Customer Q & A: KeyedIn Solutions

Customer Q & A: KeyedIn Solutions

Customer Q & A: KeyedIn Solutions

The ongoing Customer Q & A blog series highlights a wide range of Jitterbit customers to find out what business needs drove their integration requirements and why they made Jitterbit their integration solution of choice.

In this week’s hot seat are Kevin Hurley, GM KeyedIn Projects and Marc Porfidio, VP of Sales

How did you find out about Jitterbit and what were some of the reasons you chose it as your integration solution?

[Kevin] Well, I oversee all of the project management solutions for KeyedIn Projects.  We have customers in Europe, UK, and US and South America, so we are pretty global.

We were looking for a way to include integration with our offering to customers that didn’t require an in-house developer. 

We looked at a six or seven of integration platforms – I won’t name names, but if they are a major player, we looked at them.  I was trying to find the solution that was the easiest to use.  I’m not super technical, but I’m technical enough to be dangerous.  My plan was to try out the trial version of each of these vendors and see if I could actually get them to work myself. 

Jitterbit was the only integration solution I could get to work, and within hours of setting it up. 

So that pretty much sealed the deal for me.  We knew it was the right tool because it was so easy to use, and it had a lot of flexibility.  We had our developers go through it.  In fact, I had one of our developers do some work with me on the Intacct integration and he was extremely impressed with the flexibility and power of Jitterbit.

How do you currently use Jitterbit?

Our focus on bringing Jitterbit in was to give us a platform to offer our customers the ability to integrate to us.

What we did was basically to marry the solutions that needed each other (KeyedIn Projects and Intacct) in order to win a market.  Intaact is a SaaS based financial accounting system and they have a number of clients that have Professional Services Automation (PSA).  Those PSA groups tend to need fairly strong program management systems to manage their portfolio projects as well as manage all there resource managements and do all their time expense entries.  But they need to feed them back to financials.

So an integration made sense for both companies as we are strong in the project management side and they are strong in the accounting side.

We also needed to consider that the lead in to all this was Salesforce.  Both organizations use Salesforce internally, as do most of the organizations that we interface with.   Both project management and billing can tie back to the Opportunity in Salesforce.  When one of our customers is tracking time on a project and then billing their clients Jitterbit connects this data between our two applications so that our customers can invoice, recognize revenue, and manage billing roles within the applications that manage each part of the process.

We did the Salesforce integration from Salesforce to KeyedIn Projects, and then we also did the integration from KeyedIn Projects to Intacct.  The nice thing was that Intacct also had an integration to Salesforce, so we were able to create a closed loop between the three applications.

From a business perspective, how has Jitterbit helped you?

[Kevin] With Jitterbit we get full visibility of the customer across all of our applications. 

[Marc] With all the cloud solutions out there integration, hands down, becomes one of the big topics on everyone’s minds when they go into a buying process. How do I integrate my development platform? How do I get to my back office financial? We tend to be a best in class point solution and we don’t offer everything an organization needs from an application toolset. So as a software vendor you need an integration strategy or else you’re kind of dead on arrival.  You need a story around integration and better yet – showing how quickly you can do it.   You could offer to code it and say “we really don’t know what that might take or how we’re actually going to do it but we’ll try.” It’s not a great way to instill a lot of confidence for the customer.

In addition, with Jitterbit we’ve been able to take the feedback that we get from not only the customers but from Intacct, and have been able to further pan out the requirements.  In some cases we’ve found there’s an advantage in being able to do something differently.  In these cases, Kevin has made those changes relatively quickly, rather than taking three development cycles to create a proof concept. 

To be able to not only connect to all these applications but to make changes quickly not only improves customer and partner satisfaction but it gives us a major leg up on the competition.

Thanks Kevin and Marc!

Do you have a Jitterbit success story you would like to share? Drop us a line at customersuccess [at] jitterbit.com or @jitterbit on Twitter.