1A map of systems and flows
What's connected to what and where data is re-entered.
System Integrations
Data should move without manual copying. We connect CRM, ERP, advertising and reporting so that every customer, order and payment has one source of truth.
Sound familiar?The same customer exists in several systems in different versions, Reports are assembled by hand from different sources, A change of data in one system doesn't reach the person responsible in another
Process Automation
How we work
1
2The source of truth
Which system is the master for each entity: customer, order, product, payment.
3Designing the exchange
Rules, errors and reprocessing.
4Testing on real scenarios
Before launch and after.
Sound familiar?
- The same customer exists in several systems in different versions.
- Reports are assembled by hand from different sources.
- A change of data in one system doesn't reach the person responsible in another.
What usually lies behind it
An integration is exactly as useful as the manual handoff it removes. It works when data is passed in consistent fields, readiness for transfer can be determined by the software, and a rejection is expressed as one of a finite list of reasons. If even one of these is missing, the system will pass along data whose quality nobody checks.
What you get
A map of systems and exchanges.
Working integrations with an error log.
A data owner for each entity.
The cost of waiting
If nothing changes
- 01
Data discrepancies will keep piling up.
- 02
The team will keep spending time on reconciliation.
- 03
Errors will stay unnoticed until a decision is made on them.
When you don't need this service
- The handoff between departments isn't defined. An integration will only move the gap. Process optimization comes first.
- There are too many systems, and some should be replaced. Then the Platform Implementation area.
How to tell it worked
Re-entry
at how many points data is entered again.
Discrepancies
whether the data in connected systems matches.
Exchange errors
whether they're noticed within a day.
Questions
Which systems do you work with?
CRM and ERP systems, including Odoo, Bitrix24, amoCRM and 1C, advertising platforms and reporting. We check the specific capabilities for your combination.
What happens if an integration breaks?
That's why we design an error log, reprocessing and a notification to the person responsible.
Do we need a data owner?
Yes. Connecting systems isn't enough: someone has to be responsible for what's in them being true.
Related
Services: Process Automation · Odoo Implementation · CRM Automation Materials: End-to-end process: where the links between departments break
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