Nerd 911: Focusing on the business value that has been created by the automation of crucial business processes

The Challenge

Starting with automation

At the point when Nerd11 connected with Cloudify, they were already using the accounting app Visma e-conomic for sending invoices, which they made manually. Nerd911 also implemented Syncro – a cutting-edge MSP platform that helps MSP organisations in managing business activities under a single platform. Giving moment admittance to customers, RMM alarms, charging, billing and far-off access in a single, easy-to-use dashboard which helps in saving a lot of time while distantly helping customers. The essential explanation behind implementing this product was taking care of clients and invoicing.

What did Nerd 911 needed help with?

As Syncro isn’t a bookkeeping framework, the errand of refreshing e-conomic still stayed unfulfilled. They expected to make booked invoices in e-conomic when they sent a receipt to the client from Syncro. Nerd911 needed help integrating e-conomic and Syncro and automating the manual workflows for smooth operational cycles.

The Solution

How did we approach it?

It was a challenging task to work on Nerd911 automation requirements. Our SaaS experts deeply analysed their business requirements before making the integration. The goal was to create something scalable and easy to use.

Cloudify followed its custom methodology which began with an inside-out examination of their business and cycles, the products they had already been using, the new products that needed to be implemented and which frameworks cooperated with the CRM (if there is any).

We began with integrating e-conomic, and Syncro followed by building custom work processes according to their business needs.

Automations delivered - SaaS apps that helped Nerd 911 grow:

• e-conomic - The accounting app was integrated to generate invoices and automate invoicing as well as sync customer details.

• Syncro- Syncro is an RMM alert app that lets the business manage a profitable MSP.

Here are the workflows

Invoice creation in e-conomic for booked invoices: Automatic booked invoice creation in e-conomic whenever an invoice is sent to their customers. To make this easy and traceable, the invoice numbers are renamed in Syncro with the same invoice number in e-conomic.

Syncing customers in e-conomic with Syncro MSP: When an invoice is made in e-conomic it is essential that the client additionally gets made in Syncro MSP precisely. Then we refreshed all customers in Syncro with their indistinguishable client numbers in e-conomic.

Matching up products in e-conomic from Syncro MSP: When an invoice is made and the product doesn’t exist in e-conomic, it must be made in e-conomic. Again, this needed to be automated.