01
System and ownership mapping
Define and implement system and ownership mapping within the agreed scope, with dependencies, ownership and acceptance evidence made visible.
API Integration
CRM & ERP Integration
CRM & ERP Integration brings customer, order, finance and operational data exchanged between CRM and ERP platforms into a coherent technical and operational approach. Juan Infotech starts with the real workflow and shapes the experience, information, controls and supporting technology around the result the organisation needs.
This service is designed for sales, finance and operations teams. Scope is prioritised around the most important journeys, existing systems, information boundaries and responsibilities required to achieve consistent cross-system business workflows.
Capability focus
CRM & ERP Integration
What the engagement includes
Concrete deliverables, aligned to one outcome.
The exact scope is agreed after discovery, with dependencies and responsibilities made visible before implementation.
02
Entity and status mapping
Define and implement entity and status mapping within the agreed scope, with dependencies, ownership and acceptance evidence made visible.
03
API and event integration
Define and implement api and event integration within the agreed scope, with dependencies, ownership and acceptance evidence made visible.
04
Reconciliation and support
Define and implement reconciliation and support within the agreed scope, with dependencies, ownership and acceptance evidence made visible.
Working approach
A practical route from context to delivery.
Each phase produces something reviewable before the next commitment is made.
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01
Review
Confirm provider documentation, access, limits and the business action being connected.
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02
Map
Define requests, responses, events, ownership and expected exception behaviour.
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03
Integrate
Implement the connection with secure configuration and isolated provider-specific logic.
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04
Verify
Test successful, delayed, duplicated and unsuccessful paths before controlled release.
Common questions
Useful answers before you start.
Yes. Discovery reviews the current systems and identifies what should be retained, connected, improved or replaced before implementation is proposed.
Yes. Work can be organised into complete, reviewable outcomes so value, risk and learning remain visible throughout delivery.
Technology choices are based on the workflow, existing environment, security and support needs rather than a predetermined stack.
Related insights
Useful thinking for the next decision.
Build what matters next
Talk to Juan Infotech