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01 / CUSTOM INTEGRATIONS

Connect your systems around a clear workflow.

Plan, build, and maintain supported connections in agreed client-controlled systems, with documented access, ownership, and handoff responsibilities.

THE WORK IN PRACTICE

Define the outcome.
Account for the details.

Start with the records your office needs to move. We review supported connection methods, map the fields, and define what happens when information is missing or a transfer fails. We build the agreed connection in client-controlled systems and document how to operate it. Feasibility depends on each vendor’s capabilities, account entitlements, and required approvals.

Where this fits

Useful when a specific handoff requires custom logic and your organization can provide an accountable system owner, supported access, and staff for acceptance testing.

A CONCRETE HANDOFF

What you get.

Deliverables are selected and confirmed in a written scope of work.

Our integration model
  • A workflow and feasibility assessment identifying source records, destinations, supported interfaces, permissions, vendor dependencies, and exceptions.
  • Developer portal registration guidance where the vendor supports it; the client registers and manages the application and credentials.
  • A client-managed access inventory covering app ownership, permissions, credential storage location, rotation, and revocation—without copying secret values into project documentation.
  • A field map and bounded integration build in agreed client-controlled systems, with validation, duplicate handling, and failure recovery.
  • Acceptance scenarios covering successful transfers, incomplete records, retries, access failures, and manual recovery.
  • Written IP, hosting, and configuration handoff terms, plus operating instructions identifying ownership and ongoing responsibilities.
  • An optional monitoring and maintenance scope defining alerts, support hours, response targets, vendor-change review, and separately scoped additions.

PLANNING THE ENGAGEMENT

A typical project shape.

Vendor approvals, multiple systems, limited test environments, or complex record matching can extend the schedule. Implementation begins after the required access path is confirmed.

1–2 weeks

Discover and confirm access

Map the workflow, check supported capabilities and account requirements, and agree on acceptance criteria. Vendor approvals may introduce additional waiting time.

2–5 weeks

Build and review

Configure the agreed runtime, implement field mapping and exception handling, and review sample transfers with the client system owner.

1–2 weeks

Validate and hand over

Complete client acceptance testing, document hosting and configuration, and confirm the launch and any optional support scope.

These are illustrative planning ranges, not delivery commitments or claims about past engagements. We confirm timing after reviewing scope, access, vendor requirements, data quality, and testing dependencies.

PRACTICAL QUESTIONS

Before we start.

We check supported interfaces, account permissions, and vendor requirements first. If the proposed workflow is unsupported, we explain the limitation and assess a permitted, narrower approach before committing to a build.

DEFINE THE WORK BEFORE THE BUILD

Start with one workflow.

Tell us which systems are involved, where the handoff breaks down, and what your office needs to happen next.

Discuss your project