Celigo Case Studies Swapcard's Global Quote-to-Cash Process Automation with Celigo

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	Swapcard's Global Quote-to-Cash Process Automation with Celigo Celigo

Swapcard's Global Quote-to-Cash Process Automation with Celigo

Celigo

Technology Category	Functional Applications - Enterprise Resource Planning Systems (ERP) Platform as a Service (PaaS) - Application Development Platforms
Applicable Industries	Finance & Insurance
Use Cases	Time Sensitive Networking
Services	System Integration
Challenge	Swapcard, a rapidly growing company, was facing challenges due to the adoption of multiple applications across various accounting teams in different countries. This led to a lack of visibility into its cash position, frequent manual errors, and accountants spending 95% of their time on tasks unrelated to analysis and reporting. Additionally, the company had adopted Salesforce, which required a level of customization that complicated the company’s ability to deliver complete, accurate data across all systems. The team decided to embark on a project to consolidate accounting solutions where possible, and integrate the remaining systems where needed. Read More
About Customer	Swapcard is an AI-powered all-in-one event and matchmaking platform that runs impactful in-person, virtual, and hybrid events, simplifying event production to drive more value. Founded in 2013, the company has over 200 employees worldwide. Swapcard has been growing in the double-digits every year for the last several years. The company is headquartered in Palm Coast, Florida and operates in the SaaS/Software industry. They use products like Salesforce, NetSuite, and Tableau in their operations. Read More
Solution	To address these challenges, Swapcard engaged Iniwave, a French systems integrator specializing in NetSuite ERP services. Iniwave's first task was to consolidate the global accounting systems into NetSuite ERP, including the billing module. Swapcard decided to continue with Salesforce as the company’s CRM, but it was important to automate the quote-to-cash process between their ERP and CRM. To achieve this, Iniwave introduced Celigo as the integration platform to automate processes across their enterprise. The first step was to integrate Salesforce CRM and billing modules with NetSuite’s ERP and SuiteBilling modules. Within a short amount of time, Swapcard consolidated multiple accounting tools in different countries and integrated them with the key applications. Read More Log in to view content
Contents

Technology Category

Functional Applications - Enterprise Resource Planning Systems (ERP)

Platform as a Service (PaaS) - Application Development Platforms

Applicable Industries

Finance & Insurance

Use Cases

Time Sensitive Networking

Services

System Integration

Challenge

Swapcard, a rapidly growing company, was facing challenges due to the adoption of multiple applications across various accounting teams in different countries. This led to a lack of visibility into its cash position, frequent manual errors, and accountants spending 95% of their time on tasks unrelated to analysis and reporting. Additionally, the company had adopted Salesforce, which required a level of customization that complicated the company’s ability to deliver complete, accurate data across all systems. The team decided to embark on a project to consolidate accounting solutions where possible, and integrate the remaining systems where needed.

About Customer

Swapcard is an AI-powered all-in-one event and matchmaking platform that runs impactful in-person, virtual, and hybrid events, simplifying event production to drive more value. Founded in 2013, the company has over 200 employees worldwide. Swapcard has been growing in the double-digits every year for the last several years. The company is headquartered in Palm Coast, Florida and operates in the SaaS/Software industry. They use products like Salesforce, NetSuite, and Tableau in their operations.

Solution

To address these challenges, Swapcard engaged Iniwave, a French systems integrator specializing in NetSuite ERP services. Iniwave's first task was to consolidate the global accounting systems into NetSuite ERP, including the billing module. Swapcard decided to continue with Salesforce as the company’s CRM, but it was important to automate the quote-to-cash process between their ERP and CRM. To achieve this, Iniwave introduced Celigo as the integration platform to automate processes across their enterprise. The first step was to integrate Salesforce CRM and billing modules with NetSuite’s ERP and SuiteBilling modules. Within a short amount of time, Swapcard consolidated multiple accounting tools in different countries and integrated them with the key applications.

Impact #1	With the automation of the key quote-to-cash process, Swapcard saw immediate positive impacts. The systems now communicate with each other, resulting in cleaner data and more accurate information. This has allowed the team to focus more on analysis and decision-making rather than ensuring data accuracy. The company was also able to consolidate all the international accounting teams, eliminate redundant accounting systems, and save on accounting headcount who were previously focused on manual tasks. For Iniwave, the ability to quickly implement integrations and hand them off to Swapcard to manage has allowed them to move much more quickly with the fast-growing company.

Impact #1

With the automation of the key quote-to-cash process, Swapcard saw immediate positive impacts. The systems now communicate with each other, resulting in cleaner data and more accurate information. This has allowed the team to focus more on analysis and decision-making rather than ensuring data accuracy. The company was also able to consolidate all the international accounting teams, eliminate redundant accounting systems, and save on accounting headcount who were previously focused on manual tasks. For Iniwave, the ability to quickly implement integrations and hand them off to Swapcard to manage has allowed them to move much more quickly with the fast-growing company.

Benefit #1	Consolidated multiple accounting tools in different countries into a single system
Benefit #2	Automated the quote-to-cash process between ERP and CRM
Benefit #3	Reduced the time accountants spent on tasks unrelated to analysis and reporting from 95%

Benefit #1

Consolidated multiple accounting tools in different countries into a single system

Benefit #2

Automated the quote-to-cash process between ERP and CRM

Benefit #3

Reduced the time accountants spent on tasks unrelated to analysis and reporting from 95%

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Overview

Swapcard's Global Quote-to-Cash Process Automation with Celigo

Operational Impact

Quantitative Benefit