Customer Stories

Real manufacturers.
Real results.

These are companies that stopped wrestling with fragmented data and started making decisions. Different industries, different ERP environments, one consistent outcome: the data finally worked for them.

Industrial Manufacturing  ·  Global Operations  ·  PE-Backed

Shape Technologies Group

shapetechnologies.com

When a manufacturer grows by acquisition, the ERP complexity compounds with every deal. Shape Technologies arrived at seven ERP systems, three CRMs, and a global footprint, each entity running the system that came with the transaction.

Connect7 ERPs + 3 CRMs unified into one global data foundation
EnrichSupplier & customer master resolved across all entities
AnalyzeCross-entity analytics for PE sponsor reporting
ActGo-Gets targeting inventory, renewals & at-risk accounts

Getting to a single view of operations started with connection. Marquis pulled data from all seven ERP systems, three CRM platforms, and third-party service providers into one foundation, and then did the harder work of making it usable. Supplier records that existed under three different names in four different systems got resolved into a single master. Customer accounts split across acquired entities were unified. Inventory positions that looked different depending on which system you asked came into alignment across the global operation.

A hundred suppliers came off the active list, rationalized out of a supply chain that had never been consolidated before. More importantly, the analytics started surfacing things that hadn't been visible: maintenance contracts slipping toward expiration without outreach, customers showing early signals of disengagement, inventory concentrations that didn't match where demand actually sat. The platform turned those signals into clear actions. Maintenance contract renewals grew 200%. Customer churn dropped 10%. And the PE sponsor got the cross-entity reporting that had been the whole point of building a global platform in the first place.

Results
$10M
Inventory optimized across global operations
100
Suppliers rationalized from the global supply base
10%
Customer churn reduction
200%
Maintenance renewal growth

The work Marquis Data has done resulted in a unified and global data platform, widespread analytics adoption, and business outcomes which couldn't have been realized otherwise.

Daric Schweikart
CIO & VP of Technology, Shape Technologies Group
Kitchen & Bath Manufacturing  ·  6 Facilities  ·  AS/400 ERP

Cabinet Works Group

cabinetworksgroup.com

ACPI Products ran a solid operation across six manufacturing facilities, but the system keeping their analytics running was a custom-built data warehouse that cost $25,000 a month to maintain and was always a few steps behind reality.

ConnectAS/400 ERP + new Elkay application suite connected directly
EnrichProduct cost & customer master unified across all six facilities
AnalyzeReal-time cost visibility replaced scheduled warehouse refreshes
ActPlatform built to support acquisitions without rebuilding

The challenge wasn't just cost, it was currency. The homegrown warehouse ran on a schedule, which meant data was always a step behind. When material costs changed, the analytics didn't reflect it until the next refresh. When a new product was added to the catalog, someone had to manually wire it into the warehouse schema. Marquis replaced the whole stack: connected the AS/400 and the new Elkay application suite directly, enriched the product and customer records across all six facilities, and delivered analytics where real-time cost changes appeared as they happened, no lag, no manual maintenance.

The warehouse was retired. The IT team that had been sustaining it was freed. The platform that replaced it cost less, delivered more, and reached further. 50% more users across the organization were working with data that was more current and more complete than anything the old system had produced. And when the next acquisition comes, the platform is already there. No rebuilding. No re-architecting. Just connect and go.

Results
$25K
Monthly BI software cost eliminated
50%
Analytics users increase across the organization
200%
Data availability improvement
Real-time
Product cost visibility replacing scheduled refreshes

Our partnership with Marquis Data has provided ACPI with a platform that will support all of our acquisitions, has allowed us to capture real-time changes in product costs, and has dramatically reduced the hours needed to generate our analysis.

Mike Franklin
CIO, Cabinet Works Group (formerly ACPI Products)
Transportation Equipment  ·  Multi-Brand Portfolio  ·  Karmak ERP

Polar Services / EnTrans International

depotconnect.com

EnTrans International operates a portfolio of transportation equipment brands. Polar, Heil Trailer, Kalyn Siebert, Jarco, and SERVA, each with its own product lines, service network, and operational rhythms, all running through Karmak ERP across four separate business line modules.

ConnectAll 4 Karmak modules unified: unit, lease, spares & service
EnrichInventory & customer records resolved across all brands
AnalyzeWorking capital, consignment, and churn signals in one view
ActTargeted outreach and inventory rebalancing drove P&L impact

Getting a unified view across four Karmak modules had previously meant exports from each one and manual assembly, a process that was slow, error-prone, and always a few days behind. Marquis connected all four directly and resolved the customer and inventory records across business lines so the analysis could actually cross them. Consignment positions at dealerships. Parts inventory by brand. Customer activity history spanning unit sales, service visits, and lease renewals. It all came together in a single view for the first time.

The analytics revealed where working capital was concentrated: consignment inventory sitting at dealers beyond its productive lifecycle, parts positions that could be consolidated without service impact, and customer accounts showing reduced engagement before they became churn. Acting on those signals produced immediate P&L results. Consignment inventory dropped 50%. Working capital freed was $2 million. Period-over-period sales grew 10%, not from adding accounts, but from serving the existing base with better information. Customer retention improved 15%.

Results
$2M
Working capital freed
50%
Consignment inventory reduction
15%
Customer churn reduction
10%
Period-over-period sales growth

Marquis Data's work has resulted in immediate reductions of working capital, reduced consignment inventory, and improved period-over-period sales. The solutions have saved countless hours and real P&L results.

Jerry Cignarella
President, Polar Services / EnTrans International
Industrial Manufacturing  ·  Salesforce + SAP Business One  ·  Multi-Entity Portfolio

Medical Manufacturing Technologies (MMT)

mmt-inc.com

MMT operates a growing portfolio of manufacturing entities, and every acquisition brought the same challenge: a new CRM configuration, a new ERP baseline, and a new set of assumptions about what good performance actually looked like. Making apples-to-apples comparisons across the portfolio, fast enough to act on them, was the defining problem.

ConnectSalesforce CRM + SAP Business One unified into one data foundation
EnrichCustomer, opportunity, and product records normalized across all entities
AnalyzeSales pipeline analytics and SIOP demand reporting across the full portfolio
ActGo-Gets surface pipeline gaps by entity; acquisition onboarding accelerated

MMT's Salesforce instance captured the sales motion, leads, pipeline stage, account activity. SAP Business One ran the operations, open orders, production schedules, demand signals. Neither system alone could answer what leadership actually needed to know: how is the portfolio performing across entities on a basis that makes comparison possible? Marquis connected both, pulling pipeline and opportunity data from Salesforce and matching it against order history and operational data from SAP Business One into a single unified view.

With customer and opportunity records enriched and normalized across acquired entities, the Sales IQ and SIOP modules gave MMT something that had been genuinely hard before: demand visibility and pipeline health on an apples-to-apples basis across the full portfolio. When a new acquisition comes in, the platform absorbs it, same model, same metrics, same reports from day one. Leadership called the data insights their compass. Not because the charts were beautiful, but because they pointed at the right places to focus.

Results
2-way
Salesforce + SAP Business One unified in one platform
Portfolio
Apples-to-apples comparison across all entities
Accelerated
Acquisition integration and onboarding timeline
Full SIOP
Demand signals + pipeline aligned in one view

Shortening learning curves during acquisitions is paramount, and Marquis Data empowers us to manage our entire portfolio effectively, ensuring apples-to-apples comparison and quicker decision-making. Their data insights have become our compass, guiding us to focus on where it matters most and elevate our service levels.

Richard Stetler (Rick)
Chief Operating Officer, Medical Manufacturing Technologies (MMT)
Global Distribution & Services  ·  Oracle + Multi-ERP  ·  Pricing Optimization

Cooper Machinery Services

cooperservices.com

Cooper operates across nine product lines, five service lines, and 70 countries, a pricing environment complex enough that even their PE firm's standard reporting couldn't keep up with it. The question wasn't whether pricing data existed; it was whether anyone could act on it fast enough to matter.

ConnectOracle ERP + additional data sources connected across all product and service lines
EnrichPricing data unified across 9 product lines, 5 service lines, and all geographies
AnalyzePrice-volume-mix analytics and compliance visibility across 70 countries
ActAutomated cost alerts and pricing adjustments; compliance tracked at transaction level

With nine product lines, five service lines, and operations in 70 countries, Cooper Machinery Services' pricing environment was genuinely complex. Cost inputs varied by region, by product family, and by contract type. A pricing decision that was correct in one market could be eroding margin in another, or creating compliance exposure that wouldn't surface until it was too late to fix. Marquis connected Oracle and the additional data sources into a unified pricing foundation, then enriched the product and service records to make cross-market and cross-entity comparison possible for the first time.

The Pricing IQ layer gave Cooper Machinery Services' team dashboards that went deeper than what their PE ownership firm had asked for, and the team kept going deeper. Automated alerts flagged cost fluctuations and triggered pricing reviews before margin eroded. Sales teams could make adjustments within defined guardrails without waiting for central approval on every decision. Compliance was tracked at the transaction level, not assembled after the fact from spreadsheets. The result was millions in incremental savings and price uplifts, not from one big pricing overhaul, but from consistently acting on the signals the platform surfaced.

Results
$Millions
Incremental pricing savings and uplifts
9 + 5
Product and service lines with full pricing visibility
70
Countries with compliance monitoring
Automated
Cost-to-price alerts and adjustment triggers

Marquis IQ has netted us millions in incremental savings and price uplifts, while also shaping our strategy and vision. The dashboards provide greater insight than our PE ownership firm required, and the team keeps going deeper.

Matt Forcey
Chief Marketing Officer, Cooper Machinery Services
Aerospace Manufacturing  ·  Multi-ERP  ·  Global Operations

Signia Aerospace

signiaaerospace.com

Signia manufactures highly specialized aircraft systems and components, a business where precision is non-negotiable. Managing the commercial data infrastructure behind that work, across multiple organizations and ERPs spanning global operations, required the same standard of rigor that goes into the hardware.

ConnectDisparate ERP systems connected across multiple organizations globally
EnrichPricing, procurement, and contract data unified across all business units
AnalyzeCommercial compliance and pricing optimization visible across all programs
ActStandardized processes instituted; procurement and pricing decisions accelerated

Signia didn't have a single ERP problem, they had a multi-organization data problem. Multiple ERP systems, global operations, and a commercial work stream that had to maintain compliance while also identifying improvement opportunities. Getting a coherent view of pricing across programs and contracts, and ensuring that view was current, had required manual effort that didn't scale. Marquis connected the disparate ERP systems, resolved pricing and procurement data across all entities, and built an analytics layer that gave Signia visibility across every active program simultaneously.

Pricing IQ gave the commercial team the ability to monitor compliance and identify optimization opportunities without building that capability from scratch internally. Procurement visibility across the global supply base surfaced strategic sourcing opportunities that had been obscured by fragmented data. The platform gave Signia a specialized industrial analytics capability that complemented their own team's expertise rather than replacing it. The result was smarter decisions, implemented faster, and standardized commercial processes that could scale with the organization's growth without adding headcount to maintain them.

Results
Multi-ERP
Disparate systems unified across all global organizations
Compliance
Commercial pricing monitored across all programs
Procurement
Strategic sourcing visibility across the global supply base
Faster
Decisions with standardized commercial processes at scale

Marquis IQ serves as a practical tool, enabling us to consistently monitor our business performance and efficiently manage multiple organizations. The team's unique understanding of the industrial space and data delivery is a highly valued skillset that complements our internal team, enabling us to make and implement smarter decisions, faster.

Norman Jordan
CEO, Signia Aerospace
Workspace Technology & Professional Services  ·  Project-Based Operations

Splice (formerly Open Square)

splicepm.com

Splice creates functional, technology-equipped workspaces, a business where every project is a commitment to a client, and where financial clarity, inventory control, and real-time communication all have to work together across the full project lifecycle.

ConnectBusiness systems connected for end-to-end project visibility
EnrichFinancial and inventory data unified across every project and client
AnalyzeKPI tracking, project financial health, and inventory utilization in one view
ActReal-time client reporting, cost-saving decisions, and inventory optimization

Splice's work is inherently project-driven, every engagement has a client, a timeline, a set of deliverables, and a financial profile that evolves from proposal through completion. Before Marquis, getting a clear view of where a project stood, financially, operationally, from the client's perspective, required assembling information from multiple places. The analytics layer wasn't keeping pace with the business. Marquis connected the underlying systems and built the data foundation that made a unified view possible for the first time.

With Marquis IQ in place, Splice's teams gained visibility into KPIs and business performance that had previously existed only in fragments. Project financials became trackable through every lifecycle stage, expenditures, progress, and cost-saving opportunities visible without manual assembly. The inventory picture came into focus too: first in, first out, usage patterns, utilization rates, the data that prevents overstocking and drives the margin decisions that matter. And crucially, the analytics became something Splice could share directly with clients: real-time project status updates that strengthened relationships and turned data into a trust-building tool, not just an internal report.

Results
Full lifecycle
Financial health tracked through every project stage
Real-time
Project analytics shared directly with clients
Inventory
FIFO, usage & utilization visibility eliminating overstock
Elevated CX
Clients informed and engaged throughout every project

The newfound clarity provided by Marquis Data empowers our teams to make data-driven decisions, allowing us to optimize our business processes. We now have a comprehensive view of our expenditures, project progress, and potential cost-saving opportunities, resulting in an elevated customer experience.

Cheryl Jensen
Vice President, Splice (formerly Open Square)
Life Sciences  ·  Cell & Gene Therapy  ·  SAP + CRM

Akron Bio

akronbiotech.com

Akron Bio manufactures the custom plasmids and nucleases that power cell and gene therapy, a business where supply chain reliability and precise customer documentation are non-negotiable. Their data, however, was running on disconnected CRM and SAP systems held together by a web of Excel spreadsheets.

ConnectCRM + SAP ERP integrated into one cohesive platform; Excel dependency ended
EnrichSupply chain, product, and customer data unified across all operations
AnalyzeUser-friendly KPI dashboards; monthly reporting transformed from data sheets to clear metrics
ActTailored supply chain KPIs surfaced blind spots; decisions made faster with better information

Akron Bio's CRM and SAP were each doing their job, but they weren't talking to each other. Insights that should have been immediate required pulling from both systems, assembling them in spreadsheets, and reconciling before anyone could act. Monthly reporting meant sifting through data sheets rather than reading clear metrics. Marquis connected the CRM and SAP ERP into a single platform, ending the spreadsheet workflow that had become a fixture of the team's routine and replacing it with user-friendly dashboards that made the data digestible at a glance.

The supply chain picture came into sharper focus too. Marquis developed KPI dashboards tailored specifically to Akron Bio's supply chain, surfacing performance indicators that hadn't been visible before, including aspects of the operation the team hadn't realized were missing from their view. The result was faster decisions on better information: data analysis time cut in half, monthly reporting simplified, and a supply chain that could be navigated with confidence rather than assembled from scratch each time.

Results
50%
Reduction in data analysis time
Unified
CRM + SAP ERP integrated in one platform
Zero
Excel spreadsheet dependency eliminated
Tailored
Supply chain KPI dashboards built for their unique needs

They have helped immensely in streamlining our processes, easily cutting the time it took us to analyze vital data in half. Our CRM and SAP ERP data, which used to operate independently, are now integrated in a single cohesive platform, putting an end to our reliance on numerous Excel spreadsheets.

Bethany Richardson
Director, Commercial Operations and Marketing, Akron Bio
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