Enterprise integration that keeps your business in sync.

What you may be seeing

• The same customer, order, or invoice is captured in more than one system.
• Teams reconcile spreadsheets before a report can be trusted.
• Undocumented scripts fail silently or depend on one person.
• A new ERP, CRM, or operating system is blocked by old dependencies.
• Users discover missing updates before technology teams do.

What sound integration includes

• Clear data ownership and interface contracts.
• Secure API or event design suited to the systems involved.
• Validation, duplicate protection, retry, and exception handling.
• Monitoring, audit trails, and an understood recovery process.
• Documentation that remains useful after delivery.

ERP, CRM, and accounting

Customer records, orders, invoices, stock, and payment status often move between these systems. We establish which application owns each record, what an update means, and how conflicting changes will be resolved. An ERP integration is not complete just because the first request succeeds: finance and operations need to understand what happens to rejected or delayed records.

Custom and legacy applications

REST APIs, SOAP services, scheduled files, and supported database interfaces can all be valid boundaries. The founder’s professional background includes API and middleware development, SYSPRO integration software, SQL Server, PostgreSQL, and SSIS. Support for your specific product and version is assessed from its documentation and access conditions; a vendor name alone does not establish compatibility.

Synchronous APIs and webhooks

An API call fits an immediate request or validation when the caller can tolerate the dependency. Webhooks can announce a change without repeatedly checking for it, but require authentication, duplicate protection, and a plan for delivery failures. We define stable identifiers, versioned contracts, and who is responsible for retrying an interrupted operation.

Queues, polling, and batch processing

Queues can decouple systems and absorb short interruptions; they also need an owner for failed messages and replay. Polling or scheduled file exchange may be more appropriate when an older system cannot emit events or a daily update is enough. Reconciliation must detect missing records, not simply confirm that a job ran.

Secure the boundary

Limit permissions to the records and actions required. Keep credentials outside application code, protect transport, and decide which data is allowed in logs. Where personal or commercially sensitive information is involved, agree access, retention, and handling requirements with the responsible business owners. This work supports your controls; it is not a claim of compliance certification.

Recover without duplicate business actions

Define timeouts, validation, retries, idempotency, alerts, and reconciliation. A retry must not create a second order or payment. Test an unavailable destination, a malformed record, a duplicate event, and an interrupted batch. Give the operations team a documented way to see and resolve exceptions.

Proposed intervention

Map the order identifiers, required finance fields, approval state, and record owner. Validate an approved order before sending it to the accounting interface. Store the external identifier so repeated messages update or reconcile the same record. Failed records go to a visible exception list for an authorised person to review.

How success would be checked

Measure manual capture time, rejected records, duplicate invoices, and the delay between approval and invoice creation before the pilot. Compare those measures after rollout and test recovery from a destination outage. Agreement on these checks is part of the assessment; no saving is promised before the baseline exists.

What the assessment compares

Functional coverage, licensing, change restrictions, data access, support ownership, monitoring, and the cost of future changes. We also consider whether process redesign could remove the need for an integration. The recommendation identifies what to leave alone as well as what to build.

What to bring to the first conversation

A list of systems and vendors, an example of the record that moves between them, how often it changes, and what goes wrong today. API documentation, sample exports with sensitive data removed, and the relevant system owners help define a useful assessment. Initial discussion does not require production credentials.