Unlocking Efficiency and Cut Costs: How Latch.com Transformed Order Management with MLVeda's Seamless Integration

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

1. 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.
2. 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.
3. 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.
4. 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.
5. 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.
• Performance Testing:
  • 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.
• Go-Live Preparation:
  • 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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