Improving engagement and adoption of ERP through better configuration
Industry – Services
Our Client Success
A wealth of opportunity for improved ERP configuration and enhanced functionality
Omniwealth provides integrated strategic financial and business advice to small business owners and high net worth Australians. They implemented Salesforce but the uptake was poor and use across teams was limited. DWR was able to configure and update Salesforce to better align it with Omniwealths business processes.
“If we didn’t get Salesforce working, we will have had to look for alternatives. Now, staff can find the information they need and are no longer wasting time.”
James GrimaMD of Finance, Omniwealth
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Why did Omniwealth choose to partner with the cloud ERP experts at DWR?
Omniwealth had implemented Salesforce, but the uptake from the team was poor. Of the 65 staff in the business, only 6 were actually licensed and using Salesforce.
The business was growing rapidly and needed a platform to worked for different teams and was embraced by the whole company.
DWR was able to introduce Omniwealth to the digital marketing capabilities of the platform and provide subject matter expertise on the potential to be gained from Salesforce.
“DWR were engaged to review system configuration and build a roadmap to improve engagement and adoption and upgrade functionality to meet the current and future needs of Omniwealth.”
James GrimaMD of Finance, Omniwealth
The outcomes Omniwealth achieved by partnering with DWR
Compliance was improved through enhanced design and process alignment
Management has a single view of the business through personalised dashboards
Opportunities for new, integrated digital marketing capabilities
Upgraded system functionality to meet the current and future needs of Omniwealth
The team are embracing Salesforce with excitement for the future
Further development of the company’s Salesforce roadmap in collaboration with DWRERP Requirements Planning Tool Kit
Simplify the complex task of selecting the right ERP solution for your business with our comprehensive Requirements Planner. Our expertly designed tool helps you identify, prioritise, and articulate your organisations specific ERP needs, ensuring that you find the perfect fit for your unique requirements.
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