the challenge
A medium-sized roofing company spent significant time and money each day to calculate fees paid to its sales team members for each roofing project, known as a “Cap Out”.
the workflow
For each roofing project, a senior manager manually found and entered every single construction material and labor invoice, credit memo, and credit card receipt. In addition, any marketing and operational costs that make sense to include in the commission calculation must also be included.
Bandicoot patiently watched the Cap Out process to determine all possible variations in its calculation. Recognizing and mapping out all patterns, a logic and wireframe was created. Bandicoot utilized its own portal to create a custom portal webpage that connected the roofing company’s Quickbooks Online accounting system, Acculynx (a leading roofing software application, and Google Drive (cloud-based file storage and synchronization service).
the case
Our custom business process automation reduced the time it takes to complete a Cap Out from 23 minutes and 45 seconds to 52 seconds, cutting the process by 96.35%. After choosing the customer, Bandicoot’s automation grabbed the total amount of the contract from Acculynx, all the costs associated with the project from Quickbooks, included any additional costs the roofing company wanted to add, and generated an invoice for the contractor to the company for that roofing project.
The invoice is subsequently saved in Google Drive using a specific naming convention and an entry for that invoice is automatically entered into Quickbooks Online ready for the roofing company to pay.
in conclusion
Bandicoot was able to comprehend and analyze a process unique to our client and create a solution that saved them precious time. Using our decades of experience and business acumen, our staff was able to devise a custom process to suit the individual needs of our client. Our technical skillset also allowed us to create automated solution that drastically saved time and money. We can do the same for you.
