Case Study: a leading distributor of industrial products improves operational transparency with Sphere Partners' Epicor-to-monday.com integration

a leading distributor of industrial products improves interdepartmental transparency with Sphere Partners

A leading distributor of industrial products sought to integrate its Epicor CRM with its monday.com Work OS to improve operational efficiency. The client, an industrial engineering firm, faced a challenge as its teams lacked tracking and reporting transparency for new orders and updates, which were previously communicated via email and messaging systems. They selected Sphere Partners as their technology partner to solve this issue.

Sphere Partners developed a custom API adaptor to create a data model and mapping between Epicor and monday.com. This solution used trigger events to initiate data pushes from the CRM to the project management boards. The implementation dramatically improved transparency and clarity among the client's stakeholders and led to more efficient operations, with key employees reported as being very happy with the results.