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2022-12 Safe Side Security Case Study.md

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2022-12-14
2023-06-26

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  • #task Approval from Jon at [[Safe Side Security]] 📅 2023-01-19 ✅ 2023-01-30

2022-12 Safe Side Security Case Study (==TEST==)

  • Was using the leading industry legacy software
  • Faced with a need to make a major investment in IT infrastructure to support the ongoing requirements on the legacy software, they took the opportunity to explore other options before making the investment
  • After evaluating a number of options they Identified FieldHub as the best suited to their needs because it is cloud based, modern, designed specifically for their type of business, and offers excellent support for recurring billing automation, a primary requirement for their business.
  • FieldHub provided a scripted import of their legacy data importing customers details, history of the customer (and their systems) service history
  • FieldHub provided their team training sessions and regular check ins, with a dedicated project manager, throughout the process.
  • Safe Side was actually able to save about $10K by switching to FieldHub when they did. They were going to need to invest in updated server and software licenses to support their legacy software.
  • FieldHub prepared the configuration of their new FieldHub environment and performed a test import of their data for the Safe Side teams review and then, on the scheduled "cut over" date, FieldHub deployed their new cloud based operations and accounting environment.

Optional Quotes to Incorporate:

  • "Because we did not need to maintain servers and software licenses, switching to FieldHub saved us significantly from days one" Jon Klosinski, General Manager (Draft, Paraphrasing; to be approved)
  • "FieldHub's modern and comprehensive software for accounting and operations has helped to streamline our operations. The team has supported us at every step, and our operations are already benefiting.", Jessica Saar Klosinski, Vice President Safe Side Security Inc (This is Approved)
  • "Laura and the implementation team are fantastic. They have been responsive to our needs throughout the process. Any issues or challenge we have they are a quick Zoom away and are patient in supporting us through the transition" Jon Klosinski, General Manager (Draft, Paraphrasing; to be approved)
  • "My day-to-day workflow has improved. Some daily processes (such as creating and sending a purchase order to a vendors) used to take five or ten minutes and are now nearly instant." Jon Klosinski, General Manager (Draft, Paraphrasing; to be approved)