How US Compliance Leverages Automation to Improve Project Billing
In our conversation with Tim Stevenson, Partner of Finance for U.S. Compliance, we discuss the different issues they faced in streamlining their company’s project billing. They came to DBSync to improve the timeliness and accuracy of their billing by automating their data workflows between Microsoft Dynamics and their accounting system, QuickBooks. Tim shares some of his lessons learned and the best practices they picked up along the way.
U.S. Compliance is an industry leader in EHS compliance management and EHS consulting solutions. They deliver their OSHA compliance and environmental compliance consulting expertise to industrial firms in the U.S., Canada, and Mexico. The company pioneered Compliance-as-a-Service (CaaS). Some key facts:
- Their client net promoter score (NPS) is 2X the industry average
- Top 6% of All Companies in Employee Engagement (Gallup Q12)
- Growing with $10M in revenue and 90+ employees
Here are some highlights of the conversation
- They implemented Microsoft Dynamics to help streamline their customers’ CaaS subscription and project orders.
- Their primary issue was billing their orders correctly due to human errors and lags in communicating when projects were completed and needed to be billed.
- They used DBSync to automated workflows between their QuickBooks accounting system and Microsoft Dynamics CRM software.
- They have been able to grow their business without adding on adding headcount to their accounting department.
- DBSync estimates $51K per year in savings, the average salary of an accountant.
- With integration, “you don’t know what you don’t know,” having a solid partner can make all the difference.
Learn about the integration issues they faced, how they became comfortable with the integration, and their outcomes.
Learn about Microsoft Dynamics data workflow connectors.
What challenges did US Compliance face in project billing before automation?
US Compliance faced issues with manual data entry, disconnected systems, and time-consuming processes, leading to inefficiencies and delays in project billing.
How did DBSync’s automation improve US Compliance’s billing process?
DBSync automated data synchronization between Salesforce and QuickBooks, reducing manual entry, improving data accuracy, and speeding up the opportunity-to-cash cycle.
What specific benefits did US Compliance gain from automation?
Automation saved time, reduced errors, provided real-time data access, and improved financial reporting, allowing US Compliance to focus on core business activities.
Which systems were integrated to enhance US Compliance’s project billing?
DBSync integrated Salesforce (for CRM and project management) with QuickBooks (for accounting), ensuring seamless data flow for billing and financial operations.
How does DBSync ensure compliance with regulatory requirements in its solutions?
DBSync’s solutions, as used by US Compliance, adhere to data security and compliance standards, ensuring accurate financial reporting and regulatory adherence through automated processes.
