Case Study: Education Solutions Provider achieves automated inventory tracking and maintenance renewals with Softrax

Education and Local Government Solutions Provider - Customer Case Study

Education Solutions Provider, a software and information-processing services company serving K-12 and local government customers, needed a better way to manage large volumes of hardware, software, and peripherals. Before Softrax, the business relied on spreadsheets, paper files, and manual journal entries to track inventory, invoicing, and maintenance renewals, creating heavy workloads and a high risk of error.

Softrax implemented a cradle-to-grave system that scanned incoming inventory, tracked each item by customer throughout its lifecycle, and automated maintenance renewals, warranty events, and billing. The result was more accurate data, fewer manual processes, faster invoicing, and major time savings for Accounting; with around 600 active customers and an average of 10 products each, Softrax also automated revenue schedules that had previously been a major time sink.