Brimit

Technology Highlights Lightning Web Components REST API integration AppExchange managed package The customer Suger is a US marketplace platform that allows users to manage product listings, offers, contracts, metering, and billing. The company is focused on accelerating B2B multichannel sales by connecting the CRMs for various marketplaces. The customer wanted to offer their clients a dynamic integration between Salesforce and the AWS, Azure, and GCP marketplaces.  Connecting the AWS CRM with Sales Cloud Brimit was responsible for creating a two-way integration between AWS and Salesforce to connect the two systems. To do this, we created an LWC component to allow AWS and Salesforce to exchange data. The final version of the integration was published on AppExchange. The integration makes it possible to create private offers, manage contracts, and co-sell across the AWS, Azure, and GCP marketplaces within the Salesforce app. To use the package, an organization must have an active profile on the Suger platform and pay for an external marketplace product or service that will be used along with Salesforce. The package is compatible with the Professional, Enterprise, Unlimited, and Developer editions of Salesforce Sales Cloud.  Here's how Suger’s customers are using the solution: To create and track private offers and manage entitlements across AWS, Azure, and GCP To convert public offers and usage to opportunities so that sales and support teams can monitor them to convert to bigger deals To send outbound referrals to and receive inbound referrals from AWS and Azure (GCP for co-sell is coming as soon as they release the APIs mid-year.) For end-to-end reporting from lead gen to executed contracts. Users can create Salesforce reports and dashboards with their marketplace data and join it to existing Salesforce data to align internal teams and drive adoption and revenue.  To orchestrate notifications by events (e.g., Slack channels to monitor inbound referrals, track when an offer has been sent and accepted, and track payments). Read More

The customer Stratasys (NASDAQ: SSYS) is a world-class provider of 3D printing systems, materials, software, and licenses. The company serves companies in various industries, including healthcare, retail, aerospace, dental, and automotive. Stratasys was using Salesforce’s Customer Portal, a website on Experience Cloud that gives customers access to the company’s products and provides online support. The portal included an e-commerce functionality that was based on the Salesforce B2B Commerce Cloud module. Stratasys was seeking support in finalizing the portal’s implementation so that the website would provide a better user experience. Making the Portal Simple and Efficient from a UX Standpoint Brimit allocated a team of two engineers and a QA skilled in Experience Cloud to improve the portal’s general performance and re-implement several components. In collaboration with the team at Stratasys, our specialists made the following changes: Modified the checkout page to allow customers to fill in forms faster, depending on the category of the goods selected Set up a new guest store model based on B2B commerce documentation to provide relevant information for different guest users Activated a dynamic analytics component to display statistics on the usage of printers and materials for a selected time period Deployed site translation and mapping to display content in eight languages Developed custom components that recognize a user’s region and display location-specific content based on the information received The Customer Portal now works faster, displays more specific content for customers from different regions, and requires less administrative support. Read More

PROJECT HIGHLIGHTS A new sales channel that is transparent and predictable A single digital platform for managing business processes A breakthrough in customer service and brand value TECHNOLOGY HIGHLIGHTS Integrating Salesforce Sales Cloud for managing business processes with a custom website Connecting Sales Cloud with Marketing Cloud to use customer data for marketing campaigns The customer MunchFit is a UK-based provider of restaurant-quality meals designed to meet specific fitness goals. The need The sales process at MunchFit was primarily offline. Customers subscribed to meal plans, and delivery was organized through a network of fitness centers. Partnering with Brimit, MunchFit aimed to digitize the sales process by developing a new website and connecting it to essential systems for processing orders, syncing them with food production, organizing delivery, and managing customer service and accounting. Besides, MunchFit was looking for a way to develop and nurture relationships with its customers. The company needed a software suite—for customer journey management; email, mobile, and web personalization; and advertising—connected to its CRM. Since MunchFit had already selected Salesforce Sales Cloud as a CRM, the company settled on Salesforce Marketing Cloud as the tool for its online marketing communications. Digitizing sales Brimit implemented a website that provided the right choice of meal plans based on customers’ fitness goals, with an easy way to subscribe. The website was integrated with Sales Cloud. This enabled MunchFit to: • Manage meal plan subscriptions and customer profiles • Receive and process orders • Send orders to kitchen management software • Schedule and manage deliveries • Exchange data with Xero, MunchFit’s accounting and invoicing system Establishing a way to develop and nurture customer relationships Brimit implemented the initial setup of the Marketing Cloud account and connected the Cloud with Salesforce CRM to use its customer data for future campaigns. After that, we created the first campaigns from scratch to interact with MunchFit’s clients at different stages of their customer journey. With the help of Journey Builder and AMPscript, we created an abandoned cart flow and improved transactional emails for purchases so that the emails contain everything the customer needs to remember—order days, types of meals, and allergens. Read More

PROJECT HIGHLIGHTS More webinars per month A better occupancy rate Higher marketing efficiency TECHNOLOGY HIGHLIGHTS Integrating Salesforce Sales Cloud with Act-On and Outreach for marketing and sales automation The customer Clear Law Institute provides more than 75 live webinars per month and more than 1,000 previously recorded on-demand webinars. The organization carefully selects presenters who are both experts and engaging speakers providing high-quality, engaging, continuing education webinars backed by outstanding customer support. The need Partnering with Brimit, the customer wanted to improve the overall quality of their webinars as well as their occupancy rate. Clear Law Institute lacked a system where upcoming webinars could be carefully planned, with a single overview of the webinar schedule, speakers, readiness stage, the number of booked seats, and other parameters. The solution The organization was already using Salesforce Sales Cloud. Brimit developed several visual components and integrated Clear Law Institute's existing Salesforce platform with a number of other systems. The new digital platform for managing Clear Law Institute’s webinars featured: A single view of scheduled webinars and attendees, including including the option of sending automated notifications An improved means of communicating with webinar speakers, outlining clear steps to accomplish before a webinar Valuable data displayed in enhanced reports and dashboards highlighting the number of unsold seats for upcoming webinars The results Brimit helped Clear Law Institute to increase the number of webinars it can organize each month and, therefore, to increase revenue. Improved customer management and communication increased the number of webinar attendees. Targeted marketing communication resulted in efficient spending on marketing. Read More

PROJECT HIGHLIGHTS Developing a Salesforce-native add-on for bank-to-bank payments on e-commerce stores built with B2C Commerce Publishing the add-on on AppExchange TECHNOLOGY HIGHLIGHTS Salesforce B2C Commerce The customer Link Money is a US-based financial company that provides an open banking solution called Pay by Bank that directly transfers funds from customers of online shops to the appropriate merchant bank account. Recognizing Salesforce’s popularity for building online stores, the Link Money team wanted to provide bank-to-bank payments natively on e-commerce stores built with B2C Commerce. To do that, the tool needed to be integrated with Salesforce and displayed in the Salesforce UI. The final product was to be published on AppExchange.? Brimit’s solution Brimit’s team developed a Salesforce-native add-on called Link Money Cartridge. The tool is based on Link Money’s external REST web service and can be installed on B2C Commerce and set up through Salesforce’s dashboard. The integration helps e-commerce businesses convert more customers and improve their bottom line. Benefits of Using Link Money Cartridge Merchants get paid with a lower risk of chargebacks. E-commerce businesses get an attractive alternative form of payment that helps them retain more customers. Payments are available through 3,400+ US banks, which cover over 90% of US consumer checking accounts. The risk of unauthorized transactions is minimized thanks to strong customer authentication Read More

The customer Altum Analytics—an Irish startup—provides a lead scoring tool for salespeople. Altum Analytics's product applies machine learning algorithms to customer relationship management and makes it a data-driven process. The need Recognizing Salesforce’s popularity for sales and customer relations, the startup wanted to provide account-based intelligence that would work natively on the platform. To score accounts, the tool needed to be integrated with Salesforce and displayed in the Salesforce UI. The final product was to be published on AppExchange. The solution Brimit’s team developed an add-on based on Altum’s external REST web service. The add-on is Salesforce-native and can be installed on Sales Cloud. For current accounts and prospective clients, we added record scoring and activity timeline components that show a combined view of Salesforce activities and custom events from Altum’s external system. Our team also provided executive summary and analytics dashboard components to predict the total revenue generated by a business from the active contacts in a given month. The results Brimit helped Altum Analytics make their AI-based lead scoring product available in Sales Cloud. The integration helps Salesforce users understand how close each lead is to an ideal customer profile, prioritize the work of sales representatives, and increase revenue by concentrating efforts on the most valuable leads. Read More

Frontier Law Center is a law firm based out of Calabasas, California, wanted to build out a platform to be able to communicate and interact with some of the other law firms the company works with, as well as provide access to certain data. The goal was to accommodate up to 50 users in the community. It was decided to develop a partner community in Salesforce, which is the system the customer uses as their CRM. The solution Brimit created a community through Frontier Law Center’s Salesforce account. The customer provided general guidelines, and the Brimit team implemented all of the functionalities and customization they requested. The outcome The platform Brimit developed performs exactly as the customer anticipated. Frontier law center highlights that internally, everyone is very impressed by Brimit’s final deliverable, noting the high-quality UI. Brimit’s Salesforce team was excellent in terms of listening to the customer feedback and implementing changes and tweaks along the way. Read More

The customer The customer, a leading car manufacturer, was trying to enter the European market. The company needed a full-fledged system for online sales to enable their clients to buy a car with just a few clicks—from selecting features and scheduling a test drive, to submitting a loan application, signing a contract, paying for the car, etc. Implementing a System for the Sales Team To create the necessary infrastructure, the customer hired several teams, each of which was responsible for developing a separate system. Brimit’s job was to create the system for the sales team in Salesforce Sales Cloud and integrate it with the rest of the company’s key software. Brimit’s work included tasks in several areas: Consolidating customer data Brimit configured Sales Cloud to create an environment where the customer could store information on their orders, clients, and contracts. This system provided the sales team with quick and timely access to records and updates. Integrating Sales Cloud with software from the corporate suite We integrated Sales Cloud with the company’s website, the ERP system, the customer service system, and the marketing system, which had been created by the other teams. It gave the customer all the data they needed data to prepare relevant sales and marketing offers for their clients. Integrating Sales Cloud with banking systems Our team integrated Sales Cloud with the systems of several European banks, allowing clients to apply for a loan and then check the application status on their website. Automating contract drafting in several languages Brimit’s engineers made it possible for the customer to generate contract templates in several European languages so that the templates comply with legislation in the corresponding countries. In the end, the customer got an automated system for sales that is based on Salesforce and allows them to provide a full range of services for individuals and legal entities in Europe. Read More

The customer A global music streaming platform provides royalty-free soundtrack music and sound effects. Among the company’s clients are individual creators and multinational companies that buy music for various content—podcasts, TV shows, vlogs, radio, ads, movies, etc. The platform also offers artists the opportunity to distribute their music and sound effects. Thus, the company is focused on nurturing customer relationships in B2B and B2C markets. Ensuring a smooth migration to Salesforce Marketing Cloud After analyzing the customer’s needs for communicating with B2B and B2C customers, as well as the current systems used to manage subscriber data and perform everyday email functions, Brimit provided detailed recommendations for migrating to Marketing Cloud. We also equipped the customer with the following list of deliverables, which any company planning a similar migration should have on hand: A plan and release timeline for transitioning from the current toolset to Marketing Cloud A demo of the messaging activities that can be initiated from MC A Q&A channel for the company’s marketing team Before providing SFMC to the customer’s users, we drew their attention to the fact that not everyone on their team will need the same level of access to the product. We suggested considering the permissions that would need to be set up for the various people in the organization. Within SFMC, it’s possible to set permissions at the group or user level. If the off-the-shelf roles defined within SFMC don’t meet your company’s specific requirements, it’s also possible to create custom roles. Marketing Cloud initial setup: Sender Authentication Package and Marketing Cloud Connect To prevent emails from getting flagged as spam, we advised the customer to set up Sender Authentication Package (SAP), a collection of tools for branding a domain and images and links in emails. The next step involved installing Salesforce Marketing Cloud Connect in the customer’s Salesforce CRM, which allows companies to enrich customer data and communicate with clients in a more personalized manner via emails or text messages.  Marketing Cloud: Reporting capabilities To track the effectiveness of the customer’s marketing campaigns, we highlighted the importance of the Journey Analytics Dashboard. Powered by Google Analytics, it unites Marketing Cloud SMS, push messaging, and email functions with analytic behavioral data. For better processing of campaign results, it’s useful to re-create the same reports on the CRM side (in Sales Cloud).  In addition, we suggested applying Intelligence Reports (formerly Datorama) for Marketing Cloud, which enables users to generate, view, and share detailed email data analysis. Adopting Marketing Cloud involves more than acquiring technical details. Every person involved is a key aspect of a successful migration. When your team understands the reasons for migrating and using a new product, the process will go smoothly. This is why communicating should be a significant part of any migration process. Read More

A Canadian software company provides a SaaS product for managing customer information, preferences, and customer communication. The product helps global retail brands use one-on-one relationships to modernize the in-store experience. This became possible by equipping employees of brick-and-mortar stores with an app that displays customer information and order history, enables communication in popular messengers, tracks birthdays and anniversaries, schedules post-purchase follow-ups, etc. Highlights of the solution  Improved in-store experience thanks to up-to-date information about customers and products Eliminated time and effort spent on mundane tasks   The need The platform lacked an integration with Salesforce Sales Cloud and B2C Commerce Cloud, the systems where a great deal of product users manage customer information and store inventory. Adding data from Salesforce to the platform was partly a manual process, which was not cost-efficient. Partnering with Brimit, the customer aimed to create a reliable two-way integration with Salesforce. The integration would provide store associates with up-to-date information about customers and products, which would improve the overall in-store experience. The result Brimit developed an add-on for Salesforce B2C Commerce Cloud and Sales Cloud that synchronizes the data between the platform and Salesforce. The platform and, consequently, the mobile app have access to the latest data, which improves the accuracy of customer profiles and the information that store associates provide to customers. The add-on easily connects the platform with Salesforce without coding. The company has helped brick-and-mortar retailers revolutionize the customer experience by blending the retail intimacy of the past with today’s world of digital retail. The seamless integration with Salesforce adds more value to a great product and eliminates the time and effort spent on mundane tasks. Read More

A US-based private college provides educational programs in health care, business, information technology, and other domains. The college has an open admission policy and also hosts international students. Marketing Cloud implementation We implemented the initial Marketing Cloud setup, which included rolling out MC Connect, Sender Authentication Package (SAP), Reply Mail Management, Sender Profiles, Standard Subscription Center, and Brand Builder. While doing the initial setup, it was crucial to pay attention to several things to ensure that Marketing Cloud works properly: Configuring SAP to reach customers’ inboxes If you don’t want your emails to get flagged as spam, you need to set up Sender Authentication Package. IP warming to avoid looking suspicious To establish a trustworthy reputation and increase email campaign deliverability, we recommend taking measures to warm the IP. Following legal requirements According to the CAN-SPAM Act, emails should be marked as transactional or commercial. If you aren’t sure what type of email you’re sending, it’s best to define it as a commercial one. Customizing email templates To create email templates with personalized attributes, dynamic content, and custom fonts, you should be familiar with HTML, CSS, and AMP Script. These technologies also come into play when working with CloudPages—in particular, when creating capture forms. Building correct audiences Sometimes you need to combine lists of audiences compiled according to different criteria into a new list. You can use Automation Studio to write an extraction script and Data Extensions to keep records for creating audiences with certain attributes. Synchronizing contacts For those already using Salesforce CRM, it would be beneficial to synchronize the data from the CRM with Marketing Cloud. To connect Salesforce CRM with Marketing Cloud, you will need to install Marketing Cloud Connect.  Read More

The customer is a global fuel cell manufacturer responsible for all stages of the product value chain, from research to marketing the final product. The company has been using Salesforce Marketing Cloud for some time and needed help with the technical side of email marketing communications with clients. Brimit was responsible for several areas of the development process. Creating SQL queries to segment audiences Our team wrote an SQL query that allows the required audiences to be distinguished and combined by applying audience attributes like car make, time of purchase, or dealer center. The SQL query can also incorporate attributes that will be used for email personalization–for instance, the first and last names of clients. Creating personalized email templates For our customer, we wrote code that verifies variable customer attributes and applies alternative combinations if customer data is missing. For example, when an addressee’s first name is not known, the code can automatically combine a salutation with a last name instead of a first name. Mapping and executing customer journeys Our customer needed several verification stages to check whether addressees open emails. To meet this requirement, we created a logic with Journey Builder’s standard functionality. After verification, the customer can continue following a scenario by sending the next email from a corresponding chain. Or the customer can change the scenario by sending an email from another chain or stop the journey. Thus, we enabled the customer to create email marketing campaigns that cover every stage of various customer journeys. By combining advanced technical knowledge with Salesforce Marketing Cloud, Brimit’s team helped the customer engage with their clients through personalized emails at various stages of their journeys. Read More

The customer The customer is a Nonprofit organization providing loans for US veterans. The organization was using Salesforce as a CRM and a website where loan applicants could upload their documents. The signed documents were saved in a separate location and then passed to a loan expert who made decisions on providing a loan.  To simplify the daily routine, the customer needed a single system where administrators could manage all the steps of providing a loan and where all the documents could be stored. Brimit built a Salesforce-based community with a document storage We decided to create a new system based on Salesforce since the organization had already been using the platform. In particular, we decided to deploy a community on Community Cloud, which has a secure environment for data sharing, collaboration, and provides external users with access to Salesforce data. Thus, it would be more convenient for loan experts to use the community. To create such a system, our team completed several steps: configured the community; configured Visualforce to display, access, and update data in the community; configured Apex to provide control over the flows and transactions, as well as Triggers for initiating the flows; created file storage within Salesforce; integrated custom-built .NET app with Community Cloud using Salesforce’s REST API. The results Upon completion of the project, the organization got a system to store documents and organize paperwork. The software solution, based on Salesforce Community Cloud, provided loan experts with improved UI, saved dozens of hours and allowed for processing more applicants over a week. Read More

The customer The customer is a US-based Nonprofit Jewish community serving interfaith couples and families. They sought to adopt Salesforce Nonprofit Success Pack (NPSP) and update their toolset for managing donations and various members’ requests.  Salesforce provides a specialized set of tools, features, apps, services, and technologies for Nonprofits called Nonprofit Cloud. The core of Salesforce Nonprofit Cloud is called Nonprofit Success Pack. It incorporates a set of preconfigured components to manage contacts, donations, grants, and donor engagement.  What we did to accomplish our customer’s goal Our team analyzed organization-specific requirements and gathered existing data from disparate data sources. Then we completed the following tasks: Installed NPSP, made changes in data models including the setup of custom fields, statuses, record types, and page layouts; Prepared the data—deduplicated, cleaned, transformed it into NPSP’s format; Imported the data; Configured the security for internal users through the use of profiles, permission sets, field-level security settings; Implemented custom web forms for capturing leads, gathering feedback, and receiving donations through the use of Formstack Integration; Configured automated informational email messages for internal and external users via cloud flow designer and custom email templates; Created automated promotional emails for external users by integrating an external marketing service, Autopilot. The results The new Salesforce-based community management tool lets the organization digitally transform their operations by equipping their members with a seamless and omnichannel online experience. This significantly improved the customer footprint and experience it provided to its members which eventually positively influenced the brand’s value. The integrations with the financial systems provided a complete view of the customer from within Salesforce. Read More

The customer The customer is a US-based Nonprofit organization providing housing and financial education programs for single parents. The customer sought to update their toolset for managing donations and members’ requests using Salesforce Nonprofit Success Pack (NPSP). Data migration from the existed organization’s system to Salesforce, which we performed, was a part of that update process. Salesforce supports Nonprofits and provides a special product for them—Salesforce Nonprofit Cloud. The core of the Cloud is called Nonprofit Success Pack. It is a collection of preconfigured components to manage fundraising, engage donors, connect with volunteers and clients in one place. NPSP is free and open-source. Nonprofits can download it from Salesforce AppExchange. What we did to accomplish our customer’s goal To accomplish data migration, we completed the following tasks: installed the Nonprofit Success Pack; made changes in data models including the setup of custom fields, statuses, support process, record types, page layouts; reviewed, cleaned, and transformed data into NPSP’s format; mapped additional fields for supported data objects; imported data; configured the security for community members through the use of profiles, permission sets, field-level security settings; integrated Formstack, workplace productivity software for implementing custom lead forms, working with online documents The results When all the works were completed, the organization got a more structured and organized storage of various types of data enabling the community managers to get a single view of a member. Implementation of custom web forms simplified the donation process and allowed the organization to work more effectively with leads and communication. The single parents community got an opportunity to manage their Nonprofit business processes in a more advanced way. Read More

The customer The customer is a dairy company that delivers its products to retailers in the country of the company’s origin and exports the products abroad. While delivering the products, the company encountered two main issues: 1. Some products had reached the retail stores in a tainted condition. It turned out that the problem arose at the logistics stage because the products were not kept at the proper temperature while en route to their destination. 2. Some products were disappearing from refrigerators at the export stage. Brimit's tracking solution Brimit has developed and manufactured a tracking solution with temperature and air humidity sensors, based on Narrowband IoT (NB-IoT) communication technology. The sensors are battery-operated and can be easily mounted inside the truck transporting the product as well as on a transport pallet. The NB-IoT signal has a high penetration feature, which means it can pass through obstacles that ordinary signals can’t. NB-IoT’s localization methods allow the user to locate the device with an accuracy of up to 100 meters, which is enough to track the location of a vehicle and eliminates the need for GPS sensors. NB-IoT-enabled devices can have up to five years of battery life while transmitting approximately 200 bytes twice a day. Monitoring transporting conditions With NB-IoT communication technology, our devices work throughout the country, continuously monitoring temperature and humidity inside refrigerators. This data is sent to the customer’s software system. If proper transport conditions are not met, the customer can respond promptly and prevent products from spoiling. The sensors can also be installed in warehouses to monitor storage conditions. Preventing theft Brimit also equipped the devices with light sensors, accelerometers, and magnetic sensors, thus making it possible to track the opening and closing of refrigerator doors and detect potential carrier fraud. Read More

The customer The customer is one of the world's largest producers and exporters of agricultural fertilizers. The company was building a 10 km conveyor transport system to deliver minerals from the extraction site to a processing plant. The customer needed to implement a distributed control system (DCS) as a part of the conveyor's automation system. The customer put out to tender a DCS that would maintain the company’s standards for security and resilience and ultimately decided to go with Brimit’s solution. Automating conveyor operations Brimit equipped the customer with a set of peripheral devices for gathering and processing data related to the conveyor. This helped the company perform critical operations such as: Monitoring conveyor sensors Controlling start and stop procedures Monitoring conveyor operation parameters Managing acoustic alarms and warning lights Brimit’s system was integrated into the customer’s existing SCADA system using the Modbus RTU industrial protocol. The DCS carries out the tasks of remote control, comprehensive monitoring, and accident prevention on the conveyor. In an emergency, the system immediately halts operations at the necessary point along the length of the conveyor. Brimit’s DCS keeps the conveyor running smoothly, minimizes the number of emergencies on the line, and reduces material and financial losses caused by accidents and downtime. More about Brimit’s DCS Brimit offers over 10 types of PLC and input/output modules. When used in combination, they make it possible to gather data from automation objects. With so many diverse configurations possible, the solution can be used in a wide range of different fields, including mining, fertilizer production, wood processing, engineering, and food production. The benefits of Brimit’s solution: Cost-effectiveness and repairability—Installing and replacing our devices won’t break the bank. Reliability—Our devices are designed to withstand harsh industrial operating conditions—for example, electromagnetic disturbances. High system capacity and scalability — Our DCS is highly flexible and can cover any industrial facility with sensors for setting up an automation system. No vendor lock-in—Our devices work with other vendors’ software and hardware according to industry-standard protocols. High-speed performance—Brimit’s controllers are guaranteed to respond to actions within the specified time frame, regardless of the number of modules on the automation object. Read More

The customer The customer is one of the largest producers and exporters of agricultural fertilizers worldwide. The company has a production line with several high-power electric motors and rollers that are exposed to prolonged vibration. To prevent mechanical failures along the line and avoid costly production emergency shutdowns, the customer needed a vibration monitoring system to be installed. Brimit created an IoT vibration monitoring solution that provided several key features. Predictive maintenance The sensors for the system were installed on electric motors and belt rollers along the production line. This allowed the customer to monitor the following parameters in normal mode: - Acceleration, amplitude, frequency, and phase - The temperature of engine bearings - Acoustic spectrum - Power consumption Brimit’s system enabled the customer to predict the abnormal operation of mechanical parts along the production line based on increases in vibration—which can help eliminate emergency shutdowns before they even occur. Emergency shutdown Predictive maintenance of motors and rollers mitigates the risk of emergency production shutdowns. When the system detects that certain parameters reach their threshold values, it switches to emergency mode and can shut down the production line. This allows the customer’s maintenance staff to promptly investigate the condition of the machines and take the necessary action to avoid further accidents and downtime due to damage and costly repairs along the production line. Sending data for further analysis After measuring operating parameters along the production line, Brimit’s vibration monitoring system sends the data to the customer’s software system, where it is processed, analyzed, and visualized. Since our system supports the Modbus RTU, it works with other vendors’ software according to industry-standard protocols. Read More

The customer The customer is a private wood processing factory with several log-handling lines, including a sorting and debarking line and a slabbing line. The production lines were prone to different types of bottlenecks, including: Emergency shutdowns Frequent downtime for unknown reasons Shutdowns caused by chips clogging up the log-cutting line The customer decided to conduct overall equipment effectiveness (OEE) monitoring to investigate the problem and mitigate the shutdowns. Brimit provided the factory with a system of inductive sensors on the customer’s operation lines to monitor productivity. Analyzing and monitoring shutdowns Brimit’s system monitors log feeding and detects occurrences of shutdowns. Production line operation data is gathered in real time and sent to the back-end platform. The OEE data can be accessed via a local website, where a timeline chart is built. The chart shows the line’s operating time with the options to choose from a list of reasons for shutdown or add a reason manually. The data can then be used to analyze the log-handling lines’ productivity. Brimit’s OEE monitoring solution allows the customer to track the causes of the longest production stoppages. Preventing chips from clogging up the log-cutting line To deal with shutdowns caused by chips clogging up the log-cutting line, our sensors detect blockages in the wood chip hopper and automatically send corresponding notifications to the appropriate personnel, who can clean the chambers before a shutdown occurs. More about Brimit’s OEE monitoring system The solution includes an inductive barrel-style proximity sensor connected to a module developed by Brimit, which sends data from the sensor to the back end over the Ethernet using the MQTT protocol. The back end is based on microservice architecture and containerization technologies. The system can also be used in areas such as metalworking, printing, manufacturing of construction materials, and packaging production. Read More

HIGHLIGHTS Performance boost by 400% Migration without downtime Automation of critical workflows The customer Founded in 1988, Stratasys is one of the pioneering manufacturers of 3D printers. Based in the USA, the customer serves the automotive, retail, healthcare, dental, and aerospace industries, among others. Apart from manufacturing, the company also offers prototyping services with advanced 3D printing technologies and tooling. The need The customer wanted to develop a web portal, which would provide its sales team and an extensive network of resellers around the globe with all the necessary materials and tooling to boost sales activities. The system would provide access to a variety of marketing materials, such as extensive documentation for different 3D printer models, instructions on how to use them, case studies, etc. The solution The new web portal had two major sections: Sales and Marketing and Customer Advocacy. The Sales and Marketing section provided both in-house sales professionals and partnering resellers with access to marketing materials. To deliver access isolation, our engineers customized Sitecore’s default module for managing role access to achieve the desired level of security. As a result, users were able to perform certain actions—view, download, or share materials—according to the assigned role per region, industry, and 3D printers associated with each of the user roles. As part of the Sales and Marketing section, Brimit developed a number of tools. For instance, a presentation builder was designed to automatically generate a sales presentation tailored to a particular customer. Then, our developers made it possible to download a demo 3D object from a library and showcase it to a potential customer. The Customer Advocacy section is available exclusively for support personnel who provide maintenance for 3D printers. Our team delivered a catalog of spare parts, which includes 3,000+ examples with high-resolution pictures for better identification and maintenance of printer parts. Read More

PROJECT HIGHLIGHTS Boosted lead generation by 6.8% Increased unique users by 30% and returning visitors by 58% Saved 6 months on closing the deal Complied with market legislation restrictions TECHNOLOGY HIGHLIGHTS Integrating Sitecore with Salesforce Sales Cloud for marketing automation and GoToWebinar for delivering webinar content The customer With 28 years of experience in the Middle Eastern market, Imdad is a provider of cutting-edge clinical equipment for aesthetic medicine.  The problem: A lack of digital sales channels The sales process at Imdad was primarily offline. On average, it took the company’s sales representatives numerous personal visits and almost 6 months to close a deal with a clinic. This was time-, effort-, and cost-inefficient. The challenges In the course of the project, Brimit’s team had to resolve the following issues: It was important to work out a comprehensive marketing strategy that would ensure both a highly personalized user experience and lead generation. The solution had to comply with the different legislation restrictions and market characteristics of the 8 countries where Imdad operates. The results With the help of the experts at Brimit, Imdad was able to digitize its sales process, significantly reducing the time, effort, and costs previously associated with offline activities. With advanced personalization and a lead-nurturing strategy, the company enjoyed an initial increase in lead generation by 6.8%, in traffic (including advertisements) by 50%, in unique users by 30%, in returning visitors by 58%, and in average time spent on the website by 14.7%. Imdad’s website complies with the legislation restrictions of the region and also takes into account the business and cultural peculiarities of the market. Read More

PROJECT HIGHLIGHTS Performance boost by 400% Migration without downtime Automation of critical workflows TECHNOLOGY HIGHLIGHTS Integrating Sitecore with FedEx and UPS delivery services The customer Founded in 1988, Stratasys is one of the pioneering manufacturers of 3D printers. Based in the USA, the customer serves the automotive, retail, healthcare, dental, and aerospace industries, among others. Apart from manufacturing, the company also offers prototyping services with advanced 3D printing technologies and tooling. The need The customer had a legacy corporate website built on an outdated version of Sitecore. A software upgrade was not an option as the architectural solution behind the implementation prevented the customer from taking full advantage of the available functionality. Furthermore, minor changes introduced to the content by editors required specific technical knowledge and manual manipulations or assistance from developers. So, the customer wanted to deliver a system that would allow them to enjoy all the capabilities offered by Sitecore, as well as automate workflows for editors. The results Thanks to its partnership with Brimit, the customer delivered a website that utilizes the capabilities of Sitecore to the fullest, achieving automation across critical workflows, improved user experience, and a 400% performance boost. Furthermore, the company enjoyed zero downtime during migration to the new technology stack. Read More

HIGHLIGHTS Improved scalability, extensibility, and maintenance Facilitated content creation and management for a team of 40 international authors Integrated with 30+ data sources of partnering organizations The customer The customer is a public governmental institution with a mission to promote and popularize tourism in its home country. The need The customer had a legacy web portal written in Java. The purpose behind the system was to accumulate useful tourist information—destinations of interest, sightseeing, recreation and entertainment, accommodation, etc.—gathered from multiple sources. In addition, the solution served as a content management system for the contributing content creators worldwide. In the course of the project, Brimit had to resolve the following issues: massive arrays of unstructured data and sophisticated interrelation between data objects had to be migrated to the new system with no data loss, duplicates, or downtime the system was to gather and process data from 30+ sources, each having different data formats The solution The team implemented Sitecore as the technology of choice to underlie the new website. The technology made possible: ease of functionality development, buildup, and customization streamlined operations automated content management and delivery. By elaborating a migration strategy, the engineers enabled an associated process to move 15+ types of unstructured data, containing a content archive and fresh deliverables by content creators, on a daily basis. This process was also responsible for classifying 20,000 touristic objects, checking for duplicates, and ensuring no data loss during migration. Employing Apache Camel, our developers delivered integration with 30+ data sources, which provided touristic information from partnering organizations. Supported in 15 languages, the solution utilizes content delivery networks (CDNs) — geographically distributed networks of proxy servers and data centers. Read More

PROJECT HIGHLIGHTS Business expansion through localization of an e-commerce platform into major European languages Attraction of new audiences and merchants from multiple countries Thousands of product listings localized in the first iteration More than a million products translated into two predominant European languages as a test sample TECHNOLOGY HIGHLIGHTS Integrating Sitecore with a proprietary inventory management system and with a third-party translation engine The customer As the leading and fastest-growing e-commerce platform in Turkey and the MENA region, the company serves 20+ million customers and provides a marketplace for over 90,000 merchants. The issue: Lack of localization In 2018, the company accelerated its influence in the Turkish and European markets. At its launch, the customer was operating solely in the local language, with no localization available. Naturally, this is a significant obstacle when entering new markets and appealing to target audiences from different countries. Collaborating with Brimit and Sitecore, the customer wanted to enable support for multiple European languages across millions of products. The result Partnering with Brimit, the customer localized its e-commerce platform, which hosts millions of products, into two European languages. This allows the retailer to cater to audiences outside Turkey and expand its influence in the European market. With a system designed to ensure continuous delivery of translated content without delay, the marketplace is becoming extremely attractive for merchants seeking an international platform to sell their goods. Read More

HIGHLIGHTS Integration with core business processes: from new customer onboarding to ATM monitoring User behavior analysis and personalized marketing campaigns Predictive search Hands-on training for customer employees The customer Based in Sharjah, United Arab Bank provides corporate and retail banking, trade finance, SME banking, and treasury services.  Digitizing banking services A leading provider in the country, United Arab Bank was committed to implementing industry best practices for the sake of superior customer experience. As part of its digital strategy and ambition to expand, the organization wanted to develop a full-fledged online banking solution that would meet global banking standards. The bank’s top priorities for the project were smooth integration into the existing business workflows and technology ecosystem, security, and an easy learning curve for its employees. Brimit was brought to this project through a partnership with Sixth Frame, a consulting firm that provides UX/UI services. Brimit was responsible for website development, while Sixth Frame delivered the system’s graphic design. Business-critical integrations Brimit’s team built a website based on Sitecore as this technology offered all the necessary instruments for addressing the firm’s online banking needs: from marketing automation and content personalization to centralized data management and refined security. Then, Brimit integrated the new website with several of United Arab Bank system’s that are responsible for the following essential workflows: Business process management ATM monitoring Lead and complaint management Customer support Loyalty program Customer communication management A full-fledged online banking solution In partnership with Brimit, United Arab Bank developed a cutting-edge online banking platform that smoothly integrates with the organization’s business processes. Now, the customer can analyze user behavior and personalize marketing campaigns, tailoring its digital experience to the needs and expectations of the target audience.  Read More

PROJECT HIGHLIGHTS Enabled lead generation pipeline Automated lead processing Acquired a six-figure revenue in just a few months TECHNOLOGY HIGHLIGHTS Integrating Sitecore with Microsoft Dynamics 365 The customer Based in the Netherlands, RAI Amsterdam operates as a provider of exhibition venues. Hosting dozens of events, both local and international, the organization also assists its customers in delivering marketing campaigns around exhibitions. The problem: Inefficient processes Annually, the customer hosted around 20 regular exhibitions of a different scale. For each event, the company would create an individual website—as part of the marketing strategy worked out by Brimit—targeted at attendees, but primarily, at exhibitors. When RAI Amsterdam turned to Brimit, the existing websites lacked any lead-generation pipelines, which dramatically impaired its ability to acquire new exhibitors. With Brimit, the company sought assistance in building an efficient lead-generation strategy and automating the underlying pipelines via Sitecore implementation. (Brimit became involved in the project through its partnership with Lukkien Media Production, a provider of content production services, and which was responsible for UI design and project management for RAI Amsterdam.) The results Thanks to Brimit’s expertise in Sitecore-based development, RAI Amsterdam built a lead-generation pipeline and automated lead processing. With a solution that made it possible to identify leads in real time, the company was able to acquire partnerships with new exhibitors worth around a hundred thousand euros—and in the course of just a few months. Read More

PROJECT HIGHLIGHTS Validating customer solvency Daily product synchronization with no data loss or duplication Improved performance with content loaded in less than a second TECHNOLOGY HIGHLIGHTS Integrating Sitecore with BlueM for processing payments, Postcode NL for validating addresses, and Experian for validating user solvency The customer Based in Germany, Apetito is a leading provider of catering services in Europe. The customer produces ready-made and frozen meals, both regular and low-calorie. Founded as a family business in 1958, the company now operates in Austria, Germany, the Netherlands, France, Spain, the United Kingdom, and Canada. The problem: Outdated stack and poor performance Apetito had a legacy website developed with SharePoint. The outdated technology stack made it difficult to maintain the system and hindered the implementation of new e-commerce modules. The company wanted to be able to easily extend functionality as well as improve performance by migrating to Sitecore Commerce 9. The requirement was that the time it takes for content to be displayed on a screen should not exceed one second, 500 milliseconds for a cached page, and one second for a dynamic page. (Brimit became involved in the project through its partnership with Lukkien Media Production, a provider of content production services. Brimit was responsible for delivering a new Sitecore-based website to comply with the customer’s business requirements and needs.) The results Collaborating with Brimit, the customer built a robust e-commerce solution on a modern technology stack, which promotes ease of functionality extension and maintenance. The system is capable of validating users’ solvency before authorizing a credit card payment. The new website meets the customer’s requirements for performance—loading content on a page in less than a second, on a cached page in less than 500 milliseconds, and on a dynamic page in a second. Read More

PROJECT HIGHLIGHTS Centralized management of multilingual content across 3 global regions A lead generation pipeline powered by analytics Personalized marketing campaigns based on user preferences Compliance with the General Data Protection Regulation TECHNOLOGY HIGHLIGHTS Integrating Sitecore with Microsoft Dynamics 365 The customer Based in Abu Dhabi, Eagle Hills is a real estate investment and development company that sees its mission as revitalizing cities and communities through innovative lifestyle solutions that meet the demands of modern living.  Looking for centralized content management across multiple regions Eagle Hills was actively planning to expand and enter new markets. To execute its marketing strategy efficiently, the company needed a digital platform for multilingual content management and lead generation in multiple regions.  A Sitecore-based website integrated with Dynamics CRM As the customer was seeking centralized management of multilanguage content across multiple regions, Sitecore was the optimal choice for building a website with an analytics-based lead generation pipeline and rich functionality for personalization and customization. The web portal is available in English, French, Arabic, and Serbian. At the core of lead generation lies integration with Dynamics CRM. When a user chooses an apartment according to his or her preferences in a particular region, the information is saved to the CRM.  As part of the measures taken to comply with the GDPR, Brimit deployed Dynamics CRM as a multitenant service. Analytics-driven lead generation Collaborating with Brimit helped Eagle Hills to build analytics-driven lead generation and deliver personalized campaigns across multiple regions. Now, the real estate developer has an advanced platform with an efficient sales channel to expand its influence to new markets beyond the Middle East. Read More

Chapin Industries partnered with Brimit to create a crowdfunding platform for CMG Financial to generate financial support for mortgage down payments. The new website and mobile apps enable pre-approved home buyers to crowdfund their down payment on a home purchase without fees. The product allows users to set the amount they want to raise so that family, friends, and even total strangers can contribute. Home buyers are able to use the power of storytelling to start a crowdfunding campaign where they receive 100% of the proceeds. Throughout the process, users receive support from a community of professionals, including a fundraising coach, a loan officer, a realtor, and a housing counselor. The Customer CMG is a well-capitalized, privately held mortgage-banking firm founded in 1993. The company is widely known for responsible lending practices, industry and consumer advocacy, product innovation, and operational efficiency. Chapin Industries is a technology company that is focused on partnering with clients to deliver exceptional solutions. With many years of experience in the technology industry, the company specializes in designing, implementing, and maintaining critical systems as well as providing on-site engagement. The Need To be effective, HomeFundIt needed to be integrated seamlessly into CMG’s range of services for home buyers. It had to stand on its own as a convenient, viable option for financing mortgages, and it also had to be a robust, fully functional crowdfunding platform. Crowdfunding is all about the power of storytelling; therefore, it was necessary to integrate the product with as many social networks as possible so that users could spread the word about their crowdfunding campaigns. The data from the home buyers’ social profiles—e.g., friend lists—was needed to broaden the audience that could potentially crowdfund a project. As such, interaction with social networks had to be two-way. The options for sending funds to the home buyers had to require almost no effort so that the campaigns could be funded by as many people as possible. HomeFundIt also had to be integrated with the most popular payment gateways as well as a reliable tool to sign documents electronically. The Solution Chapin Industries and Brimit created the HomeFundIt site using the Sitecore Helix pattern and also developed a HomeFundIt app for iOS and Android. As a mortgage solution, HomeFundIt easily connects with CMG’s loan management system. As a crowdfunding platform, HomeFundIt users can link their campaigns to their social media accounts, including Facebook, Twitter, and LinkedIn. The cross-platform HomeFundMe app was developed using the Xamarin framework and is compatible with both iOS and Android. Xamarin—the ideal choice for a framework—provides an efficient set of tools for cross-platform mobile development. The Outcome                      CMG expanded their client base by helping customers raise money for mortgage down payments and become qualified for a mortgage. For some of the home buyers, HomeFundMe helped raise larger down payments in order to enjoy a better selection of options—which, for CMG, means larger mortgages. The solution developed by Chapin Industries and Brimit has helped homeowners across America to realize their dreams. Read More

HIGHLIGHTS No missed or lost sales opportunities Transparency across the invoicing process The customer Ranking 12th in the world, HLB International is a global network of independent accounting and advisory firms. The organization has 795 offices with almost 30,000 employees in 158 countries. In 2020, HLB was recognized as the Network of the Year at the Digital Accountancy Awards. The organization’s ultimate goal is to support clients as they scale to national, regional, or global markets. The need In a global business network like HLB, member companies actively recommend each other to their end customers. If a customer hires a member company through such a reference, both the company that brought the lead and the global office benefit from it. Such a referral system helps member companies grow the client network, and HLB benefits from it by gaining international clients that need services in multiple countries. Since member companies serve thousands of clients and many of the references are spread by word of mouth, keeping track of and managing leads becomes extremely difficult and time-consuming. In daily practice, it may also result in miscommunication and lost opportunities. With this in mind, HLB collaborated with Brimit to develop a software product for tracking referrals. They needed a solution that would provide transparency and be easy for network participants to manage. The result In partnership with Brimit, HLB developed a system that simplifies and automates referral management. Now, member companies can create, send, and track referrals in a unified dashboard in a matter of minutes. The system provides a transparent view on invoicing and features report generation across the referral ecosystem. Read More

PROJECT HIGHLIGHTS Improved the KYC (Know Your Customer) procedure Facilitated document management via a unified dashboard Ensured control over the entire documentation life cycle TECHNOLOGY HIGHLIGHTS Integrating SharePoint with invoice-processing software The customer Based in Belgium, Van Havermaet provides consulting, audits, and other professional services in the areas of accounting, taxation, mergers and acquisitions, and labor legislation. The need Van Havermaet aspired to provide its employees and customers with a collaborative workspace for exchanging information as well as sharing and managing documents. Partnering with Brimit, the customer wanted to enable employees and clients to manage documents in a manner that was collaborative, transparent, and secure. In addition, Van Havermaet needed a document processing system that would digitize and optimize the KYC procedure. The solution Microsoft 365 was chosen as the core of the new system. This platform can easily provide business owners with a bundle of essential tools for its employees and customers to use daily in a unified environment. || Improved the KYC procedure || Brimit’s team delivered a sophisticated customer acceptance module that enables Van Havermaet’s employees to conduct KYC by assessing a client’s credibility and estimating risks of engagement with a particular client. || A unified dashboard and a calendar || Brimit enabled both Van Havermaet and its customers’ employees to see active tasks and the number of documents to process, as well as collaborate on documentation, in a single dashboard. || An efficient, collaborative workspace for employees and customers || Now, Van Havermaet's clients have a collaborative space for sharing information with their employees in a transparent yet secure manner. The system is capable of handling documents and communication for 50,000 customer accounts. The clients get a unified view of all the accounting documentation, as well as any other related information, in a single dashboard. Read More

Highlights of the solution for UASC A single, yet geographically distributed channel of collaboration for 185 regional offices Enforced control over documentation flows The customer Founded in 1976, United Arab Shipping Company (UASC) is a global provider of shipping services. In 2017, the company merged with Hapag-Lloyd. The problem: Inefficient workflows With 185 offices across the globe, the customer was experiencing miscommunication issues through the lack of a unified, yet distributed channel of collaboration. Furthermore, all the organization’s documentation was stored in a third-party shared file system with no tracking functionality, versioning history, or role-based access, which gave them no control over sensitive information. In addition, it was impossible to access or download a required document using a mobile phone. The solution Using SharePoint as the core technology, the team at Brimit delivered a web portal that serves as a single channel of communication for 185 global offices and encourages distributed collaboration across regions. With improved business processes, the company gained control of documentation flows and achieved efficient communication across 21 departments. Finally, the organization moved 5 TB of data from a third-party file system into secure SharePoint-based storage that promoted role-based maintenance over documentation. The result With the help of the experts at Brimit, UASC established a single, regionally distributed channel of collaboration across 185 global offices. With improved business processes, the company gained control of documentation flows and achieved efficient communication across 21 departments. Finally, the organization moved 5 TB of data from a third-party file system into secure SharePoint-based storage that promoted role-based maintenance over documentation. Read More

PROJECT HIGHLIGHTS One-tab content management experience right from SharePoint Automated content updates in synchronized folders Zero knowledge of Picturepark needed TECHNOLOGY HIGHLIGHTS Integrating SharePoint with a digital asset management system The customer Based in Switzerland, Picturepark has a 20-year history of delivering content management solutions that include perks such as master data, product information, and digital asset management. Picturepark prides itself on continuously implementing cutting-edge technologies to live up to the standard of quality that the Swiss are famous for. Operating globally, the company also has offices in the USA, India, and Austria. The need Picturepark’s flagship product is a platform for digital asset management. The platform can store and organize a variety of digital assets—pictures, video/audio, documents etc. Many of Picturepark’s customers use SharePoint for sharing and delivering information across the organization. The company wanted to provide a native, one-tab experience to allow users to perform all the routine actions right from SharePoint, without the need to switch between the systems. The result In a close partnership, Picturepark and Brimit delivered a connector that integrates Picturepark’s platform into SharePoint and delivers a one-tab content management experience. Now, users can search and upload content right from SharePoint without switching between the systems and without any knowledge of Picturepark at all. Read More

PROJECT HIGHLIGHTS Bringing a one-button experience to corporate teams responsible for content creation Providing access to highly contextualized content Saving costs and effort on integrating a DAM system for use with Microsoft Office TECHNOLOGY HIGHLIGHTS Integrating Microsoft Teams with a digital asset management system The customer Based in Switzerland, Picturepark has a 20-year history of delivering content management solutions that include perks such as master data, product information, and digital asset management (DAM).  The need Picturepark’s main offering is a DAM platform designed to automate content creation. The product enables corporate teams to store digital assets—pictures, documents, video/audio, etc.—in an organized manner, search through Picturepark’s vast collection of files, and share them with just a few clicks. Recognizing the platform’s convenience, multiple companies onboard the tool to facilitate internal workflows for content creation teams. Many of them rely on products from the Microsoft 365 ecosystem in their daily routine. To enhance the versatility of their platform, Picturepark collaborated with Brimit to deliver a connector that integrates the DAM platform into SharePoint, ensuring a one-tab experience without the need to switch between the systems. Then, Microsoft Teams emerged as the new standard for collaboration and communication within and across organizations—enjoying 115 million daily users as of October 2020. A research study by the Association for Intelligent Information Management states that 40% of Microsoft Teams users rely on the platform for collaborating on content creation, while 54% use it as their preferred tool for storing, accessing, and sharing files. The results Partnering with Brimit, Picturepark integrated its flagship digital asset management system with Microsoft Teams, simplifying collaboration on content for 150 million daily users. Now, Microsoft Teams users have direct access to contextualized content provided by Picturepark’s search engine, employing adaptive metadata management, semantic relationships, and business rule automation. Read More

HIGHLIGHTS Accelerated time to market Modernized a technology stack Facilitated maintenance, development, and upgrading The customer Based in the USA, Withum is a provider of advisory, accounting, and IT services. The company is included in the Top 25 firms that empower their customers with innovative solutions to address advisory, tax, and accounting needs. The organization is also an independent member of HLB, a global advisory and accounting network. The company built OneWindow Workplace as a hosted solution that brings together the components of the powerful Microsoft 365 platform—such as SharePoint, Yammer, Skype, OneDrive, Groups, Videos, Office Graph, and Planner—in a single digital window. The system allows users to tailor a standard Microsoft 365 deployment to any organization's needs while reducing the cost and complexity of adopting it. Partnering with Brimit, Withum sought assistance in migrating the OneWindow Workplace to SPFx, React and Azure delivering a set of turn-key web components. How Brimit helped In the course of the project, Brimit’s team applied its extensive experience in customizing Microsoft 365. In close cooperation with Withum, we aligned the existing solution’s architecture with a new technology stack and SharePoint’s Modern UI capabilities. Brimit helped to improve the overall quality of the product and optimize the delivery process. Addressing a variety of needs, Brimit delivered ? number of components. Finally, Brimit developed a module that helped OneWindow Workplace’s users to optimize website governance. This module enables a company employee to create a microsite on the intranet by choosing from a variety of templates for particular departments (e.g., finance, marketing, HR, etc.). Unlike the default functionality available in Microsoft 365, these templates allow a department to automatically create a website structure with all the necessary documentation specific to the department. The layout of the newly created website will also comply with the corporate style. Read More

PROJECT HIGHLIGHTS Saving time by eliminating the need for logging e-mails manually Achieving traceability and transparency Eliminating the burden of switching between an ERP account and an e-mail service TECHNOLOGY HIGHLIGHTS Integrating Office 365 with a custom ERP system The customer 24SevenOffice was the first European firm to provide 100% cloud-based enterprise resource planning (ERP). Established in 1997, the company serves 42,000 organizations worldwide. At the core of 24SevenOffice’s flagship ERP platform lies an advanced accounting system integrated with 200+ third-party services. The problem: Manual e-mail logging As part of their daily routine, managers communicated with clients via e-mail and then had to log the necessary customer information into the ERP system. Constantly switching between an ERP account and an e-mail service during a busy working day was inconvenient, tiresome, and unproductive. Aspiring to automate logging, as well as achieve traceability and transparency of communication, 24SevenOffice wanted to integrate its ERP system with Outlook 365. The solution Making use of Outlook add-ins, Brimit developed a custom integration solution that allows for logging e-mails and events. This new add-in extends the default functionality of Outlook and enables managers to log an e-mail or an event into the ERP system. The solution offers users several other options in addition to its main functionality. For instance, it is possible to log an e-mail into various projects or accounts, as well as view a list of all the unlogged e-mails. The add-in also enables users to search for ERP accounts and projects directly from Outlook and switch to them immediately. Read More