Case studies
CRM, ERP and data platform integration case studies.
These are anonymised accounts of work our principals have delivered in previous roles. Client names are withheld; the decisions and trade-offs are not. Each one answers a question we get asked in nearly every scoping call.
Consistent everywhere
Sync pricing and stock between ERP and CRM
How do pricing and stock stay consistent everywhere they're shown?
The result
One system of record feeding every surface
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Closed-loop by design
Quote to cash between CRM and ERP without re-keying
How does a closed deal become an order and an invoice without anyone re-typing it?
The result
Zero orders re-keyed by hand from the CRM
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Governed by design
One governed data platform for CRM and ERP data
How does data from every system land somewhere the whole business can trust?
The result
One governed home for every data feed
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Grounded answers
AI answers grounded in your CRM and ERP data
How do people ask the business questions without the AI inventing numbers?
The result
Zero numbers invented instead of retrieved
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Never duplicates
Sync CRM and ERP records without duplicates
How do you keep two systems in step without creating duplicates?
The result
Zero duplicate records created on a rerun
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One version of the truth
One customer record across CRM and ERP
Why does every system hold its own version of the customer?
The result
One customer record read by every system
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Handover-ready
Taking over broken integrations
How do you take over an integration built by someone who's gone?
The result
One job their own team now runs without us
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