Sphere helps a major CPA firm identify and

solve integration issues with their main communication application

Overview

A CPA firm out of Texas was being impacted due to a business critical application being built and integrated incorrectly with their monday.com platform. Sphere jumped in to troubleshoot and fix the issue at hand.

The Challenge

The CPA firm out of Fort Worth, Texas was utilizing monday.com’s integrations with “Make” (formerly Integromat) to automate messages that need to be sent to their clients. The previous monday.com partner had built this integration incorrectly causing “Make” to frequently fail. This caused a major impact to the business due to clients being upset for the lack of updates and communication.

How It Was Solved

One of Sphere’s talented monday.com consultants got in contact with the firm, analyzed the current setup and found that the code in use for the integration was poorly built and is hosted with the previous developer, who wasn’t responding to the client. So Sphere decoupled the integration that was built on the previous partner’s cloud-hosted environment. Sphere then helped the CPA firm build their own hosting environment and rebuilt and enhanced the integration based on everything that was learned during the detailed discovery phase.

We had a daily update throughout the process for the client to explain issues we found and how they were resolved, keeping them updated and making our team and their team feel like one team.

The Results

Sphere was able to diagnose and solve the business-critical issue within a week of when the client reached out for support. We built an effective and more efficient integration using make.com to ensure the integration had no issues. We continue to work with this client as monday.com consultants to ensure their workOS platform is utilized to its maximum potential.

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Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors

Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).

Ben Crawford

Senior Product Manager at Enova Financial

I would expect to be delighted. It's been a really positive experience, working with Sphere, and I would expect you to have the same.

Mark Friedgan

CEO at CreditNinja

Sphere consistently prioritizes the needs of their clients, demonstrating both agility and teamwork. As an offshore team, they have been an integral part of our organization and we plan to continue growing with them.

René Pfitzner

Co-Founder at Experify

Sphere provided excellent full-stack development manpower to augment our team and help push our product forward. They are easy to work with, tech-savvy and proactive.

Bruce Burdick

Chief Information Officer at Integra Credit

We've been working with Sphere and its excellent consultants since our founding. I've found that they are true partners in the success of our business.

Jemal Swoboda

CEO at Dabble

The resources and developers that Sphere Software provides are skilled and have the required technical expertise, but more importantly, they have helped us build a culture of excellence within our team.

Arthur Tretyak

Founder and CEO at IntegraCredit

With Sphere, we were able to migrate in half the time it would take to train an additional FTE… and for a fraction of the cost. Our experience with Sphere has been exceptional.

Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors