Tectonic Solutions for the Public Sector
Problem
- Improve field communication and information capture with California Tourism Businesses.
- Replace a legacy billing and accounting system that was heavily customized and had become very difficult to manage.
- Replace an aging website that provided access for California Tourism Businesses to review and pay their assessments.
- Product Relocation/Disposal
Solution
- The entire legacy systems were replaced by Salesforce and FinancialForce.
- Created a custom notification/billing system that can generate thousands of paper notices that are required by law to be sent to California tourism businesses.
- Created multiple custom processes to automate processes within FinancialForce.
- Created a community site - the official CA Office of Tourism site. Integrated with VCA banking, Salesforce and the custom billing solution inside Salesforce to allow CA businesses to login, calculate assessment, pay online and check status.
Results
- Salesforce is now the primary source of information for most tourism account and financial data.
- All field liaisons now have easy mobile access to all CA tourism business information: Record visits, and geo location and can see business status
- Streamline invoice creation, credit notes, recording of payment and other processes
- Technologies Replaced: Outlook, IMIS by ASI (leading Non-Profit, Association and Membership Software), Great Plains Accounting