Case Study: Bailiwick achieves scalable, integrated field service and financial automation with Fieldpoint Service Applications, Inc.

Bailiwick - Customer Case Study

Bailiwick, a managed IT services provider that completes more than 40,000 equipment installation events annually, needed tighter integration between its CRM, SharePoint and Sage 2013 financials to eliminate manual re-keying and ensure flawless project, event and vendor management. They called on Fieldpoint Service Applications, Inc. to install Fieldpoint’s field service and project management software (the Alert platform) and integrate it with their Sage 2013 financial system.

Fieldpoint Service Applications, Inc. implemented an integrated solution that automatically uploads customer site data, creates site work orders, converts requisitions into purchase orders in Sage 2013, and streamlines dispatching, billing and vendor payments. The result: reduced administrative costs, faster financial reporting, and the ability to scale operations—allowing Bailiwick to handle greater volume with the same number of internal resources.

Bailiwick

Missy Carbonneau

Vice President of IT