What We Do
Integration Strategy, Design, Build, and Operations — using the CIDIFLY framework.
Integration Strategy
Define integration architecture, roadmap, and governance. Align technical decisions with business outcomes.
Integration Design
Blueprint interfaces with CIDIFLY methodology. Detailed specs, flow diagrams, error handling, observability.
Integration Build
Develop, test, and deploy production interfaces. Code reviews, performance tuning, security hardening.
Integration Operations
Monitor, support, and optimize running integrations. Incident response, reconciliation, continuous improvement.
CIDIFLY Deep Dive
Our 7-step methodology explained in detail. Click each step to expand.
Context: Map Systems, Define Process Scope, Identify Data Ownership
- •Map all source/target systems (ERP, WMS, CRM, etc.)
- •Define business process boundaries (where does this integration start/end?)
- •Identify data ownership (who is the system of record?)
- •Document current state vs. desired state
Integration by Process
Detailed breakdown of typical systems, patterns, and failure points for each process.
Order-to-Cash (OTC)
Typical Systems
ERP, CRM, WMS, TMS, Tax Engine, Banks, Payment Gateways
Common Patterns
Real-time inventory sync, Batch invoicing (EDI 810), API-based payment confirmation
Failure Points
Duplicate orders, Inventory mismatch, Tax calculation errors, Payment reconciliation gaps
Procure-to-Pay (P2P)
Typical Systems
ERP, Procurement platforms (Ariba, Coupa), Supplier portals, AP automation
Common Patterns
EDI 850 (PO), EDI 856 (ASN), 3-way match (PO/Receipt/Invoice), ACH payment files
Failure Points
PO/Invoice mismatch, Receipt confirmation delays, Duplicate payments, Supplier master data sync
Record-to-Report (RTR)
Typical Systems
ERP, Consolidation tools, BI platforms, Tax engines, Audit systems
Common Patterns
Batch GL postings, Real-time journal entries, Intercompany eliminations, Regulatory reporting feeds
Failure Points
GL balance mismatches, Consolidation timing issues, Audit trail gaps, Tax reporting errors
Inventory & Logistics
Typical Systems
ERP, WMS, TMS, Carrier portals, IoT sensors, Customer portals
Common Patterns
Real-time inventory updates, EDI 856 (ASN), API-based tracking, Event-driven replenishment
Failure Points
Inventory count discrepancies, Shipment status delays, Lost tracking updates, Multi-location sync errors
Manufacturing
Typical Systems
ERP, MES, Quality systems, Shop floor data collection, Maintenance systems
Common Patterns
Production order sync, Real-time quality data, Batch material consumption, IoT sensor streaming
Failure Points
Production order delays, Quality data gaps, Material consumption errors, Equipment downtime blind spots
Subscription & Usage
Typical Systems
ERP, Usage metering platforms, Billing systems, Revenue recognition tools, Payment gateways
Common Patterns
Real-time usage metering, Batch billing runs, API-based subscription changes, Revenue recognition postings
Failure Points
Usage data loss, Billing cycle mismatches, Revenue recognition errors, Subscription state sync issues
Intercompany
Typical Systems
Multi-instance ERP, Consolidation tools, Transfer pricing systems, Intercompany netting
Common Patterns
Batch intercompany transactions, Real-time cross-entity postings, Transfer pricing adjustments, Consolidation eliminations
Failure Points
Intercompany balance mismatches, Transfer pricing errors, Consolidation timing issues, Currency conversion gaps
Tax & Compliance
Typical Systems
ERP, Tax engines (Vertex, Avalara), E-invoicing platforms, Regulatory reporting tools
Common Patterns
Real-time tax calculation, Batch tax reporting, E-invoicing (PEPPOL, SDI), Regulatory feeds (GDPR, SOX)
Failure Points
Tax calculation errors, E-invoicing rejections, Regulatory reporting delays, Audit trail gaps
Engagement Models
Detailed scope, duration, deliverables, and pricing posture for each engagement model.
Single Interface Delivery
Scope
One interface (e.g., Inbound PO from supplier to ERP)
Duration
2-8 weeks (depends on complexity)
Deliverables
Design spec, Code, Test results, Deployment guide, Runbook
Pricing Posture
Fixed scope where possible
Example Timeline
Week 1-2: Design. Week 3-6: Build & Test. Week 7-8: Deploy & Handoff.
Process-wide Integration
Scope
End-to-end process (e.g., Full OTC: Order → Fulfillment → Invoice → Payment)
Duration
8-16 weeks
Deliverables
Process blueprint, All interfaces, Testing framework, Observability, Runbooks
Pricing Posture
Fixed scope for defined process boundaries
Example Timeline
Week 1-4: Design & Prototyping. Week 5-12: Build & Integration Testing. Week 13-16: UAT & Go-live.
Program Integration Office
Scope
Embedded team managing multiple processes/workstreams
Duration
Ongoing, quarterly milestones
Deliverables
Governance framework, Backlog management, Sprint deliveries, Continuous improvement
Pricing Posture
T&M with quarterly targets
Example Timeline
Month 1: Setup & Governance. Month 2-12: Sprint-based delivery (2-week sprints).
Rescue/Stabilization
Scope
Fix broken integrations, resolve production issues
Duration
2-6 weeks (urgent)
Deliverables
Root cause analysis, Hotfixes, Stabilization plan, Knowledge transfer
Pricing Posture
T&M (time-critical)
Example Timeline
Week 1: Triage & RCA. Week 2-4: Fixes & Testing. Week 5-6: Stabilization & Handoff.
Architect-on-Demand
Scope
Part-time advisory (10-20 hours/month)
Duration
Monthly retainer (3-12 months)
Deliverables
Architecture reviews, Design feedback, Technical guidance, Best practice recommendations
Pricing Posture
Monthly retainer
Example Timeline
Monthly: 2-4 review sessions, Async support via Slack/email.