HAAG was operating with a complex 4 cloud implementation, making it time consuming and tedious to retrieve and record information
This complexity heightened with an outside partner working with HAAG on their FinancialForce implementation, messy client data needing migration, and the integration of Absorb LMS. An ongoing consideration was HAAG’s complex business model, with many offerings and areas of specialization.
Trifecta created a single connected database as the source of truth for HAAG. To drive efficiency and collaboration, payroll, invoicing, AR, AP, Financial Reporting, and Sales Relationship Management are now all on platform
In this platform transition, Trifecta moved HAAG from excel reports to FinancialForce.One of HAAG’s offerings is in education including certifications, training, books, and tools. Their B2B Commerce instance was integrated with a Learning Management System (LMS) to streamline the certification and renewal logic.
Trifecta completed HAAG’s Salesforce transformation efficiently and on budget.
Where the complexity of HAAG’s previous system required three separate transactions for an order including an online course, a physical product, and a digital eBook, the new system and site allows clients to place one single order. Following checkout, Trifecta’s implementation of Order Orchestration now determines the type of product purchased and grants access to the item in its respective system – all in real time. With physical products, the order fulfillment system is streamlined through immediate syncing with ShipStation. Trifecta delivered better, more accurate, and more timely reporting. A HAAG customer will now have a smooth and efficient shopping experience on their new commerce site.
