Who is AIS?
AIS is an Indiana-based IT company that provides managed IT services, cloud solutions, and cybersecurity to small and medium-sized businesses. They work across various industries, including government and education, to help organizations improve their technological infrastructure and fortify security protocols. With a client-centric approach, AIS focuses on developing tailored solutions that align with each organization’s specific goals and challenges. With a strong emphasis on community and service, AIS aims to be a trusted technology partner for businesses looking to enhance efficiency and resilience.
The Challenge
AIS needed a reliable, automated solution to synchronize records between Salesforce and ConnectWise. With two teams operating independently within these systems, they grappled with maintaining consistent records, which posed a significant risk of operational misalignment. The manual process of updating records was not only labor-intensive but also prone to errors. To surmount these challenges, AIS sought an automation solution capable of operating on a regular schedule, ensuring that any new or updated records were accurately synchronized between both systems, thus maintaining data integrity and operational harmony.
The Solution
Wrk partnered with AIS to quickly deploy a bespoke Wrkflow that seamlessly integrates Salesforce and ConnectWise. Recognizing the need for rapid implementation, Wrk configured the Wrkflow to operate on an hourly schedule, adapting to ConnectWise's lack of real-time webhook capabilities. This automated process checks for newly created or updated records, ensuring that both systems stay accurately synchronized with minimal delay.
The deployment process was expedited as Wrk’s team set up developer accounts on both platforms and collaborated closely with AIS to define the data fields for synchronization. The quick setup and automation have now become central to AIS’s data management, allowing the teams to stay aligned and efficient without the need for manual oversight.
Seamless collaboration between teams
Minimized Data Transfer Errors
Enhanced overall business operations
SalesForce
This CRM platform is essential for managing client relationships and tracking sales opportunities. By centralizing customer data, it enables businesses to streamline interactions and enhance client service, contributing to overall growth and retention.
ConnectWise
Employed in IT service management, ConnectWise supports account tracking and ticket management. It integrates service workflows, allowing for efficient handling of client issues and service requests, which boosts operational efficiency and improves client satisfaction.
Custom Approach
Throughout the development of this Wrkflow, Wrk cultivated a close partnership with AIS, engaging in regular consultations to align on data synchronization requirements and testing the solution extensively. This collaborative effort facilitated a customized approach that met AIS’s specific needs, ensuring smooth integration and reliable performance.
Process Improvements
Before adopting Wrk’s automation solution, AIS’s reliance on manual updates led to labor-intensive processes and a higher risk of errors. Now, with Wrk’s automated solution, AIS benefits from real-time data consistency without the need for manual effort, resulting in more accurate records and reduced oversight.
Beyond operational efficiency, these enhancements have significantly impacted AIS's overall business operations. With automated, hourly updates, AIS has been able to scale its processes more effectively, adapting quickly to growing demands. This seamless data consistency has also bolstered client satisfaction, as clients can now rely on faster, more accurate information. Strategically, the improved processes have empowered AIS to focus on long-term growth initiatives and expand its service offerings with confidence.
Wrkflow
Expectations
AIS sought an automation platform that could reliably sync data between two distinct systems and eliminate manual effort.
Problem
Managing Data Synchronization Frequency
Due to the lack of real-time updates in ConnectWise, there was a risk that crucial data changes might not be promptly reflected across systems. This delay could lead to inconsistencies, potentially causing misunderstandings or operational inefficiencies when teams rely on outdated information. Without timely data alignment, teams might make decisions based on incorrect data, impacting client interactions and service quality.
Solution
To address this, Wrk implemented an hourly synchronization Wrkflow. While not real-time, this schedule provides regular updates, keeping both systems sufficiently aligned for consistent operations. This automated, scheduled sync also avoids system overload, balancing data accuracy and resource management.
Problem
Lack of Developer Resources
The absence of developer accounts for Salesforce and ConnectWise initially posed a challenge, as it limited access to the tools needed for effective integration and slowed down the development process. Without these accounts, creating a seamless and customized Wrkflow would be difficult, leaving the client unable to take full advantage of automation opportunities.
Solution
Wrk proactively set up developer accounts on both platforms, enabling direct access to advanced tools and capabilities required for the integration. This not only expedited the Wrkflow development but also allowed Wrk to tailor the solution to the client’s unique needs.
Let’s Wrk Better, Together
AIS’s partnership with Wrk exemplifies how effective automation can transform operational workflows by enhancing data accuracy and ensuring consistency across platforms. With Wrk’s adaptable Wrkflow in place, AIS can now manage synchronized records effortlessly, allowing teams to stay aligned and focus on core business goals.
This ongoing collaboration is a testament to Wrk’s commitment to delivering tailored solutions that evolve alongside client needs. By continuing to explore new automation opportunities, Wrk and AIS are improving data management and setting a new benchmark for operational efficiency and business resilience. Together, we are driving forward a vision of seamless technology integration that supports long-term growth and agility.
