CASE STUDY

AvidXchange is a FinTech company specializing in AP (Accounts Payable) Automation solutions. 

Their paperless approach allows businesses to automate their accounts payable processes to boost efficiency, accuracy, speed, and control. Their services are designed to make processing invoices and completing payments effortless.

Like many growing companies, AvidXchange managed multiple instances of Salesforce, which they used to manage key business functions like leads and contacts. 

However, all three of their Salesforce instances were disparate. They all used the same customer base, but they were performing completely different functions in completely different ways. To further complicate matters, each instance had its own unique method for tracking data. For example, a client titled “ABC” in one instance might be titled “ABC Tech” in another. This caused much confusion among staff. 

AvidXchange realized that these discrepancies, resulting from a lack of integration, hindered their capabilities. When executives wanted high-level visibility reports on a particular client, the team would have to jump around between the three instances, find the right spreadsheets, and piece together relevant data to make a report. Sometimes, they found that the data would be mismatched or outdated, creating even more headaches.

AvidXchange wanted to resolve these challenges, but after working with several vendors who failed to provide results, they needed a qualified partner who could finally bring consistency to their Salesforce landscape.

Our expert team stepped in to consolidate AvidXchange’s Salesforce environments.

We determined that the most effective course of action would be to bring two of the three environments together. Because of the third instance’s unique structure and function, we strategically left it independent, but integrated it seamlessly with the consolidated system. 

As a result of our assistance, AvidXchange was able to overcome their data silo problem. They can now gain a clear and comprehensive overview of their data instantly—without the need to waste time manually sifting through disparate systems. Moreover, they can be confident that the reports they’re pulling are consistent, accurate, and up-to-date—not a confusing jumble of disjointed information.

AvidXchange’s whole team, from front-line employees to executives, now benefits from the streamlined Salesforce environment our team delivered. We took their system from complex to clear, making it simple for them to access a holistic view of their client data.

In addition to optimizing AvidXchange’s Salesforce environment, we’ve also supported their digital transformation through projects like:

“M&S has always been a constant for me.”

 

“I value what M&S always brought me and executed. Very concise team with a lot of expertise. A lot of business-oriented, strategic-oriented thinking—digital transformation.”