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Customer Profile Integration Platform

Built a centralized enterprise platform that aggregates customer information from multiple business systems into a single interface.

//   CATEGORYEnterprise Platform
//   DELIVERYEnd-to-end build
Customer intelligenceLive
AM
Alex MorganCustomer 000284
Active
Lifetime value$48.2K
Activity12
Locations04
Business systems→Identity layer→Customer record

// What We Built

Bring fragmented customer records together so employees could find a complete, reliable profile without moving between disconnected applications.

// BUSINESS IMPACT

Built to move the business forward.

  1. 01Created a single source of truth for customer data
  2. 02Reduced customer lookup time from minutes to seconds
  3. 03Improved support efficiency
  4. 04Eliminated switching between multiple applications

// The Result

The platform established one dependable customer view and turned a slow, fragmented lookup process into a fast support workflow.

Next projects.

Integration networkLive
APIIntegration Core24.8k events / hour
PodiumRingCentralMicrosoftDispatchTrackData
Event sources→Integration core→Operations

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Systems Integration

Operations workspaceLive
OPERATIONSToday’s workspace
Live
Customers2,418
Open38
Deliveries17
Projects09
Customer profileUpdatedDelivery workflowIn transitProject activityActiveCommunication logSynced
Customers→Workflows→Delivery

Enterprise CRM & Internal Operations Platform

CRM & Operations

Inventory intelligenceLive
AI INVENTORY ANALYSISInventory performance
Ask AI
Turnover4.8×
Overstock8.2%
Slow movers24
Inventory velocity · 7 periods
✦ AI insightRebalance 18 SKUs before the next purchasing cycle.
Inventory data→AI analysis→Decisions

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AI Analytics