Case Study: Source UPS streamlines quotes, orders and maintenance with Workhorse

Source UPS cuts re-keying across 4 systems with Workhorse

Source UPS, a fast-growing supplier of uninterruptible power supplies and infrastructure solutions, faced operational challenges as their business expanded. They were using four separate systems for quotes, orders, maintenance documents, and accounting, which required manual re-entry of data and led to errors. Seeking a solution that could adapt to their specific workflow, they turned to the vendor Workhorse.

Workhorse implemented a customized system that replicated Source UPS's operational flow, integrating their processes into a single platform. The solution included a bespoke module for maintenance contracts and a direct integration with their accounting system, Xero. This eliminated redundant data entry, saving a significant amount of time daily and allowing for immediate answers to customer maintenance queries.

Source UPS