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Solutiondlever

Systems integration

For when someone acts as the bridge, copying data from one system to another. What changes is that each piece of data has a system that owns it, and the others receive it on their own.

00The need

Over the years, a company piles up systems: the ERP, the CRM, the spreadsheets, each department's tools. Each one holds its own part and, when they don't talk to each other, someone has to act as the bridge, copying data from one to another.

Sounds familiar if…

  • Someone copies data from one system to another
  • The same data has different values depending on where you look
  • Copying errors show up late

01The problem

Each system holds its own part, and someone acts as the bridge, copying data between them.

TodayWith the Solution
  1. The dataCopied by hand from one to another
  2. When it arrivesLate, when someone gets to copy it
  3. If there's an errorNot visible when copying, it shows up later
  4. Who acts as the bridgeA person
  1. The dataWritten once, in its place
  2. When it arrivesOn its own, as soon as it changes
  3. If there's an errorYou know what failed, when and why
  4. Who acts as the bridgeNobody

Key idea

The problem isn't copying: it's that the copying error isn't seen until later.

02The architecture

First we decide which system owns each piece of data: connecting without that only multiplies the versions. Then, three steps.

  1. Decide which system owns it

    One for each piece of data: the rest receive it from that one.

    ServiceSystems design

  2. Read

    Each system, through its API or its connector.

    ServiceAutomation

  3. Translate

    The data, into the format the next system expects.

    ServiceAutomation

  4. Sync

    With error handling and traceability: when something fails, you know what, when and why.

    ServiceAutomation

Key idea

Connecting isn't copying faster: it's each piece of data living in one place.

03What it's built on

Two options, depending on where each system lives: inside Microsoft 365 or outside it.

  • Power Automate

    If your company lives in Microsoft 365

    Permissions and governance are already handled in-house.

  • n8n

    If outside systems need to be joined

    Or when the run volume calls for it.

Key idea

First we decide what needs connecting, and the tool comes after.

04The result

Nobody has to act as the bridge between systems anymore.

Data is written once, in its place, and reaches the others on its own.

What you get

  • A system that owns each piece of dataDecided and documented before connecting anything.
  • The integrations up and runningEach system read through its API or its connector, with the data translated into the next one's format.
  • Sync with error handlingIf something fails, you know what failed, when and why.
  • Traceability of every transferA log of which data went from where to where, and when.

05How to engage

The same integration, in the model that suits you: with your team, in your environment or in ours.

Agreed scopeBefore we start
  1. We adapt it to your case and put it into production
    Who runs itWhere it lives
    1. By your teamYour teamYour environment
    2. In your environmentdleverYour environment
    3. In our environmentdleverOur environment

Key idea

The architecture is the same, and you decide who runs it.

First step

We come to your offices to learn about your case

No cost, no commitment, and no catalog presentation. We see the process where it happens and talk with the people who run it. You come away with a reading of your situation and a first prioritization.

Request a visit