Discovery & Assessment: Inventory existing tools and workflows, identify data sources (e.g., BI, CRM, ERP, e-commerce), and define integration objectives and success metrics.
Architecture & Planning: Design integration patterns (real-time sync, batch ETL, event-driven workflows), select middleware or custom frameworks, and plan data mapping and security controls.
Prototype & Validation: Build proof-of-concept connectors for key platforms (e.g., HubSpot → Odoo, Shopify → ERP, BI dashboard integrations) to validate feasibility and performance.
Implementation & Testing: Develop and test connectors, data pipelines, and workflow automations; perform end-to-end testing with sample datasets and failure scenarios to ensure reliability.
Deployment & Monitoring: Deploy integrations in production with CI/CD pipelines, infrastructure as code, and set up monitoring dashboards (logs, metrics, alerts) to track sync health and performance.
Optimization & Extension: Analyze operation metrics, optimize data transfer patterns, refine mappings, and onboard additional platforms or services as business needs evolve.
Maintenance & Support: Provide regular health checks, troubleshooting, updates for API changes, and advisory for new integrations under a flexible support agreement.

Enterprise Tools & Hardware Setup

Hardware Setup