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Case Study

Real-Time Sales & Order Insights Using MYOB

How Data Insite connected two organisations across two states with instant visibility, smarter forecasting, and improved customer experience.

Certified Partner

Certified Partner

Certified Partner

The challenge

Disconnected Systems & Delayed Reporting

Our client, operating across two organisations and two states, relied heavily on MYOB but lacked a unified, real-time view of sales, orders, and operational activity. Their teams were forced to depend on manual reporting, exports, and spreadsheets—resulting in:

  • Data delays preventing real-time decision-making
  • No consolidated view of orders or sales across both businesses
  • Limited ability to forecast demand or plan resourcing
  • Missed opportunities to consolidate shipments and reduce costs
  • Inconsistencies in customer updates due to outdated information

The Ask:
“We need real-time MYOB data accessible to both organisations—live sales, live orders, and the ability to forecast accurately.”

THE SOLUTION

A centralised, real-time MYOB data integration with live dashboards, automation, and cross-state visibility

Data Insite designed and delivered a fully automated data pipeline that synchronised MYOB data from both organisations into a single, real-time operational dashboard.

Key solution components included:

  • Live sales and order synchronisation directly from MYOB
  • Real-time forecasting tools for demand planning and revenue projection
  • Resource allocation insights to distribute workload across states
  • Task visibility and workflow integration, allowing teams to track and action work immediately
  • Shipment consolidation visibility, identifying opportunities to combine orders and reduce freight costs
  • Customer service enhancement, enabling staff to provide accurate, live updates

All components were customised to the client’s operations and delivered with setup, training, and ongoing support.

THE RESULTS

Improved Visibility, Smarter Forecasting, Better Customer Experience

Within weeks of implementation, both organisations reported substantial operational improvements:

  • Centralised Real-Time Visibility – Sales, orders, and tasks from both businesses became instantly accessible to all authorised users, regardless of location.
  • Sales & Resource Forecasting – Teams could now predict demand, plan capacity, and allocate staff where needed.
  • Improved Customer Service – Staff were equipped with accurate, real-time data to update customers instantly and resolve queries faster.
  • Shipment Consolidation – Live order data allowed them to combine shipments, reducing freight costs and improving delivery efficiency.
  • Operational Reliability – Automated updates eliminated manual reporting, data errors, and delays.

This transformation delivered a more connected, efficient, and proactive organisation—empowering teams across states to work as one unified operation and significantly improving the customer experience.

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