Regional Distributor Integration Project
The Situation
A wholesale distributor in regional NSW needed to connect three separate financial systems. Their team had tried twice before with consultants, but each time the integration broke down within months. They came to us frustrated and honestly a bit skeptical.
What We Covered
Spent two weeks just mapping their current processes. Turned out the previous attempts failed because nobody documented how staff actually used the systems versus how they were supposed to work.
Built a test environment with their actual data (anonymized). Participants learned by breaking things safely, which revealed workflow issues we wouldn't have caught otherwise.
Created custom monitoring scripts specific to their integration points. Taught the team how to read error logs and fix common problems themselves instead of calling support every time.
Outcomes Six Months Later
- Their integration ran consistently for seven months without major issues
- Team resolved 80% of problems internally using methods from the course
- They documented their process and trained two additional staff members
- Reported saving roughly 15 hours per week on manual reconciliation work