A CRM and ERP integration

Illustrative. This is a walkthrough of how we run this kind of engagement, not an account of a specific client project. It carries no client and no results, because none are being claimed. Delivered work, with measured outcomes, is on the work pages.

The situation this assumes

Sales working in one system, finance in another, and a nightly file transfer in between that somebody rebuilds every time an upstream field changes.

Week by week

Weeks 1 to 2

Catalogue and contract

Every interface between the two systems gets written down with its direction, its trigger and its system of record. Most of the trouble in these estates is two systems both believing they own the same field.

What you get

• Interface catalogue with a documented contract per system pair
• System of record agreed field by field
• Failure inventory: what breaks today and how often
• Target architecture, point to point or middleware, with the reasoning

Weeks 3 to 7

Build and instrument

Interfaces are built with error handling, retries and logging from the start rather than added after the first incident.

What you get

• Interfaces built to the agreed contracts
• Error handling, retry logic and dead letter handling
• Contract tests that fail when an upstream field changes
• Alerting that reaches a person who can act

Weeks 8 to 12

Prove and hand over

Run in parallel with the old mechanism, compare, then retire the old one deliberately rather than letting it linger.

What you get

• Parallel run with a discrepancy report
• The previous mechanism decommissioned, not left running
• Runbooks for the failures that will still happen
• Handover to your team or to managed services

Where this gets difficult

Both teams believe they own the customer record

This is a business decision, not a technical one, and it gets escalated to a sponsor in week one. We will not build an integration on an unresolved ownership question, because it will fail in production as a data argument.

An upstream release changes a field silently

Contract tests catch it on the day rather than at month end. That is the difference between a ticket and a reconciliation exercise.

The old file transfer never gets switched off

Decommissioning is a scope item with a date, not an afterthought. Two mechanisms running in parallel indefinitely is how estates end up where this one started.

Delivered work on this

EY (Ernst & Young)72%reduction in report preparation timeEight source systems including ERPs, integrated inside the client's own Azure tenancy, with every generated claim cited to source and an immutable audit trail behind it. This is the integration and governance problem an ERP estate has, solved to Big Four evidence standards.Read the engagementGlobal FinTech (Confidential)78%reduction in processing timeReconciliation across three finance systems with compliance sign-off preserved and a full audit trail. The same problem an ERP finance team brings us, approached from the operations side.Read the engagement