Buffalo Brain came to the rescue for a Salesforce implementation gone astray. A heavy weight in environmental services required some expert leadership to resurrect a major software project that stalled. We were able to clear hurdles, work closely with vendors and make strides to the finish.

Industry

Construction, Environmental

Company

Private, for Profit, Environmental Services, Hazardous Material, Pollution Control

Requirements

• Mediate relationship with vendors
• Assess state of the project
• Create a project roadmap for completion
• Find a implement a document signing solution
• Integrate Quickbooks
• Train internal team
• Oversee app development
• Make modifications where necessary

Solution

• Build a strong relationship with Salesforce vendor
• Analyzed the tech of the entire company and made recommendations
• Compared document signing solutions and chose Panda Docs
• Researched Salesforce + Quickbooks integration and hired a vendor service
• Trained key employees

Technologies

• SalesForce
• Quickbooks
• Panda Docs