Case Studies

Overcoming disconnected systems with integrated solutions

Written by CMA | Oct 25, 2024 10:51:26 AM

Challenge: Navigating a fragmented system 

Bertel O. Steen Defence & Security (BOSDS), is a leading Norwegian company specialising in advanced defence and security solutions, including military vehicles, defence systems and maintenance support, catering to the Norwegian Armed Forces and international clients. BOSDS, operating across Sweden, Norway, Finland, and Denmark, was facing operational friction due to disconnected systems.   

Their business relied on multiple tools for critical functions such as logistics, ERP, and CRM. However, the lack of integration between these systems created inefficiencies that BOSDS wanted to change. 


Key challenges 

Manual processes
BOSDS experienced undesired inefficiencies because of too many manual processes managing leads, quotes, and other customer interactions. 
 
Siloed data 
Information was scattered across various platforms, making it difficult to maintain consistency, and to ensure the right level of data accuracy. 

Complex order flow 
Shipping and logistics management was complex, with orders and inbound deliveries requiring manual intervention. 

ERP Overhaul 
BOSDS was in the process of changing their ERP system as part of a company-wide ERP unification effort, adding complexity to their technology landscape. 
   
These challenges hampered BOS’s ability to operate as efficiently as desired.  


Solution: Streamlined operations and better data flow 

With the support of ConnectMyApps, BOSDS successfully transformed its fragmented system into a streamlined, efficient workflow. Key outcomes included: 

Improved Data Flow 
Automated data synchronisation between ERP and CRM systems meant quotes and product information seamlessly transferred between platforms. 

Enhanced Process Efficiency 
Closed-won deals in the CRM triggered invoicing processes in the ERP, and shipping and logistics tasks were automated, reducing manual workloads. 

Better Data Visibility 
BOSDS gained a clearer view of their operations, with accurate, real-time data available across all systems, improving decision-making and reporting. 

Stronger Customer Relations 
The integration also improved BOSDS’s ability to share accurate data with customers and prospects, leading to greater trust and confidence in their processes. 

Company-Wide CRM Rollout 
With selected as their company-wide CRM, BOSDS moved away from inefficient email management, adopting a structured, scalable CRM solution. 

How it was achieved. A seamless integration journey 

ConnectMyApps was involved in every step of the integration process. The solution integrated the CRM with BOSDS’s ERP systems, ensuring smooth data flow between platforms. This allowed quotes and product information to be easily transferred between ERP and CRM, ensuring consistency and accuracy. 

BOSDS’s unique needs required both off-the-shelf integration functionality and customised solutions to meet their specific requirements. ConnectMyApps delivered both, providing flexibility and efficiency. 

 ConnectMyApps provides managed services to oversee the entire integration process, from ensuring GDPR compliance (with hosting entirely within the EU) to ongoing solution maintenance and support. 

 As BOSDS transitioned from to a new ERP system, ConnectMyApps facilitated the parallel integration, ensuring the company could maintain continuity while upgrading their ERP system. 
 

Conclusion  

Through ConnectMyApps’ integration solutions, BOSDS achieved significant gains in operational efficiency, data visibility, and customer relations. By transforming their disconnected systems into a unified, automated process, BOSDS not only solved its existing challenges but also positioned itself for future growth and scalability. 


"CMA made sure that we have accurate data, in the right place at the right time, allowing us to pick just the right CRM, ERP, and logistics systems we needed." 


                                                                                             Erling Høydahl - Business Development Manager