How the work played out, start to finish

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  Salesforce Sales Cloud

  Packaging·7 min read

  Connected enterprise

  One connected platform for a global manufacturing leader

  A global leader in consumer packaging, industrial products, protective packaging and packaging supply chain services

  ERP, CRM, EDI and e-commerce each ran a critical function, but information stopped at every boundary between them. We connected all four around the customer and the order, so customer, product, pricing, order and transaction data flow across the business.

  • →Customer 360 for sales and service teams
  • →One connected Lead-to-Quote-to-Order flow
  • →Automated EDI with trading partners

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  Salesforce Agentforce

  Packaging·8 min read

  AI agents & customer self-service

  One AI service agent for orders, invoices, pricing and support

  A global leader in consumer packaging, industrial products, protective packaging and packaging supply chain services

  B2B buyers had to call or email customer service for order status, invoice copies, pricing and stock. We built an Agentforce Service Agent for the customer’s website that verifies each buyer and answers from live Salesforce and ERP data — ten subagents in one conversation, with a human handoff when it is needed.

  • →Orders, tracking, invoices, pricing and stock answered in chat
  • →Live ERP data, not a cache
  • →Verified identity and handoffs with a visible wait time

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  Boomi integration & EDI support

  Packaging·9 min read

  EDI operations & partner onboarding

  Keeping orders moving through EDI exception management and partner onboarding

  A packaging manufacturer supplying national foodservice, packaging, facility-supply and industrial distributors through EDI

  EDI automation handled most orders, but custom products, below-minimum quantities, unmapped items and integration failures left purchase orders stuck in error queues. We traced each exception to its owner, worked it through with the customer and internal teams, and brought new trading partners live on Boomi.

  • →Stuck purchase orders worked through to fulfillment
  • →Exceptions resolved with customers, not bounced back
  • →New trading partner certified and live on 850/855/856/810

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  Boomi integration & EDI support

  8 min read

  Integration stabilization & recovery

  Stabilizing a high-volume Boomi EDI integration and restoring ERP processing

  An enterprise running business-critical EDI and ERP transaction flows on Boomi and NetSuite

  Boomi executions that should have finished in minutes were running for 18–20+ hours, overlapping one another and starving the ERP of connections while invoices and bills piled up. We stabilised the platform, recovered the backlog in a controlled sequence and put monitoring in place to catch the next one early.

  • →Long-running and redundant executions removed
  • →Critical financial transactions recovered
  • →Proactive runtime and backlog monitoring

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Client names are withheld under NDA. Each study describes the organisation, the system and the outcome — the detail we can share without one.