Case 03 — Professional Services
Maconomy ⇄ CRM ⇄ BI integration for a global advisory firm
Challenge
A global advisory firm operated separate teams on CRM, Maconomy and a BI platform, with no reliable synchronisation between them. Sales was quoting deals that finance later had to reshape; leadership could not see a single picture of pipeline versus delivery.
Approach
We built an event-driven integration layer that brokers data between CRM, Maconomy and the BI warehouse. Each flow is idempotent, monitored and auditable, with retries and dead-letter handling to keep finance's source of truth intact.
Outcome
One consolidated pipeline-to-delivery view for leadership, and a noticeable drop in finance rework on newly-won deals. The integration layer has since absorbed two additional downstream systems with no rewrite.