Certinia
Key Improvements
Accurate, centralized data management.
Significant time and resource savings, with decreased errors.
Successful project outcomes led to further collaboration between TD Synnex and Diabsolut.
The Challenge
The maintenance and repair division of TD Synnex had a complex, manual billing structure involving order information, contract-based billing rules, and tax calculations by asset location. This led to a disconnect between Service Cloud cases, billing events, and project costs, making invoicing time-consuming and error-prone.
Diabsolut was selected to help simplify and streamline processes, leveraging their industry, finance, and business expertise to improve governance and cohesion.
Pain Points
- Order, billing, and invoice disconnect
- Multiple aspects and types of billing events to track
- Manual input and structuring of billing losing time and causing errors
- Complicated tax calculation
- No consolidation or centralization of billing event and information
The Solution
To automate manual tasks, Certinia Accounting and Billing Central were implemented and configured, handling billing events, order information, and invoicing. Avalara Tax was used for TD Synnex’s complex tax calculations, initially set up manually to ensure accuracy, and then automated with a custom developed system connector for tax needs, including credit notes and address validations.
Products Implemented
Additional Integrations
The Results
TD Synnex needed to relieve pressure on its maintenance and repair team so they could focus more on customer care. Through thoughtful product selection and collaborative project design, Diabsolut delivered a creative, budget-friendly solution that simplified billing, improved accuracy, and created a user-friendly experience for both new and experienced team members. The result is a structured, customer-focused billing system that has strengthened operations and set the stage for continued partnership.
Key Results
- Accurate, centralized data collection and management
- Significant time and resource savings with fewer errors
- Seamless connection between billing, invoicing, ERP, and PSA
- Automated, consolidated billing structure saving time and reducing errors
- Centralized flow ensures accurate invoicing every time
- Automated tax calculation integrated into billing processes
- PSA integration links project costs directly into billing
- Complete visibility into each billing event for clearer cost tracking
- Successful results led to a follow-up project with Diabsolut