Trace the information flow
Identify source records, target systems, timing, owners and the business impact of missing, duplicate or conflicting information.
Connect your systems. Simplify the handoffs.
Help ERP, CRM and other applications exchange the right information, with clear ownership, validation and exception handling.
Systems IntegrationWHEN THIS IS USEFUL
The situation
People copy records between applications, reports disagree or an interface fails without a clear recovery process.
The intended change
A defined business improvement, reviewable deliverables and an agreed path to implementation and support.
What the service covers.
Design the connection
Specify mappings, interfaces or APIs, permissions, validation, monitoring and recovery. Choose the simplest workable integration pattern.
Build and verify the handoff
Implement the scoped integration and test normal, duplicate, missing, unauthorized and failed transactions. Reconcile results and hand over support.
What an agreed engagement can produce.
| Deliverable | What it makes clear |
|---|---|
| System and data-flow map | Sources, destinations, records, dependencies and responsible owners. |
| Interface specification | Mappings, validation rules, access, error handling and recovery behavior. |
| Scoped integration and test evidence | Agreed interfaces with representative transaction and exception checks. |
| Support and reconciliation guide | Monitoring responsibilities, diagnosis, restart or replay rules and escalation. |
Select and tailor the deliverables to the agreed scope, access, responsibilities and acceptance criteria.
What acceptance should establish
- The business owner agrees on scope, responsibilities and expected behavior.
- Representative tasks, reconciliation and exception cases meet the agreed acceptance criteria.
- Access, recovery, operating guidance and support ownership are established before release.
Make the work concrete.
A situation to examine
A customer record is updated in CRM but remains outdated in ERP. Establish the authoritative source, matching rules, permissions and update behavior before implementing and testing the connection.
What to measure
Successful reconciled transfers, duplicate or missing records, manual handling, failure detection and recovery time.
Methods that support the work.
The service scope determines which methods, artifacts and review points are needed.
Questions about this service.
Does integration always require new software?
No. Existing interfaces, approved exports or a configuration correction may be sufficient. The design follows volume, timing, access, reliability and maintenance needs.
Where does reporting integration belong?
Operational application connections sit here. Reporting models, dashboards and analytical data preparation connect to Data & Analytics; ownership is agreed so the work is not duplicated.
Define the next useful decision.
Which systems need to exchange information, and what happens when the handoff fails?