ENTERPRISE SERVICESPayroll & HR

Asure sees Human Capital Management (HCM) through the lens of entrepreneurs and executives with an owner’s mentality. Asure helps more than 60,000 small and mid-sized businesses develop their “Human Capital” to get to the next level, stay compliant, and allocate their time, money and technology toward growth.

  • Austin, TX
  • 500+ employees
  • Payroll & HR

TAX PORTAL

THE CHALLENGE

  • Legacy Org with heavy technical debt.
  • Poor data quality without right level of guard-rails.
  • Sales Reps spends greater amount of time on closing the deal.
  • Manual Processes for Implementation team, resulting in data errors.
  • Non-standard integration across RevOps tech stack.
  • Scalability issues for the Service and Sales Cloud.

THE SOLUTION

  • Implemented data cleansing and enrichment solution.
  • Outcome based Sales Process Design for different market segments.
  • Enabled new Go-To-Market engine with end to end management of Leads, Optimized Opportunity Management and Forecasting, Quoting capabilities.
  • Refreshed Customer Community to increase Customer Self-Service/case deflection.
  • Standardized data models.
  • Streamlined Approval Processes.
  • Greater data integrity and improved reporting.

THE OUTCOME

  • Being a long term partner for providing enterprise services in GTM Tech stack, Engineering and Automation services.
  • Faster time to release new products and features Asure Products by partnering with their engineering team.
  • Designed and Architected GTM platform for rapid launch of new sellable products and services.
  • With the best practices and approaches, StreamForce built a foundation framework in Salesforce for Customer 360.
  • Asure improves cross-functional collaboration and standardizes processes by leveraging system-enabled capabilities, leading to more consistent and predictable results.
  • The company ensures the accurate capture of marketing contributions and enhances the efficiency of sales teams, all while simplifying the quote approval process to reduce the time spent on reviewing deals and calculating commissions.
  • Standardized Customer support processes and Portal.

SERVICES PROVIDED

  • Enterprise Development Partner
  • M & A
  • Systems Transformation

INTEGRATION PORTAL

THE CHALLENGE

  • APIs: Driven by SQL Server Stored Procs, developed with AWS Lambda and NodeJS.
  • Front End WebUI: Using data provided by APIs VueJS.
  • AsureIdentity: Connecting User management with existing AsureIdentity proj.

THE SOLUTION

  • Login using Asure Identity.
  • Navigation.
  • Dashboard containing: Job Status (Successful, Failed, Running/Pending), File Import History (Total, In progress, Failed) Successful).
  • Tenants Search, List, Add , Edit.
  • Batch Job (Daily, Quarterly, Integration etc.) creation/scheduling.
  • File Imports Daily, Quarterly, Integration etc.

THE OUTCOME

  • Asure Work Integration Portal is in production.
  • Enhancement and more features requirement creation is in progress.

SERVICES PROVIDED

  • Enterprise Development Partner
  • M & A
  • Systems Transformation

DATA ENGINEERING

THE CHALLENGE

  • Scalabllity Issue and robust data engineering solution to integrate multiple data sources.
  • Load on Database to perform the complete business logic in database procedures.
  • Zayzoon Integration Changes to get Earned Wages.
  • Eliminating Lambda and procedure Calls.
  • Ensure the solutions remain up-to-date and meet the changing needs of the client.

THE SOLUTION

  • Glue Job – Load the files from S3 to Postgres Staging table.
  • Eliminating Lambda and Procedure Calls.
  • Reduce load on database by moving out data Transformations to Glue/Spark in memory data frames and Implementing Year to Date calculations in Spark in-memory.
  • SQLAlchemy python library does all database level operations after moving to stage tables.
  • DML statements are lightly written to perform Transformation, Inserts, Updates and deletes.

THE OUTCOME

  • Developed a scalable and robust data engineering solution to integrate multiple data sources.
  • Load on Database reduced and performed the complete business logic in Glue Jobs which running huge loads in minutes.
  • Solution remain up-to-date and meet the changing needs of the client.

SERVICES PROVIDED

  • Enterprise Development Partner
  • M & A
  • Systems Transformation

Robotic Process Automation (RPA)

THE CHALLENGE

  • On Premise MS Dynamics and Bureaulink Migration to Salesforce.
    • Getting Large Volume Accounts, Contacts, Cases, Case Activities.
    • Getting Large Volume of attachment.
    • Migration of MS Dynamics and Bureaulink Accounts, Contacts, Cases, Case Activities and attachment to Salesforce.
  • NetSuite Integration needed to reduce overhead on the Finance Operations team.
  • AWS S3 integration needed to seamlessly integrate with Salesforce, facilitating smooth data transfer.
  • PandaDoc integration needed to fulfill the customers information’s from SharePoint data file and send it to customers for digital sign.
  • Needed to integrate Salesforce with SFTP Server.

THE SOLUTION

  • Integrated MS Dynamics and Bureaulink via the use of Workato to automate the migration of existing data and attachments of MS Dynamics and Bureaulink to Salesforce.
  • Integrated Salesforce with NetSuite to automate the Usage and  Subscriptions data from Salesforce to NetSuite via using Workato.
  • Integrated AWS S3 and Salesforce via using Workato.
  • Integrated PandaDoc, SharePoint & Salesforce.

THE OUTCOME

  • MS Dynamics and Bureaulink all the existing data and attachments migrated successfully to Salesforce.
  • Usage and Subscription data is getting synced automatically once a month from Salesforce to NetSuite.
  • External Invoices data from different sources are getting synced from SharePoint to NetSuite.
  • PandaDoc Documents are automatically sent to the customer for signing by fulfilling the customer’s information from the SharePoint data file.

SERVICES PROVIDED

  • Integration Variety: AWS S3, SharePoint, Salesforce, NetSuite, MS Dynamics, Bureaulink, and SFTP seamlessly connected via Workato Automation.
  • Enhanced CRM: Bidirectional data flow between Salesforce and NetSuite, MS Dynamics integration, and more for comprehensive customer relationship management.
  • Efficient Operations: Streamlined workflows, document management with PandaDoc, and secure file transfers using AWS S3, SharePoint, and SFTP integrations.
  • Productivity Boost: Automation of complex processes, reducing manual intervention and minimizing errors for increased productivity.
  • Streamlined Processes: Improved communication between applications leads to streamlined operations, efficient sales cycles, and secure data transfer.