The client, a group of UK independent schools, had the goal of eliminating manual data entry in its sales, finance, and administrative teams. It was clear to the client’s technical team that a data integration solution was needed for three systems: Salesforce, Sage 200, and Advanced Cloud School.
Rather than a constant flow of data between the three applications, the client wanted each system to send data based on certain conditions.
First the sales team would enter a potential student’s data into Salesforce. When a particular set of student data was complete, only then would Boomi sync that data with Cloud School and Sage. This would create or update the student information in Cloud School and raise a purchase order in Sage.
At this stage the finance team would collect the payment and add that data to Sage, and the administrative team would input details such as the name of each student’s tutor into Cloud School. Once the data was complete, Boomi would push that information back into Salesforce. Thus Boomi would digitise and automate all the manual data entry that these three systems had required.
Convinced that Boomi was the most appropriate platform, the school looked for assistance from a Boomi Partner.