Process design and data mapping
Connect the data only after the next person's job is clear.
Moving a record between systems is useful when it advances the work. We review your forms, responsibilities, approval steps and data sources to define a workflow your operational and IT teams can evaluate together.
Example: preparing a maintenance contractor
Your team may hold the job reference in one system and review the contractor's documents elsewhere. Map which system owns the job and person identifiers, which information the reviewer needs and what the gate team should see. A connection should not silently create two competing versions of the same record.
Describe the workflow before extending it
Walk through a real form using anonymised data. Identify who submits, reviews, corrects and completes each step. Then map the fields, update direction, validation and permissions needed for the proposed connection.
- Document the current process and the repeated work.
- Agree field ownership, access and the handover conditions.
- Try new records, updates, missing data, duplicate submissions and outages.
A small proof of scope before rollout
Start with one process and a few fields. Confirm the external product, version and available API or file format, then define acceptance and recovery steps. Custom development, third-party licences and data migration are scoped separately where needed.
Is there a ready-made connector for every HR or ERP product?
No. Naming a system category does not confirm a supported connector. Compatibility is established for the actual product, version, fields and access method. For the first conversation, share the system name and public documentation, not credentials or employee files.