The Challenge Over almost 30 years Ergo has grown to become one of Ireland’s leading cloud and IT managed service providers, an IT company that thrives at the intersection of business and technology. As the firm expanded through acquisitions and natural growth it evolved into separate business units, each with its own specialities and fields of work. This presented a challenge in the way new clients were onboarded. Sales, Finance and the IT Service Management (ITSM) function had their own way of engaging with customers. Sales use a CRM system; Finance works with an accounts package; ITSM relies on a specialist application. The challenge was that client information was disseminated to different stakeholders at different points in time, causing inconsistencies in

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