Case Study: MOBILion Systems, Production Work Order Software Solutions on Salesforce

Published: January 28, 2024 | By: Ascent Solutions

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Ascent Solutions Case Study MOBILion Systems

About MOBILion Systems

MOBILion Systems, Inc. develops instruments for medical researchers and clinicians that improve how to predict, diagnose and treat disease. The biotechnology company makes treatments safer and more effective, while empowering disease prediction and diagnosis to accelerate the development of new therapies. MOBILion is based in Chadds Ford, Pennsylvania.


MOBILion Systems was looking for a way to enhance a previously implemented Salesforce solution. Salesforce Sales Cloud and Service Cloud with Salesforce CPQ were being used. Other business processes such as procurement, invoicing, and contract manufacturing were handled manually, outside of the Salesforce platform. MOBILion needed the ability to track the purchase of R&D parts and manage a bill of materials (BOM) with revisions.


Aethon Consulting, an Ascent Solutions Certified Implementation Partner, configured Ascent ERP and Ascent Financial Platform with an integration to AvaTax. Some items are kept in stock, some manufactured in house and others are drop shipped to customers. MOBILion’s new process starts with a CPQ Quote, which is converted directly to an Ascent ERP Sales Order, and subsequently drives Purchase Orders and Production Work Orders on Salesforce.

Reports are used to get the margins and costs per configured order to the accounting team. Meanwhile the integration to AvaTax returns the proper taxes when the sales order is created and commit to Avalara when it becomes an invoice.

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Project Tags: Ascent ERP, AvaTax, Case Studies, MOBILion Systems

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