Systems of record
Establish which platform may create or change each record, how identifiers cross boundaries, and how conflicting updates are resolved.
Integration built for the handoffs that fail in real operations.
When one process crosses a CRM, ERP, vendor platform, data store, and custom API, the hard part is not making one request succeed. It is deciding which system owns each fact and what should happen when records arrive late, twice, out of order, or not at all.
We map the end-to-end process, define system-of-record boundaries and contracts, then build observable integration with duplicate-safe processing, bounded retries, reconciliation, replay, and recovery paths.
Define the handoff before the connector
Versioned contracts
Define payloads, required fields, validation, compatibility rules, and error responses so both sides can change without an invisible break.
Idempotency and ordering
Use stable operation keys and explicit ordering rules so retries and duplicate delivery do not repeat a consequential business action.
Recovery decisions
Decide which failures retry automatically, which wait for review, and how operators reconcile, replay, backfill, or reverse incomplete work.
Build an operating path, not a happy path
- Map the workflow, record owners, trust boundaries, timing expectations, and business consequence of a missed handoff.
- Choose synchronous APIs, scheduled jobs, events, queues, or orchestration according to latency, coupling, volume, and recovery needs.
- Set timeouts, bounded retries, idempotency keys, concurrency rules, and durable status so partial work has a known state.
- Add correlation identifiers, structured logs, metrics, alerts, and operator views that show where a transaction stopped and what can be done next.
- Reconcile integration state against the source records, with controlled replay and backfill paths for missed or corrected data.
- Verify failure and recovery behavior, then hand over deployment guidance, access boundaries, runbooks, and ownership documentation.
Relevant platform and workflow experience
Technology names matter only in the context of the records, approvals, and operating responsibilities they support.
Salesforce and Oracle NetSuite
Customer and finance workflows, approvals, reporting, APIs, and custom SuiteScript RESTlets where records need to cross system boundaries.
SAP Fieldglass and timesheets
Vendor and workforce handoffs, including compliant timesheet workflow requirements, approvals, exports, reporting, billing, and downstream ERP work.
Azure Logic Apps and APIs
Workflow automation across Azure Logic Apps, GraphQL, REST, SOAP, vendor APIs, queues, message buses, and scheduled jobs.
Cloud and hybrid boundaries
Integration across Azure, AWS, Google Cloud, self-hosted, and hybrid environments, with portability considered when it improves operating fit.
What the engagement leaves behind
- A system map that identifies owners, contracts, identifiers, trust boundaries, and failure points.
- Implemented integration flows with validation, duplicate handling, retry limits, and durable progress where the workflow requires them.
- Reconciliation rules and operator views for finding missing, delayed, conflicting, or partially processed records.
- Tested replay, backfill, and recovery procedures for the failure modes that matter to the business.
- Architecture decisions, deployment notes, runbooks, and ownership guidance the receiving team can use after handoff.
When this is the right fit
This work fits when an important process depends on several platforms and people are checking, re-entering, or repairing the handoffs by hand. For data architecture and reporting flows, see Data Platforms. If the process needs a focused user interface, see Web Applications. Our Approach explains how the work moves from system map to release and handoff.