Sphere helps a major CPA firm identify and

solve integration issues with their main communication application

Overview

Our client is a marketing agency which reached out to Sphere Partners as they were experiencing some difficulties using Wrike, their project management tool at the time. They cater their services to the flooring industry and those services are productised. To perform an instance of a service, they have to follow a sequence of steps. Sphere Partners migrated the client to monday.com to better accommodate their needs.

The Challenge

Our client had been using Salesforce to manage their sales activities and Wrike to manage their production. Overall, they weren’t quite satisfied with Wrike for their production management, as they had to resort to a lot of manual work, and there was little clarity and visibility of projects.

Upon finding out about monday.com as a PM tool and robust Work OS, our client decided to switch to monday.com.

How It Was Solved

We worked with our client to understand their current setup on Wrike and their requirements. We migrated their setup to monday.com and created custom automations to minimize the manual workload.

In addition, we provided more visibility into production: a new sale in Salesforce created a variety of entries in monday.com and a work environment for this project with pre-populated tasks and connected the data from this environment to the analytics dashboards.

The company has a custom structure to their Salesforce environment, multiple products with unique task sequences and multiple if-then sequences. We worked with our client to develop an architecture of the system, upon which we based our workflow development.

The Results

Our client was pleased with the migration of all their operations from Wrike to monday.com. They are now seeing increased efficiencies by minimized manual work, and better visibility into analytics. We are still working with our client and are on the next phase of modifying the system to work in accordance with the change of logic the client has introduced to their Salesforce environment.

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Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors

Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).

Ben Crawford

Senior Product Manager at Enova Financial

I would expect to be delighted. It's been a really positive experience, working with Sphere, and I would expect you to have the same.

Mark Friedgan

CEO at CreditNinja

Sphere consistently prioritizes the needs of their clients, demonstrating both agility and teamwork. As an offshore team, they have been an integral part of our organization and we plan to continue growing with them.

René Pfitzner

Co-Founder at Experify

Sphere provided excellent full-stack development manpower to augment our team and help push our product forward. They are easy to work with, tech-savvy and proactive.

Bruce Burdick

Chief Information Officer at Integra Credit

We've been working with Sphere and its excellent consultants since our founding. I've found that they are true partners in the success of our business.

Jemal Swoboda

CEO at Dabble

The resources and developers that Sphere Software provides are skilled and have the required technical expertise, but more importantly, they have helped us build a culture of excellence within our team.

Arthur Tretyak

Founder and CEO at IntegraCredit

With Sphere, we were able to migrate in half the time it would take to train an additional FTE… and for a fraction of the cost. Our experience with Sphere has been exceptional.

Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors