Simmtronic

Challenges

Overcoming disconnected systems and scalability bottlenecks 

Prior to partnering with Certinia, Simmtronic's core finance operations remained isolated within a legacy, non-integrated Sage 50 accounting application. This created severe back-office limitations as order volumes began to grow.

• Isolated financial data: Because critical billing and order fulfilment details lived exclusively in Salesforce, the finance team was trapped in inefficient silos.
• Time-intensive data entry: The accounting team was stuck in an administrative loop, forcing staff to manually retype hundreds of purchase orders into Sage 50 every single week.
• Impeded business scalability: Growth brought Simmtronic to a critical bottleneck where automated processes became an absolute necessity to handle transaction volumes.
• Threat of rising overhead: Projected surges in order volumes would have inevitably forced the company to hire additional back-office headcount simply to copy data between systems.
• Fragile integration vulnerabilities: Relying on disconnected systems meant facing potential issues around data accuracy that could only be resolved by custom external APIs.

Faced with the burden of manual data copying and an impending surge in orders, Simmtronic recognized the need to shift to a unified, scalable ecosystem.

The Solution for Simmtronic

Deploying a single, native platform for sales, finance, and inventory

Simmtronic resolved its operational disconnects by replacing its legacy Sage 50 accounting engine with Certinia’s native Financial Management (FM) Cloud architecture.  

• Unified Platform Native to Salesforce Certinia eliminated the need for complex, fragile external API integrations by running directly on the Salesforce platform. As a result, order data and shipping details seamlessly update back-end financial and inventory records in real time.
• Automated Procurement and Ledger Operations By leveraging Certinia’s automated capabilities, Simmtronic wiped out the administrative loop of manual data re-entry. Weekly purchase orders are now generated automatically from existing front-office data flows.
• Centralized Revenue Forecasting Bringing front- and back-office records onto a single ledger provided the team with deep data integrity. Leadership can now utilize Salesforce and Tableau for centralized revenue forecasting and long-term strategic growth planning.

Impact

Eliminated 40 hours per week of manual data entry, allowing the core finance team to shift away from administrative tasks and focus on forward-looking forecasting and strategic reporting.

Delivered a seamless transition that preserved existing end-user front-office workflows, ensuring teams were confident and productive from day one on a familiar platform.

Established a single source of truth for financial, ordering, and inventory data, empowering leadership to make rapid, data-driven decisions to support their long-term growth aspirations.