Systems integration
Does your team copy the same information between your CRM, ERP and accounting software? We connect your applications so data can move with the work, from one team to the next.
A 30-minute first conversation · In English or French
Customers, orders and statuses
Invoices, payments and reconciliation
Requests, availability and confirmations
Illustrative flows: we define the data, direction and frequency of each exchange around your needs.
Situations you may recognize
We start with a specific exchange to improve. Here are four examples of needs that integration can address.
A sale is confirmed in the CRM, then someone recreates the customer and order in the ERP. Updates get lost between teams.
What we can put in place
Transfer validated data and return useful status updates, with rules to prevent duplicate records.
Invoices and payments are tracked in separate tools. Your team spends time comparing records.
What we can put in place
Connect orders, invoicing and payments, then flag discrepancies for review.
Preparing a report means exporting several files, combining them and checking which version is current.
What we can put in place
Feed reports with data from the relevant systems, using a schedule and checks agreed with your team.
Exchanges with suppliers, distributors or customers rely on emails and files processed by hand.
What we can put in place
Build an API or connector to exchange the information needed, with defined access and transfer monitoring.
Client work · DealCoach
DealCoach wanted to extend an existing SaaS platform with financial data and new reports. We connected that data to its analytics environment.
What we deliver
Alongside the connector, the work covers exchange rules, exception handling and knowledge transfer.
What data moves, which system is authoritative, when to sync and who can access what: we document these decisions with your team.
Logs, alerts, duplicate checks and recovery mechanisms are defined for each flow. Your team knows what to review when an exchange fails.
We define documentation, access, responsibilities and support arrangements so your teams and partners can operate the integration.
We assess existing connectors, automation tools and custom development based on your volumes, business rules and maintenance constraints.
Feasibility depends on access, licensing and each application’s capabilities. We check these during diagnosis.
How we work
We work in stages with your teams and providers. Each step links to our delivery framework.
Map applications, manual exchanges, access and data quality.
Choose a useful first flow and define success criteria, dependencies and scope.
Define exchange rules, build the connector and account for exceptions.
Test representative cases with users, including duplicates, errors and interruptions.
Plan the rollout, verify transferred data and hand over the documentation.
Monitor exchanges under the agreed arrangements, handle incidents and adapt the flows.
We first look at connecting the tools you already use. Diagnosis checks access and the limits of each application. If a replacement or upgrade is needed, we explain the options before defining the project.
Depending on the application, file imports and exports, an existing connector or an adapter may be suitable. We assess authorized access, reliability and maintenance costs before choosing an approach.
We define checks, alerts and recovery options for the exchanges involved. Some cases can be retried automatically; others require human review. Responsibilities and support arrangements are specified as part of the project.
We define the data needed, access permissions and credential management. Hosting, encryption and retention choices are reviewed against your requirements and the capabilities of the connected systems.
That depends on the number of systems, available access, volumes and business rules. After clarifying a first flow, we propose a scope, estimate and validation stages. Licences and ongoing support are specified separately.
Evolve your CRM and its business rules alongside the exchanges with your other tools.
Explore Salesforce servicesConnect actions, approvals and follow-ups once the information is available.
Explore automationAdd search, analysis or AI agents to the processes that need them.
Explore applied AIStart with a specific exchange
Tell us which applications are involved, what needs to move between them and where things get difficult. We’ll help you define a first flow to connect.
A 30-minute first conversation · In English or French
