Salesforce & Certinia
Key Improvements
Seamless integration and automation of Port NOLA’s billing and accounting processes.
Significant reduction in invoice generation time, enhancing operational efficiency.
Improved team member satisfaction and organizational accountability through streamlined processes.
The Challenge
Variable lease lengths, conditions, and contract types; combined with the need to account for fluctuating term fees like tenant water and electric usage, or freight volume—meant Port NOLA had a multitude of complicated billing and accounting processes they relied onto produce quotes, or record and invoice clients.
From detailed calculations with recurring charges, to ensuring monthly invoice revenue recognition included and accurately reflected longer term leases; even creating new agreements and monitoring changes—information was tracked and compiled using spreadsheets or manual input—meaning their processes were prone to human error and incomplete information.
Pain Points
- Complicated billing and accounting processes due to variable lease lengths, conditions, and contract types.
- Manual tracking of fluctuating term fees like tenant water and electric usage, or freight volume.
- Reliance on spreadsheets and manual input prone to human error and incomplete information.
Requirements
- Streamlined and automated billing and accounting processes.
- Accurate and efficient tracking and invoicing of variable charges.
- Integration of systems to eliminate human error and ensure data completeness.
The Solution
After identifying gaps and designing a plan for Port NOLA’s specific needs and goals—both internal and client facing—product implementation and integration began. With Salesforce Sales Cloud and Certinia Accounting already in place, Salesforce CPQ and Certinia Revenue Recognition were added to create a comprehensive single platform.
Products Implemented
Additional Integrations
The Results
Port NOLA’s project with Diabsolut was completed under budget and within 85 days, setting the stage for future support and expansion. The attention to detail and service quality throughout the project delivered measurable improvements in billing, lease management, and overall governance—prompting Port NOLA to continue partnering with Diabsolut on additional initiatives.
Key Results
- Reduced invoice generation time from 5 days to 3 hours
- First monthly account invoices produced within 2 days of go-live
- Eliminated manual recurring charge calculations
- Improved visibility and control over lease management
- Increased governance, accountability, and oversight
- Automated link between opportunities, quotes, contracts, subscriptions, and lease usage adjustments
- Accurate, up-to-date information available for clients, users, and leadership
- Better quality of life for team members and time savings for leadership
- Enhanced ability to track changes and identify trends
- CPQ configuration for accurate lease quotes, billing schedules, and renewals
- Revenue Recognition support for subscription variables and compliance
- Certinia module for advanced data tracking and reporting
- Automated updates for transactions, journals, credits, debits, invoices, and cash entries