Company Size Small

Case Study Product FinancialForce ERP: Accounting, PSA, Billing, Spend Management

Systems ReplacedQuickBooks

LocationEdmonton, Canada

IndustryReal Estate and Construction

CDI Spaces - ERP

CDI Spaces designs, constructs, and furnishes offices, schools, and healthcare facilities. Their focus is to provide functional solutions so their customers’ environment is optimized to best serve the organization’s purposes.

CDI was outgrowing Quickbooks so they set out to run their business on the Salesforce Platform and adopt a true cloud ERP system. With FinancialForce ERP, sales, services and finance are now working from the same system. Processes are streamlined, visibility increased, and a unified voice is established across the organization.

Results - huge improvements in customer satisfaction.

SUCCESS STORYCDI Spaces

Andrew HolmesFinance and Systems Manager, CDI Spaces

With FinancialForce ERP, we’re better able to see the data across our different groups in the organization. The groups have become more interconnected, there’s less of a silo between operations, and sales, and finance. Everybody is pulling together to get the job done and support our customers.

Business Issues

• Because QuickBooks is not connected to Salesforce, data needed to be moved from one system to another causing data synchronization issues and lots of manual data entry

• Data was being “thrown over the fence” from one area of the business to another causing a disjointed approach to serving their customers

• Sales, operations and finance teams were separated by data silos–there was no single customer record to work from and communication was a challenge

Benefits & Results

Created one voice across the organization• CDI Spaces knew it was important to have their sales, operations and

finance teams all working from a single platform. It just made sense to build off of the Salesforce platform and adopt FinancialForce ERP

• Services, accounting, inventory management under one roof–one cloud–one platform and connected to CRM. Now everyone–from the front office to the back office–can work around the same view of the customer, share information and align effectively

• Automated dashboards provide a complete picture from quote, to sales order, to invoice, resulting in better cash flow projection. Can predict where sales are going to be 60, 90, 120 days out much more accurately

Why One Cloud?–connected processes saves time, saves money• One cloud really translates to one database, moving the company

up a layer in terms of the data with in-depth analysis now possible. Leadership team now has the insight to make smarter decisions and quick course corrections

• Opportunities, then quotes, sales orders, and invoices. All those components easily come together in a forecast giving a better view of company activity to plan better for the future

• Reports and dashboards are produced on an automated basis, delivering a complete picture of company health–entire staff making smarter decisions, based on deeper, more meaningful data

• Collections now easier with daily AR aging reports that highlight accounts getting behind. Management team and sales pitching in on collections dramatically improving cash flow

• Eliminating manual data entries eliminates unnecessary headcount reducing costs and keeping staff on more value-add activities

We’ve got an end-to-end complete

solution. Sales generates an opportunity, from that we create a quote, from a quote we create a sales order, from a sales order we create an invoice, from an invoice we’re collecting our money. We’re able to grow much more quickly with all of our processes across the business under one Cloud with FinancialForce.

Andrew Holmes | Finance and Systems Manager, CDI Spaces

SUCCESS STORY • CDI Spaces

The Platform Improves Key Metrics: Customer Sat & Cashflow

• Operations, sales, and finance are more interconnected, sharing real-time customer data. No silos means everybody is Operations, and sales, and finance are more interconnected. One cloud enables everyone see the data across different groups in the organization: no silos means everybody is pulling together to get the job done and support customers

• The greatest benefit of having that system all together as one–Customer Net Promoter Score skyrocketed to ratings of nines and tens–dramatic improvement from the old five, six and seven range.

• AR aging decreased from a concerning 30% over 90 days to an acceptable 15% over 60 days getting money into the company faster

SUCCESS STORY • CDI Spaces

Management DashboardCDI takes a “dashboards down” approach in analyzing AR data, dramatically improving cash flow and AR aging

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