$100,000+ in Annual Savings through New Workflow Automations

The Company Profile

AiN Group is a private buying group and strategic purchasing network that aligns nationwide dealers and manufacturers to deliver enhanced support and unmatched buying power. By connecting thousands of integrators through a network of more than 300 dealers, AiN enables members to leverage volume-based pricing, preferred supplier relationships, and shared technical expertise.

In addition to procurement advantages, AiN provides ongoing operational guidance and access to best-in-class solutions, strengthening the competitive position of its network members across the industry.

The Challenges

With years of accumulated historical sales data, AiN faced growing complexity within its existing system. While the organization had substantial data assets, the structure and usability of its database limited efficiency and reporting clarity.

Leadership sought to modernize and simplify the platform to improve:

• Data organization and system architecture

• Ease of use for AiN staff across various departments

• Flexibility to scale and evolve with future business needs

• Built-in control mechanisms to ensure data accuracy and governance

• Advanced, user-friendly reporting capabilities

In addition, the organization aimed to reduce reliance on fragmented email communications and integrate internal communication workflows directly into the system. The objective was to centralize collaboration, improve transparency, and minimize administrative overhead.

As a forward-looking organization, AiN wanted more than incremental improvements. The company required a strategic technology partner capable of leading the full lifecycle of the initiative—including business analysis, system redesign, application development, automation implementation, and long-term maintenance.

The goal was to rebuild the platform into a flexible, scalable, and modern business management system that could transform historical data into actionable insights while supporting future growth.

Client Testimonial

“I moved our business applications to Quickbase in 2013 and worked with three other consultants. When I found Quandary, they truly listened to my needs and took the time to understand my business—something previous companies did not do.

_ They identified automations and solutions that increased our productivity and helped us manage a multitude of datasets, which directly increased our sales. There is nothing beyond reach when it comes to my ideas and their ability to build processes and management tools.” — Diana Rotondo, VP Operations_

The Solutions

Throughout the engagement, AiN collaborated closely with Quandary Consulting Group’s Custom Business Applications and Business Process Improvement teams to redesign and modernize its sales management infrastructure.

Our consultants began by conducting a detailed analysis of the existing sales transaction workflows, mapping the end-to-end process to identify structural inefficiencies and data gaps. During this review, we uncovered inconsistencies in contract and commission rate management, which limited reporting accuracy and reduced visibility into contractor performance.

A deeper evaluation revealed an opportunity to enhance the company’s contractor outreach strategy by leveraging historical sales data more effectively. By restructuring how commission data and transaction records were stored and processed, the organization could better identify underperforming segments and target growth opportunities.

Custom Quickbase De****velopment

Our application development engineers then designed and implemented a fully rebuilt Quickbase database architecture, enhanced with custom scripts and automation logic. The solution delivered:

• Streamlined, high-speed sales transaction processing

• Structured management of contract and commission rate data

• Improved data integrity and governance controls

• Advanced reporting capabilities with highly customizable dashboard views

• Consolidated access to comprehensive historical sales data

The new platform transformed raw transactional data into actionable business intelligence. Leadership gained clearer visibility into performance trends, commission structures, and contractor engagement metrics—all within a centralized, scalable system.

The result was a reliable, high-performance sales management solution that improved operational efficiency, strengthened reporting accuracy, and enabled more strategic contractor outreach initiatives.

The Results

The redesigned Quickbase platform significantly enhanced AiN’s sales visibility, reporting speed, and operational efficiency.

With just a few clicks, AiN employees can now generate comprehensive reports on:

• Current client performance and engagement status

• Contracted commission structures

• Historical sales transactions and trends

This real-time access to structured, reliable data enables sales representatives to enter negotiations fully prepared, equipped with accurate commission insights and historical context. As a result, the team can make more informed decisions, strengthen contractor relationships, and close deals more effectively.

Beyond improved reporting, the automation and process optimization delivered measurable financial impact. The overall annual efficiency gain from the project is estimated at approximately $100,000, driven by improved productivity, reduced administrative workload, and enhanced revenue performance.

The result is a scalable, data-driven sales management system that supports smarter decision-making and sustained business growth.