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The Rainforest Alliance Improves Supply Chain Traceability with Scribe

The Rainforest Alliance is a growing network of people who are inspired and committed to working together to achieve our mission of conserving biodiversity and ensuring sustainable livelihoods. Through creative, pragmatic collaboration, we aim to rebalance the planet by building strong forests and healthy communities around the world. The Rainforest Alliance is on a mission to conserve biodiversity and ensure sustainable livelihoods around the world by transforming land-use practices, business practices, and consumer behavior. The alliance’s labeling and certification efforts encourage more than 1.2 million international farmers to follow sustainable agricultural, forestry, and tourism practices as they produce food, beverages, paper products, building materials, and other goods and services. Manufacturers, such as CPG companies, farms and forestlands that meet the rigorous, third-party standards of the Sustainable Agriculture Network or the Forest Stewardship Council are awarded the Rainforest Alliance CertifiedTM seal.

GOAL: A MORE EFFICIENT PROCESS FOR SUPPLY CHAIN TRACEABILITY AND REPORTING

The Rainforest Alliance Certified seal can be found on hundreds of sustainably-produced consumer goods including coffee, tea, cocoa, paper products and much more. This seal informs consumers that a given product meets certain eco-friendly guidelines, providing farmers and foresters a definitive marketing boost. To certify products, the Rainforest Alliance works with farmers, foresters and tourism operations through the supply chains that end up on the store shelf. The data management, certification, and reporting processes, however, was slowed down by a number of manual steps to process data from multiple systems. If someone couldn’t pull the information due to sick/ vacation days or other priorities, the data could become outdated and cause significant disruption. The Rainforest Alliance saw an opportunity to provide better visibility into the supply chain, shorten the seal approval process for suppliers, and reduce the IT workload if they could automate a number of key data processing steps and better integrate their systems.

SOLUTION: INTEGRATE SALESFORCE, MICROSOFT DYNAMICS CRM, AND MICROSOFT SQL AZURE

The Rainforest Alliance had a number of disconnected systems: Salesforce held supply chain information, such as information on certification and the results of audits; Microsoft Dynamics CRM stored contact information; Microsoft SQL Azure was used as a data warehouse to serve their reporting needs; and Microsoft Dynamics SL processed financial data and invoices. To improve the quality of their supply chain data, the Rainforest Alliance wanted to eliminate a number of time-consuming data handling processes by automating the data movement from one system to another. When looking for potential options to power their integrations, they considered using Informatica, but chose Scribe Online, Scribe’s integration platform as a service (iPaaS), because of its superior support for Microsoft SQL Azure and it offered pre-made connectors for the applications they were using, which would make the transition from manual to automated processes very quick.

After selecting Scribe Online, they created a number of key connections. First, they created an integration that moved certification and audit information from Salesforce to Microsoft SQL Azure on an hourly basis to eliminate manually pulling data from Salesforce and to ensure that the data never got out of date. They also built an integration between Salesforce and Microsoft Dynamics CRM so they could move the contact information regarding certifications to their contact database. Finally, they built an integration between Salesforce and their accounting system (Dynamics SL) so they could record transactions, but also move the financial data easily into the data warehouse where it could be used to enhance their management reports.

“We needed a solution that could tie together all of the data we store on our certification process and goods that need approval,” said Eugene Kogan, CTO, the Rainforest Alliance. “Scribe’s strength is that it can easily get the data out of one system and into another. Just a few hours after starting to use Scribe Online, we had a clear stream of data going from Salesforce to our data warehouse and our entire supply chain view came into focus.”

RESULTS: DATA CLARITY

With Scribe Online, the Rainforest Alliance is now able to run information seamlessly between their core CRM, accounting, and supply chain systems and their data warehouse without manual intervention. After deploying Scribe, the Rainforest Alliance experienced a number of benefits:

  • Improved data quality – The information on certifications is processed in a more standardized, structured manner so it no longer becomes out of date, resulting in higher quality management reports and better visibility into the supply chain.
  • Greater supply chain visibility – The team now also has a greater visibility into their supply chain and tracking their certifications. With this information available, the Rainforest Alliance is able to provide stronger recommendations and options to consumers looking for sustainable and eco-friendly products.
  • Improved IT uptime – Scribe Online provides alerts that give visibility into the health of their key systems and exposing network issues, such as the VPN going down.

“Consumers look to sustainability labeling when choosing what purchases they make, so ensuring the accuracy of that assurance across the supply chain is essential,” said Matt Snyder, application developer, the Rainforest Alliance. “Trust is a pillar of our business and being able to certify that all products that bear our label meet the strict standards consumers expect means being able to better track our certifications.”

Fig Leaf Software Turns to Scribe Online for Rapid, Highly-customized HubSpot-to-Salesforce Integration

For the past 20 years, Fig Leaf Software, a full service digital agency, has helped government agencies and other customers build websites and implement content management systems to increase user engagement. On one project for a large government bank client, Fig Leaf was asked to deploy HubSpot® for marketing automation and Salesforce® for CRM. They were also asked to integrate the two systems to help their client generate and qualify new sales leads through inbound marketing, but shortly before completing the integration, Fig Leaf faced unforeseen, last-minute challenges due to changes in the Salesforce deployment. Fig Leaf chose Scribe Online, Scribe Software’s cloud-based integration platform as a service (iPaaS), to seamlessly integrate the bank’s marketing automation and sales CRM systems to enable effective inbound marketing and maximize its marketing qualified lead pipeline.

THE OPPORTUNITY: RAPID, SECURE CUSTOM INTEGRATION

Driven by a need to identify and cultivate a specific target set of leads for its sales team, the marketing division of a large government banking agency sought a new way to improve results with an inbound marketing strategy. No longer satisfied with the productivity and marketing capabilities of its legacy CRM system, the client turned to Fig Leaf, a long-time trusted partner, for a customized integration after purchasing HubSpot and Salesforce in the fall of 2014. A few short weeks before implementation, the client began a separate project to move sensitive workloads to the Salesforce for Government cloud, which is an isolated domain. Fig Leaf’s carefully crafted native HubSpot-Salesforce integration didn’t work with the unexpected domain shift due to Salesforce for Government’s highly stringent security and compliance controls, so they were left scrambling for a plan B. To expertly complete the initial integration project within weeks instead of months, Fig Leaf turned to Scribe’s iPaaS offering, as well as inbound marketing agency LyntonWeb for their HubSpot expertise.

THE CHALLENGE: ENABLE INBOUND MARKETING IN RECORD TIME

  • Overcome native integration hurdles quickly to satisfy the client’s original expectations for timing and new requirements for security – all without sacrificing functionality.
  • Help the client create customer-centric inbound journeys through a customized HubSpot-to-Salesforce integration, increasing the number of marketing qualified leads for its sales team based on five specific criteria.
  • Ensure integration stability and scalability for long-term client success.

THE SOLUTION: SCRIBE ONLINE + LYNTONWEB

Working closely with Fig Leaf, digital agency and inbound marketing expert LyntonWeb built and deployed a custom-tailored, low-cost integration powered by the Scribe Online iPaaS. Within two weeks – and within the client’s tight deadline – the team successfully connected and synchronized the client’s HubSpot data with Salesforce.

THE RESULTS: RAPID INTEGRATION FOR ENHANCED INBOUND LEAD QUALITY AND SALES SUCCESS

  • Immense time savings on a highly-complex integration, cutting a month-long process down to two weeks.
  • Dramatically improved marketing qualified leads based on five specific qualifying criteria, enabling faster sales cycles and more successful customer deals. An agile integration approach that can be continuously customized and scaled. Fig Leaf has already rolled out a second stage of the integration, and plans to continue adapting to the client’s needs with further customization using Scribe Online.
  • A stable and secure integration technology based on Scribe’s 20 years of experience as a proven leader in data integration solutions.

Benefaction – Managing Rapid Growth by Integrating CRM with Financial Data

As business activity started to increase rapidly, BenefAction wanted to ensure it could continue to  properly manage growth while maintaining a high level of service for helping clients administer  charitable donation plans. For customer relationship management, the organization previously  relied on an Oracle®  solution but found the cost did not match the business-model needs.  BenefAction also needed to generate reports more efficiently to help manage small as well as  large charity donor accounts and grant receiver accounts.

HISTORICAL SUCCESS IDENTIFIES SCRIBE ONLINE AS THE KEY CONNECTOR

In collaboration with AT-SINC, an IT solution provider, BenefAction decided to deploy Microsoft Dynamics® CRM as the first step in addressing the challenge. With the next key consideration involving the integration of CRM with the organization’s Microsoft SQL Server database, which stores financial information, BenefAction relied heavily on the AT-SINC perspective. Based on successes with other customers, AT-SINC recommended Scribe Online—for its attractive price point and for how seamlessly it executes integrations while streamlining system-to-system data mapping.

SYNCHRONIZATION ENABLES CREATION OF KPI REPORTS TO HELP MANAGE DONATIONS

By integrating CRM with financial data, BenefAction eliminated the re-keying of the wide range of data the two systems share: donor accounts, advisor accounts, financial organizations that hold funds, and organizations that receive grants. In addition, the two systems automatically exchange data on incoming fund and outgoing grant payments. With Scribe Online, BenefAction can also now synchronize all the data with Microsoft Access, which the organization relies on to generate key- performance-indicator (KPI) reports.

CHALLENGE: CREATE A SINGLE REPORTING SOURCE

  • Manage charity donor and receiver accounts effectively during rapid organizational growth.
  • Integrate financial data with CRM to create a single source for all critical information.
  • Synchronize CRM data with reporting application to automate KPI-generation.

SOLUTION: SCRIBE ONLINE INTEGRATES CRM WITH FINANCE

  • Supports creation of custom objects in Microsoft Dynamics® CRM that integrate with data from Microsoft SQL.
  • Synchronizes CRM data with Microsoft Access to streamline report generation.
  • Features continuous improvements as a cloud solution so system updates occur automatically—with no on-premise intervention required from internal staff.
  • Creates future option of connecting CRM with other key organizational systems.

RESULTS: ERROR ELIMINATION ENHANCES KPI MONITORING

  • Automates data flows for transferring data between key operational systems.
  • Eliminates errors caused by manual re-keying of information.
  • Brings all account information into CRM so donation data can be managed in one place.
  • Allows management to easily monitor business KPIs through automatically-generated reports.
  • Enables analysis of donation trends so management can determine factors that impact donor motivation.
  • Helps the organization manage rapid growth and scale client services more efficiently.

CCAP – Consolidation Helps Law Officials Process Cases More Efficiently

In the late 1980s, and on behalf of the counties of Pennsylvania, CCAP worked with the Pennsylvania Commission on Crime and Delinquency to manage several grants that allowed for the development of three separate law-offender case management systems for county departments. Under this arrangement, identical information on the same offenders often existed in all three databases— Adult Probation, Jail, and District Attorneys. While it was an improvement to have this data available through technology, many law officials did not have access to all three systems and sometimes had to contact other departments for information. County personnel were also required to manually re-key data as they received it from other systems.

SIMPLIFYING DATA ACCESS

To resolve the situation, CCAP searched for an efficient method to bring all law offender data together into one system. By building such a system, CCAP hoped to eliminate manual paperwork while also simplifying data access and lowering the burden of departments having to help each other.

EASY DATA MAPPING

After identifying Microsoft Dynamics® CRM as the system for consolidating the offender information, CCAP then turned to Scribe as the solution for importing the data from the case management databases. The CCAP staff quickly discovered how easy it is to use Scribe for linking data elements from the various databases to Microsoft Dynamics CRM. Users see field names they are accustomed to when mapping the data, which makes the process run more smoothly.

CHALLENGE: ISOLATED DATABASES AND MANUAL DATA ENTRY

  • Consolidate law offender information stored across three isolated databases.
  • Eliminate data errors caused by manual input.
  • Present all offender information in one place to streamline case management decision-making.

SOLUTION: SCRIBE AND MICROSOFT DYNAMICS® CRM

  • Creates centralized case management repository of all law-offender information.
  • Provides easy access to information for law officials and offenders through an online portal.
  • Simplifies creation of new data maps by using field titles familiar to end-users.
  • Automates receipt of court data received through the Internet.

RESULTS: IMPROVED DECISION- MAKING AND REDUCED ERRORS

  • Enables better decision-making by ensuring law officials have access to all offender information.
  • Lowers cost of data mapping when new federal and state regulations require new information.
  • Saves hours of data input by automatically receiving court data.
  • Reduces data errors since individuals no longer re-key information manually.
  • Allows offenders to input data into portal and automatically uploads the data into the case management system.

Dynamic Communities – Driving User Group Membership by Integrating CRM with Registrations and Prospect Lists

As a 10-year-old company, Dynamic Communities has experienced rapid growth in recent years as its Microsoft Dynamics user group memberships and event attendance have surged, while the  number of employees has tripled. To maintain this successful trend, Dynamic Communities decided to integrate its Microsoft Dynamics® CRM system with information systems relating to event registrations and prospecting. By connecting the three data sources, the marketing and sales teams could streamline prospect nurturing and enhance member relationships.

THE NEED TO ACCELERATE MEMBER AND PROSPECT ACTIVITY ANALYSIS

Dynamic Communities specifically wanted to integrate registration data from its ongoing monthly events and the company’s annual conference with the company’s Microsoft Dynamics® CRM database. Management also wanted to streamline the process for importing leads collected at trade shows, which the staff previously uploaded manually from Microsoft Excel files—a process requiring up to two months following large conferences, such as Microsoft Convergence. Integration became critical for analyzing membership activities in comparison with event registrations as the staff found itself constantly going back and forth between systems.

PAST SUCCESS POINTS TO SCRIBE ONSITE AS THE CLEAR-CUT CHOICE

To address the challenge, Dynamic Communities deployed Scribe Online, a cloud-based solution the management team discovered worked so well for other businesses that they did not consider any alternatives. Dynamic Communities can now analyze membership activity to evaluate the types of programs offered to members. The staff can also more effectively market to prospects they meet at industry conferences to induce them to join one of the Dynamic Communities user groups.

CHALLENGE: ISOLATED SYSTEMS HAMPER ANALYSIS

  • Sustain rapid company growth by integrating Microsoft Dynamics® CRM with key prospect and customer information sources.
  • Gain the ability to analyze membership participation in monthly programs and annual events.
  • Upload prospect information automatically into Microsoft Dynamics® CRM system to streamline lead-nurturing efforts.

SOLUTION: SCRIBE ONLINE INTEGRATES KEY DATA SOURCES

  • Enables integration of Microsoft Dynamics® CRM with event registration and trade show lead systems.
  • Helps ensure event registrants receive correct membership level pricing by linking registrations with Microsoft Dynamics® CRM automatically.
  • Provides an option of integrating Microsoft Dynamics® CRM with other systems, such as ERP, when business conditions warrant.

RESULTS: ENHANCED MEMBER AND PROSPECT ANALYSIS

  • Enables analysis of membership program participation to determine if and how programs need to change to attract more participants.
  • Accelerates process for uploading prospects into the CRM database from months, down to days, so nurturing activities can begin sooner.
  • Enables quick views of premium and non-premium user group members as well as non-members attending events to streamline decisions on follow-up outreach activity.
  • Identifies which event interactions lead to new members joining each user group.