Success Stories of Our Customers
borisgloger
borisgloger is one of the leading management consultancies for agile transformation in the DACH region. The experts in Orange support both SMEs and global corporations, provide security in change processes and scaling and impart the necessary know-how for more efficient collaboration. In addition to experienced consultants, agile coaches and ScrumMasters, borisgloger offers training and certification in the areas of agile leadership, methods and transformation.
Industry:
Consulting & Training
Employees:
~ 100
As an agile consultancy, we value fast, efficient processes that are as integrated as possible. For our clients as well as in our own company. Together with Cloudwharf, we have therefore created a platform that makes it even easier for our consultants to work in a self-organized manner - including automated processes. Salesforce as a holistic ERP system is the optimal flexible solution for our needs - and Cloudwharf is the right partner for realization and implementation.
Services provided
Prozess-Analyse
Projektmanagement
Implementierung
Maßgeschneiderte Entwicklung
Anwenderschulung
Laufender Support
Administration
Exporte für Drittanbieter
Solutions used
Results
- Seamless integration of sales and project processes.
All sales processes for the consulting and training business are mapped in Salesforce, tailored precisely to the needs of borisgloger. They are also seamlessly linked to project and training management – including deeply integrated contract management and the ability to create and approve quotations quickly and error-free based on agreed contract conditions.
- Efficient resource and cost management.
All customer projects, trainings and internal projects are now managed in Salesforce, with borisgloger employees able to plan their activities in Resource Planner (Prolisk). Time recording for planned tasks and the recording of travel expenses in HR Works, which are automatically synchronized with Salesforce, take place directly in Salesforce.
- All financial processes bundled in Salesforce.
Automatic creation of monthly invoices with proof of performance based on the recorded times and travel expenses as well as the conditions agreed in Salesforce. Thanks to the integration of Finblick, all financial processes, including the creation of all financial documents and the handling of complex issues such as automatic account determination and inter-company billing, are mapped directly in Salesforce.
- Better overview of the most important data.
Salesforce serves as a central system for managing company data. It supports the efficient implementation of public and in-house trainings through automated processes and offers employees comprehensive evaluations for utilization and forecasting directly on the start page. Public trainings are also offered via a Salesforce-based system (Prolisk Events).
Our References
Since 2010, we have been supporting companies of all sizes by building and implementing well-designed, intuitive and transparent business applications that run entirely in the cloud. Here is a small selection of our clients.
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