The challenge
The starting point
Commercial growth was outpacing the operation's ability to keep up. Business information lived in disconnected islands: the CRM on one side, the billing ERP on another and execution in spreadsheets, with no automatic traceability between the sale and delivery.
Every jump in volume added manual load to the team and reduced visibility into the real status of each project. The company needed to organize and centralize its information to grow without multiplying operational work.
The approach
How we approached it
Growth was breaking the operation. The key was to stop adding people and start adding traceability: a single source of information between the sale and delivery.
We designed an event-driven flow so the operation moved on its own and the team managed by exception.
The solution
What we did with COBIZ
COBIZ organized the operation around a single source of information:
- Centralized information: we integrated the CRM (customer intake), the ERP (billing) and a project management engine into a single flow, replacing the loose spreadsheets.
- Event-driven process orchestrator: when a sale closes, billing and the project board are created automatically with all their information.
- Automated follow-up: when each payment is confirmed, the next phase is released and the client is notified automatically, with no manual intervention.
- Risk alerts and management control dashboards: from manual, reactive management to exception-based management focused on what truly needs attention.
Results
The impact
The operation moved from artisanal to production line:
- Information became centralized in a single flow (CRM + ERP + project management).
- Follow-up on each project became automatic, with no manual intervention.
- The team shifted to exception-based management, focused on what needs attention.