Practitioner's Insight
"A financial integration isn't just a data pipe; it's the central nervous system of your revenue operations. If it's not built for scale from day one, it will become a bottleneck that throttles your growth."

The Situation: Scaling Pains for a Market Leader

A leader in product experience software was in a period of strategic growth. This involved migrating their financial system and consolidating their integration tools. However, a critical custom-built integration between their financial systems, created by a former employee, was becoming a significant operational risk.

Key Results

The Hidden Automation Ceiling: A Ticking Time Bomb

The existing integration was a ticking time bomb. It was fragile, completely undocumented, and inefficient. Monolithic, poorly designed workflows were causing data inconsistencies, most notably creating duplicate customer records because of a faulty bi-directional sync. This fragile system lacked the reliability and visibility needed to scale financial operations, putting a ceiling on their growth potential.

The original integration was a fragile, opaque process that created data integrity issues and lacked scalability.

The Turning Point: Re-Architecting for a Single Source of Truth

OneSolve's key insight was that a simple fix was not enough. The entire process needed to be re-architected from the ground up, following enterprise best practices. We established their financial system as the single source of truth for all customer and invoice data, redesigning the data flow to be a clean, unidirectional sync. The most critical innovation was the development of a powerful, custom SDK for the integration platform. This SDK combined multiple API calls into one and processed records in batches, a move that would dramatically improve efficiency and reduce cost.

The Breakthrough: Stability, Speed, and Savings

The new integration went live and delivered immediate, transformative results. The re-architected, modular workflows provided the stability and reliability the finance team needed. By establishing a master record system, data integrity issues were eliminated. Most impressively, the custom SDK's batch processing was a game-changer, drastically reducing the number of automation tasks and API calls, leading to significant cost savings and faster processing times.

OneSolve re-architected the flow with a custom SDK, creating a stable, efficient, and scalable solution.

The New Reality: A Scalable Foundation for Growth

OneSolve didn't just fix a broken integration; we delivered a scalable, maintainable, and cost-effective foundation for their future financial operations. The project's success and our deep expertise also had a strategic impact, helping leadership envision a broader role for their enterprise integration platform. By turning a liability into an asset, we empowered them to continue their growth trajectory with confidence.