For companies that run several business systems and lose time on duplicate entry, manual exports or reconciliations between them.
Map every data flow before connecting anything
For each flow we record the source, the destination, the trigger, the fields, the owner and what should happen when the data is incomplete or rejected. This map becomes the specification and the acceptance checklist.
Some systems offer modern APIs; others only allow file exports or database access. We assess the available options and their limits before proposing an approach.
What a scoped integration can include
- API connections between CRM, accounting, HR, e-commerce, ERP and custom applications.
- Field mapping, validation rules and duplicate handling.
- Queues and retries so temporary outages do not lose records.
- Monitoring and alerts that tell a named person what failed and why.
- Documentation of each flow so it can be maintained by another team.
Reliability is part of the scope
An integration that silently fails is worse than a manual process. Error handling, logging and a reconciliation report are part of the delivery, not optional extras.
Changes in a third-party system can break an integration. Ongoing monitoring and maintenance can be agreed separately after the first release.
A practical starting brief
- The list of systems involved, with versions or plans where known.
- The data that is currently re-typed or exported, and how often.
- Who owns each system and who can grant API or export access.
- The consequence of a delayed or incorrect record for your business.