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Saving over 1500 hours on Project Management and Accounting
Explore how 1ntegrate's expertise in low-code automation and integration solutions transformed Datafleet's project management and payment operations, leading to significant time and cost savings.
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Datafleet faced significant challenges in synchronizing their project and operations teams across multiple platforms. The disjointed systems led to inefficiencies, especially in project management, contractor invoicing, and resource allocation.
“We never realized the full potential of our existing tools until 1ntegrate stepped in. Their solution didn’t just integrate our systems; it revolutionized our entire workflow. The efficiency we have gained is a game-changer for our business."
Stephen Kleva, CEO @ Datafleet
Tools
HubSpot
Xero
Worksuite
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Business Challenges
Inefficient project management operations
Unable to effectively track field resources' invoices to Projects
Labor-intensive invoice processing
Zapier automations that couldn't handle unique edge cases
Solution
Sales-to-Project Management Handoff
Automatic creation of new Projects in Worksuite from HubSpot deals that were Closed/Won.
Two-Way Sync
A two-way sync between Worksuite and Xero, which facilitated real-time invoice processing and financial data management.
Centralized Talent
Centralized all field technicians into one tool to enable project management and resource allocation.
Solve for Edge Cases
A nightly redundancy sync allowed for peace of mind to let 1ntegrate solve the edge cases that were consuming so much time.
Results
01. RESOURCE PLACEMENT OPTIMIZATION
Assigning field technicians to a project used to be an Excel activity - now it's centralized to allow Project Managers to make better decisions.
02. EFFICIENT COMMUNICATION
Project Managers can now rely on a central project management tool to reliably share information with field technicians.
03. STREAMLINED INVOICE SUBMISSION & APPROVAL
Ability to handle one-off cases to improve the efficiency of invoice management and ensure timely payments to contractors while reducing approval mistakes.
04. CONTRACTOR PROJECT INVOICE TRANSPARENCY
Because the project fee is assigned at the start of the project, field resources will save time and reduce errors in their invoice submissions
About Datafleet
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Datafleet provides Facility Management Software and Asset Tagging services that revolutionize facilities management.
Data Fleet provides the SaaS platform and services that allow for a predictive approach to facilities management of operational assets. By combining thier skilled field force with digital capture tools, they can deliver a live look at the lifecycle of your assets. Never before could you see your assets, understand them, and intelligently plan for the future.
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