ERP to CRM.
Customers, orders, invoices and payment status in both places, entered once. NetSuite or Epicor to Salesforce or HubSpot, in both directions.
SEC/I0 · Overview
ERP and systems integration.
Your systems of record each hold a piece of the same truth, and none of them talk. So somebody on your team closes the gap by hand, every week, on a schedule, indefinitely. We build the connection: fixed scope, in weeks rather than a three-month search.
ERP
NetSuite · Epicor
CRM
Salesforce
Payroll & HR
Workday
Warehouse & Inventory
What you actually have
Projects & Job Cost
Viewpoint · Timberline
Spreadsheets
Holding it together
- ERPNetSuite · Epicor
- CRMSalesforce
- Payroll & HRWorkday
- Warehouse & InventoryWhat you actually have
- Projects & Job CostViewpoint · Timberline
- SpreadsheetsHolding it together
SEC/I1 · Coverage
The systems your business already runs on
Plus the warehouse, payroll, field and reporting systems sitting around them, and the spreadsheets currently doing the work in between.
We connect these systems to each other and automate what moves between them. The rekeying, the re-entry and the monthly reconciliation stop being work anyone has to do by hand.
SEC/I2 · Symptoms
You will recognize at least one of these
- Two systems disagree about one number, and someone rebuilds the same spreadsheet every month to settle it
- An order is entered once, then entered again somewhere else, because nothing carries it across
- An invoice arrives as a PDF and someone keys it into AP
- Month-end close waits on a person, not on the data
- A go-live is three weeks out and the integration work is still unassigned
- You posted a req for this work, and the seat is still open
SEC/I3 · Outcome
What your week looks like afterward
The systems stay where they are. Nothing gets ripped out, nothing gets replaced, and nobody has to learn a new platform. What changes is that they start handing information to each other.
An order entered once is entered once. The number in one system is the number in the other. Month-end close runs on the data instead of waiting for someone to assemble it. The spreadsheet that existed to reconcile two systems stops being needed, because there is nothing left to reconcile.
The work your team was absorbing by hand runs on its own, the same way every time, whether or not anyone remembers to do it. That is the whole point: one connected system, doing what you were paying people to do carefully.
SEC/I4 · Scope
What this work usually includes
Orders in.
Customer and distributor orders arriving by email, EDI or a portal, landing in the ERP without a person keying them.
Documents in.
Invoices, packing slips and statements read from PDF and email into AP and inventory, with the exceptions routed to a person.
Payroll and HR.
Hours, headcount and cost moving between Workday and the ERP.
Job cost and the field.
Vista or Timberline talking to scheduling, equipment and the spreadsheet the project managers actually use.
Warehouse and inventory.
Counts in one place, agreed everywhere else.
Reporting.
Month-end numbers that come from the systems, not from a person assembling them.
Go-lives and migrations.
The old system and the new one both fed during the transition, historical data backfilled, the cutover planned and rehearsed.
SEC/I5 · Method
How an engagement runs
- STEP/01
Systems Map
You walk us through what you have. We come back with one page: the systems in play, and every point where information is being carried by hand today.
- STEP/02
Integration Assessment
A working session with the people who own the systems day to day. It produces a written scope, a build sequence, a timeline, and a fixed price for the build.
- STEP/03
The build
Fixed scope, weeks rather than months.
- STEP/04
It keeps running
Volume changes. Vendors push updates. Someone reconfigures a field. We stay on it, so a connection that worked in March still works in November.
SEC/I6 · Team
How we work inside your systems
- Access.
- Named accounts in each system, created by you, with the least access the work needs. You can see what they did and remove them when you decide.
- Sandbox first.
- Built and tested in a sandbox or test environment, with your team running acceptance tests on real cases before anything touches production.
- Backfill.
- Historical records loaded in rate-limited batches, so your systems' API limits hold and nothing is dropped.
- Cutover.
- A planned switchover at a quiet time, with a final delta sync so nothing created in between is lost.
- When something fails.
- Retries with backoff for rate limits, a holding queue for records that can't be delivered, and an alert to a person. Nothing disappears quietly.
- Handoff.
- A runbook with the data flows, the error handling and how to change a mapping. Your team can run it, or we can.
SEC/I7 · Terms
How an engagement is set up
- A written scope and a fixed price before any build starts.
- Named accounts in your systems, created by you, with the least access the work needs.
- Built in a sandbox and accepted by your team before anything touches production.
- You own what we build. At handoff you get the code, the configurations and the runbook.
- After go-live, we run it month to month, or hand it to your team with the runbook.
- NDAs signed before the scope session.
SEC/I9 · Next step
Book a Systems Map callWe map what you are running, where information is moving by hand, and which of those steps should be running on their own. You keep the map.