Overview

CDW Canada Corporation was founded in 1984. CDW is the leading provider of technology solutions for business, government, education and healthcare—ranked the No. 1 solution provider in Canada on the Computer Dealer News Top 100 Solution Providers’ list for the past five years.

CDW Canada helps customers achieve their goals by delivering

integrated technology solutions and services that help customers navigate an increasingly complex IT market and maximize the return on their technology investment. Areas of focus include software, networking, unified communications, data centre and mobility solutions.

Supernova Award Category

Data to Decisions

The Problem

CDW Canada more than tripled its professional services business, reliance on manual processes threatened to hinder continued growth at a rapid pace. The company struggled to track billable hours and utilization, and took over two weeks to generate invoices. Reporting on revenues and costs by spreadsheet meant the professional services organization wasted time manually reconciling numbers with finance. Disconnected systems and siloed data also hampered the ability to gain a true 360-degree customer view in Salesforce.

The Solution

Taking advantage of seamless integration between Salesforce – the company’s customer system of record – and FinancialForce, CDW Canada has gained full, end-to-end visibility into each customer engagement. This integration also enabled CDW Canada to fix the most immediate and noticeable operational issues to improve accuracy, build efficiencies, and capture relevant data.

The results

FinancialForce PSA and FinancialForce Financial Management have enabled CDW Canada to solve 99% of its process issues. In fact, the solutions empowered the company to establish and cultivate a culture of best practices when it comes to processes and collaboration. Moreover, the automation, process efficiencies, and data insights position CDW Canada to focus on delivering customer value and driving more sales. In fact, since it started working with FinancialForce solutions, CDW Canada has quadrupled revenue.

Metrics

4X   Revenue growth since using FinancialForce solutions

80   Hours per month saved      

99% of process issues solved

The Technology

FinancialForce PSA and FinancialForce Financial Management

Disruptive Factor

We fostered the ideal culture through technology, processes, and collaboration that reflect the organization’s values.

Shining Moment

Engineered thoughtful processes to provide a seamless, complete, and proactive customer experience.