Case Study: IT provider Ergo achieves a single source of truth and accelerated customer onboarding with FlowForma Process Automation

Custome Ronboarding Transformed

Ergo, a leading Irish cloud and IT managed services provider, faced inconsistent customer onboarding after growth and acquisitions left Sales, Finance and ITSM using separate systems and producing multiple “sources of truth.” To solve this, Ergo selected FlowForma and its FlowForma Process Automation no‑code tool (integrated with Microsoft SharePoint) to standardize master service agreements and service schedules across business units and remove ambiguity that risked poor customer experiences.

FlowForma Process Automation enabled Ergo Account Managers to generate templated MSAs and variable service schedules, automate handoffs (billing, credit control, ITSM alerts) and maintain a single source of truth used across divisions. As a result, FlowForma delivered consistent, faster onboarding and improved reconciliation and customer experience—consolidating three points of truth into one, supporting automated renewals, and removing a major barrier to Ergo’s continued growth.

Ergo

Mary Donnelly

Legal and Compliance Officer