Example engagement
A company with more than one site, and an ERP, a website, and a CRM that each keep their own version of the truth. How we would make them agree without replacing any of them.
1system of record, instead of three
What it should change.Lead times quoted online match the plant. Orders stop being re-quoted, and finance stops reconciling three reports by hand every Monday. Leadership reads one number, and it is this week’s.
The website quotes one lead time. The ERP has another. The CRM does not know the customer has already ordered. Nobody did anything wrong; the three systems were bought at different times, by different teams, and were never asked to agree.
Before anything is built, Diagnose answers one question: which system should be the one that is right? For a company that makes or moves product, that is almost always the ERP. Then we trace one order from quote to invoice and write down every place a person has to retype it.
Usually not a new platform. One integration, in one direction, with the ERP as the source of truth, built in your own accounts. The website shows what the ERP says. Every order, from any channel, lands on the customer record. A short leadership report sits on top.
Availability and lead times reach the website within minutes of changing in the ERP. Each integration has an owner and an off switch, and the weekly report is reviewed with you once a month under Operate.
Where it goes wrong
Every engagement has a part that fights back. This is the one we would plan for first.
Part numbers. Plants that share an ERP rarely share a naming habit, and an integration is only as clean as the data it carries. We would start with the messiest data, not the cleanest, and plan for a matching table before anyone is surprised by one.
Thirty minutes. We will tell you whether your systems need connecting, replacing, or leaving alone.
