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The goal of System Integration is to enable different systems to work cooperatively with each other. This can involve simply coordination of data updates, or constructing new transactions to feed from one system to another.
Features vary, depending on the type of integration project:
- For data integration, changes made to information on one system are propagated to corresponding information in one or more other systems.
- For transaction integration, source transactions from business systems are converted into financial transactions and sent to the appropriate modules of the financial system.
These vary, depending on the type of project and our level of involvement:
- Functional design of the data or transaction integration requirements.
- Technical specifications for the data or transaction integration.
- Appropriate software to perform the data or transaction integration.

Plan
- Identify and meet with project stakeholders and team members.
- Prepare project plan, timeline, and budget.
Analyze
- Understand and document the data or transaction integration requirements.
- Data Integration — Review the file and table layouts for the systems being integrated.
- Transaction Integration — Review the source system transaction logs, evaluate options for translating these into financial transactions, and prepare mock financial entries for the source transactions.
- Determine data representation and transformation issues.
Design
- Plan the overall integration program structure.
- Determine the data source that will be the "master" source.
- Data Integration — Define the integration techniques that will be used.
- Transaction Integration — Define the overall module control, hierarchy, and triggering, and outline the functioning of each major module.
Build & Test
- Data Integration — Develop the routines, and test these under various circumstances.
- Transaction Integration — Develop all modules and overall calling routines, and test these against source transactions.
Implement
- Put the integrating software into production.
- Support the implementation on site.
Review
- Conduct post-implementation review with users.
- Resolve issues.
Integration projects are performed by a consultant — or consultant team — who understands the many complex activities required to successfully integrate data or transactions between systems.
Our goal is to become a valued member of your team - working with your people and your business to help you accomplish your goal of an efficient and effective system integration.
- Increase productivity by eliminating the need for duplicated data entry.
- Increase productivity by eliminating manual creation of financial information from one system for recording in another.
- Improve data accuracy by ensuring that changes in one system are automatically and consistently made to other systems.
To discuss whether this service could benefit your business, please call us at 336.297.4200 or send us an e-mail to schedule a no-obligation consultation.
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- Great People + Manual Process + Questionable Technology = Poor Results: Improving Data Integrity and Management Analysis by Integrating Systems: A Case Study
How one company achieved auditable results, uniting their industry-specific business system and a separate accounting system.
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