Data and architecture
Connect AI to the systems your business runs on.
We give AI solutions access to the right data and operations, connecting CRM, ERP, knowledge bases and internal applications within an agreed scope.
Discuss your implementation
From a task to a solution.
An AI integration involves more than calling a model. Data sources, user identity, allowed operations and error handling need to be defined. We design these dependencies before connecting the solution to production.
CRM and customer relationships
Customer context, interaction history and writing back approved AI outputs.
ERP and operational data
Reading status and information needed for orders and internal processes.
Knowledge and applications
Searching documents, combining information and making tools available in an existing interface.
ENGAGEMENT SCOPE
What do you receive?
- Map of data sources, flows and ownership
- API integrations with access control and validation
- Handling for limits, outages, retries and data format changes
- Monitoring, documentation and a procedure for disconnecting the integration
What do we need to start?
- API documentation and system owners
- Sample data and test accounts with appropriate roles
- Availability and data retention requirements
How do we price the work?
Cost depends on available interfaces, the number of flows and required reliability. Licensing restrictions and API access are checked for the specific environment.
DELIVERY APPROACH
How does implementation work?
- 01
Discover
Review APIs, agreements, limits, data structures and available environments.
- 02
Define the contract
Agree what can be read and written, how records are identified and how errors are reported.
- 03
Test the flow
Verify permissions, data freshness and behaviour during outages before production use.
ILLUSTRATIVE SCENARIO
Order context where customer service happens
An illustration of how a solution can work. We adapt the scope to the client’s environment; this is not a delivered client project.
- An authorised user opens a case in the CRM.
- An integration retrieves the current order status from the operational system.
- AI prepares a summary with the retrieval time and any missing information.
- What we measure
- Data completeness, context retrieval time, integration errors and information freshness.
- How we control actions
- Access failures and outages remain visible; AI does not guess a missing status.
BEFORE WE BEGIN
Good to know.
Do you work only with Salesforce?
No. Salesforce is one of our specialisations. We also integrate other systems when the required interfaces and permissions are available.
Does AI need all company data?
No. We design data access around the task and the user’s role, considering read and write permissions separately.
What if an application has no API?
We review other supported data exchange mechanisms and present feasibility and risks before agreeing an implementation scope.
