Move information once.
Bring agreed order or customer fields from one tool into another, with validation and a clear source of truth.
Services / Automation & integrations
Keep the tools.
Connect the work.
When your team copies the same information between systems, a carefully scoped connection can help. Start with one hand-off that is worth improving.
Useful places to begin.
These are example workflows for discussion. Each needs a feasibility check against your tools, access, and business rules.
Prepare a consistent view.
Collect approved data sources, apply agreed definitions, and present exceptions for a person to review.
Make the next step visible.
Prepare a draft or work queue, then let the responsible person approve the action.
A connection needs more than a trigger.
We define what happens when the inputs change, access expires, or a system is unavailable.
Feasibility first
Check supported APIs, data formats, vendor restrictions, rate limits, and a representative example before committing to a connection.
Permissions with a purpose
Agree who authorizes access, which records may be read or changed, and who owns the source data. Keep access limited to the agreed task.
People stay in control
Define human review for consequential actions, including financial updates and customer messages. Where AI assists with extraction or drafting, agree how outputs are checked before use.
Failure is part of the scope
Define duplicate prevention, retry rules, exception handling, and how to pause or recover a workflow. Check the unhappy paths before handover.
Know the ongoing cost
Identify platform subscriptions, API usage, hosting, and maintenance. Project fees and third-party fees are separate from ERP plan pricing and agreed in writing.
Start with one hand-off