Level 2 · Trunk · Modern data stackThe problem
Three systems. Three numbers. One very long meeting.One number. Every system agrees.
El Puente supplies contractors and hardware stores from Bayamón. Sales lives in the CRM, invoicing in the ERP, and finance keeps its own spreadsheet. Every Monday starts with the same fight: whose October revenue is right?
Revenue is invoiced amount − credit memos, counted by invoice date, one customer per tax ID. Defined once. Every report reads it.
What our team built
- Pulled every system into one place
ERP, CRM and the finance spreadsheet land in one cloud data platform, refreshed on their own.
- Matched the customers
One customer per tax ID. 4,812 records became 4,390 real customers.
- Defined revenue once
Invoiced, net of credit memos, by invoice date. Every report and dashboard reads that one definition.
Data Foundation · Level 2
End the "whose number is right" meeting.
This is you if you have reports, but nobody trusts them.
Thirty minutes, one question your data should answer. If we can't help, we'll say so.