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About the Client
A U.S.-based managed IT services provider helping organizations simplify, secure, and scale their technology. Headquartered on the West Coast with a growing Mountain West presence, the company delivers end-to-end support across managed IT, cloud enablement, cybersecurity and compliance, network modernization, IT strategy, and unified communications. Their proactive, outcomes-focused model emphasizes continuous monitoring, rapid issue resolution, and practical guidance that aligns technology investments with resilience, productivity, and measurable business results.
The Challenges
- Manual spreadsheets made commission calculations tedious and error-prone.
- Frequent payout errors led to sales team dissatisfaction.
- Disconnected platforms caused operational inefficiencies.
- No real-time visibility into commissions for reps or finance.
- Current tools couldn’t scale with evolving commission rules.
The Solutions
- Migrated from QuickBooks to Dynamics 365 Business Central.
- Built addon to calculate commissions directly from sales invoices.
- Connected ConnectWise and ConnectBooster with Business Central.
- Ensured accurate, rule-based payouts without manual intervention.
- Centralized dashboard for finance and sales to track payouts and performance.
The Benefits
- Automation freed finance from repetitive calculation tasks.
- Automated rules virtually eliminated payout errors.
- Realtime commission visibility boosted rep morale.
- ERP and payment systems linked for coherent workflows.
- System adapted easily to growing team and evolving rules.
