Service 02
Data and integration
Each system is locally useful and globally incoherent. Identifiers do not match. Events arrive late or twice. Nobody can reconstruct a customer or a shipment without opening four tools.
What is going wrong
The join work is the product. Until person, payment, shipment, or SKU share a key, every report is literature.
Operators and data leads sitting on several SaaS systems that are locally useful and globally incoherent. CEOs tired of staff acting as the integration layer.
What this costs
Automation fails. Attribution collapses. Leaders cannot see a customer, a channel, or a delay. Staff become the integration layer.
How we work
Map sources, keys, and ownership. Decide what becomes the source of truth. Then connect CRM, ads, billing, calls, analytics, and operations so they form one usable picture.
What you get
- Source map: systems, objects, keys, and who currently glues them
- Identity design for the object that hurts (client, shipment, SKU)
- Write-back so calls, payments, and delivery events land on the same record
- A refresh path that does not depend on a person
How it happens
- 01 Name the object that must be true.
- 02 Write the keys and the definition.
- 03 Connect the sources that create or update that object.
- 04 Prove two people can produce the same number without a reconciling spreadsheet.
Systems we connect
01
Source systems
CRM, ads, billing, calls, operations, and the spreadsheets currently doing architecture.
02
Identity
Keys and matching rules for person, company, order, shipment, SKU.
03
Pipelines
Creates, updates, and failures — not a monthly CSV.
04
Source of truth
One system allowed to win for each fact. Validation makes broken joins visible.
Before
Four tools, four records, one unofficial integrator.
After
One record leaders can use. Unknowns are visible, not hidden.
What you should see
- A dependable shared view across the systems you already pay for.
- Fewer duplicate records and broken joins.
- A base that automation and reporting can use without weekly rescue work.
Poor fit if you only want a chart on top of a messy CRM. We do not migrate you onto a new platform as the default answer, and this is not a warehouse programme in search of a problem.
Common questions
Start with the leak. Not a catalogue.
Describe the meeting that argues, the file that runs the week, or the tool that never finished the last job.
Start a conversation