National Organization for Rare Disorders - Seamless Transfer of Data

Client Success Story – DataBlend Leads to Better Decision-Making Through the Seamless Transfer of Data

Vincent Murphy, Vice President of Finance at National Organization for Rare Disorders, shares how DataBlend helps the organization conduct seamless transfer of data that provide real-time information for better decision-making.

Please provide a short description of your organization and mission.

The National Organization for Rare Disorders (NORD) is the leading independent advocacy organization representing all patients and families affected by rare diseases. NORD is committed to the identification, treatment and cure of the more than 7,000 rare diseases, of which approximately 5% have an FDA-approved treatment or therapy. Rare diseases affect 25-30 million Americans, or 1 in every 10 people. More than half of those affected are children.

NORD began as a small group of patient advocates that formed a coalition to unify and mobilize support to pass the Orphan Drug Act of 1983. For more than 35 years, NORD has led the way in voicing the needs of the rare disease community, driving supportive policies and education, advancing medical research, and providing patient and family services for those who need them most. NORD represents more than 280 disease-specific member organizations and their communities and collaborates with many other organizations in specific causes of importance to the rare disease patient community.

Please provide a short description of your role and responsibilities within your organization.

I am the VP of Finance. My role is to oversee the financials, reporting, budgeting, as well as manage the finance team’s relationship with the board.

Implementation:

Please describe the challenges that your organization faced which led you to seek out a new cloud-based integration solution.

I implemented Adaptive Insights (Adaptive) at a previous organization prior to joining NORD. During that experience, I had to conduct manual uploads from Excel spreadsheets. Because imports and exports were manual, it was a very time-consuming process.

When I decided to implement Adaptive at NORD, I evaluated my potential solutions and decided DataBlend is the best fit. Based on what I learned about DataBlend, it has the capabilities to seamlessly import and export data, as well as integrate my financial systems. Through automation, it could complete many tasks that I was previously doing manually, saving me a lot of time and effort.

What factors made you decide that DataBlend was the right integration solution for your organization? Did you look at other solutions?

DataBlend’s exceptional importing and exporting capabilities made me decide that DataBlend was the right integration solution for NORD. I did look at other solutions. However, they didn’t seem like they are as seamless as DataBlend’s solution.

Integration:

Which systems are you using DataBlend to integrate with? What are the key benefits?

We are using DataBlend with Adaptive Insights. The key benefit is less manual importing and exporting. DataBlend takes care of it all for us daily. People throughout our organization can view real-time data whenever needed. Because of that real-time visibility, we can identify and resolve issues as they arise. That leads to better decision-making.

The Results:

Please describe some of the benefits you experienced after implementing DataBlend.

Prior to implementing DataBlend, it would take several days to create variance reports between exporting and distributing them to everybody. In addition, the actuals weren’t visible to anybody until I distributed the variance reports.

After implementing DataBlend, I can export and distribute the variance reports with the click of a button. Team members throughout our organization can now view the actuals themselves, as well as drill down into the transactions and view the details.

These are the types of integrations we are conducting with DataBlend:

  • Using one single file, it is transformed in multiple ways to import various sheets in the model: Standard, Transactions and Cube. This provides GL Data and the ability to report in multiple ways, as well as view transactional drill-down. This also imports Hours data to custom accounts.
  • A second file is used to import to an AR Aging modeled sheet.
  • Both files are sent to our SFTP server in an automated fashion every night, and once the files hit our servers, the data is transformed and then pushed to Adaptive. This makes it a fully-automated integration using flat files.

Datablend makes my life tremendously easy.

What are some of the other benefits that you have experience that may be less quantifiable? 

With DataBlend, everybody can view the same data. We’re working from the same sheets of information. That unity creates greater efficiency as we make decisions together based on real-time data.

Can you please describe the customer experience you enjoy at DataBlend that makes the most difference for you? 

The customer service at DataBlend is helpful and responsive. I can e-mail Peter MacIntyre, Director of DataBlend, at any time and day. He’s very responsive with answering my questions, resolving any issues, and ensuring NORD gets the most value from DataBlend.

Concluding Thoughts:

With DataBlend, you have peace of mind in knowing the transfer of data between your financial systems is being taken care of for you. With the simple upload of a flat file, you can transfer information to another system. When you analyze your findings, you know they reflect the current financial picture of your business.

ERP Systems Integrations

Client Success Story – DataBlend Provides Increased Flexibility for ERP Systems Integrations

Bryan Woliner, Vice President of Finance and Information Technology at Root Capital, shares how DataBlend helps the organization achieve better data quality and increased efficiency with ERP systems integrations.

Please provide a description of your organization and mission.

Root Capital is an interesting organization.

We invest in the growth of agricultural enterprises so they can transform rural communities. These businesses purchase crops such as coffee, cocoa, or grains from smallholder farmers. With growth, they become engines of impact that can raise incomes, create jobs, empower women and young people, sustain peace and preserve vulnerable ecosystems.

We supply these businesses with vital resources: access to capital, trade and technical partners, financial training and conservation practices. We work in hard-to-serve geographies where others don’t. To date, we’ve distributed $1.2 billion to improve the lives of six million people in farming communities.

Please provide a description of your role and responsibilities within your organization.

I’m the Vice President of Finance and Information Technology. I oversee our IT Department and Finance Department, which includes accounting, financial planning and analysis, and treasury.

Implementation:

Please describe the challenges that your organization faced which led you to seek out a new cloud-based integration solution.

Because Root Capital is almost entirely a cloud-based organization, we had thought of going the enterprise resource planning (ERP) route at various times. We believed we could gain better functionality at a lower price by handpicking best-of-breed technology that meets the needs of our different functional areas.

However, there was the challenge of lack of integration between those systems. We faced the risk of picking systems that worked great for an individual department, without having the necessary integration to achieve better efficiency and data quality, with less duplication, across our full cloud-based IT environment.

What factors made you decide that DataBlend was the right integration solution for your organization? Did you look at other solutions?

We started piloting DataBlend because of the additional flexibility it offers. We have been working with Ethan and the Carlson team for a long time, about seven years, so we were early adopters of DataBlend.

Specifically, we liked the fact that it is more flexible and not tied into a specific system, compared to connectors that are only compatible with their respective proprietary ERP systems. For example, DataBlend is highly effective at integrating Adaptive Insights, as well as Sage Intacct and Salesforce.

The fact that, with DataBlend, we can leverage the APIs of many cloud-based systems, as well as perform more functions (data filtering, etc.) with its feature-rich interface, makes it the best choice of integration platform for us.

Integration:

Which systems are you using DataBlend to integrate with? What are the key benefits? 

The systems we are currently integrating with are Sage Intacct, Salesforce, and Adaptive Insights. The benefits we are experiencing are better data quality and increased efficiency with systems integration. DataBlend allows us to combine both financial with non-financial data in a single system that gives us greater ability to do financial analysis, reporting, and data driven decision-making.

The Results:

Please describe some of the benefits you experienced after implementing DataBlend.

The results we have experienced include faster pull time for information, more confidence in data quality, and the ability to pick best-of-breed, cloud-based systems without being constrained by their respective integration tools. We feel we can rely on DataBlend to integrate most of the systems we choose.

We have also saved costs on staff time. All in all, DataBlend is very competitively-priced with a comprehensive feature set that meets our needs.

What are some of the other benefits that you have experienced that may be less quantifiable? 

DataBlend has removed silos within the organization because staff are no longer only looking at information within their department systems. Now, they gain new insights into financial and non-financial data that may have been stored in other department systems and was inaccessible to them before we started using the platform.

Concluding Thoughts:

DataBlend saves time and reduces expenses by providing a more efficient way to integrate ERP systems. You have less operational risks and more trust in your data quality. You also gain so much value from being able to combine financial with non-financial data that previously lived in silos systems.

From financial analysts to senior management, any member of the staff can get a holistic and comprehensive picture of the health of their organization. In general, many organizations are looking to select best-in-breed, cloud-based systems. However, I feel one of the potential shortcomings of this approach is the lack of integration options. Because DataBlend provides the flexibility to move data between so many different cloud-based ERP systems, organizations have the ability to select systems that best meet their needs without having to worry about limited integration options that come with each of these systems.