Engineering services company

Connecting project delivery to business systems

ERP, CRM, document, and project data were mapped into an integration roadmap that reduced duplicate work and blind spots.

Web leadsCRMMBSERPDocumentsarchCTOintegration layer
The story

Situation, approach, outcome.

System mapIntegration roadmapAPIs and automationData ownership model
01

Situation

Project, document, CRM and ERP data lived in separate systems. Teams re-entered information and worked from conflicting versions of the truth.

02

Approach

We produced a system and ownership map, prioritized integrations by business value and risk, then delivered the highest-value connections first.

03

Outcome

Duplicate entry dropped, project financials became visible sooner, and vendor conversations improved with a clear integration roadmap.

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