Client & Project Snapshot
- Client Details: IT solutions provider for AEC businesses
- Service / Product: Autotask Integrations (Datto Autotask PSA → Power BI)
- Project Status: Completed
About the Client
Interscale supports AEC companies with IT services ranging from BIM consulting to cloud infrastructure. While operations were well-managed in Datto Autotask PSA, their sales team struggled with fragmented data and inefficient workflows caused by the lack of CRM integration.
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The Challenge
Nexalab implemented Autotask Integrations, connecting Datto Autotask PSA to analytics platforms, Microsoft Power BI. Key steps included:
- Real-time sync – Automated refresh every 10 minutes.
- Unified dashboards – Clear, visual insights across sales and operations.
- Custom metrics – Tailored reports aligned to Interscale’s strategic goals.
Our Solution
- Discovery: Analysed tools, workflows, and pain points.
- Planning: Defined sync objects, frequency, field mapping, and rules.
- Integration: Built and tested API/Webhook connections.
- Testing & Optimisation: Validated data accuracy, removed duplicates, ensured live updates.
- Training & Launch: Rolled out to teams with full documentation and support.
Results & Impact
- Metric / Outcome
- 25% Sales Performance Boost
- Time Savings
- Operational Precision
- Outcome
- Data-driven decisions that noticeably improved sales.
- Automated workflows replaced manual reporting, freeing significant hours.
- Gaps and opportunities became visible—optimising pipeline and service delivery.
This integration removed bottlenecks and gave Interscale the clarity to grow strategically and deliver greater value to clients.
Takeaways
This project underscores the transformative power of integrating core systems:
- Integrated systems create visibility and confidence in decision-making.
- Visual dashboards convert raw data into an actionable strategy.
- Automation frees teams to focus on growth and innovation.