The Challenge
Organizations struggle to maintain consistent client and organizational data:
- Data synchronization burden - Client information must be manually entered and updated across multiple systems
- Organizational drift - Department structures in Float fall out of sync with actual organizational changes
- Reporting inaccuracies - Client-specific resource data and billing reports contain errors due to outdated information
- Onboarding delays - New clients require manual setup in multiple tools before project work can begin
- Capacity planning gaps - Generating accurate client-based or department-based resource reports requires manual data reconciliation
The Autohive Solution
The Float integration maintains synchronized client and department information across your entire workflow ecosystem.
Automated Client Synchronization
When new clients are added to your CRM, Autohive automatically creates corresponding client records in Float. Client updates propagate across systems without manual intervention.
Dynamic Organizational Updates
Department structures update automatically to reflect organizational changes. When departments are created, renamed, or reorganized, Float stays in sync with your actual structure.
Client-Specific Resource Intelligence
Pull accurate client-specific resource data to generate billing reports, capacity forecasts, and utilization analysis. Ensure client names, project associations, and allocations remain consistent.
Benefits
- Eliminated duplicate data entry - Stop manually creating and updating client records across multiple systems
- Accurate reporting - Client and department data remains consistent, ensuring reliable billing and capacity reports
- Faster client onboarding - New clients are automatically set up in Float when added to your CRM
- Organizational alignment - Department structures reflect actual organizational reality across all systems
- Better capacity planning - Generate accurate client-based and department-based resource forecasts
How It Works
- Connect Float Integration - Link your Float account to enable client and department data synchronization
- Configure Data Mapping - Define how client and department information should sync with other systems
- Set Automation Rules - Specify when new clients should be created and how updates should propagate
- Monitor Synchronization - Autohive continuously keeps client and department data consistent across systems
- Generate Accurate Reports - Create client-specific billing and capacity reports with confidence in data accuracy
Getting Started
- Sign up at app.autohive.com
- Connect your Float integration from the marketplace
- Configure your data synchronization automation
- Deploy your client and department management agents
