Massimo Bensi


Enterprise Solution Architect


AI - IT - Automation - Systems Integration

Hello,

Business Automation Architect, Technology Consultant | Systems Integration, Process Automation, Artificial Intelligence | Delivering Tailored and Integrated Automation Solutions to Businesses for decades.

An accomplished Senior Information Technology and Artificial Intelligence professional with versatile expertise in Machine Learning, Systems Integration and Process Automation. Proven track record of executing successful large and complex projects, aligned with organizational objectives, with an emphasis on client satisfaction, generating revenue and reduced costs, supported by over twenty years of experience building custom software and systems integrations. Possess the ability to identify, suggest and deliver tailored AI business strategies, including cloud (or on-premise) pipelines, feature creation automation, EDA, cross-functional communication skills, and AI staff training and enablement.

I am passionate about turning pain-points and problems (challenges), into opportunities.

And I do love challenges.

My Top Strengths

"Anyone who has never made a mistake has never tried anything new."
Albert Einstein

90%
Analytical Thinking
92%
Pragmatism
90%
Comunication
90%
Leadership
95%
Creativity

Resume

"What's funny about my resume is so much of what I've done has not been seen."
Nicholas D'Agosto

Work Experience

2025 - Now
Peak&Peak

Business Automation Architect Freelancer - Dammi.lv

Providing businesses with pragmatic, cutting edge solutions, covering Systems Integration, Process Automation, Artificial Intelligence and more IT related projects.

Skills
AI Tools & Automation Proficiency · Artificial Intelligence (AI) · Marketing Automation · IT Process Automation · Collaborative Problem Solving

2019 - Now
Peak&Peak

Solution Architect Freelancer - Peak & Peak

System Integration analysis, design and implementation, custom product development, Enterprise Architecture, AI.

Achievements
Singlehandedly managed a customer for years, and accelerated the implementation time on systems integration, by introducing a custom modular middleware.

Skills
Node.js · Salesforce · APEX/SOQL · Shopify · GraphQL · AI · Systems Integration · Data Analysis · DevOps · MongoDB · BitBucket

2018 - 2019
Habitalix - digital property manager

Freelance Solution Architect - Habitalix

Providing analysis, design, and implementation of a middleware and API integration solution for the property management industry.

Achievements
In a short amount of time I designed and implemented a middleware solution for the Habitalix property management platform, between Sakesforce and the React frontend.

Skills
Systems Analysis · Communication · Solution Architecture · Git · SQL · Amazon Web Services (AWS) · Node.js · Analytical Skills · C# · JavaScript · .NET · Web Development · Cloud Solutions · Scrum · Databases · IT Process Automation · HTML · Software Development · Non-Functional Requirements · Organization Skills · MongoDB · Object-Oriented Programming (OOP)

2018
VRtuali / Parksen

Senior Freelance Developer - Parksen

Providing Blockchain integration to frontend and backend systems for the ParQ Token ICO.

Achievements
in an incredibly short time, I implemented the Blockchain integration into the PHP backend and the frontend of the ICO website for the ParQ crypto token.

Skills
Microservices · Systems Analysis · Communication · Solution Architecture · Git · SQL · Node.js · Analytical Skills · Web Development · Scrum · Databases · IT Process Automation · HTML · Software Development · Non-Functional Requirements · Organization Skills · MongoDB · Object-Oriented Programming (OOP)

2016 - 2018
AerData, A Boeing Company

Cloud Engineer & Architect - AerData, A Boeing Company

Contributing on Azure migration strategies and implementations for both PaaS and IaaS Solutions. Defining blue-prints, implementing POCs, and helping Developers Teams for an easier Azure learning experience.

Achievements
I migrated the first ever Azure PaaS service of the company, following the strict security rules and protocols of the parent company (Boeing).

Skills
Microservices · Microsoft SQL Server · Systems Analysis · Communication · Test Driven Development · Git · SQL · Node.js · Analytical Skills · Enterprise Architecture · C# · CSS · JavaScript · .NET · Web Development · Cloud Solutions · Scrum · Databases · IT Process Automation · HTML · Software Development · Non-Functional Requirements · Organization Skills · MongoDB · Object-Oriented Programming (OOP)

2015 - 2016
Suitsupply

Enterprise / Cloud / Solution Architect - Suitsupply

As an Enterprise Architect I’ve been involved with major stakeholders in the company, gathering requirements and goals in all Architecture Domains (Business, Information Systems and Technology), and documenting the Baseline Architecture as well as defining the Target Architecture, creating POCs, to enable the business to expand and compete for years to come.

Achievements
I contributed to the design and implementation of the Target Enterprise Architecture for the Suitsupply company.

Skills
Microservices · Microsoft SQL Server · Systems Analysis · Communication · Test Driven Development · Git · SQL · Node.js · Analytical Skills · Enterprise Architecture · C# · CSS · JavaScript · .NET · Web Development · Cloud Solutions · Scrum · Databases · IT Process Automation · HTML · Software Development · Non-Functional Requirements · Organization Skills · MongoDB · Object-Oriented Programming (OOP)

2013 - 2015
Qberhood

Senior Developer / Architect - Qberhood

Redefining the frontiers of Social Media Marketing Software with Qberhood.com (former SocialSensr), a SaaS application for Social Media Publishing, Monitoring and Engagement. All-round development (frontend, backend), DBA and Architecture activities on a daily basis. Main focus on development of the SocialSensr App, using the full Windows Azure cloud IaaS and PaaS solutions

Achievements
I was both DBA (managing the MS SQL Server production database), and DevOps (managing the whole Azure cloud infrastructure), at the same time, while not improving the SocialSensr App.

Skills
Microsoft SQL Server · Systems Analysis · Communication · Test Driven Development · Git · SQL · Analytical Skills · C# · JavaScript · .NET · Web Development · Scrum · Databases · IT Process Automation · HTML · Software Development · Non-Functional Requirements · Organization Skills · Object-Oriented Programming (OOP)

2010 - 2013
Parkmobile

Senior Software Developer / Architect - Parkmobile

As a Senior Developer I had the opportunity to work in two different Scrum teams, maintaining and improving the existing Parking Management systems used by City Councils in The Netherlands, United Kingdom, Germany and part of the USA.

Achievements
Improved the performance and reliability of the custom applications.

Skills
Microsoft SQL Server · Systems Analysis · Communication · Test Driven Development · SQL · Analytical Skills · C# · CSS · JavaScript · .NET · Web Development · Scrum · Databases · IT Process Automation · HTML · Software Development · Non-Functional Requirements · Organization Skills · Object-Oriented Programming (OOP)

2007 - 2010
Spotzer Media Group

Application Lead - Spotzer Media Group

My first job in The Netherlands: I was initially the only developer within this promising start-up company specialized in the video, media and advertisement industry.
In the first two years I built most of the .NET backend systems and integrated them with Salesforce.com, Apple Final Cut Server and various third party APIs.
I contributed to the design and implementation of major IT architectural solutions in the ever-growing distributed IT infrastructure of the company.
I performed the initial migration of IT data and systems to the “Cloud” (Amazon S3, Azure).

Achievements
Among many: reduced the page loading of the main company website from 9 seconds to 1 second.

Skills
Microsoft SQL Server · SQL · C# · CSS · JavaScript · .NET · Web Development · HTML · Software Development · Non-Functional Requirements · Object-Oriented Programming (OOP)

Download the full resume here.

References

What others say about me.

Senior Developer/Architect at Qberhood

"Massimo is one of the best developers I ever worked with. He is able to architect complex solutions in a structured way, meticulously logging and documenting intermediate steps and decisions. He's a fast learner, and loves diving into new technology. Besides, Massimo is a socially engaged colleague, always nice to share an Italian espresso with."

Marc van Nerveen
CTO - Lobster Ink

Senior Developer/Architect at Qberhood

"I had the pleasure to work with Massimo for over a year on a complex software project. Massimo is an excellent full-stack (web)developer. He actively maintaince his knowledge of new methodologies and techniques, and very commited to get the job done in a decent way. With his creative mind, Massimo is an excellent collegue to exchange thoughts on development problems and new developments. And above all, he is an very pleasant person to work with!"

Camiel Eggermont
Senior Solutions Architect at Lobster Ink

Application Lead at Spotzer Media Group

"Massimo was a tremendous technical resource and a great team member in a lead role. It was a pleasure working with Massimo. He has a creative vision, is technically savvy and very dedicated. His technical excellence and leadership qualities make him one of the best resources in software industry."

Prasad Oruganti
Solutions Architect

Application Lead at Spotzer Media Group

"Massimo is truly a legendery developer. I worked with Massimo together on complex IT projects. He has managed to scale the IT infrastructure by introducing a new architecture. He was always helpful and responsible - even during hard times."

Tomasz Blicharz
Managing Director, Skilo - grow your talents!

Application Lead at Spotzer Media Group

"Massimo has a keen understanding of classic and modern approaches to building applications...you get a clear idea from him what's the best way to define your creative & UI so that all involved in the building process understand the parameters...i.e. the possibilities & limitations so the final result is perfection and always timely. He is a great team player and leader of his team."

Pamela Vitale
Creative Lead for design, brand storytelling, and video/motion production

Senior Web Developer at Reply

"Thouroghly committed, Massimo has the stamina to accomplish his goals. Passionate and accurate, he is the kind of person who can be relied on to be up to date."

Davide Cavallari
Senior Consultant at Reply

  • Marc van Nerveen
  • Camiel Eggermont
  • Prasad Oruganti
  • Tomasz Blicharz
  • Pamela Vitale
  • Davide Cavallari

Portfolio

The following are just some of the projects I have been working on during the last years.
The name of the companies involved has been omitted according to NDAs contracts.

n8n News Digest Workflow

n8n News Digest Workflow – Business Consultancy Company

Automated News Digest (n8n)

Automated Google News briefings delivered straight to your inbox

I built an n8n workflow that sends a curated Google News digest to Gmail on a chosen schedule. It’s designed for business leaders, marketers, and anyone who needs to track industry trends without doomscrolling through feeds every day.

Challenge

Leaders needed a fast, noise-free way to stay on top of developments in their market. Manually reading dozens of sites every week was not scalable.

• No time to browse news feeds
• High signal-to-noise problem in tech/business media
• Need for something lightweight, in their inbox, not “yet another dashboard”

The workflow had to save attention, not create one more app to check.

Role & Scope

I designed and implemented the full workflow from scratch in n8n, including data retrieval, enrichment, formatting, and email delivery.

• Built an automated Google News fetcher
• Added AI summarization & formatting into clean HTML
• Set up Gmail delivery with custom schedule control
• Packaged it as a reusable template for internal stakeholders and clients

Result: executives get a digest they can actually read — and forward.

How it works

Set your schedule – Decide when the digest lands in your inbox (daily, weekly, or custom).

Curate your focus – Define your topic or keyword, and the workflow fetches trending Google News stories.

AI formatting – Articles are summarized and cleaned up into a professional HTML email, ready to skim.

Inbox delivery – A curated digest arrives directly in Gmail.

Decline & refine – If the digest isn’t relevant, you can mark it as “not useful.” The workflow then automatically pulls a fresh batch of stories for the next send.

Key outcomes

Zero-effort awareness. Stakeholders get timely, relevant updates in their inbox without asking for them.

High relevance. Topic targeting and rejection feedback keep the feed focused on real strategic interests, not generic headlines.

Executive-friendly format. The digest is readable on mobile in under two minutes, and forwardable to teams without editing.

Tech Stack
n8n
Orchestrates the workflow end-to-end: scheduling, fetching news, transforming content, and triggering email delivery.
Airtable
Stores topics, user preferences, and historical sends for auditing and tuning.
Gmail
Delivers the final digest as polished HTML to stakeholders on the schedule they chose.
SerpApi
Fetches live Google News results for the chosen topics and keywords.
OpenAI
Summarizes and formats articles into concise, executive-friendly HTML sections.
Business Consultancy Company

Slack AI RAG Chatbot – Business Consultancy Company

AI Chatbot / Slack RAG

Slack-based RAG Chatbot for internal knowledge and documentation

I designed and implemented the first prototype of an AI-powered RAG chatbot integrated with Slack, enabling team members to ask natural-language questions about company documents and source code directly within their daily chat environment. The project laid the foundation for an internal AI assistant later expanded and productized by the company.

Challenge

As the consultancy grew, so did its codebase, documentation, and project archives. Information was stored across wikis, repositories, and shared folders, making it increasingly difficult for employees to find answers quickly.

• No single interface to query knowledge across systems
• Context scattered across multiple tools
• Growing interest in integrating generative AI responsibly into internal workflows


The goal: provide a secure, in-Slack assistant capable of retrieving and summarizing relevant company data on demand.

Role & Scope

I designed and built the first working prototype of the chatbot system.

• Implemented a Python web API to manage RAG (Retrieval-Augmented Generation) flows
• Integrated the API with a Slack bot to handle real-time user queries
• Designed embeddings workflow using MongoDB as a vector store
• Delivered a foundation for internal teams to extend toward production release

What was built

The prototype system consisted of a Slack application connected to a Python backend API:

• Slack interface for user interaction, responding in-channel with contextual answers
• RAG pipeline: document ingestion, embeddings generation, semantic search, and LLM response
• MongoDB vector database for document embeddings and similarity retrieval


The bot could summarize internal guides, retrieve code snippets, and answer architecture questions directly in Slack.

Key outcomes

Proof of concept delivered. The prototype validated the technical feasibility and internal value of Slack-native AI assistants.

Adopted for expansion. After my delivery, the company’s internal dev team took over to evolve the system toward production.

Improved knowledge accessibility. Employees could find answers to code and documentation questions without leaving Slack.

Tech Stack
Custom Python Web API
Backend service implementing the RAG pipeline and serving responses to Slack interactions.
Slack Application
Chat interface integrated with company Slack, enabling natural-language conversations.
MongoDB (Vector Database)
Stores and retrieves document embeddings for semantic search in the RAG workflow.
Web Product Catalog and PIM Prototype in 48 hours

Web Product Catalog and PIM Prototype in 48 hours – Business Consultancy Company

PIM / Web Catalog

Web Product Catalog + PIM Prototype in 48 hours

As a Proof-of-Concept, I built a web product catalog and PIM prototype in 48 hours, using a combination of AI tools and very little custom code (mostly web styling).

Challenge

As often is the case, the product information coming from businesses is, let's say "less than ideally structured". Many companies still do not use PIM, DAM or standard tools to structure and manage their products life-cycle.

• Product information overlayed on top of product images
• Images containing 2 different products
• No existing PIM or standard tools


The time-window of this PoC was limited to 48 hours, so I had to be creative and efficient.

Role & Scope

Thanks to my experience on the subject, I was able to quickly understand the problem and come up with a solution.

I used free tools, both python libraries and online AI tools to process the source images, extract product information, and transform them into a nice-looking web product catalog.

Result: AirTable used as barebone PIM/DAM, with a nice-looking web product catalog.

What Was Built

Google Computer Vision API to extract product information (OCR) from the images.

Data sanitized and uploaded to AirTable, then easily catalogued (thanks to its own AI tools).

Free AI tools to remove text and background from the images (and ofc web-optimize them).

AirTable extension framework (a React web app bolierplate as baseline) to better control the UI styling and the layout.

Key outcomes

OCR pipeline. The Google CV API was able to accurately extract all information from images.

AirTable AI tools. The AirTable AI assistant was great at cataloguing, deduplicating, and even extending the data into related tables (ie: unique brands, categories, etc.).

Free online AI. There are several free tools avalable online, to process images in all possible ways (u)sing more than one for the same purpose can bypass usage limits, keeping a free solution).

Go-Live in 48 hours. Besides the AI tools, the AirTable React extension speeds up the development process, allowing a quick and easy go-live of the product catalog.

Tech Stack
Custom Python Web API
Backend service implementing the RAG pipeline and serving responses to Slack interactions.
AirTable
Database As A Service, Spreadsheet on steroids, barebone PIM.
React
AirTable React extension boilerplate for a quick start.
AI Online Tools
Magic Eraser, PhotoGrid, Pixelcut, PxBee are just some of the many free online AI tools available for image manipulation.
Beverage production company

Web Product Catalog – PIM / CMS Integration – Beverage Production Company

PIM / CMS Integration

PIM ↔ CMS integration for large-scale beverage brand websites

I implemented the tailor-made integration between the company’s PIM/DAM and Headless CMS new systems. The goal was to automate how product data and assets flow from Salsify into Storyblok, enabling the CMS to display up-to-date product catalogs for tens of brands and thousands of SKUs.

Challenge

The beverage group managed dozens of brands for several countries, each with its own website and thousands of products and variations.

• Product data lived in improvised data silos, no standard structure across brands, sometimes hard to find and inconsistent
• Brands websites using several different technologies, hostings and CMSs
• No automated way to push media or specs to the websites, all manual work (in some cases outsourced)
• Lack of a unified web strategy and content management system


The solution had to centralize data management in the new PIM/DAM system, and provide a unified content management system for the brands websites in the new Headless CMS.

Role & Scope

I implemented the entire integration layer, customizing the existing modular middleware previously built.

• Migrated all initial product data and assets from the old systems (and various spreadsheets and documents), and normalized them for the new PIM/DAM system
• Built custom sync module for content and digital assets sync from Salsify to Storyblok
• Collaborated with a third-party designer responsible for front-end delivery
• Built a custom web UI for the middleware configuration, allowing the customer to self-manage the integration.

What was built

A Node.js middleware handled the complete flow of product data between Salsify and Storyblok:

• Automatic synchronization of product data, attributes, and assets
• Scalable architecture able to handle multiple brand websites
• React web admin UI for the middleware configuration, with integration settings controls and logs.


The project also included the initial product data gathering and normalization for multiple global brands, preparing them for digital publishing consistency.

Key outcomes

Unified content pipeline. Product data, descriptions, and images now flow seamlessly from Salsify into brand websites.

Scalable architecture. New brands or websites can be added to the middleware with minimal configuration changes.

Reduced manual effort. The marketing team no longer updates product information manually across multiple CMS instances.

Design-agnostic integration. The system supports future redesigns or new brand websites without touching the data flow.

Tech Stack
Custom Node.js Middleware
Purpose-built integration layer automating data synchronization between PIM and CMS.
MongoDB
Used for storing sync states, job queues, and large data payloads for reliable transfer.
Salsify PIM / DAM
Central product and asset management platform used as the master source of content.
Storyblok Headless CMS
Website content platform for brand product catalogs, powered by data from Salsify.
React Web Admin UI
I used React to build a custom web admin UI for the middleware configuration, allowing the customer to manage the integration settings and channels.
Coating products company

ERP / CRM Integration – Coating Products Company

ERP / CRM Integration

High-volume ERP ↔ CRM data sync for a coatings manufacturer

I designed and built the integration layer between the company’s ERP and CRM systems. The core was a custom Node.js middleware application that regularly synchronized selected data between the two systems.

Challenge

The business depended on both SAP and Salesforce being in sync: prices, accounts, orders, status, activity. But volume was an issue.

• Large amounts of data had to move daily — reliably
• Both systems had to remain trusted sources of truth for their teams


The sustained data throughput quickly became the hardest part of the project.

Role & Scope

I owned the full integration delivery: design, implementation, MVP rollout, and subsequent iterations.

• Wrote the Node.js middleware responsible for syncing ERP ↔ CRM data
• Designed the data model mappings between SAP and Salesforce
• Tuned performance and reliability over multiple development iterations until the sync could handle the real production data volume

What was built

The solution was a dynamic and modular integration layer: add new channels and data sources to the sync without rewriting the code.

• High volume of data was regularly synced between SAP and Salesforce
• Custom triggers code in Salesforce to handle the presentation layer
• Pricing logic was duplicated in CRM to ensure the correct pricing in quotes


I improved the performance and reliability of the integration layer release after release, until it could safely move high-volume daily data between the systems without falling behind.

Key outcomes

Reliable data flow at scale. Even with heavy daily throughput, data stayed aligned between SAP and Salesforce.

Operational visibility. Sales teams saw the latest operational data in CRM; operations didn’t have to chase sales for context.

Incremental resilience. Performance and stability were improved iteratively — I didn’t guess, I hardened against real production load.

Tech Stack
Custom Node.js Middleware
Custom-built modular integration layer, with configurable runtime to sync different data entities.
MongoDB
Document database used to track sync state, retries, and high-volume data movements.
SAP ERP
Core enterprise resource planning system holding operational, financial, and product data.
Salesforce CRM
Commercial and customer-facing system for sales activity and account management.
Recruitment services company

Enterprise Architecture Analysis – Recruitment Services Company

Enterprise Architecture / Marketing Automation

Roadmap for Marketing Automation and Digitalization

I co-authored an extensive Enterprise Architecture Report for a recruitment services company, focusing on Marketing automation, and based on the TOGAF methodology. The report outlined a realistic multi-year roadmap for achieving increasing levels of automation and digitalization across the Marketing function.

Challenge

Marketing activity relied on manual processes, disconnected tools, and ad-hoc campaign execution.

• No unified view of leads and touchpoints
• Repetitive work for campaign setup and nurture
• Limited ability to scale outreach without adding headcount
• Disconnecter, custom-built, outdated tools


Leadership wanted a path toward true Marketing automation — but needed it to be grounded, phased, and achievable instead of “big bang.”

Role & Scope

I co-authored the Enterprise Architecture Report, covering all the TOGAF specific content.

• Mapped current-state processes, systems, data flows, and pain points
• Defined target-state capabilities for Marketing automation, step by step
• Prioritized the roadmap into phases that the business could realistically deliver over the next years

What was built

We delivered a formal Enterprise Architecture assessment focused on Marketing, but written for non-architect stakeholders.

• Clear baseline architecture: what tools, data, and processes exist today
• Target architecture: how automated lead capture, nurturing, segmentation, and campaign orchestration should work
• Gap analysis: what’s missing (people, platforms, integrations, data governance)
• Roadmap: which capabilities to build first, and which can wait

The result wasn’t “buy tool X.” It was: here’s how your org evolves from manual outbound to scalable, data-driven Marketing — and in which order.

Key outcomes

Shared language with leadership. Sales, Marketing, and Exec stakeholders got a common view of where Marketing automation fits in the bigger company architecture, not just as a “MarTech project.”

Phased investment plan. The roadmap was sequenced into realistic milestones (process, data, tooling, governance), so the company could start moving immediately without committing to a risky full rewrite.

Strategic clarity. Instead of “automation everywhere,” we defined which capabilities actually matter for their recruitment business model — and which do not.

Tech Stack
TOGAF methodology
The TOGAF methodology was streamlined and adapted to the specific context of the company to structure baseline / target state, capability gaps, and the migration roadmap.
Microsoft Word
The Enterprise Architecture report was delivered as an executive-facing document, not just diagrams — so it could actually be read, discussed, and adopted.
Dairy products company

TPM / CRM Integration – Consumer Goods Company

TPM / CRM Integration

Connecting TPM and CRM for a consumer goods company

I supervised the systems integration project between the company’s Trade Promotion Management (TPM) system and Salesforce CRM. A third-party agency handled the actual build while I provided technical guidance and governance on the integration, and personally owned the CRM configuration and customization.

Challenge

Trade Promotion activities were up and running on XTEL TPX, but sales and account data lived in the Salesforce CRM. The two systems weren’t aligned, which meant:

• Manual creation of promotions in Salesforce CRM
• Promotion details and terms getting lost in the handoff between the two systems
• Duplicate and inconsistent promotion data in the two systems


The business needed controlled, reliable synchronization — without disrupting either team’s tools.

Role & Scope

I acted as the integration lead and CRM product owner.

• Designed the integration model: objects, fields, sync direction, error handling
• Supervised a third-party agency that implemented the TPM ↔ CRM connection
• Directly configured and customized Salesforce CRM for the integration

What was built

The project established an official, supervised data bridge between the company’s TPM system and Salesforce CRM:

• Promotion data synchronized so both systems reference the same data
• Processes and validation rules in CRM tuned so sales teams enter clean, TPM-ready data

Key outcomes

Smoother promotion management. TPM activity could move intp CRM with less retyping and fewer gaps.

Clean handoff between teams. Sales and Marketing now talked to each other through systems — not screenshots and emails.

Tech Stack
TPM (XTEL TPX)
Core Trade Promotion Management system of the Consumer Goods business.
Microsoft Azure Cloud
The Microsoft cloud platform, hosting the TPM system.
Salesforce CRM
CRM system of the Consumer Goods business.
Nursing and hospital beds

ERP / CRM Integration – Nursing & Hospital Beds Manufacturer

ERP / CRM Core Sync

Sales & operations alignment for a medical equipment company

A European manufacturer of nursing and hospital beds needed its sales teams and its operations teams to finally work off the same data. I designed and implemented the main systems integration between their ERP and CRM to synchronize customers and quotes.

Challenge

Before the project, the CRM and ERP were islands:

• Sales created and updated quotes in the CRM
• Finance and operations executed orders in ERP
• Customer records lived in both… and drifted out of sync


This caused duplicate customer profiles, quoting inconsistencies, and delays when converting quotes into actual orders for production.

Role & Scope

I owned the integration layer: design, implementation, rollout, and maintenance.


The solution was a custom middleware application to orchestrate the sync of customers and quotes between systems.

What was built

I introduced a dedicated middleware service that automated the sync of customers and quotes between CRM and ERP:

• Bi-directional sync of customer data (accounts / contacts)
• Quote synchronization: sales quotes created in CRM are automatically synced in Epicor ERP via API, with consistent item references and pricing logic
• Conflict resolution and deduping logic to prevent duplicate customers

The middleware orchestrated the sync of data between the two systems, and stored integration state in a document database for synchronization resilience.

Key outcomes

Single source of truth for customers. CRM and ERP now reference the same account records instead of forks.

Faster quote-to-order flow. Quotes generated by sales in CRM can move directly into ERP without manual re-entry or reformatting.

Operational clarity. Both sales and operations see the same pricing, contacts, and commercial terms for a given hospital / care provider.

Lower error rate. No more version mismatch between “what was quoted” and “what production is building.”

Tech Stack
Custom Node.js middleware
Integration service orchestrating sync jobs between CRM and ERP.
MongoDB
Document store for sync state and retry queues.
Salesforce CRM
Source of truth for opportunities, quotes, and commercial context provided by sales.
Epicor ERP (API)
Operational system for manufacturing planning, fulfillment, inventory, and financials.
Cosmetics brand

B2C eCommerce / CRM / ERP Integration - Cosmetics Brand

B2C eCommerce / CRM / ERP Integration

End-to-end eCommerce backbone for a cosmetics brand

A cosmetics products company was ready to embrace B2C eCommerce for the first time. They needed online orders to sync across their ERP and CRM, and they needed the whole flow to scale.

Challenge

The business was launching direct-to-consumer sales and had to unify:

• B2C orders from new online stores
• ERP processes already in place
• A newly implemented CRM


The company also wanted to expand toward new marketplaces, payment systems, and logistics solutions without breaking their internal operations.

Role & Scope

I designed and implemented the main integration that connected all these systems, and maintained it while it kept growing over time.

Today, after several upgrades and improvements, this integration is still the backbone of the company's eCommerce operations.

What was built

The integration unified the company's new eCommerce stack around a custom middleware layer. Orders flow from online stores into the ERP, CRM and Shipping systems, while customer and product data syncs into the CRM and PIM.

Over time, this evolved into an automation platform for the business, including full order fulfilment, shipping & returns

Key outcomes

Centralized data flow. Orders, inventory, customer data, and shipping status are synchronized and visible.

Automation everywhere. Manual steps in fulfilment, returns, and product management were replaced by reliable, repeatable jobs.

Lower friction for the business. Teams work in familiar tools (ERP, Salesforce) while integrations keep them in sync.

Tech Stack
Custom Node.js middleware
Multiple jobs & web APIs acting as the integration hub.
MongoDB
Document database for orders, products, sync state.
Shopify & Tradebyte
Multiple eCommerce stores and marketplace channels.
Salesforce CRM
Customer data, marketing, and service touchpoints.
Custom PIM on Salesforce
Tailor-made product information management and publishing on eCommerce channels.
Sendcloud
Parcel shipping, fulfilment automation, returns.
BMD ERP
Core financials, stock, and operations.

Expertise

"The more I learn, the more I realize how much I don't know."
Albert Einstein

Artificial Intelligence

Artificial Intelligence

Business & Process Automation

Business & Process Automation

Systems Integration

Systems Integration

TOGAF Enterprise Architecture

TOGAF Enterprise Architecture

Cloud Technology

Cloud Technology

Software Development Life-Cycle

Software Development Life-Cycle

Certifications

"What you will get from the institution would be a uniform, membership, and at best certificate. Real education is a personal journey."
Seun Ayilara

Salsify

Workflow Essentials

Salsify Inc.

Microsoft Certified Professional

MCP - Microsoft Certified Professional - Developing and Implementing Web Applications with Microsoft® Visual C#™ .NET

Microsoft Corporation

TOGAF Enterprise Architect

TOGAF Enterprise Architect

The Open Group

PSM1 - Professional Scrum Master Certified

PSM1 - Professional Scrum Master Certified

Scrum.org

Business Analysis Fundamentals

Business Analysis Fundamentals

LinkedIn Learning

Shaping up with Angular.js

Shaping up with Angular.js

Code School

Real-time Web with Node.js

Real-time Web with Node.js

Code School

Forging Ahead with ASP.NET Core

Forging Ahead with ASP.NET Core

Code School

Blog posts

My latests tech pills.

Read more posts on my blog

Contact Me

Need an AI, IT or Automation Solution? Do you have a project you'd like to discuss?
I'm always looking for new challenges and opportunities to help businesses grow and succeed.

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Riga, Latvia

Massimo Bensi
Massimo Bensi
Enterprise Solution Architect
AI - IT - Automation - Systems Integration