Intelliflo: A Netsuite to Office 365 to Splunk to SQL Server to GoToWebinar to T2A to Salesforce to Twitter to Kic>box Success Story
Customer Company Size
Large Corporate
Region
- Europe
Country
- United Kingdom
Product
- Jitterbit Harmony
- NetSuite
- Salesforce
- Office 365
- SQL Server
Tech Stack
- Cloud Integration
- CRM
- Finance Systems
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Productivity Improvements
- Cost Savings
Technology Category
- Platform as a Service (PaaS) - Connectivity Platforms
- Application Infrastructure & Middleware - Data Exchange & Integration
Applicable Industries
- Finance & Insurance
Applicable Functions
- Business Operation
Use Cases
- Process Control & Optimization
- Supply Chain Visibility
Services
- System Integration
- Cloud Planning, Design & Implementation Services
About The Customer
Intelliflo is the leading provider of practice management software to the UK's Financial industry. The company's clients use Intelliflo's products to manage the finances of over eight million people in the UK. In June of 2018, it was acquired by Invesco, the global investment management firm. Before the acquisition, Intelliflo was owned by HgCapital, a leading European private equity investor in B2B technology companies. The company was facing challenges with the flow of business data, with valuable data often hidden in silos both on-premise and in the cloud. This was inhibiting innovation and stymying business initiatives.
The Challenge
Intelliflo, a leading provider of practice management software to the UK's Financial industry, was facing a challenge of inefficient flow of business data. Business initiatives were often stymied by a lack of underlying IT development processes to support them. Valuable data was available but often hidden in silos both on-premise and in the cloud. Innovation was inhibited rather than enabled by technology. The company had financial data in NetSuite and customer data in Salesforce, with duplicate data in both. Rekeying data was prone to error and customers were required to access different applications to find needed information. New SaaS applications were not enhancing business processes or supporting growth strategies.
The Solution
The solution was to create an enterprise integration platform using Jitterbit Harmony. Jitterbit Harmony is a full-featured cloud integration tool that brings together data, apps, and devices with and without coding. Using Harmony, organizations like Intelliflo can quickly and easily orchestrate, automate, and integrate various applications, business processes, and data views. Jitterbit Harmony makes it easy to integrate your systems so you can focus on what you do best. The company can now automatically reconcile their CRM and finance systems every three hours, which gives the team peace of mind that integrations are working and their data is clean. Intelliflo now has an integration layer to ensure a sufficient flow of data through the systems that run their business.
Operational Impact
Quantitative Benefit
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