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Five workflows. Proven delivery patterns.
Each represents a repeatable delivery pattern — the same root causes, the same integration architecture, the same result.
Revenue is booked days after it’s earned.
The moment a deal is marked Won in Salesforce, the manual work begins. Ops re-keys the quote into NetSuite, errors creep in, Finance can’t invoice because ERP doesn’t match CRM. The average team loses 5–8 days of revenue per deal.
How it works
- Salesforce opportunity stage change fires integration trigger
- Agent validates quote data against pricing catalogue and discount rules
- ERP order created automatically with correct line items and pricing
- Invoice queued in billing with order reference
- Exception alert fired if validation fails — human review triggered
time-to-book reduction
error rate (was 12%)
to production
Renewals are identified too late to save.
At-risk accounts surface 30 days before renewal — by then the customer has already decided. Manual review, no health scoring, contracts renewing at wrong terms. By the time Finance notices, the opportunity is gone.
How it works
- Health score drop triggers early-warning agent 90+ days before renewal
- Agent segments accounts by risk tier and renewal date
- Account exec task created in Salesforce with recommended action
- Automated personalised outreach sequence initiated
- Pricing and contract data synced from ERP to CRM
- Renewal booked and confirmation sent to billing automatically
churn rate (was 18%)
early warning lead time
to production
Cases age past SLA while teams wait for context.
Support can’t act because ERP data is missing. Ops can’t close the exception because billing hasn’t confirmed. Cases bounce between systems while the customer waits and the SLA clock runs.
How it works
- Case created in Salesforce Service Cloud
- Agent reads case and queries ERP, billing, and order data simultaneously
- Case categorised and severity scored automatically
- Auto-resolution executed for standard case types
- Complex cases routed to specialist with full context pre-loaded
- SLA timer reset, customer notified, resolution recorded
40–60%
cases resolved without human touch
SLA
compliance improved
Finance teams spend 40% of their time chasing.
Aging invoices, manual follow-ups, no automated escalation. The information needed to collect is spread across ERP, CRM, and billing. At scale, this approach doesn’t hold.
How it works
- Aging invoice report pulled from ERP nightly
- Agent scores each debtor by risk: payment history, dispute flags
- Communication sequence triggered: reminder → escalation → final notice
- Payment received — ERP reconciled, CRM updated automatically
- Unresolved accounts escalated to finance team with full context
- Monthly reporting auto-generated: collected, disputed, at-risk
DSO (was 61)
reduction in manual emails
to production
AI pilots work in the demo, fail in production.
Gartner finds 60%+ of companies using ERP-embedded AI leverage less than half its functionality. The reason is almost never the model — it’s broken data pipelines, missing integrations, and no governance layer beneath the agent.
How it works
- Audit current data quality across all systems in scope
- Define master data model: customer, product, order, finance
- Build integration pipelines with data validation at each hop
- Implement data quality rules and monitoring in Informatica IDMC
- Set up lineage and reconciliation reporting
- Validate with AI agent test suite before going live
AI
outputs become trustworthy
Audit
compliance improves
Talk to our team about your specific challenge
Operational transformation. Delivered in production.
Commercially transparent delivery on your existing platforms, or with the right one introduced through our certified partners.