Case study · From the Pluris libraryReceipt no. 5218
What sucked
The manufacturer builds mission-critical power systems that customers specify through a website configurator.
That configuration then had to be re-entered into the back-end engineering system to produce the order, and re-entered again into Salesforce for the sales pipeline. Three copies of every quote, typed by three teams, with the errors and delays that implies.
What they built
ModernEdge connected a PE-backed power-systems manufacturer's website configurator directly to its back-end engineering system and to Salesforce, with Claude mapping and normalizing configurator output into each system's fields, delivered as modular workstreams the manufacturer could fund one at a time.
What changed
3 → 1
One shared system of record for sales instead of three disconnected tools.
0 re-keying
Duplicate manual entry between quoting, engineering and Salesforce removed.
Modular workstreams, each validated before the next
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