Connecting ERP, CRM, EDI and e-commerce to create a unified digital enterprise.
A global leader in consumer packaging, industrial products, protective packaging and packaging supply chain services, serving customers across a broad worldwide footprint.
As the organization continued to grow, its business operations depended on multiple enterprise platforms. ERP, CRM, EDI and e-commerce systems each supported critical functions, but disconnected processes created challenges in sharing information, managing orders, serving customers and maintaining consistent data across the enterprise.
AD Infosystem helped transform these disconnected applications into a connected digital ecosystem, enabling customer, product, pricing, order and transaction information to flow seamlessly across business functions.
The customer was operating a complex technology landscape involving ERP, CRM, EDI, e-commerce and multiple integration interfaces.
The organization needed more than point-to-point integrations. It needed a scalable digital architecture that connected the enterprise around the customer and the order lifecycle.
AD Infosystem designed and implemented an integrated architecture connecting the organization’s core business platforms.
The solution connected customer engagement, sales, e-commerce, ERP, order management, EDI and operational processes into a coordinated flow of information.
This architecture created a foundation where each system could continue performing its specialized role while information moved seamlessly between platforms.
One of the key outcomes was the ability to provide sales and service teams with a more complete view of the customer.
Instead of navigating multiple systems, users could access relevant customer information through Salesforce and connected enterprise data.
Sales and customer service teams can understand the customer relationship and business activity in context, enabling faster responses and more informed customer conversations.
The integrated platform also improves the sales team’s ability to create and manage quotes. Sales representatives can work with customer, product, historical order and pricing information without relying on disconnected processes.
This creates a more streamlined Lead-to-Quote-to-Order experience.
Three lanes carry an order through the business — the sales and service desk, the trading-partner network and the online store — and each now hands off to the next without re-entry.
Orders can move between customer-facing channels and back-office operations through integrated APIs and enterprise integrations.
The integration reduces manual re-entry and provides greater visibility into order status throughout the lifecycle.
EDI is a critical component of the packaging and manufacturing ecosystem. Dell Boomi helps connect trading partners and enterprise systems so that business transactions can be exchanged electronically.
By integrating EDI processes with the broader enterprise architecture, the organization can reduce manual processing and improve transaction consistency.
Salesforce Commerce Cloud provides the digital commerce experience while integration connects online activity with CRM and ERP processes.
This enables the business to provide a more consistent experience across sales representatives, customer service and digital commerce channels.
AD Infosystem implemented an API and integration-driven architecture using MuleSoft, REST, SOAP and enterprise integration services.
Each system talks to the integration layer, not to every other system — so adding one more means one more connection, not a new web of them.
The transformation moved the organization from disconnected applications and manual handoffs toward a connected operating model.
| Before | After |
|---|---|
| Multiple sources of information | Connected enterprise data |
| Manual data entry | Automated integration |
| Limited customer visibility | Customer 360 |
| Disconnected sales and ERP processes | Connected Lead-to-Order |
| Manual EDI processes | Automated EDI transactions |
| Separate e-commerce and back office | Connected digital commerce |
| Difficult order tracking | Improved order visibility |
| Repetitive reconciliation | Integrated data flow |
| Complex point-to-point interfaces | API/integration architecture |
| Limited scalability | Scalable digital foundation |
Sales and service teams gain broader visibility into customer relationships, purchasing activity, orders, products and interactions.
Sales representatives spend less time searching for information and performing administrative tasks and more time engaging customers.
Connected processes reduce handoffs between sales, commerce, ERP, fulfillment and finance.
Automated system integration reduces duplicate data entry and manual transcription.
Customer-facing teams can access relevant information more quickly and respond to customer inquiries with greater context.
Automation reduces repetitive activities across sales, order management, EDI and back-office operations.
Integrated applications reduce conflicting information and create a more reliable flow of enterprise data.
The integration framework provides a foundation for onboarding additional customers, trading partners, applications, products and digital channels.
Connected information enables leadership to gain improved visibility into sales activity, customer activity, orders and operational performance.
AD Infosystem brings together CRM, ERP, e-commerce, EDI, integration, data and AI expertise to solve complex business transformation challenges.
Rather than implementing applications in isolation, we focus on how systems work together across the complete business lifecycle.
The connected platform also creates the foundation for future AI-driven capabilities. Once customer, product, pricing, order, inventory and transaction data are connected, organizations can introduce intelligent capabilities such as:
Identify customer opportunities, risks and engagement patterns.
Help sales representatives evaluate pricing using customer history, product information, market factors and business rules.
Prioritize leads using customer and engagement signals.
Identify opportunities requiring attention and recommend next actions.
Identify orders that may be delayed or require intervention.
Provide sales representatives with relevant products, actions and customer insights.
Use connected enterprise information to help service teams answer customer questions faster.
AD Infosystem helps manufacturing, packaging, distribution and other complex organizations modernize their technology landscape by connecting people, processes, applications and data.
If your organization has multiple systems that need to work together, AD Infosystem can help create a connected architecture that improves customer experience, employee productivity, operational efficiency and business visibility.
