Latch’s multi-faceted, high-growth performance requires a digital ecosystem that’s powerful, agile, and perhaps most importantly, easily customizable.
But, Latch—the maker of LatchOS, a multifamily OS of products, software, and services that strives to make spaces better places to work, live, and visit—was caught in what Jason Pikoos of the Connor Group calls “the technology conundrum”; the fast-moving evolution of their business needs could no longer be supported by their existing technology in its current state, which was keeping their data and processes siloed.
So, Latch built its own integration between Salesforce and NetSuite. The company soon discovered, however, that this point-to-point integration wouldn’t move their company forward. Ultimately, it wasn’t easily adjustable to their fast-changing business needs, its data transactions were too slow, and it required far too much of their engineers’ time to maintain.
Latch needed a more nimble and tested solution.
You can learn more about how Latch achieved immediate results with Workato by watching their session at Automate: “How Latch Unlocked their Opportunity-to-Cash Process.”
How a simple integration broke through the technology conundrum
To address the high-maintenance/low-results issue with their point-to-point integration, Latch aligned with the Connor Group, a specialized professional services firm and Workato partner, to help them scale their FinOps.
Steve Attanasio, Senior Manager of Financial Operations at Latch, was immediately impressed by Workato’s intuitive user interface, which not only allowed multiple business lines to work on integrations, but also inspired new ones. Attanasio recognized that the FinOps team could “own the solution moving forward” and “make the adjustments necessary to the recipes”. He explained further:
(Using Workato) We wouldn’t have to bog down our engineering teams to assist us with our integration layers.”
Soon after adoption, and after just weeks of using Workato, not only was Latch’s engineering team relieved of their integration maintenance duties, but Latch’s “technology conundrum” was solved, and more unexpected results and benefits emerged.
Related: A guide to automating quote-to-cash
Reliable data and streamlined workflows
Here are just some of the many benefits Latch has experienced:
- Improved quality of data: Latch discovered hundreds of data errors and could easily identify root causes with their data quality in the point-to-point integration. In the Workato solution, however, the information that passes between Salesforce and NetSuite is reliable and, therefore, instantly usable.
- Streamlined workflow for users: In the Workato solution, users can complete all of their tasks in just one system rather than having to operate in both. In addition, automated processes have greatly reduced manual tasks and, for example, the frequent queries for updates on orders or information from teams.
- Instant updates on orders or clients: In the Workato solution, it’s easy to add balance updates to Salesforce, which are made instantly available to the team. The status of shipped units to sales sites is also tracked and sent immediately to Salesforce, making it available and actionable.
Given the ease at which Latch was able to find success with Workato, the company is moving forward with implementing even more automations. This includes automating critical workflows, like procure-to-pay and payroll processing.
To hear Latch’s full automation journey and learn how Workato’s user-friendly recipes allowed them to scale their FinOps for immediate results, you can watch their session from Automate, the #1 conference on automation.
