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Case Study

Venn IT Streamlines Quoting with Lite



About the Company

Venn IT Solutions provides independent consulting advice for workload hosting (private/public/hybrid cloud) to corporate, government and enterprise customers. They are experts in enterprise data backup and recovery solutions, transitioning from legacy tape technologies and fully managed backup solutions.

Venn IT pride themselves on offering an agnostic approach, recommending best of breed solutions for on-premises hosting or integrating cloud-based solutions, to achieve the best overall outcome for their customers.

The Challenge

For Venn IT, creating accurate net-new quotes in an efficient, cost-effective manner was paramount. Quoting errors, particularly margin miscalculations could result in significant financial loss for the service provider. As their business grew, they found that their legacy systems – ITQuoter and MYOB, were increasingly cumbersome to use, and did not offer a single source of truth, functionality or level of support that Venn IT needed to continue to grow.

As a result, the company searched for a reliable, easy to use platform that could offer comprehensive reporting, without having to incur additional costs.

“Our legacy systems felt almost pre-historic and archaic. We knew that if we were going to go through the pain of changing systems, we wanted to get it right. Finding an API driven solution was a must.”

– Geoff Hughes, Managing Director – Venn IT


Venn IT chose to replace MYOB with Xero and WorkflowMax and needed an API driven quoting platform that could easily integrate with both. They found Lite met all of their key requirements of ease of use, reliability, cost effectiveness, reporting and integration.

Since implementing Lite, Venn IT has been able to eliminate multiple steps from their quoting and ordering process, resulting in significant productivity and efficiency gains. They are able to store and supply net-new quotes, as well as manage renewals - all in one place. The entire end-to-end sales process is executed seamlessly, even with the added complexities that come with multi-vendor pricing, professional services fees and countless quote iterations.

In addition to this, with comprehensive reporting being one of the main driver’s for Venn IT to change providers, the company now has access to accurate, useful, real-time insights into their business via’s reporting dashboard.

“Implementing has helped make our quoting process more bulletproof. The environment is stable and reliable and extremely efficient.”

– Geoff Hughes, Managing Director – Venn IT


By leveraging Lite integrated into Xero and WorkflowMax, Venn IT now benefits from:

  • Significant productivity and efficiency gains
  • Comprehensive reporting for an accurate view of their business
  • Mobile-friendly SaaS useful for off-site use
  • Reduced likelihood of human error
  • Greater data integrity and quote accuracy
  • API integration enabling streamlined workflows



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