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Work / Client case study

  • Systems Integration
  • AI Consulting
  • Food manufacturing

One customer record across four business systems for a national food cooperative

Wholesale customers sign up in the online store, are approved in the CRM, copied to the ERP and marketed to from a separate platform, and changes made by phone reached none of the others.

Client
National food cooperative
Status
In delivery

  • 4 systems, 1 record

    Headline result

  • Four systems, one customer record
  • Exceptions routed to a named reviewer

The work

The workflow keeps customer records, approvals, order history and profile changes in step across all four, and flags anything that needs a person.

Built with

  • Copilot Studio
  • Power Automate
  • Magento
  • SugarCRM
  • Infor M3
  • Bloomreach

Client names are withheld. We are happy to share details on a call.

More work

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Retyping data between systems?

Show us the two systems and the spreadsheet in between. We will scope the integration in one call.

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