Business Problem

• FS Team needed realtime access to ERP data stored in MS Dynamics
  • Accounts Receivable
  • Invoices
  • Order Status Parts
  • Salesforce.com
  • Microsoft Dynamics
• Bring Sales Order Visibility into CRM system
• Six projects scheduled over the next year

Competing Technologies

• Custom code deemed not scalable

Solution

• No-software approach to connect applications in real-time:
  • Salesforce.com
  • Microsoft NAV
• Phase I: Extracted AR, data from ERP to Salesforce dashboard
• Phase II: Updated sales order status into Salesforce opportunity records

Results

• Project delivered in 17 days
• Eliminated Reliance on Custom Code
• Eliminated Reliance on expensive consultants
• Real-time Sales Order Integration Next