Case Study
Cutting-Edge Work Order Management Boosts UG2’s Efficiency
Discover how CLA digital customized an application to synchronize UG2’s billing, work orders, and time tracking.
Organization
UG2, a Boston-based facilities maintenance company.
Need
To better integrate its work order system integration with Sage Intacct.
Outcome
A custom application to synchronize billing, work orders, and time tracking.
Understanding the situation
UG2, a Boston-based facilities maintenance company, needed a robust work order management system to seamlessly integrate with its existing Sage Intacct system. Its clientele demanded both routine maintenance and one-off services, requiring an efficient method for tracking and billing these various tasks. Recognizing the limitations of its current system, UG2 turned to CLA digital for assistance.
Exploring the challenge
UG2 encountered several significant obstacles with its existing setup. Its current work order system didn’t integrate well with Sage Intacct, leading to complications in billing for services beyond standard contracts. This lack of integration made accurate and timely invoicing a cumbersome process.
Additionally, UG2’s site managers often needed to input work orders remotely, but without direct access to Sage Intacct, this task was quite challenging. Furthermore, employees required a reliable way to log their time against specific work orders so data would synchronize correctly with payroll and time tracking systems.
These challenges collectively hampered UG2’s efficiency and accuracy in managing work orders and billing.
Synchronize your systems to improve efficiency and outcomes.
Achieving results
CLA digital designed and implemented a web-based application tailored to address UG2’s specific needs. This innovative solution used Sage Intacct as the back-end database, effectively eliminating the need for data synchronization between disparate systems.
Now, UG2’s site managers can enter work orders remotely with ease, knowing the information would be immediately available in Intacct. This improvement was a game-changer for their remote accessibility issues.
The new system also provides enhanced time tracking capabilities, allowing employees to accurately log their hours against specific work orders. This functionality helps billing and payroll processing be more efficient and precise.
The application also provides near real-time visibility into work order costs and profitability. This insight empowered UG2 to manage pricing strategies more effectively, directly impacting their bottom line.
The implementation of this solution not only streamlined UG2’s operations but also prevented a costly transition to a competing and very pricey platform. As a result of this successful collaboration, UG2 continues to engage with CLA digital, seeking further enhancements to its work order management system to sustain growth and efficiency.
CLA digital transformed our work order management system. The solution integrates seamlessly with Sage Intacct, making our billing process much simpler. Site managers can now enter work orders remotely and employees have a reliable way to track time.
