Make repeated work visible
If order information is carried from one tool to another by hand, first identify where and why this happens. Which information is copied, who copies it and when is it needed?
Even mapping out one week of a sample workflow is a useful start for discussing the points that need to be connected.
Identify the source of truth
If a customer’s address differs between two systems, which one should be used? When a stock record is updated, what is expected to happen in the other tool?
An integration plan should explain not only how data moves, but also which system owns the data and what the update rules are.
Design the failure case too
What happens to the transaction when a connection is down? How will the user be informed? Which records will be reprocessed? Discuss these scenarios alongside the normal flow.
Rather than finalizing the scope before reviewing the data access, API and security conditions of your existing tools, treat technical feasibility as an assessment step.
Start with the most valuable connection
Instead of connecting every system at once, choose the flow that creates the most repetition. Define the inputs, outputs and checkpoints for that flow.
We can review your accounting, CRM, e-commerce and operations tools together and plan the order in which connections are built around your business priorities.