Jitterbit Case Studies Intelliflo: A Netsuite to Office 365 to Splunk to SQL Server to GoToWebinar to T2A to Salesforce to Twitter to Kic>box Success Story

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	Intelliflo: A Netsuite to Office 365 to Splunk to SQL Server to GoToWebinar to T2A to Salesforce to Twitter to Kic>box Success Story Jitterbit

Intelliflo: A Netsuite to Office 365 to Splunk to SQL Server to GoToWebinar to T2A to Salesforce to Twitter to Kic>box Success Story

Jitterbit

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Platform as a Service (PaaS) - Connectivity Platforms
Applicable Industries	Finance & Insurance
Applicable Functions	Business Operation
Use Cases	Process Control & Optimization Supply Chain Visibility
Services	Cloud Planning, Design & Implementation Services System Integration
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. Read More
About 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. Read More
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. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Platform as a Service (PaaS) - Connectivity Platforms

Applicable Industries

Finance & Insurance

Applicable Functions

Business Operation

Use Cases

Process Control & Optimization

Supply Chain Visibility

Services

Cloud Planning, Design & Implementation Services

System Integration

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.

About 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.

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.

Impact #1	Reduced bounced customer payments by 80%
Impact #2	CRM and finance systems reconciled every 3 hours
Impact #3	Better data quality

Impact #1

Reduced bounced customer payments by 80%

Impact #2

CRM and finance systems reconciled every 3 hours

Impact #3

Better data quality

Benefit #1	Reduced bounced customer payments by 80%
Benefit #2	CRM and finance systems reconciled every 3 hours

Benefit #1

Reduced bounced customer payments by 80%

Benefit #2

CRM and finance systems reconciled every 3 hours

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Overview

Intelliflo: A Netsuite to Office 365 to Splunk to SQL Server to GoToWebinar to T2A to Salesforce to Twitter to Kic>box Success Story

Operational Impact

Quantitative Benefit