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The project demonstrates the versatility and range of services offered by the Autymate/Intuit partnership, and showcases the effectiveness of combining Quickbooks Online and Quickbooks Desktop with Autymate’s integration and workflow automation solutions.
About
Given the challenge of accessing real-time, TUPSS partnered with Autymate to develop a custom integration solution to consolidated decision quality store POS data from its 4700+ franchisees This solution enabled Franchisees using QuickBooks to gain seamless access to the data, allowing for individual and consolidated reporting from Franchisee accounting software.
The project goal was to facilitate roll-up reporting of store performance for all Franchises, while providing TUPSS with the ability to access and support all integrations for all Franchisees in one place. Autymate proposed a solution whereby they would support Integration Services to Franchisees using QuickBooks Desktop or QuickBooks Online, and provide a standard Chart of Accounts (COA) and Products/Services List for all Franchisees. The result was an effective integration solution that provided UPS with the ability to access individual and consolidated store reports from a single Azure login, and enabled the automation of reporting of POS data. Learn more from HERE
Background
In 2001, UPS acquired Mail Boxes Etc., Inc. and approximately 3000 retail stores, leading to the creation of the world's largest franchisor of retail shipping, postal, printing, and business service centers - the UPS Store network. With over 5,000 independently owned UPS Store locations across the United States, Puerto Rico, and Canada, The UPS Store, Inc. (franchisor) is a wholly-owned United Parcel Service (UPS) subsidiary.
The Challenge
UPS faced the challenge of extracting and migrating real store data daily from MS 365 Dynamics to SQL database. The objective was to enable seamless reporting of individual and consolidated information from Franchisee accounting software, while connecting to UPS Dynamics 365 POS.
Our Solution
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Autymate proposed a solution to support Integration Services to Franchisees using QuickBooks Desktop or QuickBooks Online. The solution allowed for roll-up reporting of store performance for all Franchises, and provided UPS with the ability to access and support all integrations for all Franchisees in one place. This included a standard Chart of Accounts (COA) and Products/Services List for all Franchisees, and provided training to the UPS team for support handoff to the internal team. Resulted in an effective integration solution that provided UPS with real-time, consolidated decision quality store POS data, and enabled automation of reporting of POS data. The ultimate project goal was to enable roll-up reporting of store performance for all Franchises as well as provide UPS with the ability to access and support all integrations for all Franchisees in one place, including:
- Ability to access individual and consolidated store reports from a single Azure login.
- Provide a standard Chart of Accounts (COA) and Products/Services List for all Franchisees.
- Training to UPS team for support handoff to the internal team.
Before partnering with Autymate, UPS was manually importing data from the POS to QuickBooks. This process was time-consuming and had no safeguards in place to prevent duplications.
However, after implementing Autymate's integration solution, UPS was able to automate the export and import of data from the POS to QuickBooks, saving them approximately 180 hours of manual labor and $9000 in owner time per year. The integration had safeguards in place to prevent duplications, ensuring accurate and reliable reporting.
Maintenance of QB Standard Lists:
Prior to Autymate's integration solution, UPS had to manually set up and maintain QB standard lists. This was a tedious process that was prone to errors.
With Autymate's solution, QB standard lists were maintained automatically, reducing the risk of errors and streamlining the process. This resulted in increased efficiency and accuracy in reporting.
Cost Savings:
By implementing Autymate's integration solution, UPS was able to save $25 million across all stores. This significant cost savings was due to the automation of processes, reduction of manual errors, and increased efficiency in reporting. Additionally, Autymate's integration helped UPS save $3600 from deposits match, adding to the overall cost savings.
Real-Time Access to Consolidated Decision Quality Store POS Data:
Autymate's integration solution provided UPS with real-time access to consolidated decision quality store POS data. This enabled UPS to make informed business decisions and improve their overall performance. The integration allowed UPS to streamline their operations and improve their reporting processes, resulting in increased efficiency and accuracy.
Bottomline
The UPSS project is proof that QuickBooks Online and QuickBooks Desktop are both competitive mid-market solutions, especially when combined with Autymate’s integration and workflow automation solutions. The versatility and range of services offered by the Autymate and showcases the effectiveness of combining automation and integration to drive seamless reporting and decision-making.
The success of this project showcases the effectiveness of combining automation and integration to drive seamless reporting and decision-making. It demonstrates the versatility and range of services offered by the Autymate/Intuit partnership and highlights the effectiveness of combining Quickbooks Online and Quickbooks Desktop with Autymate's integration and workflow automation solutions. This case study is an example of how automation and integration can significantly improve processes, save time and money, and help companies make informed business decisions. It serves as a testament to the importance of investing in technology to stay competitive and relevant in today's ever-evolving business landscape.
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