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News   Happy New Year from Mail & Deploy – Ready for the Next Chapter

Feelback OY

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Ensuring better cashflow by automating invoicing with Qlik Sense & Mail & Deploy

The ability to make high-quality native PowerPoint reports with the data from Qlik in a reasonable time is impressive. Mail & Deploy gives us possibilities that are key to our development and customer value.

Olli Lehtola
Technical product development manager, FeelBack OY



Information is the most important capital of a modern company. Success stories are born from the ability to use them correctly. The Feelback Group is a modern research house whose mission is to transform knowledge into competitiveness and success. They help their customers turn information into a management tool that they use to build better customer understanding, working life and business.

The company collects, interprets and refines information for the needs of entire organizations. Almost 60 people work in their service production in Helsinki, Kuopio, Tampere and Lappeenranta, which also has a 40-person call centre.

During 2019, Feelback Oy implemented almost 800 separate projects customer projects. All their projects are tailored according to customer-specific needs and implemented in close cooperation with customers.

Our overall service means ease and effortlessness for our customers. We we take care of all phases of the project, and our customer can concentrate on his core business. Principles of customer-specific service production • Internal and external customer, personnel and activity measurement solutions are implemented according to the customer’s needs according to needs • Every project is planned and implemented in close cooperation with the customer • Data collection is carried out according to the customer’s needs, using the survey best for the target group suitable data collection channel: www pages, intra- and extranet, e-mail, telephone interviews, SMS surveys, form measurements as mail survey or interview survey All assignments are projected according to the schedules and contents agreed in the project plan to implement. The details of customer projects are planned and implemented individually in close cooperation with our customers.

Today, EF Education First helps people all over the world learn new languages or travel abroad across wide age groups and nationalities. Among their customers are kids, teens, university students, young adults, parents, professionals, teachers, companies and governments.

The company is headquartered in Zurich, privately held by the Hult family and employs close to 52,000 office and field staff, faculty, and teachers worldwide. From Miami to Moscow, and from Boston to Beijing, EF Education First is operating over 600 schools and offices in more than 120 countries. They run international language schools, local English learning centres and private international boarding schools, organise worldwide EF Educational Tours and create learning digital learning systems in EF Learning Labs, the global research and development unit of EF Education First.

While EF continues to grow, they strive to stay small to ensure agility, smart thinking, and a fun workplace.



Streamlining the Invoicing process to improve overall enterprise efficiency

As part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency they looked for a solution to streamline the invoicing process and dispatch by freeing it up from the IT department and making it more user-friendly and automated.

Previously, the invoicing at EF Education First was complicated and time-consuming. It heavily depended on the IT department as they had to ensure that all the systems involved got the correct data. Salesforce and the other systems did not offer out-of-the-box functionality to address EF’s invoicing requirements and they were hard to maintain.

In the addition, for the special case of Payment plans, Salesforce was not flexible and fast enough. It needed significant effort to be able to map EF’s needs in Financial Force, a Cloud Accounting and Finance software.

And also the invoice dispatching had to be done manually by the IT team. They had to work with list views in Salesforce and only a maximum of 80 invoices per dispatch could be sent. A no-go for the CFO to ensure a steady cashflow.

Powerful combination of active intelligence and automation

With a new solution, EF first wanted to establish a single point of truth where all data are consolidated from Salesforce and also additional information from other relevant data sources. Second, they wanted to make sure that it is a responsive solution that is easy to use for thousands of EF agents without further IT support. The EF team did not want to do custom development.

With the Mail & Deploy reseller partner Heyde, the EF team established a powerful combination of active intelligence in Qlik Sense and reporting automation with Mail & Deploy. They were able to deliver it in a short amount of time and with minimal effort.

Together, they created a dataflow from Salesforce via the SQL database into Qlik Sense. Additional details for instalments or translations are also loaded into Qlik Sense via simple excel sheets. In the following, Qlik Sense serves Mail & Deploy as the one data source and makes reports and invoices available via a Web Browser and/or Microsoft OneDrive.

1 template serves for multiple report documents in 13 different languages

“Mail & Deploy makes it now possible for our team to generate hundreds and thousands of reports out of 1 report template in 13 different languages with – if necessary – 4 additional documents with some simple clicks”, says Magnus Vesterberg excitedly and explains further: “IT support has shrunk to a minimum because Mail & Deploy is very user-friendly and not too technical.”

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