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    All case studies

    Financial ERP Automation

    Manufacturing / Engineering Manufacturer

    Manufacturing / Engineering

    Cetec ERPMicrosoft 365

    The challenge

    The company operates manufacturing and engineering workflows through Cetec ERP and relies on Microsoft 365 for daily communication and productivity. The absence of integration between the two systems meant operational data — including customer records, job information, and project status — had to be manually transferred between Cetec and Microsoft 365 tools, creating friction for both operations and customer-facing teams.

    What we built

    • Integrated Cetec ERP with Microsoft 365 to enable operational data to flow between the manufacturing system and productivity suite
    • Automated synchronization of customer records between Cetec ERP and Microsoft 365 contacts and CRM capabilities
    • Configured job and project data flows from Cetec ERP into Microsoft 365 to give operations and engineering teams current status visibility
    • Aligned document and communication workflows between Cetec-generated records and Microsoft 365 collaboration tools
    • Delivered integration monitoring to ensure data consistency between ERP and productivity environments over time

    The outcome

    • Operational data moved between Cetec ERP and Microsoft 365 automatically, reducing manual transfer and duplication
    • Customer-facing teams had access to current job and order information within their Microsoft 365 environment
    • Engineering and operations staff worked with consistent data across both systems, reducing errors caused by outdated records
    • The company improved cross-functional collaboration by connecting their manufacturing system with their daily productivity tools

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