Case Study: Enterprise Warehouse Solutions Provider achieves greater profitability control with Softrax

Automating Software And Service Revenue Reporting In One System

Enterprise Warehouse Solutions Provider, an international software and warehouse-solutions company, struggled with disconnected accounting tools, spreadsheets, and contracting systems after acquiring a services business. The lack of integration made billing, expense handling, renewals, and project reporting manual and inefficient, with little visibility into profitability or realization rates.

Softrax implemented an integrated financial infrastructure using Softrax PSA, Softrax Financials, and Softrax Inform to connect professional services, product development, support, billing, and renewals. The result was major productivity gains across departments, fewer manual re-keying steps, automated billing and expense workflows, and much better project-level insight and control over profitability, including visibility into unbilled time, expenses, and maintenance contract margins.