National Organization for Rare Disorders - DataBlend Success Story

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 imports and exports 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.

DataBlend Introduces Adaptive Insights and QuickBooks Online Integration to the Adaptive Insights Marketplace

As an avid believer in cloud financial technology, you are using both Adaptive Insights and QuickBooks Online at your organization. You’re delighted with the way the programs have enhanced business planning and financial management. How can you maximize the return on your investments? Through data integration, you can further elevate your business performance.

DataBlend, the cloud-based integration platform as a service, introduces the Adaptive Insights and QuickBooks Online integration to the Adaptive Insights Marketplace.

Success requires active planning. Active planning requires unified data.

Collaborative Technology for Teams

When you integrate your financial systems, they no longer operate in silos. You create collaborative technology that works together to deliver real-time information. Because the finance, accounting, and sales teams are working from the same “sheet of music”, they can make informed decisions that contribute to overall strategic vision.

Data Accuracy

Many finance professionals pore over spreadsheets, doublechecking their calculations. With integration, there’s no more risk of error that comes with manual entry. When you automatically transfer data from one system to another using DataBlend, you ensure accuracy and save time for high-priority initiatives.

Big-Picture Insights

Since you can smoothly transfer data between the systems that drive your business, you get the big-picture insights that only comprehensive and unified data can deliver.

DataBlend’s Importing and Exporting Capabilities

You know how integration drives great results for your organization. But, what happens during the process?

DataBlend transfers data to and from your mission-critical systems, including accounting (e.g. QuickBooks Online), corporate performance management (e.g. Adaptive insights), and customer relationship management (e.g. Salesforce). Its bi-directional transfer capabilities give you the freedom to move data to where you want it.

With DataBlend, You Gain the Ability to:

  • Quickly set up connections and build end-to-end workflows with an easy-to-use wizard called the Query Builder.

  • Preview data in real-time as you build workflows before performing imports and exports using DataBlend’s Query Builder.

  • Perform pre-built data transformations including filters, pivot tables, concatenate, flip sign, substring and many more. With your data set in the Query Builder, the integration executes any transformations and business rules you specify.

  • Manage mappings through web tables – including the ability to create rules based on multiple fields. Furthermore, DataBlend’s field mapping capabilities align source with destination columns to ensure data accuracy.

  • Conduct automated imports and exports of flat files through SFTP
  • Connect on-premise systems with a DataBlend agent
  • Push and pull data directly from Excel with DataBlend plug-in
  • Save time by scheduling key processes to run at any time.

  • Conduct clean QuickBooks Online exports including account attributes and other metadata (not just rollups)
  • Schedule automated delivery of email notifications and alerts to end users

DataBlend: Where Data is Discovery

Harness the collective capabilities of technology, and it’s amazing what you can discover about your organization. Through data integration, you make the most of your financial systems. You transform data into actionable insights.

To learn how DataBlend is transforming finance for organizations, please read our stories of client success.

Want to watch the integration in action? Please tune into the recorded demo:

To get the complete financial picture, build your success with DataBlend by requesting a demo.

Build Your Success with DataBlend

Join DataBlend in Tennessee at Sage Intacct Advantage 2018

Want to put your organization on the fast track to growth through best-in-class cloud accounting solutions? On October 22nd-26th, look ahead to the future of finance at Sage Intacct Advantage! During the 5th Annual CFO Summit, top finance executives will discuss how CFOs can achieve high growth, reveal best practices, and share how Sage Intacct can help your organization grow. You will get the opportunity to network with peers in finance, learn about innovative financial solutions, and attend an engaging 2-hour workshop.

As a proud Silver Sponsor of Sage Intacct Advantage, DataBlend, the cloud-based integration platform, will showcase best practices in data integration. Visit us at Booth K35 for live demos and to learn about our special promotion, available only to attendees! You will get an exclusive look at how to integrate your mission-critical financial and operational systems and achieve true data unity with DataBlend.

To view the agenda at Sage Intacct Advantage, please visit here.

To learn how DataBlend helps you get the full financial picture, please visit our website and request a demo.

Now Available on the Sage Intacct Marketplace: Adaptive Insights and Sage Intacct Integration via DataBlend

When it comes to data, the whole is greater than the sum of its parts.

In silos, data exists as an incomplete picture.

You make data actionable when you bring it together to create context. Suddenly, patterns emerge. Important business insights come to light. You can now make more accurate, data-driven decisions.

Integration brings data together by creating a “team” of technology. When your financial and operational systems are aligned with unified data, you have the key to unlocking financial insights.

DataBlend gives you the complete financial picture with Sage Intacct that contributes to better financial management.  With DataBlend now available on the Sage Intacct Marketplace, even more Sage Intacct users will have access to DataBlend’s unique capabilities.

Peter MacIntyre, Director of DataBlend at Carlson, shares how  DataBlend’s integration and automation capability for Sage Intacct elevates the accounting function:

“DataBlend is a great tool for integrations with Sage Intacct. Not only is it easy to extract data out of Sage Intacct using the intuitive Query Builder, but it provides capabilities to write into Sage Intacct as well. This is important for many of our clients, as they need the ability to get their General Ledger data into other systems, but also want to be able create invoices or import budget data into Sage Intacct. The bi-directional integration capabilities really make DataBlend a unique platform.”

Get Improved Financial Insight with DataBlend

How does DataBlend’s integration workflow lead to improved financial insight?

The platform transfers data to and from your mission-critical systems including enterprise resource planning (e.g. Sage Intacct), corporate performance management (e.g. Adaptive Insights) and customer relationship management (e.g. Salesforce). With automatically synced data, there’s no more unnecessary manual entry of data or risk of introducing copy and paste errors.

You can make informed decisions faster and easier with comprehensive, unified data.

Want to connect Sage Intacct with your other financial and operational systems? Here’s how to get the most out of Sage Intacct using DataBlend’s bi-directional data transfer capabilities:

How to Export Data from Sage Intacct using DataBlend

You can transfer data from Sage Intacct to another system by performing a simple export:

Choose a Base Table

During DataBlend’s export, you can quickly and deftly carry out the data transfer. Within the multi-purpose Query Builder’s intuitive interface, you have the option to choose a base table.

Want to transfer data from only a few rows? You can select only the fields you want to export within the table.

If you want to export data from multiple tables, DataBlend can also facilitate complex data transfers. Its tables are auto-joined to the base table, making it easy for you to select fields from multiple tables at once.

Did you know you can export any type of table from Sage Intacct using DataBlend? The platform’s compatibility with many data formats presents numerous possibilities for your organization. There are several popular types of tables often transferred, including the GLACCOUNT for full general ledger list, as well as CUSTOMER, VENDOR, and other dimension lists.

Search for/Edit/Filter a Field

Have an objective in mind? When you know exactly what you’re looking for, you can evaluate data within a specific parameter. DataBlend has strong filtering capabilities that allow you to fine-tune your export right within its multi-purpose Query Builder. Popular choices for filters include Date Ranges, Account Codes, and Book ID.

Preview Data in Real Time

You have a keen eye for detail and know the importance of double-checking data. DataBlend is built for data accuracy. Its Query Builder gives you the opportunity to preview data in real time before performing the export.

Want to rename any filters or columns? All changes you make will be reflected in the preview. Furthermore, DataBlend’s field mapping capabilities align source with destination columns to ensure data consistency and accuracy.

Execute the Workflow to Run the Integration

You have selected a set of data you want to export, filtered the fields, and previewed it. You’re now ready to execute the workflow to run the integration between Sage Intacct and another financial system. In this case, you want to export data to Adaptive Insights, the leading business planning cloud solution.

During the integration, the data set you have created in the Query Builder will be added to the DataBlend workflow. What happens during the workflow?

Create a Transformation on Any Field

With your data set in the Query Builder, the workflow executes any additional transformations and business rules you make. These user-friendly transformations include Concatenate, Flip Signs, Substring, Pivot table, and more.

Want to implement a more complex rule? You can write a script.

Data Flows from Sage Intacct to Adaptive Insights in Real Time

As your data flows from Sage Intacct to Adaptive Insights (or the financial system you’re using), you can view the findings in real time. There are many possibilities for the destination, making it possible for you to transfer data wherever you decide. It could be another cloud system, a database, flat file, etc.

You can then evaluate the combined data in your destination financial system to get the full picture of business performance.

How to Import Data into Sage Intacct Using DataBlend

You now want to bring data into Sage Intacct for storage and analysis. Thanks to DataBlend, importing data into Sage Intacct is as easy as exporting. The data entering Sage Intacct can come from a variety of sources, such as another cloud or local app, database, or flat file.

What imports are performed most frequently? Popular imports include Journal Entries, Budgets, Order Entry, and many more. DataBlend is also developing capabilities to perform unique imports, including coding Bank Files as Journal Entries or Cash Management transactions. Even better, the platform can also import data from any type of table.

DataBlend’s versatility of use makes it possible for you to transfer any type of data and sync your core systems.

Where Data Becomes Your Discovery

DataBlend is where financial and operational systems become a team. It’s where data becomes accounting success. It’s where data becomes your discovery.

Want to elevate your accounting function? Unify your data today.


Build Your Success with DataBlend

To learn more about integrating Sage Intacct with your core financial systems using DataBlend, please tune into the recorded demo: 

How DataBlend iPaaS Saves Time and Improves Business Insight

DataBlend iPaaS Saves Time and Improves Business InsightAn English proverb wisely states, ‘Time is the soul of business.’

Achieving results in business depends on how well you manage time for optimal productivity. It’s a busy day at work and you are making progress on, for example, a revenue planning project. The project involves a lot of collaboration between your colleagues in the finance, sales, and marketing teams. As you exchange e-mails and spreadsheets, the project surely yet slowly heads to completion.

This may appear to be a tried and true method, but what if there’s a way for you to get the project to the finish line faster? There is with DataBlend, the cloud-based integration platform as a service (iPaaS). Now, you can manage your core operations better than ever before.

In the data-driven world of business, DataBlend gives you the capability to discover real-time insights that lead to informed decisions. It automates the extraction, transformation, and loading (ETL) of data so you have more time to evaluate the data in your financial and operational systems. How is your company performing? Where is your company headed to in the future? Want to track and project multiple streams of revenue? When you use the platform to streamline your data flows between systems, you can focus on value-added analysis and strategy.

DataBlend iPaaS Saves Time and Improves Business InsightHere are the benefits DataBlend provides for your organization:

Unify the Data

When you unify data, you transform it into full-picture insights. That’s the beauty of integration. Bring data together in a budgeting, forecasting and reporting system like Adaptive Insights, and it’s incredible what you can discover about your organization. You develop a deeper understanding of performance in the past, present, and future.

What happens during DataBlend’s integration workflow? The platform transfers data to and from your mission-critical systems including enterprise resource planning (ERP), corporate performance management (CPM) and customer relationship management (CRM) and syncs it across systems. With automatically synced data, you can unlock key business insights faster and easier. No more unnecessary manual entry of data.

There’s another benefit. Because your organization’s departments are now working from the same “sheet of music,” you improve collaboration and maximize productivity between team members.

Your Critical Systems Are Connected

Connectivity between your systems is also important in data management. You get the most results from your systems when they function as a “team”. DataBlend creates that team of technology.

Prior to integration, your systems operate in silos. Since they’re not in sync, they’re not aligned with each other. What’s the solution? Bridge this communication gap through integration.

When DataBlend integrates your financial and operational systems, they communicate with each other and your data is aligned.

That’s a helpful ability to have when you manage projects and want the full picture of business performance.

Access Information Anytime, Anywhere

We clearly live in a mobile world.

As organizations grow and people increasingly access information from their cell phones, this mobility calls for stability. What’s the best way to stay in the know anytime, anywhere?

It’s the Cloud.

As a cloud-based integration platform, DataBlend gives you immediate access to the integrations and workflows within your organization. Because you can access it from anywhere, you stay productive while on the road.

Cloud-based systems put time on your side. You and your team members can now leverage information from wherever you are without lapses in productivity.

Get the Full Picture

Picture this. You and your fellow team members are at the conference table, in the middle of a discussion about how to best proceed with an initiative.

You have an idea supported by holistic data you compiled from your integrated financial systems. You present your findings with illuminating graphs, charts, and other pictorial representations. Your presentation sparks contemplation. It makes a compelling business case.

As you say your concluding remarks, you see people nod in approval. Everyone is enthusiastic about your data-driven idea. It’s then put into action.

With DataBlend, you can provide the full picture that brings people on board with your ideas. You gain the sense of perspective that helps your organization thrive.

Drive Operational Change

DataBlend is transformative. It’s where data becomes your discovery.

Because you have the full picture of business performance, you can drive operational change that brings your success to the next level. You can guide your organization to a bright financial future.

Want to bring your success to the next level with DataBlend? Unify your data today.

Build Your Success with DataBlend

To learn more about how DataBlend can help your organization, please tune into the recorded demo:

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 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.

Major Release of DataBlend Integration Platform as a Service Delivers New Capabilities and Improved User Experience

South Portland, ME (May 10, 2018) – DataBlend LLC, a joint venture of Carlson Management Consulting and J2 Interactive, is excited to announce the launch of a major new version of DataBlend, the powerful data integration platform as a service (iPaaS). The cloud-based solution makes it easy for business users to bi-directionally transfer data across mission-critical financial and operational systems. With DataBlend, business users quickly create integrations and benefit from unified data for improved financial performance and insight.

Featuring an intuitive workflow builder, DataBlend automates data transfers and schedules key processes to run at any time.  Clients gain more value from their core systems with enhanced reporting and a holistic view of company performance with real-time data.

New features include the following:

  • Single page application design to enhance the user experience
  • Drag and drop Workflow Builder to quickly create end-to-end integrations
  • Workflow drill-down to view and modify integration elements
  • Query Builder allowing users to select fields to query, rename field columns, filter on fields to specify a data set, and preview data in real-time
  • Keyboard shortcuts for power user navigation
  • Pre-built scripts to simplify data import/exports
  • Real-time status updates via notification pane
  • Expanded set of transformations including concatenate, fill or remove blanks, and flip signs

Peter MacIntyre, Director of DataBlend, states, “DataBlend is a very powerful platform that business users can leverage as a central hub for data flows between systems to transform the data in creative ways. In addition to pre-built connections, the opportunities to create new connections are practically endless due to DataBlend’s design and customization abilities. The single page workflow builder makes it easy to build an end-to-end integration that includes data sources and data transformations.”

With DataBlend’s new interface, business users can implement field to field mapping, pivot tables, and additional data transformations with unlimited custom scripting possibilities. The platform saves time and money by providing powerful extract, transform, and load capabilities at a fraction of the cost of other solutions.

MacIntyre reveals what sets DataBlend apart from other integration tools, stating, “DataBlend has solved a lot of unique problems for companies in that it can extract complicated data sets and simplify them for easy data loads.  All along, our goal has been to make DataBlend a user-friendly platform that anyone can use to create their own integrations.”

Adam Kozaryn, Vice President of Software, spearheaded the platform’s development. He shares why DataBlend is the integration solution of choice for many organizations:

“With minimal coding or technical expertise, DataBlend can act as the ‘middleman’ to integrate your existing Cloud or on-premise data systems to provide a much higher ROI. You are able to pull data in real-time from Cloud financial solutions such as Sage Intacct, NetSuite, QuickBooks, Bamboo HR, as well as on-premise SQL/MS Access/Oracle, for example, and then join and analyze in a single user interface without having to use multiple reporting tools.”

Additionally, business users get the most out of their implementations with DataBlend’s real-time dashboards and notifications. Specifically, they can view the dashboard for real-time status updates and automate the delivery of email notifications to end users.

Ultimately, DataBlend delivers the big picture of business performance that only unified data across systems can offer.

About DataBlend

DataBlend LLC offers a cloud-based integration platform as a service (iPaaS), currently being used by more than 100 companies. DataBlend’s intuitive workflow builder allows business users to model and automate data flows between systems for more accurate and dynamic financial management, planning and analysis. DataBlend LLC is a joint venture of Carlson Management Consulting, the award-winning cloud financial solutions and services firm, and J2 Interactive, the healthcare IT services firm.

If you would like additional information about DataBlend, please visit www.datablend.com or email info@carlsonmc.com.