Without a dependable connection, repeated data entry and inconsistent information follow.
- 01ERP & CRM
- 02Matching & quality checks
- 03Reliable process data
Define the specific handoff
Which information originates in which system, and who needs it next? Shared identifiers, business meaning and required freshness are central to the design.
- Define a source of truth for each item of information
- Specify changes and deletions
- Review interfaces and access rights
The solution approach
The integration ingests relevant information, maps its business meaning and passes it to the destination. Quality rules identify incomplete or inconsistent records. Appropriate recovery prevents interrupted work from being silently abandoned.
Scheduled or event-driven transfer depends on the business task and system capabilities.
How to evaluate the implementation
An example criterion is whether agreed information becomes available in the destination after a defined event. Changes, invalid input and outages also need evaluation.
- Document tests for creation, changes and failures
- Compare manual handoffs before and after implementation
- Assign responsibility for flagged records