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Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

List of Dataforma Field Services CRM Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Ramcon Roofing Construction and Real Estate 250 $35M United States Dataforma Dataforma Field Services CRM Customer Support 2021 n/a In 2021, Ramcon Roofing implemented Dataforma Field Services CRM. The deployment positioned Dataforma Field Services CRM as the core Customer Support application for service intake and field coordination across operations, customer service, dispatch, and back office billing. Configuration centered on work order management, job scheduling, mobile field data capture, and documentation capture including photos, labor hours, and material logs. The system was used to create and manage work orders with detailed job descriptions and access requirements, and to support proposal generation and maintenance agreement processes. Operational use was anchored by administrative staff acting as the first point of contact for service calls, emails, and portal requests, coordinating scheduling confirmations with field teams and following up on outstanding invoices and approvals. Dataforma was used alongside Sage 300 CRE for data entry and reporting, indicating a coexisting back office accounting workflow rather than an explicit integration. Governance and workflow changes emphasized role based responsibility for ticket creation, escalation paths for approvals, and standard procedures for compiling supporting artifacts to enable timely invoicing. Operational scope covered customer communication, service coordination, estimating, and invoicing functions within Ramcon Roofings United States operations.
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