Finding client data answers in one click

Getting one customer number out of the ERP took long enough that people stopped asking. We connected the ERP to Claude so anyone can type the question and see the answer.

86%

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

Steps in the ERP to manually answer one customer question

Standard queries to automate the most frequent asks

Of the leadership team uses the connector daily

Monthly AI cost to run the connector

THE STORY

What we built

01 The Problem

The data was in the ERP. Actually taking the time to find it was the issue.

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

01 The Problem

The data was in the ERP. Actually taking the time to find it was the issue.

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

01 The Problem

The data was in the ERP. Actually taking the time to find it was the issue.

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

02 The Solution

A custom connector inside Claude. It reads live from the ERP through the API.

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. It reads live from the ERP through the API.

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. It reads live from the ERP through the API.

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

It's on every person's screen at board meetings and answers come 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

It's on every person's screen at board meetings and answers come 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

It's on every person's screen at board meetings and answers come 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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