Integrations & Data Flow Assessment
Integrations & Data Flow Assessment is a diagnostic engagement that inventories every connection into and out of your CRM and tests whether data actually flows the way everyone assumes it does. It is built for companies whose stack grew connector by connector, and where integration failures are discovered by their consequences.
The problem this solves
Integration debt is invisible until it is expensive: a sync that silently stopped for three weeks, discovered when finance reconciles; the same field written by two systems that disagree, so values flip depending on which synced last; middleware scenarios nobody has opened since the person who built them left; and API-heavy jobs that hit rate limits and fail without a notification anywhere. Each connection was reasonable when added. The system of connections was never designed, reviewed, or monitored as a whole.
How we work
We build the map that should already exist: every integration touching the CRM, its direction, the objects and fields it moves, its trigger logic, and its failure behaviour. Native connectors, middleware scenarios, and custom scripts all count; the custom ones usually hide the sharpest risks.
Then we test the assumptions. Field-level checks on whether data claimed to sync actually arrives, conflict analysis where multiple systems write the same properties, error log review, and an honest look at monitoring: would anyone find out if this broke tonight? We have run enough production integrations, including migrations throttled carefully around HubSpot API rate limits, to know exactly where silent failure lives.
The deliverable is an integration map with a per-connection health rating, a conflict and gap register, and a hardening plan: what to monitor, what to rebuild, what to retire. It turns your integration landscape from tribal knowledge into a document, which is worth having even before anything gets fixed.
Deliverables
- Complete integration inventory: native, middleware, and custom connections
- Data flow map at field level for critical objects
- Write-conflict register where multiple systems own the same data
- Failure mode and monitoring assessment per connection
- Hardening plan covering monitoring, rebuilds, and retirements
What buyers ask before scoping.
Do you cover custom-built integrations or only standard connectors?
Both, and the custom ones get extra attention because they carry the most unreviewed risk. We read the scenario logic or code, check error handling and retry behaviour, and assess what happens at the failure modes the original build never planned for: rate limits, timeouts, and schema changes on either end.
How is this different from the Systems & Instance Health Assessment?
The instance health assessment looks inside the portal: workflows, properties, permissions. This one looks at the seams between systems: what crosses the boundary, in which direction, and how reliably. They complement each other, and on genuinely aged stacks we often run them together, since internal automation and external syncs frequently trip over each other.
What do you need access to?
The CRM, the middleware platform if you use one, and read access to whatever custom integration code or logs exist. Where a vendor manages a connection, their documentation of it, or the absence of any, becomes part of the finding. We do not need production credentials to systems beyond read scope.
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