Case Study: Modern Office Methods achieves real-time lead tracking and streamlined expense management with Fujitsu RunMyProcess

Modern Office Methods - Customer Case Study

Modern Office Methods (MOM) is a family-owned copier sales and service company of about 250 employees based in Cincinnati with a 60-person mobile sales force and 50 field technicians. After a 2009 move to cloud tools (Google Apps, Gmail and Salesforce) MOM needed to integrate those systems with its behind-the-firewall ERP and SQL Server and to replace slow, paper-based processes for sales leads, technician expense claims and lease credit applications.

Working with White Stratus and Fujitsu RunMyProcess, MOM built a mobile sales-lead tracker, an online expense-reimbursement form and an automated lease-credit workflow that ties Salesforce, the ERP and U.S. Bank’s web service together. The lightweight apps (one credit-app pilot was completed in three weeks) give techs real-time dashboards, let them photograph receipts, auto-calc reimbursements, and submit bank forms — boosting tip submissions, eliminating manual data entry and errors, cutting expense and admin time, and reducing credit-application turnaround from hours to about 5–10 minutes.

Modern Office Methods

Dave Bandy

Senior IT Development Manager, Modern Office Methods