Connect tools while keeping control of your information.

When this service makes sense

This service applies when information already held in one system must be entered again elsewhere, operation statuses do not match or progress depends on moving files manually. It may involve sales, purchasing, documents or project tracking.

Before connecting tools, we establish which system is the reference for each piece of information. We also decide whether exchanges should be immediate, scheduled or reviewed by a person. These decisions make control part of the automation process.

What we do

We review the access capabilities of each tool and define fields, formats, identifiers and matching rules. We build the agreed workflows and test duplicate records, incomplete information, changes and communication failures.

If data must synchronise after offline work, we define how concurrent changes are handled and interrupted exchanges are recovered. Every integration is tested against the conditions of its project, rather than assumptions about how the tools should behave.

What information we need

We need to know which tools you use, who administers them and which data should move between them. Anonymised examples and available documentation allow us to assess scope before committing to a connection.

• The source and destination of each data flow.
• Exchange frequency and who reviews it.
• Access restrictions and known error situations.

What you may receive

Deliverables may include a workflow diagram, data mapping, the developed integration and test records. Documentation also explains how to identify a failure, repeat an exchange and check its result.

The food shop case provides an offline working and synchronisation context. The website and learning platform show relationships between content, users, communications and documents. The specific connections are defined according to the requirement and the capabilities of the available tools.