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Forum One Breaks Down Data Silos with Celigo Integration
Technology Category
- Application Infrastructure & Middleware - Data Exchange & Integration
- Application Infrastructure & Middleware - Middleware, SDKs & Libraries
Applicable Industries
- Agriculture
- Equipment & Machinery
Applicable Functions
- Human Resources
- Logistics & Transportation
Use Cases
- Last Mile Delivery
Services
- System Integration
The Challenge
Forum One, a full-service digital agency, was facing a significant challenge with their professional service automation (PSA) system. The tool they were using was frequently malfunctioning, and the integration between it and Salesforce was cumbersome, requiring substantial manual labor. Over time, the company had acquired various applications to cater to individual departments' specific needs, including Salesforce for the sales team. However, these applications were not integrated, leading to valuable information being trapped in data silos. This lack of integration meant that data could not be shared between systems and departments without significant manual labor. Jeff Traynor, Solutions Architect at Forum One, recognized the critical need for integrated applications and sought an integration solution that could seamlessly connect Salesforce with their new PSA system.
About The Customer
Forum One is a full-service digital agency that specializes in web design and development, branding, strategy, and analytics. For over two decades, their teams of digital strategists, architects, designers, and creators have served leading nonprofit organizations and government agencies. Their clients include the American Red Cross, Peace Corps, Robert Wood Johnson Foundation, and the U.S. Department of Agriculture. The company was in search of a new professional service automation (PSA) system as their existing tool was constantly breaking and had a clunky integration with Salesforce, which required significant manual labor.
The Solution
Forum One identified Celigo as a partner to work with and integrated OpenAir with Salesforce. The benefits of this integration were immediate. Now, whenever a sales opportunity is closed in Salesforce, a new project is automatically created in OpenAir. Key project information, such as billable hours, percentage complete, and other data, is now directly available within Salesforce. This integration has significantly reduced manual labor and ensures that the data between the two systems is always consistent and up-to-date. Forum One also found that Celigo made it easy for non-technical employees to customize fields and data mappings. Furthermore, when the Human Resources department acquired a tool called BambooHR, Jeff was able to use Celigo's integrator.io to connect key integration flows between BambooHR and OpenAir, keeping both the HR department and the head of project delivery satisfied.
Operational Impact
Quantitative Benefit
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