Finding internal customer records in one click

A manufacturer's leadership team needed to go through 11 steps in their ERP to find basic customer account data. We built a custom connector so our client now gets live ERP data in seconds.

86%

Of the company's Claude queries now run through the connector

Steps in the ERP to manually access customer account details

Standard queries to automate the most frequent asks

Of the leadership team uses the connector daily

<$0

Monthly AI cost to run the connector

THE STORY

What we built

01 The Problem

It took too long for the team to access basic data stored within the ERP.

The team wanted a way to customize their Claude searches with ERP data, but wasn't sure how to connect the two safely and efficiently.

01 The Problem

It took too long for the team to access basic data stored within the ERP.

The team wanted a way to customize their Claude searches with ERP data, but wasn't sure how to connect the two safely and efficiently.

01 The Problem

It took too long for the team to access basic data stored within the ERP.

The team wanted a way to customize their Claude searches with ERP data, but wasn't sure how to connect the two safely and efficiently.

02 The Solution

A custom connector inside Claude that reads live data from the ERP on-demand.

The integration helps employees avoid manual downloads of ERP data for every Claude query, making token usage more effective and reducing the time it takes to get to an answer.

02 The Solution

A custom connector inside Claude that reads live data from the ERP on-demand.

The integration helps employees avoid manual downloads of ERP data for every Claude query, making token usage more effective and reducing the time it takes to get to an answer.

02 The Solution

A custom connector inside Claude that reads live data from the ERP on-demand.

The integration helps employees avoid manual downloads of ERP data for every Claude query, making token usage more effective and reducing the time it takes to get to an answer.

03 The Impact

Complete adoption across the company, helping employees find answers in seconds.

Connector-specific prompts are now stored and shared internally, so that that every user benefits from compounding learnings and saves time collectively.

03 The Impact

Complete adoption across the company, helping employees find answers in seconds.

Connector-specific prompts are now stored and shared internally, so that that every user benefits from compounding learnings and saves time collectively.

03 The Impact

Complete adoption across the company, helping employees find answers in seconds.

Connector-specific prompts are now stored and shared internally, so that that every user benefits from compounding learnings and saves time collectively.

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