{"id":1800,"date":"2021-06-02T14:10:38","date_gmt":"2021-06-02T18:10:38","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/latch-opportunity-to-cash\/"},"modified":"2026-09-30T07:57:51","modified_gmt":"2026-09-30T11:57:51","slug":"latch-opportunity-to-cash","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/latch-opportunity-to-cash\/","title":{"rendered":"How Latch unlocked their opportunity-to-cash process"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Latch\u2019s multi-faceted, high-growth performance requires a digital ecosystem that\u2019s powerful, agile, and perhaps most importantly, easily customizable.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But, Latch\u2014the maker of LatchOS, a multifamily OS of products, software, and services that strives to make spaces better places to work, live, and visit\u2014was caught in what Jason Pikoos of the Connor Group calls \u201cthe technology conundrum\u201d; the fast-moving evolution of their business needs could no longer be supported by their existing technology in its current state, which was keeping their data and processes siloed.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So, Latch built its own integration between <a href=\"https:\/\/www.workato.com\/integrations\/salesforce?utm_source=blog\">Salesforce<\/a> and <a href=\"https:\/\/www.workato.com\/integrations\/netsuite?utm_source=blog\">NetSuite<\/a>. The company soon discovered, however, that this <a href=\"https:\/\/blog2workato.wpengine.com\/point-to-point-integration-drawbacks\/\">point-to-point integration<\/a> wouldn\u2019t move their company forward. Ultimately, it wasn\u2019t easily adjustable to their fast-changing business needs, its data transactions were too slow, and it required far too much of their engineers\u2019 time to maintain.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Latch needed a more nimble and tested solution.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>You can learn more about how Latch achieved immediate results with Workato by watching their session at Automate: \u201c<\/em><a href=\"https:\/\/discover.workato.com\/how-latch-unlocked-their-opportunity-to-cash-process\/p\/1?utm_source=blog\"><em>How Latch Unlocked their Opportunity-to-Cash Process<\/em><\/a><em>.\u201d&nbsp;<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How a simple integration broke through the technology conundrum<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To address the high-maintenance\/low-results issue with their point-to-point integration, Latch aligned with the Connor Group, a specialized professional services firm and Workato partner, to help them scale their FinOps.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Steve Attanasio, Senior Manager of Financial Operations at Latch, was immediately impressed by Workato\u2019s intuitive user interface, which not only allowed multiple business lines to work on integrations, but also inspired new ones. Attanasio recognized that the FinOps team could \u201cown the solution moving forward\u201d and \u201cmake the adjustments necessary to the recipes\u201d. He explained further:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><span style=\"color:#67eadd\" class=\"has-inline-color\">(Using Workato) We wouldn\u2019t have to bog down our engineering teams to assist us with our integration layers.\u201d&nbsp;&nbsp;<\/span><\/p><\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">Soon after adoption, and after just weeks of using Workato, not only was Latch\u2019s engineering team relieved of their integration maintenance duties, but Latch\u2019s \u201ctechnology conundrum\u201d was solved, and more unexpected results and benefits emerged.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Related: <\/em><a href=\"https:\/\/blog2workato.wpengine.com\/best-quote-to-cash-automations\/\"><em>A guide to automating quote-to-cash<\/em><\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Reliable data and streamlined workflows<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here are just some of the many benefits Latch has experienced:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Improved quality of data: <\/strong>Latch discovered hundreds of data errors and could easily identify root causes with their data quality in the point-to-point integration. In the Workato solution, however, the information that passes between Salesforce and NetSuite is reliable and, therefore, instantly usable.&nbsp;<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Streamlined workflow for users: <\/strong>In the Workato solution, users can complete all of their tasks in just one system rather than having to operate in both. In addition, automated processes have greatly reduced manual tasks and, for example, the frequent queries for updates on orders or information from teams.&nbsp;<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Instant updates on orders or clients: <\/strong>In the Workato solution, it\u2019s easy to add balance updates to Salesforce, which are made instantly available to the team. The status of shipped units to sales sites is also tracked and sent immediately to Salesforce, making it available and actionable.&nbsp;<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Given the ease at which Latch was able to find success with Workato, the company is moving forward with implementing even more automations. This includes automating critical workflows, like <a href=\"https:\/\/blog2workato.wpengine.com\/procure-to-pay-automation\/\">procure-to-pay<\/a> and payroll processing.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To hear Latch\u2019s full automation journey and learn how Workato\u2019s user-friendly recipes allowed them to scale their FinOps for immediate results, you can watch their session from Automate, the #1 conference on automation.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link\" href=\"https:\/\/discover.workato.com\/how-latch-unlocked-their-opportunity-to-cash-process\/p\/1?utm_source=blog\">Watch the full session<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Latch\u2019s multi-faceted, high-growth performance requires a digital ecosystem that\u2019s powerful, agile, and perhaps most importantly, easily customizable. But, Latch\u2014the maker of LatchOS, a multifamily OS of products, software, and services that strives to make spaces better places to work, live, and visit\u2014was caught in what Jason Pikoos of the Connor Group calls \u201cthe technology conundrum\u201d; [&hellip;]<\/p>\n","protected":false},"author":68,"featured_media":12200,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[34],"tags":[],"class_list":["post-1800","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-stories"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How Latch unlocked their opportunity-to-cash process - Workato<\/title>\n<meta name=\"description\" content=\"Learn how Latch used Workato to successfully integrate NetSuite with Salesforce and build workflows between the two.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog2workato.wpengine.com\/latch-opportunity-to-cash\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Latch unlocked their opportunity-to-cash process - 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