A technology company transformed their internal operations by using SwiftCase as a central hub:integrating 10+ business systems, automating contract renewals, and creating unified visibility across their entire operation.
This enterprise software company delivers advanced visualisation and collaboration solutions to clients worldwide. With a distributed team and complex operations spanning development, sales, support, and finance, they needed a way to unify data from multiple specialist tools.
Rather than replacing their existing best-of-breed tools, they chose SwiftCase as a central operations layer:pulling data from each system, automating cross-functional workflows, and providing leadership with unified visibility across the business.
The result is a "single source of truth" that connects development progress in JIRA, customer interactions in FreshDesk, sales pipeline in FreshSales, and financial data in Xero:all accessible from one platform.
SwiftCase acts as the central nervous system, pulling data from specialist tools and orchestrating workflows across the organisation.
Accounting & automated journals
Multi-entity financial reporting
Development project tracking
Project management data
Customer support tickets
CRM & sales pipeline
HR & absence management
Communication & alerts
Plus: Microsoft Teams, Slack, Google Calendar, Dropbox, and more
Purpose-built workflows automate routine operations and ensure nothing falls through the cracks.
Automated tracking of all customer contracts with multi-stage reminder sequences
Scheduled workflows that pull data from external systems daily
Automated journal entries and financial report generation
End-to-end tracking of hardware orders and customer installations
With 8,800+ contracts tracked, manual renewal management was impossible. SwiftCase now handles the entire renewal lifecycle automatically.
Each contract has its own case with renewal dates, contract values, and customer details. As renewal dates approach, automated email sequences notify both the account manager and the customer.
All business data accessible from one platform, enabling cross-functional insights.
Contract renewals handled automatically with multi-stage reminder sequences.
Leadership dashboard showing live data from development, sales, and support.
Daily data collection and reporting now fully automated via scheduled workflows.
See how SwiftCase can become your central operations hub, connecting your existing tools and automating cross-functional workflows.
