Disher

Customer success

Disher

Looking back at the end of the project, we can see how Nubik’s experience was critical to Disher’s successful implementation of Salesforce and FinancialForce.

~ Kim Blackburn

Business Lead

CLIENT

DISHER is a consulting firm offering product development, talent solutions and business solutions. Their mission is to Make a Positive Difference. The company employs 150 people in Michigan and Indiana. It was recently recognized by FORTUNE as the 5th Best Small Workplace in the United States.

ISSUE

As DISHER grew, they outpaced their financial and customer management systems and realized it was time for an upgrade. An increasing number of employees involved in business development were working on multiple opportunities with different customers in varying locations. DISHER wanted an integrated CRM management program and financial tool to provide their team with greater visibility in real-time to streamline and automate operations and reporting.

SOLUTION

DISHER’s team drew up a wish list of all the functions they wanted. In the end, Salesforce with FinancialForce scored the highest and provided the most flexibility. The next step was to find an experienced service provider and that’s where Nubik came in.

‘’Nubik gave a great presentation and roadmap of what the implementation would look like, and we were impressed by their honesty and their ability to anticipate our problem areas, including the massive culture shift this project entailed,’’ revealed Kim Blackburn, Business Lead at DISHER.

‘’The way Nubik approached the project in many ways put us at ease with how large a project this was, and by tackling the little bite-sized chunks that they would show us and help us achieve every day, they got us to our goal,’’ added Brent Heeres, Business Lead.

RESULTS

Our proven methodology and experience were key to this project’s success. Our consultants provided ongoing support and a proven methodology including workshops, tools and training. We laid out a path in advance for DISHER’s team, so they knew what to expect each step of the way. DISHER now has one single version of the truth that runs throughout its organization. In addition, they can now scale administrative services with ease.

“Looking back at the end of the project, we can see how Nubik’s experience was critical to Disher’s successful implementation of Salesforce and FinancialForce,” noted Kim Blackburn.

“They are going to be a critical piece to further the development of our system and we are going to need a partner, and that is what Nubik is for us,’’ concluded Brent Heeres, DISHER.