Case study 05 · Lighthouse Consulting
ERP & CRM Enterprise Transformation
ERP and CRM transformation focused on business process optimization, workflow automation, API integration and customer-centric reporting.
- Company
- Lighthouse Consulting
- Role
- Product Manager – Enterprise Solutions
- Timeframe
- Dec 2015 – Apr 2017
- Location
- Sultanate of Oman
- ERP
- CRM
- APIs
- Product
- Digital Transformation
01The challenge
ERP and CRM programs only pay off when business processes, integrations and reporting are designed together, and when stakeholders agree on what the solution needs to do.
The work called for product thinking: clear requirements, a solution design grounded in operations, and delivery that stayed on track.
02Keerthi's role
As Product Manager for enterprise solutions, Keerthi led ERP and CRM transformation initiatives from requirements to rollout.
- Led ERP and CRM transformation involving business process optimization, workflow automation and enterprise integration strategy.
- Worked on solution design, API integration workflows, reporting systems and customer-centric transformation.
- Ran stakeholder workshops and wrote BRDs; coordinated Agile delivery, implementation tracking and rollout.
- Collaborated with engineering and functional teams on scalable technical solutions.
03Architecture / approach
Product discipline first: understand the process, agree on requirements, then design the solution and its integrations.
- 01
Discovery & requirements
Stakeholder workshops and BRDs translated business needs into clear requirements.
- 02
Process optimization
Business processes were optimized and automated as part of the ERP and CRM design.
- 03
API integration
API integration workflows connected ERP, CRM and surrounding systems.
- 04
Reporting
Reporting systems supported customer-centric decisions and operations.
- 05
Agile delivery
Agile coordination and implementation tracking carried the solution through rollout.
04Technology
Platforms
- ERP
- CRM
Integration
- API Integration Workflows
- Workflow Automation
Product
- BRDs
- Stakeholder Workshops
- Agile Delivery
Insight
- Reporting Systems
05Enterprise value
ERP and CRM solutions shaped around optimized business processes, integrated through APIs and delivered with Agile discipline.
- Business process optimization and workflow automation within ERP and CRM.
- Integration strategy and API workflows across enterprise systems.
- Structured delivery from workshops and BRDs through rollout.
Outcomes are described qualitatively. Figures appear only where they are verified.
[ADD PROJECT METRIC IF AVAILABLE]06Architecture diagram
Stakeholders
- Business teams
- Customers
- Functional teams
Product
- Workshops
- BRDs
- Agile backlog
Process
- Process optimization
- Workflow automation
Systems
- ERP
- CRM
- API integrations
Insight
- Reporting systems
07Key takeaways
- 01
Requirements are an architecture artifact. A good BRD prevents a bad integration.
- 02
Optimize the process before you automate it.
- 03
Product thinking is what connects a technical solution to a business outcome.