How Halden Systems eliminated duplicate data entry between CRM and ERP

Company Overview

Halden Systems runs a CRM for sales and an ERP for fulfilment and invoicing. Neither talks to the other, so every closed deal was typed in twice by two different teams.

Challenge

• Every won deal was entered twice, costing around 25 hours a week across both teams
• Around 5 percent of orders had a mismatch between systems, usually in pricing or quantity
• Invoicing waited on the retyping, which added two to three days to the cash cycle
• Nobody could say with confidence which system held the correct customer record

Solution

• Brightpath Flow pushes each closed deal from CRM into the ERP, including line items and agreed pricing
• Field level rules decide which system wins for each attribute, so there is no ambiguity
• Anything that cannot be matched automatically raises an exception task rather than failing silently
• Customer master changes flow both ways, so the two systems no longer drift apart

Results

• Duplicate entry removed entirely, returning around 25 hours a week to the two teams
• Order discrepancies fell from about 5 percent to under half a percent
• Invoices now issue on the day the deal closes rather than two to three days later
• The customer master has stayed reconciled between both systems for over six months

Customer Testimonial

"Everyone knew the double entry was wasteful. What nobody had added up was the error rate. Removing eight minutes of typing per order was nice. Removing the one in twenty orders that was quietly wrong is what actually paid for Brightpath Software."

David Okafor, Head of Delivery, Halden Systems

Key Benefits

• Closed deals flow into the ERP automatically
• Explicit field level rules for which system wins
• Unmatched records raise exceptions instead of failing quietly
• A customer master that stays reconciled

Brightpath Software connected two systems Halden Systems could not replace, and removed both the retyping and the errors it caused.