WAAC

Systems integration

Integrated BI Dashboard with CRM and ERP

Integrate CRM, ERP and operations into reliable BI dashboards for faster and more accurate decision-making.

Companies running multiple systems such as CRM, ERP and operational tools often struggle with fragmented data. This leads to inconsistent reports, manual consolidation and decisions based on partial views. Integrated BI dashboards solve this by connecting data sources and transforming them into a reliable and unified view.

Benefits

  • System integration across CRM, ERP and operations
  • Unified business view for leadership and management
  • Reduced manual analysis and data consolidation effort
  • Automated dashboard updates
  • Reliable data with centralized logic
  • Cross-team alignment with consistent KPIs

How WAAC delivers

WAAC starts with a technical assessment of your systems, mapping CRM, ERP and other tools to identify integration opportunities.

We define key metrics and integrate data via APIs, databases or connectors. Then we model and structure the data into dashboards aligned with your business processes.

After validation, dashboards evolve continuously with new metrics and improvements. Implementation is remote across Brazil with ongoing support.

Use cases

Sales leaders can connect CRM and ERP data to track real revenue and conversion performance.

Finance teams can combine operational and financial data for better insights.

BI teams can centralize multiple data sources into a single source of truth.

FAQ

How to integrate systems into BI?

By mapping systems, connecting via APIs or databases, and structuring data into dashboards.

What data can be included?

Sales, financial, operational, customer and productivity data.

How to ensure reliable data?

Through validation, standardized rules and official data sources.

Can dashboards update automatically?

Yes, with scheduled updates depending on the system architecture.

Can CRM and ERP be combined?

Yes, enabling a complete business view.

Is it available nationwide?

Yes, implemented remotely.

If your company needs a unified and reliable data view, the next step is building an integrated BI dashboard.

Frequently asked questions

How to integrate systems into BI?

By connecting systems via APIs or databases and structuring dashboards.

What data can be included?

Sales, financial, operational and productivity data.

How to ensure data reliability?

By validating and standardizing data sources.

Can dashboards update automatically?

Yes, with scheduled updates.

Can CRM and ERP be integrated?

Yes, in a single dashboard.

Is it remote?

Yes, implementation is remote.

Is your company facing any of these challenges?

  • •CRM, ERP and operational data spread across disconnected systems
  • •Conflicting reports and KPIs between departments
  • •Manual spreadsheet consolidation consuming valuable time
  • •Slow decision-making due to outdated or incomplete information
  • •Lack of trust in business performance metrics
  • •Difficulty identifying operational and commercial bottlenecks

The cost of maintaining fragmented data

  • •Strategic decisions based on inconsistent or incomplete information
  • •Lost productivity caused by manual reporting processes
  • •Poor alignment between sales, finance and operations teams
  • •Limited visibility into business performance and growth opportunities
  • •Increased operational risk due to unreliable reporting

The transformation with WAAC

Before

Data scattered across CRM, ERP, spreadsheets and operational systems

After

A unified business view with all critical information in one dashboard

Before

Hours spent manually consolidating reports

After

Automated dashboards with continuously updated metrics

Before

Different departments working with different numbers

After

A single source of truth for the entire organization

Before

Reactive management based on delayed information

After

Faster and more confident decision-making based on reliable data

How our solution works

1

System Assessment

We analyze CRM, ERP and operational systems to understand data sources, dependencies and integration opportunities.

2

KPI Definition

We identify the most important business metrics and establish standardized calculation rules.

3

Data Integration

We connect systems using APIs, databases, connectors and structured data pipelines.

4

Dashboard Development

We build customized dashboards aligned with management, operational and strategic needs.

5

Continuous Evolution

We refine dashboards, indicators and integrations as your business grows.

Benefits for your business

Faster Decision-Making

Access reliable metrics instantly without waiting for manual reports.

Higher Data Reliability

Reduce discrepancies and improve confidence in business performance indicators.

Operational Efficiency

Eliminate repetitive reporting tasks and free teams to focus on analysis and execution.

Unified Business Visibility

Combine commercial, financial and operational data into a single management view.

Cross-Department Alignment

Ensure all teams work from the same metrics and business objectives.

Scalable Analytics Structure

Build a reporting foundation that supports sustainable business growth.

WAAC vs Traditional Reporting Processes

Feature / DifferentiatorWAAC approach
Data ConsolidationAutomated integration across systems versus manual spreadsheet aggregation.
AccuracyStandardized business rules versus inconsistent calculations across departments.
SpeedNear real-time dashboard updates versus delayed report generation.
Management VisibilityIntegrated business intelligence versus isolated departmental reports.

Complete connectivity across your business ecosystem

CRMERPOperational SystemsDatabasesBusiness Intelligence PlatformsFinancial SystemsAPIsSpreadsheets and Legacy Systems

Why choose WAAC?

  • Specialists in business intelligence, automation and systems integration
  • Experience connecting CRM, ERP and operational environments
  • Business-focused approach that aligns technology with decision-making
  • Remote implementation across Brazil
  • Continuous support for dashboard evolution and optimization

Business outcomes that inspire confidence

360° Visibility

Integrated commercial, financial and operational insights.

Automated Reporting

Less manual effort and more time for strategic analysis.

Single Source of Truth

Consistent KPIs across every department.

Operational Efficiency

Reduced reporting complexity and improved management control.

Our delivery methodology

1

Phase 1

Technical assessment of systems and data sources.

2

Phase 2

Definition of KPIs, business rules and reporting requirements.

3

Phase 3

Data integration, transformation and validation.

4

Phase 4

Dashboard development and stakeholder validation.

5

Phase 5

Ongoing optimization, support and expansion of analytics capabilities.

Frequently Asked Questions

Can CRM, ERP and operational systems be integrated into the same dashboard?

Yes. WAAC specializes in consolidating multiple business systems into a unified analytics environment.

How often can dashboards be updated?

Updates can be scheduled at defined intervals or configured for near real-time synchronization depending on system capabilities.

How do you ensure data accuracy?

By standardizing business rules, validating calculations and connecting dashboards directly to trusted data sources.

Can dashboards be customized for different departments?

Yes. We create tailored views for leadership, sales, finance, operations and other business areas.

Can the project be delivered remotely?

Yes. WAAC delivers and supports BI integration projects remotely for companies across Brazil.

Ready to turn fragmented data into business intelligence?

Connect CRM, ERP and operational systems into reliable dashboards that improve visibility, efficiency and decision-making.

Request a Free Assessment

Solution line

Systems integration