The current workflow
Trace the trigger, steps, handoffs, approvals, exceptions, and workarounds as they operate today—not as the process is assumed to work.
ERP, CRM, and operational integration
Systems integration for one reliable flow of data.
We connect CRM, ERP, warehouse, productivity, and internal systems so information can move without exports, rekeying, or competing versions of the truth. The work includes architecture, field mapping, validation, exception handling, monitoring, and ownership after launch.
Start with the diagnostic ↗Where we help
What disconnected systems cost your team
- 01Critical data is trapped in silos
- 02Exports and imports drive the day
- 03Systems disagree on the truth
- 04New tools create new gaps
The entry offer
What the Operational Systems Diagnostic examines.
The fixed-scope diagnostic turns an expensive, partly understood workflow into a current-state map, friction and risk analysis, prioritized future-state design, and implementation roadmap.
Systems and data
Identify the tools, fields, records, integrations, spreadsheets, and competing sources of truth that support or interrupt the workflow.
Friction, risk, and ownership
Find where delay, rework, ambiguity, control gaps, or missing ownership make the workflow expensive or unreliable.
The minimum reliable future state
Prioritize a practical design, expected business value, dependencies, and an implementation roadmap the team can evaluate before committing to a build.
Technology ecosystem
Commonly connected in this work.
We connect the platforms already central to your team, data, and decisions.
SalesforceCRM
RootstockManufacturing ERP
NetSuiteCloud ERP
Microsoft 365Productivity + Data
GoogleWorkspace + Cloud
Product names and logos are trademarks of their respective owners. Their display indicates platform experience, not endorsement or a formal partnership.
Capability inside the implementation
Integration architecture that survives real operations
Connections need more than a successful API call. We define systems of record, timing, validation rules, failure paths, and the people responsible when an exception occurs.
Integration architecture
Define the systems of record, data paths, timing, and resilience your operation needs.
API and middleware
Create reliable connections across modern APIs, legacy tools, and internal applications.
Data synchronization
Keep key records aligned with validation, monitoring, and exception handling.
Integration governance
Document ownership, access, and maintenance so connections remain dependable.
Potential starting points
Potential starting points for systems integration
An integration can begin with one high-friction data path and expand only after its ownership and operating rules are clear.
CRM to ERP
Align customer, product, quote, order, and status data across Salesforce, Rootstock, or NetSuite.
Warehouse to the wider business
Carry receiving, fulfillment, shipment, and inventory events into the systems sales, service, and finance use.
Productivity-tool handoffs
Connect Microsoft 365 or Google Workspace activity to enterprise records and approvals.
Integration monitoring
Surface failed records and data conflicts before they become operational surprises.
From diagnosis to ownership
A defined sequence from bottleneck to stable operation.
The diagnostic stands on its own. When implementation is justified, the work moves forward in a defined scope and leaves the team with a reliable method it can own.
- 01
Diagnose
Interview the people closest to the work, map the current state, and identify the bottleneck, risk, and business value.
- 02
Design
Define the minimum reliable future state, decision rules, owners, exceptions, measures, and a prioritized implementation roadmap.
- 03
Implement
Configure the agreed fields, automations, integrations, roles, documentation, and training—using existing platforms where they fit.
- 04
Stabilize
Review adoption, exceptions, data quality, and measurable friction reduction 30 days after launch, then tune the workflow where evidence supports it.
What you leave with
A documented connection—not another black box
You leave with an integration model that defines how information moves, how failures surface, and who owns the connection.
- 01Systems and data-flow map✓
- 02Integration architecture✓
- 03Configured connections✓
- 04Monitoring and support playbook✓
Related capabilities
See the systems around this work.
Operational problems rarely stop at one department or platform. These capabilities often connect to the same flow.
01
Warehouse & Inventory
Connect warehouse events to ERP, sales, service, and finance.
Explore capability ↗02
Sales & Marketing Systems
Carry customer context from CRM into fulfillment and financial systems.
Explore capability ↗03
Finance & Operations
Connect operational activity to approvals, records, and reporting.
Explore capability ↗Common questions
Systems Integration FAQ
Clear answers before a project begins. Final scope depends on your systems, workflow, access, and operating requirements.
Can Salesforce connect with Rootstock or NetSuite?
Those platforms can participate in an integration, but the right design depends on your configuration, systems of record, data rules, available interfaces, and the events that should move between them.
How do you handle failed synchronizations?
The design should include validation, monitoring, alerts, an exception path, and a named owner. We treat those operating controls as part of the integration rather than an afterthought.
Can you work with our IT team and software vendors?
Yes. We can define responsibilities with internal teams and vendors so access, architecture, testing, deployment, and ongoing ownership are clear.