The integration model

CRM ─────┐
ERP ─────┤
Data ────┼──→ Integration Layer → AI Systems
APIs ────┤
Tools ───┘

CRM ─────┐
ERP ─────┤
Data ────┼──→ Integration Layer → AI Systems
APIs ────┤
Tools ───┘

CRM ─────┐
ERP ─────┤
Data ────┼──→ Integration Layer → AI Systems
APIs ────┤
Tools ───┘

CRM ─────┐
ERP ─────┤
Data ────┼──→ Integration Layer → AI Systems
APIs ────┤
Tools ───┘

Step 01 — Inventory systems

Document:

• System name

• Owner

• Purpose

• Data available

• Integration method

Step 02 — Map data

Identify:

Source

Where information originates.

Transformation

How it needs to change.

Destination

Where it needs to go.

Step 03 — Define events

Examples:

• Record created

• Record updated

• Request submitted

• Approval completed

• Workflow failed

Step 04 — Establish permissions

For every connection, define:

Step 05 — Test integration

Validate:

• Data accuracy

• Authentication

• Error handling

• Duplicate prevention

• Failure recovery

Integration principle

Connect systems around a defined business workflow—not simply because an API exists.