A $80M enterprise technology company was running Salesforce for CRM and NetSuite for ERP – two of the most common systems in enterprise software. The problem: they weren't talking to each other. Every week, two finance team members spent their Mondays manually reconciling bookings data between the two systems. Every month-end, the close dragged to 12 days because the revenue recognition process required triple-checking data that had been entered manually into both systems.
The COO had been told it would take 6 months and $150,000 to integrate the systems properly. Robert had done this before. We quoted 3 weeks and $28,000.
We spent the first three days mapping every data flow between sales, finance, and the two systems. The core problem was straightforward: when a deal closed in Salesforce, someone manually entered the contract details into NetSuite. When a subscription renewed in NetSuite, someone manually updated the account record in Salesforce. The reconciliation work existed purely because the systems didn't trust each other.
We designed a bi-directional integration using Cloudflare Workers as the middleware layer – no expensive iPaaS platform required:
"We went from 12-day close to 4-day close. The Monday reconciliation that used to take two people an entire morning is now a 5-minute exception review."
The integration went live in week 3. The first close after deployment took 4 days – down from 12. The Monday reconciliation became a 5-minute review of automated exception reports. Two finance team members reclaimed approximately 3 hours per week each. Annual labor cost savings: $95,000. The COO described it as "the most impactful $28,000 we've ever spent."