University of Stellenbosch Business School (USB) - Education Sector
Streamlined accounts management
The University of Stellenbosch Business School (USB), confronted with growing volumes of programme offerings, enrolments and demands on its account management capabilities, needed to improve the effectiveness of its invoicing, debt collection and budgeting processes. It was also challenged by poor integration between CRM/SharePoint and its AccPac accounting system, the need to manually capture data, inefficient GL account management, and fragmented document management and content sharing.
Using SharePoint, CRM, SQL Server, .Net and AccPac, EOH architected a solution that allows USB to efficiently create, review and approve budgets in CRM, manage debtors, create and update invoices. All budgets, debtors and invoices are now managed centrally in CRM, which interfaces with AccPac via the OpsHub.