Revamped the ERP and CRM in Quick Base

ABOUT

This company is a team of highly experienced travel professionals focused on aviation operations and hospitality services. They offer customized hotel-booking solutions tailored to the needs of professional travelers worldwide. They support: Business Jet Owners, Flight Operations Management Companies, Commercial Air Crew, and VIP travelers.

QUOTE

"After an exhaustive search to find the right Quickbase Partner to enhance and upgrade our existing App, we came across the team at Quandary. Within the first few minutes of our discovery call, Kevin and his team completely understood our needs, developed a strategy for success, and delivered on-time, within budget and provided above and beyond service, with add-on's that we didn't know were possible after speaking with other providers. I cannot recommend the team at Quandary enough. Their in-depth understanding of our business process, their patience with our limited understanding of technology, and ultimately their implementation of a fantastic product -- communicating every step of the way -- has been a 'win' for our business. We are looking forward to years of partnership with this caring, competent and communicative team from Quandary." - Jim Fausel, President

PROBLEM

They did not have an efficient system or process to invoice and collect payments. The invoices were manually calculated, created, and emailed. Since everything was done manually, invoices would go out over 12 months late, resulting in many unpaid invoices. Invoices were also calculated incorrectly, leading to complaints from customers and additional unpaid invoices. In addition, they were unable to provide accurate and timely information to their flight crews and hotels. This created upset customers, cancelled bookings, and ultimately, loss of revenue.

REVAMPED ERP AND CRM IN QUICK BASE

With over $800K in un-invoiced bookings, this company needed a complete revamp. They were unable to provide accurate information to their customers; flight crews and hotels. Lacking accurate reporting, they were in danger of losing clients. Quandary Consulting Group (QCG) completed a two-day discovery period before beginning to recreate their ERP and CRM from scratch. After two months, the new system went live. All historical un-invoiced bookings had been invoiced to hotels, clients can log-in and see real-time reporting of their travel and spend, invoicing and payment reconciliations have been automated, and there has been greater than 10% client growth in the months since.

RESULTS

  • Real-time reporting for customers and employees
  • Invoiced over $800K of prior un-invoiced bookings
  • Automated invoice creation and delivery process which has more than doubled the - collections rate
  • Automated payment reconciliation process
  • Automated task manager for each booking
  • Accurate and reliable financial data
  • Added ability for customers to create and update their own bookings online
  • Greater than 10% customer growth

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