01
Enquiries to CRM
A form shouldn’t need retyping.
Map the useful details into the right record, track the transfer and make incomplete requests visible.
System integrations · Information that travels
Close the gaps between your systems.
When one system finishes, another person shouldn’t have to start copying. Connect the records your applications, reports and workflows need—with validation, ownership and somewhere for failed transfers to go.
Discuss your systemsOrder connectionOne order. Two connected systems.
Order systemReporting record
order_id1042externalOrderId1042
item_skuSKU-014productCodeSKU-014
qty12quantity12
Record ready to transfer
Identifiers and quantities match the agreed mapping.
Put it in the context of your work
Picture this in your business.
Different businesses. Familiar problems. Here are a few useful places to start.
02
Orders to reporting
Use the same order in both places.
Connect the source of truth to reporting, keeping identifiers and definitions consistent across the handoff.
03
Machine or supplier exports
Different format. Same useful record.
Normalise agreed files and fields, handle repeats, and hold incomplete rows for review instead of silently dropping them.
The problem
The gap between two systems becomes somebody's job.
Orders arrive in one place. Reporting needs them somewhere else. Machine exports have a different format. Another spreadsheet joins it all together.
We examine the handoff: what data is needed, which system is responsible for it and what should happen when a transfer is delayed or incomplete.
What we can build
Useful connections, with clear ownership.
- API integrations. Exchange suitable information between applications and supported services.
- Database connections. Provide controlled access to the records a report or application needs.
- Data preparation pipelines. Consolidate exports, normalise formats and prepare records for analysis.
- Event and workflow connections. Connect an agreed change in one system to the next step in another.
- Integration repairs. Investigate mismatched records, failed transfers and repetitive manual fixes.
How it works
Build for the transfer and the exception.
We agree the source of truth, the mapping and the direction of each connection. The implementation includes appropriate validation, error handling and a way to identify failed work.
Testing covers missing values, repeated requests, format changes and interrupted transfers. The handover explains what is connected and how the integration is monitored.
How this service works
From two disconnected records to one agreed mapping.
A business wants order records to reach reporting without being retyped.Follow the example through five stages, with a clear output at each step.
01Understand
Follow a record between the systems.
We inspect the source and destination, identifiers, update timing and available interfaces. The first task is to understand what the record means in each system and what currently gets copied by hand.
What you take away
A system inventory and an agreed record lifecycle.
The starting pointStart with the inputs.
01Order system
02Product identifiers
03Reporting destination
The question to resolveCan this record transfer without losing its meaning?
02Agree
Agree the mapping and the failure rules.
We define field mappings, required values, access and transfer timing. The scope covers how to recognise repeat records and what to do when a destination or source is unavailable.
What you take away
A mapping specification, access requirements and exception policy.
The agreed scopeA focused first result.
- Map order ID, product code and quantity
- Validate required fields
- Hold incomplete records for review
Keep the boundaries clear
Historical cleanup and additional connected systems are separate scope decisions.
Confirm access, dependencies and costs before work starts.
03Build
Connect one useful record path.
A reviewable slice validates the order and transforms its fields for the destination. The team can inspect the source values, mapped output and record status before expanding the connection.
What you take away
A working record path and inspectable mapping.
A view to reviewMake the work visible.
First working view
01order_id 1042 → externalOrderId 1042
02item_sku SKU-014 → productCode SKU-014
03qty 12 → quantity 12
Review together → refine the important details
Check it against the purpose
Does this view make the next decision clearer for the person using it?
04Test
Check missing fields, retries and interruptions.
We test complete records, absent identifiers and repeated transfer attempts. Failed records need to remain traceable, and retry behaviour must match the agreed destination and duplicate-handling rules.
What you take away
Validation, interruption and duplicate-handling checks.
The checks that matterThe condition changes the decision.
The input or conditionOrder 1042 · SKU-014 · quantity 12
Expected resultReady to transfer
Required fields map to the agreed destination fields.
Agree the check. Inspect the result. Keep exceptions visible.
05Hand over
Make the connection maintainable.
The handover documents credentials ownership, field mappings, monitoring and how to resolve held records. A source schema or API change needs review before it affects the downstream data.
What you take away
A mapping guide, exception queue and maintenance responsibilities.
Ready for everyday useThe result comes with context.
Field mapping
Source and destination fields, identifiers, transformations and required values.
Monitoring & retries
Transfer status, held records and the agreed recovery and duplicate rules.
Access & dependencies
Credential ownership, APIs, service costs and what to review when an interface changes.
The next stepKnow how to use it.
Know who owns it.
Know who owns it.
Maintenance and continuing support are agreed around the project.
See the wider approach to scope, collaboration and handover.
How we work togetherA few useful answers
Questions before
the first conversation.
Do both systems need an API?
An API is often useful, but some projects work with database access or structured exports. We review the options and their limitations first.
Can you combine machine exports for reporting?
Yes. Industrial data processing is part of Karol's experience. The source format and required output define the scope.
Will this replace our existing systems?
The first question is whether they can be connected effectively. A focused integration may be enough to improve the handoff.
What happens if a provider changes its API?
Integrations need maintenance. Monitoring and support can be scoped so failures are visible and changes can be addressed.
The next useful conversation
Where are people moving the same information twice?
Tell us which systems are involved, which records need to move and what currently happens between them.
Discuss your systemsStart with what needs to changeA report I keep rebuildingA task I keep repeatingA website we’ve outgrownSomething else entirely