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Customer Story

Adeptia eliminates manual processes and gains strategic insight

Adeptia provides data integration software that helps increase their customer’s digital onboarding by 80% through the near elimination of labor-intensive IT integration.

When the Adeptia’s team first evaluated Maxio back in 2019, they instantaneously saw the value the platform would be able to provide to their business.

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According to Adeptia’s Business Operations Specialist, Taylor McPherson, prior to Maxio he was spending three hours of his time making sure customers were input correctly and revenues were properly forecast each time the sales team closed a new deal.

What was once a tedious task involving multiple spreadsheets, is now much more automated creating better data faster.

  • Maxio helped Adeptia eliminate seven correlating spreadsheets that each needed updating with every new customer.

  • Adeptia is now able to accurately forecast their revenue helping every department gain valuable insight into the company’s overall health.

  • The higher level of visibility in reporting has helped Adeptia grow in confidence when reporting out to investors, auditors and their own C-Suite executives.

  • We instantly realized how Maxio would be helpful to us. It’s the ease of access. Everything’s there and you’re confident in the numbers.

    Taylor McPherson, Adeptia

    Business Operations Specialist

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Bad Data Can Cause a Ripple Effect Throughout a Company’s Financials

For Taylor, bad data in his role means their revenue is off. Even a small number can turn into a very large one when they forecast out. With Maxio, Taylor is now able to see how the business is doing on a month-to-month and even a day-to-day basis.

In addition to the value Taylor derives from using the platform himself, Adeptia’s CFO also appreciates the level of visibility Maxio provides. Rather than having to ask Taylor for specific revenue numbers, he can simply log in himself and gain a high-level understanding of performance.

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A note from Taylor

I would definitely look at Maxio because they're able to streamline anything you're doing in Excel into one simple application right now.

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