Business systems integration

Connect the tools your team uses

Disconnected systems mean repeated data entry, missed updates and time spent checking which information is current. We connect business applications and operational systems around the work your team needs to complete.

OT and IT, under one roof

Because we engineer both control systems and business software, we bridge operational technology and IT without handing the problem between two vendors.

What we connect

• CRM and customer-management software
• Accounting and ERP systems
• Customer portals, internal tools and business APIs
• Documents and data used by AI assistants
• SCADA, historians, MES and production systems

Where integration can help

These are illustrative workflows. The right approach depends on your existing software, available access and business process.

• Enquiry to invoice: connect customer details, quotes, scheduling and accounting so your team can follow the work across systems.
• Document to action: extract information from incoming documents and route it for review before updating business records.
• Questions to answers: connect an internal assistant to the business information your team needs, with appropriate access and human review.

See how AI implementation can use connected data, or explore business software and AI examples.

Plan one handoff between systems

Start with one job, such as moving an approved customer record from a CRM to an accounting system. Before choosing the connection, agree on:

• Record ownership: which system holds the authoritative value for each field, and how your team resolves conflicting information.
• Matching and timing: how the same customer or job is recognised in both systems, which way updates travel and how quickly they are needed.
• Access and exceptions: the interfaces and permissions available, and who reviews missing information, rejected updates or a connection failure.

Check the whole workflow before expanding

Use a small, agreed sample to test a normal update, mismatched records, an unavailable system and a repeated request. Check the destination record, how failures are reported and what happens if the same item is retried. A retry should not create a second record for the same work.

Compare the pilot with the current process, including manual checks and corrections. Keep a named owner and a way to pause the connection while an exception is resolved.

Common questions

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