesforce functions, uses across departments and industries, and configuration/deployment/operational best practices.
-- Identify various tools and accelerators available to improve adoption, productivity and integration
-- Discuss case studies across industries and glossary of Salesforce Terms (also available in a hard-copy takeaway document)
For more information, please visit www.walzit.com/events.
Salesforce, Salesforce1, Customer Success Platform and others are among the trademarks of salesforce.com, Inc.
About Walz IT, LLC
Walz IT, LLC delivers "Ultimate Solutions" by combining skilled resources, innovative tools and industry expertise required to tackle our clients’ IT Strategy, Salesforce, Analytics and Project Management challenges. For more information, please visit www.walzIT.com.
About Elite SEM
Elite SEM is an award-winning, performance-driven digital marketing agency. Founded on search engine marketing (SEM) – both paid search and organic search (SEO) – in 2004, Elite has evolved alongside client needs in the ever-changing online marketing industry, with further expertise spanning Conversion Rate Optimization (CRO), Performance Display Advertising, Paid Social, Shopping & Feed, and Mobile Strategy. For more information, please visit www.elitesem.com.
Contact
Walz IT, LLC
Lisa Graham
610-715-4824
www.walzit.com
Lisa Graham
610-715-4824
www.walzit.com
Contact
Categories