Where it started, and what wasn't working.
Each department had picked the tool that suited it best — CRM here, project tracker there, an approval system bolted on, a separate reporting layer that pulled from all three. Each tool was fine in isolation. Together, they meant nobody had the whole picture.
KEYOB connected the workflow into one clearer operating layer. Records, events and state changes that matter are now synchronised across all four tools — leadership sees one operating view, individual teams keep the tools they prefer.
Where the friction actually lived.
- Sales, project, approvals and customer records each living in their own tool.
- Each tool fine on its own — together, no one had the whole picture.
- Handoffs between departments happening over CSV exports and Slack.
- Leadership dashboards always one export behind reality.
- No way to track an account end-to-end across the four systems.
What we did about it.
We left every team with the tool they preferred. The integration backbone underneath synchronises the records, events and state changes that actually need to flow across departments.
Decisions used to wait on someone exporting a CSV. Now they wait on nothing.