Case Study: Springboard Retail achieves end-to-end quote-to-cash automation and improved forecasting with Ordway

Ordway replaces Recurly for subscription management and SaaSOptics deferred revenue

Springboard Retail, a provider of retail POS systems, was struggling to scale on legacy billing and invoicing systems that caused timing, latency, and data‑integrity issues. Sales Operations and Billing teams had to manually pull quotes from Salesforce, re‑enter data into billing systems, and reconcile disparate systems, prompting Springboard to adopt Ordway’s end‑to‑end quote‑to‑cash billing solution.

Ordway implemented a quote‑to‑cash system of record that integrates with Salesforce and via a RESTful API, automates billing for Springboard’s customer base of over 1,000 retail establishments, and generates accurate billing and deferred‑revenue schedules with exports to QuickBooks. The Ordway deployment eliminated manual setup work, delivered measurable time savings, improved forecasting and accounts receivable, and gave Springboard clearer cash‑planning visibility for growth.

Springboard Retail

Slater Latour

Vice President Finance