Case Study: PIDC streamlines loan management and reporting with Craftsman Technology Group

PIDC streamlines loan workflows in 4 months with Craftsman Technology Group

The Philadelphia Industrial Development Corporation (PIDC) faced significant operational inefficiencies due to its use of three disparate systems: Salesforce for CRM and origination, Portfol for servicing, and Microsoft Dynamics for accounting. This setup required extensive manual data entry and made holistic reporting difficult. PIDC engaged Craftsman Technology Group to help integrate these systems and automate its workflows.

Craftsman Technology Group led the Salesforce implementation and integration, creating an automated solution that eliminated redundant manual entry and provided centralized visibility. The results included streamlined loan onboarding, automated payment syncing, and comprehensive reporting. Following the successful deployment, Craftsman also established a governance plan with its Managed Services team to ensure the ongoing success and management of PIDC's newly integrated system.

Philadelphia Industrial Development Corporation (pidc)