Case Study: TE21, Inc. achieves automated quote-to-cash and saves 20 hours/week with Actian

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Preview of the TE21, Inc. Case Study

Actian automates “quote-to-cash” and enables TE21 to focus on growing their business

TE21 is an education company that provides assessments, intervention, and professional development for schools and districts. As the business grew, its manual Excel/QuickBooks processes became slow, error-prone, and unable to scale; the company needed a true quote-to-cash workflow that tied sales activity to billing, collections, and reporting.

TE21 implemented NetSuite and Salesforce and used the Actian Connector to integrate them, creating an automated quote-to-cash process. The integration (completed in six months) eliminated manual handoffs, saved about 20 hours per week, delivered real-time reporting and more accurate pipeline visibility, and improved operational efficiency roughly equivalent to a part-time accountant.


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TE21, Inc.

Blaise Buczkowski

Chief Strategy Officer


Actian

113 Case Studies