CFA Institute

““We have worked with Techfino over the past several years to optimize and integrate our
NetSuite environment to achieve better business intelligence.

cfa-logo

“We have worked with Techfino over the past several years to optimize and integrate ourNetSuite environment to achieve better business intelligence. They have a great understandingof our business processes and show great teamwork and collaboration with our internal teams.”

CW Summary:

We are always pleased to work with the Techfino team, who have shown great teamwork, dedication, and collaboration. Over the last years, we have asked for their help to optimize our processes and build integrations, and these were delivered according to our strict standards, so we keep on getting their services. These optimizations ranged from streamlining our NetSuite processes to integrating with other systems to realize key business intelligence. They have a great understanding of our business, and that has enabled Techfino to create solutions fit for our needs and operation and for that same reason, they've been providing reliable support post-implementation.

Solutions:

CFA Support Work

The Techfino ContinuedSuccess team has started to take priority over the support and execution of our monthly NetSuite revenue recognition preparatory activities. This ensures timely creation of order fulfillment on registration and enrollment items that are vital to revenue recognition. Furthermore, their expertise and mastery of our Order-to-Cash processes has decreased wait times for our candidates and members when they encounter issues with processing sales orders.


For Q1 2023, the Techfino team supported us by resolving tickets raised in JIRA with an impressive resolution rate of 101.59% for new and backlog tickets. This efficiency resulted in reducing the backlog count to more than half in that span of time. In addition, their team is also one of the pioneers with our Confluence process documentation and maintenance which allows us to generate SOPs for business use.


Contact us today for a no-hassle, no sales pressure, no commitments chat.