Wrk Helped AIS Sync Critical Business Systems through Automation

Who is AIS?

AIS is an Indiana-based IT company that provides managed IT services, cloud solutions, and cybersecurity to small and medium-sized businesses. They work across various industries, including government and education, to help organizations improve their technological infrastructure and fortify security protocols. With a client-centric approach, AIS focuses on developing tailored solutions that align with each organization’s specific goals and challenges. With a strong emphasis on community and service, AIS aims to be a trusted technology partner for businesses looking to enhance efficiency and resilience.

The Challenge

AIS needed a reliable, automated solution to synchronize records between Salesforce and ConnectWise. With two teams operating independently within these systems, they grappled with maintaining consistent records, which posed a significant risk of operational misalignment. The manual process of updating records was not only labor-intensive but also prone to errors. To surmount these challenges, AIS sought an automation solution capable of operating on a regular schedule, ensuring that any new or updated records were accurately synchronized between both systems, thus maintaining data integrity and operational harmony.

The Solution

Wrk partnered with AIS to quickly deploy a bespoke workflow that seamlessly integrates Salesforce and ConnectWise. Recognizing the need for rapid implementation, Wrk configured the workflow to operate on an hourly schedule, adapting to ConnectWise's lack of real-time webhook capabilities. This automated process checks for newly created or updated records, ensuring that both systems stay accurately synchronized with minimal delay. The deployment process was expedited as Wrk’s team set up developer accounts on both platforms and collaborated closely with AIS to define the data fields for synchronization. The quick setup and automation have now become central to AIS’s data management, allowing the teams to stay aligned and efficient without the need for manual oversight.