Case Study: GSD Consulting boosts billing and project efficiency with Passage Technology's Rollup Helper

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Preview of the GSD Consulting Case Study

GSD Consulting saves valuable development time with Passage Technology

GSD Consulting, a specialist in Salesforce consulting and development, faced a challenge in rolling up time and dollar amounts across custom objects in real-time for their internal project management and billing. They needed to track logged time, invoices, and payments across objects with lookup relationships. Passage Technology's Rollup Helper product was used to address this need.

Passage Technology implemented a solution using custom Apex code development with Rollup Helper. This allowed GSD to roll up time and dollars, pull bill rates to multiply by time, and then issue invoices and payments. The solution from Passage Technology provided immense value by saving GSD valuable development time and giving them the flexibility to build out their functionality without repeatedly needing a developer to change their data model.


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