Celigo Case Studies Forum One Breaks Down Data Silos with Celigo Integration

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	Forum One Breaks Down Data Silos with Celigo Integration Celigo

Forum One Breaks Down Data Silos with Celigo Integration

Celigo

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
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. Read More
About 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. Read More
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. Read More Log in to view content
Contents

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

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 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.

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.

Impact #1	The integration of Celigo's pre-configured and proven integrations between OpenAir and Salesforce has allowed Forum One to automatically sync information between the systems with little or no manual effort. This has freed up resources for other projects and ensured that the information is always consistent and up-to-date. The integration has also improved the integrity of the projects and reduced the number of mistakes made due to incorrect source data. As Forum One continues to add applications, they can use Celigo integrator.io to ensure important data is never stranded in a silo, allowing everyone to continue using the tools they are comfortable with while giving them the information they need, without creating unnecessary bottlenecks or manual work.

Impact #1

The integration of Celigo's pre-configured and proven integrations between OpenAir and Salesforce has allowed Forum One to automatically sync information between the systems with little or no manual effort. This has freed up resources for other projects and ensured that the information is always consistent and up-to-date. The integration has also improved the integrity of the projects and reduced the number of mistakes made due to incorrect source data. As Forum One continues to add applications, they can use Celigo integrator.io to ensure important data is never stranded in a silo, allowing everyone to continue using the tools they are comfortable with while giving them the information they need, without creating unnecessary bottlenecks or manual work.

Benefit #1	Significant reduction in manual labor due to automated data synchronization between Salesforce and OpenAir.
Benefit #2	Consistent and up-to-date data between the two systems, reducing the risk of data discrepancies.
Benefit #3	Easy customization of fields and data mappings by non-technical employees, enhancing operational efficiency.

Benefit #1

Significant reduction in manual labor due to automated data synchronization between Salesforce and OpenAir.

Benefit #2

Consistent and up-to-date data between the two systems, reducing the risk of data discrepancies.

Benefit #3

Easy customization of fields and data mappings by non-technical employees, enhancing operational efficiency.

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Overview

Forum One Breaks Down Data Silos with Celigo Integration

Operational Impact

Quantitative Benefit