Unlocking Efficiency and Cutting Costs: How Latch.com Transformed Order Management with MLVeda’s Seamless Integration
Latch
Unlocking Efficiency and Cutting Costs: How Latch.com Transformed Order Management with MLVeda’s Seamless Integration
Introduction
Latch.com, a leading provider of smart access solutions, was founded in 2014 to revolutionize building management with keyless entry systems and integrated software tools. As the company expanded, their order management system became fragmented, spread across multiple platforms including Salesforce Commerce, Shopify, and NetSuite. This case study explores how Latch.com partnered with MLVeda to create a streamlined, automated solution that reduced operational costs by 90%.
A Story of Transformation
In the bustling world of technology, Latch.com has made a name for itself with its innovative smart access solutions. Founded in 2014, Latch's mission was clear: to revolutionize building management with keyless entry systems and integrated software tools. As the company grew, so did the complexity of managing orders across multiple platforms. This is where their journey with MLVeda begins—a journey of transformation, innovation, and seamless integration.
The Challenge
Latch was at a crossroads. Their order management system was fragmented, spread across Salesforce Commerce, a proprietary partner platform, and their retail website on Shopify. Additionally, they relied on NetSuite for ERP and accounting. The challenge was monumental: integrate these systems into a single, streamlined platform without disrupting their operations.
Imagine the scene:
- Salesforce Commerce: Handling B2B orders with tight integration into Salesforce CRM.
- Shopify: Managing retail orders on their website, latch.com.
- NetSuite: Running ERP and accounting functions efficiently.
The goal was to centralize all order management on Shopify Plus, ensuring seamless communication between Salesforce and NetSuite.
Enter MLVeda
The Expert Team: MLVeda, renowned for their expertise in complex systems integration, took on this formidable task. Their mission? To create a seamless, automated solution that would enhance operational efficiency, reduce costs, and provide a unified platform for managing all orders.
The Solution
Latch collaborated with MLVeda to implement a comprehensive migration from Salesforce Commerce to Shopify Plus. This solution addressed all challenges and created an automated system for handling orders from multiple sources, centralizing order management on Shopify Plus.
Implementation Steps
- Data Migration:
- Partner Data: MLVeda meticulously migrated all partner-specific data from Salesforce Commerce to Shopify Plus. This included contacts, customer-specific pricing, and product visibility settings.
- Partner Data: MLVeda meticulously migrated all partner-specific data from Salesforce Commerce to Shopify Plus. This included contacts, customer-specific pricing, and product visibility settings.
- Systems Integration:
- Connecting Platforms: Using Shopify’s metafields and Workato, MLVeda established robust connections between Shopify Plus, Salesforce, and NetSuite. This ensured seamless data flow, maintaining the integrity of Latch's CRM and ERP systems.
- Connecting Platforms: Using Shopify’s metafields and Workato, MLVeda established robust connections between Shopify Plus, Salesforce, and NetSuite. This ensured seamless data flow, maintaining the integrity of Latch's CRM and ERP systems.
- Phone Orders Customization:
- Salesforce Customization: MLVeda added a "Push to Shopify" button on Salesforce quotes. This feature created draft orders in Shopify Plus, emailed to customers with a checkout link, ensuring a smooth transition from phone quote to online order.
- Salesforce Customization: MLVeda added a "Push to Shopify" button on Salesforce quotes. This feature created draft orders in Shopify Plus, emailed to customers with a checkout link, ensuring a smooth transition from phone quote to online order.
- Checkout Process Customization:
- Custom Fields: Fields for installation details, payment terms, and compliance validations were added during the Shopify Plus checkout process, ensuring all necessary information was captured.
- Custom Fields: Fields for installation details, payment terms, and compliance validations were added during the Shopify Plus checkout process, ensuring all necessary information was captured.
- Payment on Account:
- Custom Payment Option: A new payment option in Shopify Plus allowed partners with pre-approved settings to be billed automatically through NetSuite upon order fulfillment. migrated to NetSuite, enabling seamless subscription renewals directly within NetSuite.
Testing and Quality Assurance
Seeing the business driving data migration, sensitive system integration and the custom checkout experience associated, comprehensive testing and quality assurance ensured the new system’s reliability:
- Unit Testing:
- Verified that all functionalities, including API integration, order processing worked as expected.
- Verified that all functionalities, including API integration, order processing worked as expected.
- Performance Testing:
- Assessed the system’s performance under various load conditions to ensure it could handle peak traffic and transaction volumes.
- Assessed the system’s performance under various load conditions to ensure it could handle peak traffic and transaction volumes.
- Security Testing:
- Conducted security tests to identify and address potential vulnerabilities, ensuring the system’s security and compliance with industry standards.
Deployment and Go-Live
The deployment phase involved final setup and configuration, followed by go-live preparation:
- System Configuration:
- Configured system settings, ensuring all components were properly integrated and functioning.
- Configured system settings, ensuring all components were properly integrated and functioning.
- Go-Live Preparation:
- Prepared the system for go-live, including final data migration, user training, and documentation.
- Prepared the system for go-live, including final data migration, user training, and documentation.
- Post-Deployment Monitoring:
- Extensively monitored the system closely during the initial post-deployment period to identify and resolve any issues promptly.
The Results
The transformation was remarkable. By consolidating all orders onto Shopify Plus, Latch achieved a single source of truth for order management. Internal processes were streamlined, complexity was reduced, and operational efficiency soared. The cost savings were significant—a 90% reduction in operational costs for order management and processing.
A New Standard
Latch’s story with MLVeda is a testament to the power of strategic systems integration. The seamless migration and tailored solutions not only enhanced efficiency and compliance but also provided a superior experience for Latch’s partners and customers. This case study underscores the importance of leveraging technological expertise to create innovative solutions that drive business success.
Conclusion
For any business grappling with the complexities of order management across multiple platforms, Latch’s success story with MLVeda offers a shining example of what’s possible. Through effective workflow automation, ERP integration, and CRM synchronization, MLVeda sets a new standard for efficient and effective order management in the smart access solutions industry.
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A Story of Transformation
In the bustling world of technology, Latch.com has made a name for itself with its innovative smart access solutions. Founded in 2014, Latch's mission was clear: to revolutionize building management with keyless entry systems and integrated software tools. As the company grew, so did the complexity of managing orders across multiple platforms. This is where their journey with MLVeda begins—a journey of transformation, innovation, and seamless integration.
The Challenge
Latch was at a crossroads. Their order management system was fragmented, spread across Salesforce Commerce, a proprietary partner platform, and their retail website on Shopify. Additionally, they relied on NetSuite for ERP and accounting. The challenge was monumental: integrate these systems into a single, streamlined platform without disrupting their operations.
Imagine the scene:
- Salesforce Commerce: Handling B2B orders with tight integration into Salesforce CRM.
- Shopify: Managing retail orders on their website, latch.com.
- NetSuite: Running ERP and accounting functions efficiently.
The goal was to centralize all order management on Shopify Plus, ensuring seamless communication between Salesforce and NetSuite.
Enter MLVeda
The Expert Team: MLVeda, renowned for their expertise in complex systems integration, took on this formidable task. Their mission? To create a seamless, automated solution that would enhance operational efficiency, reduce costs, and provide a unified platform for managing all orders.
The Solution
Latch collaborated with MLVeda to implement a comprehensive migration from Salesforce Commerce to Shopify Plus. This solution addressed all challenges and created an automated system for handling orders from multiple sources, centralizing order management on Shopify Plus.
Implementation Steps
- Data Migration:
- Partner Data: MLVeda meticulously migrated all partner-specific data from Salesforce Commerce to Shopify Plus. This included contacts, customer-specific pricing, and product visibility settings.
- Partner Data: MLVeda meticulously migrated all partner-specific data from Salesforce Commerce to Shopify Plus. This included contacts, customer-specific pricing, and product visibility settings.
- Systems Integration:
- Connecting Platforms: Using Shopify’s metafields and Workato, MLVeda established robust connections between Shopify Plus, Salesforce, and NetSuite. This ensured seamless data flow, maintaining the integrity of Latch's CRM and ERP systems.
- Connecting Platforms: Using Shopify’s metafields and Workato, MLVeda established robust connections between Shopify Plus, Salesforce, and NetSuite. This ensured seamless data flow, maintaining the integrity of Latch's CRM and ERP systems.
- Phone Orders Customization:
- Salesforce Customization: MLVeda added a "Push to Shopify" button on Salesforce quotes. This feature created draft orders in Shopify Plus, emailed to customers with a checkout link, ensuring a smooth transition from phone quote to online order.
- Salesforce Customization: MLVeda added a "Push to Shopify" button on Salesforce quotes. This feature created draft orders in Shopify Plus, emailed to customers with a checkout link, ensuring a smooth transition from phone quote to online order.
- Checkout Process Customization:
- Custom Fields: Fields for installation details, payment terms, and compliance validations were added during the Shopify Plus checkout process, ensuring all necessary information was captured.
- Custom Fields: Fields for installation details, payment terms, and compliance validations were added during the Shopify Plus checkout process, ensuring all necessary information was captured.
- Payment on Account:
- Custom Payment Option: A new payment option in Shopify Plus allowed partners with pre-approved settings to be billed automatically through NetSuite upon order fulfillment. migrated to NetSuite, enabling seamless subscription renewals directly within NetSuite.
Testing and Quality Assurance
Seeing the business driving data migration, sensitive system integration and the custom checkout experience associated, comprehensive testing and quality assurance ensured the new system’s reliability:
- Unit Testing:
- Verified that all functionalities, including API integration, order processing worked as expected.
- Verified that all functionalities, including API integration, order processing worked as expected.
- Performance Testing:
- Assessed the system’s performance under various load conditions to ensure it could handle peak traffic and transaction volumes.
- Assessed the system’s performance under various load conditions to ensure it could handle peak traffic and transaction volumes.
- Security Testing:
- Conducted security tests to identify and address potential vulnerabilities, ensuring the system’s security and compliance with industry standards.
Deployment and Go-Live
The deployment phase involved final setup and configuration, followed by go-live preparation:
- System Configuration:
- Configured system settings, ensuring all components were properly integrated and functioning.
- Configured system settings, ensuring all components were properly integrated and functioning.
- Go-Live Preparation:
- Prepared the system for go-live, including final data migration, user training, and documentation.
- Prepared the system for go-live, including final data migration, user training, and documentation.
- Post-Deployment Monitoring:
- Extensively monitored the system closely during the initial post-deployment period to identify and resolve any issues promptly.
The Results
The transformation was remarkable. By consolidating all orders onto Shopify Plus, Latch achieved a single source of truth for order management. Internal processes were streamlined, complexity was reduced, and operational efficiency soared. The cost savings were significant—a 90% reduction in operational costs for order management and processing.
A New Standard
Latch’s story with MLVeda is a testament to the power of strategic systems integration. The seamless migration and tailored solutions not only enhanced efficiency and compliance but also provided a superior experience for Latch’s partners and customers. This case study underscores the importance of leveraging technological expertise to create innovative solutions that drive business success.
Conclusion
For any business grappling with the complexities of order management across multiple platforms, Latch’s success story with MLVeda offers a shining example of what’s possible. Through effective workflow automation, ERP integration, and CRM synchronization, MLVeda sets a new standard for efficient and effective order management in the smart access solutions industry.
Challenges
Latch.com faced significant challenges with their decentralized order management system. Orders were handled across Salesforce Commerce for B2B transactions, Shopify for retail orders, and NetSuite for ERP and accounting functions. The fragmented nature of these systems led to operational inefficiencies and increased costs. The key challenge was to centralize all order management on Shopify Plus while ensuring smooth integration with Salesforce and NetSuite without disrupting ongoing operations.
Solution
MLVeda, known for their expertise in complex systems integration, designed and implemented a robust solution to unify Latch.com's order management under Shopify Plus. By integrating Salesforce, Shopify, and NetSuite using Shopify’s metafields and Workato, MLVeda created a seamless data flow, preserving the integrity of Latch’s CRM and ERP systems.
Key Components
- Data Migration: Migrated partner-specific data from Salesforce Commerce to Shopify Plus, including contacts, customer-specific pricing, and product visibility settings.
- Systems Integration: Established connections between Shopify Plus, Salesforce, and NetSuite, ensuring smooth data flow and system integrity.
- Phone Orders Customization: Implemented a "Push to Shopify" button on Salesforce quotes, enabling phone quotes to be converted to draft orders in Shopify Plus.
- Checkout Process Customization: Introduced custom fields during checkout for installation details, payment terms, and compliance validations.
- Payment on Account: Created a custom payment option for partners, allowing pre-approved orders to be billed automatically through NetSuite.
Implementation
Unit Testing: Ensured functionalities, API integration, and order processing worked seamlessly.
Performance Testing: Validated system performance under varying load conditions to handle peak traffic.
Security Testing: Addressed potential vulnerabilities, ensuring system security and compliance.
System Configuration: Completed final setup and configuration to ensure all components were properly integrated.
Go-Live Preparation: Final data migration, user training, and documentation to ensure a smooth transition.
Post-Deployment Monitoring: Ensured system stability during the initial post-deployment period.
Results
The results were outstanding. Latch.com successfully consolidated all orders onto Shopify Plus, creating a single source of truth for order management. Internal processes were streamlined, complexity was reduced, and operational efficiency improved dramatically. Most importantly, the project resulted in a 90% reduction in operational costs for order management and processing.
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