Customer:
The Planet Group
Industry:
Staffing and Recruiting
Website:
https://wwwtheplanetgroup.com
Product Used:
Autymate's HR Accounting Integration Solution
"Partnering with Autymate has allowed The Planet Group to provide high-value outsourced global workforce solutions and consulting services to Fortune 500 and top companies in a multitude of fast-growth sectors."
TPG teamed with Autymate with the single goal of fully automating the "order to cash" process to achieve "Straight Through Processing" (STP) from sale transaction through customer billing without human intervention.
- Onboarding
- Time Sheets
- Approval
- Payroll
- Bill (invoice) Customer
- Collect cash from Invoice
- Apply against Accounts Receivable
- Billed more than paid
About
The Planet Group needed to scale their business by leveraging iPaaS technologies to connect Bullhorn (HCM) with Workday Financials.
Background
The Planet Group (TPG) is a leading diversified professional services organization with global headquarters in Chicago, IL, and branch offices across the United States and Europe. Founded in 2009, TPG is a leading provider of outsourced human capital and consulting solutions, including temporary staffing, direct hire, retained search, and temp-to-perm, serving several high-growth areas, including Life Sciences (Planet Pharma) Energy / Engineering (Planet Forward) Nursing (Planet Healthcare) Creative & Digital Marketing (Planet Interactive) Enterprise Technology / Big Data / Cloud Computing (Planet121)/ Accounting & Finance / Human Resources / Administrative (WinterWyman’s Professional division)/Core Technology / Software Engineering / Quality Assurance (WinterWyman’s Technology division) TPG employs 800+ employees.
The Challenge
The top challenges TPG faced included:
Inefficiencies of managing data in multiple systems.
Eliminating the manual processes of tracking data using spreadsheets and paper.
Data inaccuracies and time consuming data cleansing processes.
Poor reporting capabilities and transparency.
Our Solution
The solution
ACCOUNTING INTEGRATION
Target System: QuickBooks Desktop or QuickBooks Online
Integration points:
1. Customer/Placement sync from Bullhorn One to QuickBooks Desktop Customer/Project.
2. Invoices Details including Credit Memos and Time/Expense sync from Bullhorn One to QuickBooks Desktop Invoice including Credit Memos, Taxes, and Discounts.
3. Invoice Payment and Credit Memo application sync from QuickBooks Desktop to Bullhorn One Invoice Balance.
4. 1099 and C2C sync from Bullhorn One to QuickBooks Desktop to auto-populate Vendor and 1099 Contractor entities.
