Priya Menon took over as COO of Northstar Industries in late 2025 with a clear mandate: reduce operational drag. Her team was running Salesforce for CRM, NetSuite for ERP, two separate inventory systems, and a custom Power BI stack stitched on top.
Six months later, Northstar runs on AIpath. Pipeline velocity is up 3.4×, finance close time dropped from 11 days to 3, and the company's first AI agent is qualifying inbound enterprise leads autonomously.
The migration
Most teams approach a CRM/ERP migration like a six-quarter project. Northstar finished primary migration in 11 weeks. The native importers handled 94% of the heavy lifting; our migration partner team handled the rest.
- Week 1–3: Data mapping & sandbox migration
- Week 4–7: Workflow rebuild + AI agent training on Northstar's data
- Week 8–9: Parallel run with legacy stack
- Week 10–11: Cutover + decommission
What changed
The biggest unlock wasn't AI — it was data unification. When sales, ops, and finance share the same record, decisions stop being arguments about whose data is right.
"We replaced four tools with AIpath in a single quarter. Our pipeline velocity is up 3.4× and our finance ops finally has a single source of truth."
— Priya Menon, COO, Northstar Industries