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Business Transformation

Restructuring the systems for a growing industrial company.

Our work expanded across the company's website, marketing, sales process, ERP, workflows, reporting, and technology as the business continued to grow.

The Situation

Growth was increasing the demands on the company's systems and processes.

The website, marketing, sales process, ERP, workflows, reporting, and technical projects were increasingly connected.

Improving one area often required understanding what was happening elsewhere in the business.

Scope

  • Website and online presence
  • Brand and marketing infrastructure
  • Sales process and CRM
  • ERP and operational workflows
  • Reporting and management visibility
  • Technical and systems projects

The Approach

Address connected problems together.

We considered how customer experience, sales, internal processes, business systems, data, reporting, and technology affected one another.

Existing tools were retained where appropriate. Configuration, automation, integrations, and new technical work were added where they provided a practical improvement.

Areas of Improvement

The operating foundation changed across several areas.

01

Digital Presence & Marketing

Website, positioning, marketing infrastructure, and customer-facing information were substantially reworked.

02

Sales & Business Systems

CRM, ERP, workflows, data organization, automation, and internal handoffs were improved.

03

Reporting & Visibility

Management reporting and information flows were improved to provide clearer operational visibility.

04

Technical Projects

Continued involvement made it possible to address additional systems and technical needs with existing business context.

Business Result

Approximately 33% revenue growth in less than two years.

During the same period that the work expanded across the website, marketing, sales process, ERP, workflows, reporting, and technology, company revenue increased by approximately 33%.

The revenue growth was the result of the company's broader performance and the work of its people. The case study does not attribute the entire increase to ballastIQ.

Related Services

Operations and business improvement often extend beyond one system.

ballastIQ works across processes, CRM, ERP, reporting, automation, integrations, customer experience, and the technical systems supporting the business.