Disaster recovery services firm boosts productivity with a powerful 18-point Dynamics 365F&O-Salesforce integration

About the client

Established in 1989, ATI is North America’s largest family-operated disaster recovery services firm. It specializes in restoration, environmental remediation, and reconstruction services after natural and man-made disasters. Backed by a team of more than 2,000 dedicated employees across 60+ offices, ATI brings a wealth of experience to customer service.


Client challenges

ATI’s existing accounting and operational systems strained to keep pace with growing business needs, hindering core operational functions. Integration hurdles between Salesforce order management systems created potential roadblocks. Frequent mergers and acquisitions demanded a scalable solution for seamless integration of new entities. Streamlining payroll and benefits for a diverse and growing workforce necessitated a robust connection with ADP, as disparate systems could lead to delays and errors. Managing access controls and workflows for over 400 users across various applications became a critical concern. A centralized and integrated system was essential to overcome these challenges and optimize operational efficiency.

Solution
  • Salesforce integration: Advanced Salesforce integrations, covering customer management, jobs, and work order management, were successfully harmonized with D365 using MuleSoft.
  • Mergers integration proficiency: Over five months, six mergers and acquisitions were successfully integrated into the ERP system.
  • Multifaceted integration points: Eighteen integration points were established over Salesforce, ADP, Leveset, and Comerica.
  • Workflow refinement: Intricate workflows were implemented in purchase requisition and project modules for enhanced operational efficiency.
Results at a glance
8% faster cash cycles 20% higher customer retention 30% cost savings
Benefits

Implementing Dynamics 365 Finance and Operations (D365FO) addressed the company’s growth challenges by providing the necessary scalability.  Frequent mergers and acquisitions were smoothly integrated to eliminate integration challenges. Advanced Salesforce integrations ensured real-time data synchronization across customer management, jobs, and work orders, facilitating faster decision-making. Multifaceted integrations with various platforms significantly enhanced the efficiency of core business functions within D365, finetuning data flow. In addition, intricate workflows implemented in key modules further optimized operations, minimized manual tasks, and ensured accuracy.

Technology

D365 F&O and Mulesoft