In less than 10 hours of development time, Lazenby built a Quickbase app that could sort open invoices into three groups: 0-30 days overdue, 30-60 days overdue, and 90+ days overdue. Then he created trigger-based notifications that alert the appropriate sales manager when an invoice reaches 30, 60, or 90 days past due so they can contact customers promptly. Clicking a link in the notification takes the sales manager to a simple form in which they can add comments to offer context for the leadership team.
Next, Lazenby turned his attention to the source of the data. He had a programmer from the IT department create the functionality required to export the right data from the ERP system into Excel. A series of Excel macros formats the data, which can then be converted to a CSV file. That CSV file is then placed into a Box.com folder.
Quickbase Sync for CSV then grabs the latest version of the CSV file and automatically updates the Quickbase app with the latest data. Lazenby set up his Quickbase Sync for CSV connection to update daily, giving Helm an always-accurate view into a key accounts receivable process.