Integration and process automation
Remove the manual handoffs between CRM, ERP, documents, and approvals.
How an integration improvement engagement works
How one stalled workflow is traced across systems and documents, and redesigned for its exceptions and owners. Video, 0:51
Transcript
- When work stalls between systems, the gap often has no owner.
- An order waits between CRM and ERP. An invoice waits between a document and the ledger.
- We start with one workflow that keeps stalling, and map the systems and documents it crosses.
- Then we design for the exceptions: a record that is missing, late, or contradictory, and who owns it.
- Monitoring is designed to show where work is waiting, with an ownership and traceability model for the workflow.
- You get the workflow definition, the integration design, and the ownership model.
- Bring us the hand-off that keeps breaking. Then, we can review it together.
- [End card] Design for the exceptions. Discuss your integration priorities. qxorbit.ai/contact
- Scope depends on the systems, APIs, exceptions and release cadence involved.
The situation
Work stalls between systems. People re-key data, chase context in email, and handle every exception by hand.
What we do
Integration, rules-based automation, and AI agent reasoning are complementary choices, not competing ones. Deterministic automation handles known rules. AI assists with interpretation and ambiguity. People keep the decisions that need judgment or authority. We design which is which.
API and event-based integration, workflow orchestration, document intake, validation, exception routing, reconciliation, and coordinated CRM and ERP processes.
- SystemRequest. A customer success manager flags that order 4471 shows 'shipped' in CRM but 'on hold' in the ERP.
- SystemContext gathered. Order status from both systems, credit hold reason, warehouse allocation, and the customer's commitment date are collected from approved sources.
- AI assistRule or agent step. A rule confirms the hold is a credit review. The assistant drafts the explanation and proposes two options: release with approval, or split shipment.
- PersonHuman approval. The credit controller reviews the proposal and approves the release. No commitment is made without an authorized person.
- RuleAuthorized action. The hold is released in the ERP, the CRM record is updated, and the customer success manager receives a confirmation with the recorded result.
- SupportMonitoring and support. Resolution time and manual touches are recorded. A repeat pattern is raised to the application management backlog.
The rule handles what is known, the assistant handles interpretation, a person approves anything that commits the business, and the result feeds ongoing support. Discuss order exceptions