ERP and CRM implementation and synchronisation
Your ERP and CRM at the centre, connected to every system around them
When the core of the business runs on rekeyed data
Your ERP holds the orders, stock, invoices and ledger the business runs on, and your CRM holds the customers. Most of the data they need arrives from somewhere else: banks, stores, payment providers, carriers and tax platforms.
When those connections are manual or fragile, people rekey data, totals drift apart and month-end takes longer than it should. A migration such as SAP ECC to S/4HANA puts every one of those connections at risk at once.
What changes for you
Every record accounted for
Orders, invoices, stock and payments posted once and only once, with idempotent transactions and dead-letter queues so nothing is lost or double-posted.
Every failure has a path
A failed message is kept, explained and replayed, and your team sees the state of each flow at any time.
Migrations without a cliff edge
Flows moved to the new ERP one at a time, with the current process kept ready until the new one is proven.
What we deliver
ERP connectivity and migration
Tier-1 and mid-market ERP connections and migrations, including SAP ECC to S/4HANA and BTP, Oracle Fusion and NetSuite, Microsoft Dynamics 365, Odoo and Sage.
Private, hybrid and composable ERP
ERP hosted in a private or hybrid cloud where data residency requires it, and unbundled, composable ERP architectures where one suite no longer fits.
Workflow and CRM platforms
ServiceNow, Salesforce and Microsoft Power Platform implemented and connected to the ERP, so sales, service and finance work from the same records.
Order, invoice, inventory and payment-run sync
Automated flows over REST and JSON, OData, SAP IDocs and EDI, in real time where timing matters and in scheduled batches where volume matters.
Interface contracts and data mapping
A written contract per interface, field-level mapping, and the master-data rules for customers, items, prices, tax codes and the chart of accounts.
Monitoring, replay and runbooks
Dashboards for each flow's health, alerts that reach the right team, safe replay of failed messages, and runbooks your team can operate from.
CRM that people trust
A CRM is only useful when people trust what it shows. We implement it around how leads become customers, how deals are approved and how cases are resolved. It connects to your ERP, billing, banking, POS and e-commerce with the same contracts and replay as every other flow.
Process and requirements map
Your sales, service and marketing processes mapped as they are and as they should be, with the data each step needs.
Configuration and custom features
Records, fields, layouts, workflows and approvals configured first, with custom code only where configuration falls short.
Data migration
Accounts, contacts, deals and history moved from spreadsheets or an old CRM, cleaned, de-duplicated and reconciled.
ERP and system integration
Flows for customers, products, prices, orders, invoices and payments, with one system named as the owner of each record.
Roles and access
Roles, sharing rules and single sign-on, so each person sees the customers and fields their work needs.
Training and adoption
Training by role, short guides and usage tracking, so teams work in the CRM rather than in spreadsheets beside it.
How we work
Assess the landscape
We map your systems, flows and manual steps, decide which system owns each record, and agree which connections matter most.
Design the interfaces
We write the interface contracts and choose middleware, events or batches for each flow, with you.
Build and test
We build each connector with automated tests, working against test copies of your ERP and its partners.
Test end to end
We run full business scenarios across the systems with your users, from order to invoice to payment.
Cut over in steps
We switch flows over one at a time, with the current process kept ready until the new one is proven.
Run and improve
We monitor the flows, handle failed messages and adapt the interfaces when systems or rules change.
Scroll sideways to see the whole drawing.
The ERP at the centre, every connection monitored
Banks, stores, payment networks and third parties connect to the ERP through one integration layer. Anything that fails lands in a queue with an alert, never in silence.
- Primary flow
- Asynchronous
- Exception path
The flow in 10 steps
The flow, step by step
- From ERP to Integration layer: Orders, invoices and payment runs, over REST/JSON · OData · IDoc (primary flow).
- From Integration layer to Banks: Payment files, over ISO 20022 pain.001 · SFTP H2H (primary flow).
- From Banks to Integration layer: Statements, over camt.053 · MT940 (asynchronous).
- From POS and stores to Integration layer: Sales and returns, through an event queue, over REST/JSON (asynchronous).
- From Integration layer to POS and stores: Prices and stock, over REST/JSON (primary flow).
- From POS and stores to Payment gateway and acquirer: Card authorisation, over ISO 8583 (primary flow).
- From Payment gateway and acquirer to Integration layer: Settlement files, over SFTP (asynchronous).
- From Integration layer to Third parties: Customers, shipments and tax documents, over REST · SOAP · webhook (primary flow).
- From Integration layer to Monitoring and exception queue: Failed messages, to a dead-letter queue (exception path).
- From Monitoring and exception queue to Your operations team: Alerts and breaks to resolve (exception path).
Platforms and interfaces
We use the interfaces each vendor publishes and supports, so upgrades do not break the integration. Naming a product does not mean a partnership with its vendor.
- Languages
- ABAP
- Data and analytics
- Apache Kafka
- ERP systems
- SAP S/4HANA
- SAP Business One
- Oracle Fusion Cloud ERP
- Oracle NetSuite
- Microsoft Dynamics 365 Finance and Supply Chain Management
- Microsoft Dynamics 365 Business Central
- Odoo
- Sage Intacct
- Sage X3
- Integration
- REST
- EDI (EDIFACT, ANSI X12)
- AS2
- MuleSoft
- Boomi
- Azure Logic Apps
- RabbitMQ
Proof in production
For a GCC bank and conglomerate, we connected SAP S/4HANA directly to regional banks and tax authorities. For a GCC retail group, we synchronised an Oracle ERP with its store terminals and online storefronts in real time.
Case studies
- 99.4% straight-through processing on automated camt.053 bank statement reconciliation
Automated ISO 20022 host-to-host treasury and real-time tax clearance engine
How a Tier-1 GCC commercial bank connected SAP S/4HANA to its banking rails over ISO 20022 and cleared every e-invoice with ZATCA and PINT-AE in real time.
- under 250 ms SKU inventory sync across 800+ POS terminals and the digital storefronts
Real-time POS-to-ERP synchronisation and a high-concurrency omnichannel commerce engine
How a multi-brand GCC retail and mall conglomerate replaced overnight batch syncs with real-time stock, sales and settlement across its stores and online channels.
How to start
The Mandate E-Invoicing and ERP Readiness Sprint is the quickest entry: a gap analysis and a live sandbox connector for your ERP. A failing or undocumented ERP integration starts with the Brownfield Diagnostic Bridge.
What happens next
Pre-consulting session
A free 30-minute online pre-consulting session: we go through your goals, systems and constraints.
Readiness review
In a free 48-hour readiness review, a Principal Architect checks your project against the 6-point Definition of Ready and recommends the track that fits.
Choosing the track
Scope-ready projects receive a binding proposal within 3–5 business days. Concept-stage projects start in the Blueprint Studio. A live system that is failing, undocumented or needs integration starts with a diagnostic of 1–2 weeks. The Blueprint Studio and the diagnostic each have a fixed fee, quoted in the proposal.
Delivery in five stages
Mobilisation, sprints with live demonstrations, integration and hardening, acceptance and go-live, then managed services. After launch comes a warranty period, then optional support and maintenance.
Embedded specialists and strategic augmentation
Nearshore and on-site principal engineers and specialists, and embedded solution, transformation, PQC and integration architects.
Fixed-outcome projects and round-the-clock managed services
Fixed-scope, milestone-driven delivery with named delivery leads, and round-the-clock application managed services under SLA governance.
The quickest way in is the Mandate e-invoicing and ERP readiness sprint package, one of our rapid engagement packages.
Questions and answers
Which ERP and CRM systems do you work with?
On the ERP side: SAP ECC, S/4HANA and BTP, Oracle Fusion Cloud ERP and NetSuite, Microsoft Dynamics 365, Odoo and Sage. For workflow and CRM: ServiceNow, Salesforce and Microsoft Power Platform. We also work with custom and older systems. Naming a product does not mean a partnership with its vendor.
Can you move our integrations from SAP ECC to S/4HANA?
Yes. We inventory every interface on ECC, decide which to keep, rebuild or retire, and move each one to S/4HANA or BTP with its tests. Flows switch over one at a time, so the business does not depend on a single cut-over weekend.
Do we need middleware or an iPaaS?
Not always. A few stable flows between two systems can be direct API calls. Once several systems exchange data, or you need mapping, queues and monitoring in one place, middleware usually pays for itself. If you already own one, we build on it.
What if our master data is not clean?
It rarely is, and it is the most common reason integrations fail. We profile the customer, item, price and account data each flow depends on, and show you the duplicates, gaps and conflicts. We agree which system owns each record, and add validation so bad data is stopped at the edge.
How do you guarantee data integrity?
Through the design and the contract. Every write is idempotent, so a retry never posts twice, and failed messages go to a dead-letter queue instead of disappearing. Milestones are accepted only when your acceptance criteria pass, and a post-launch defect warranty follows go-live.
What happens when our ERP is upgraded?
We build on the interfaces the vendor publishes, not on database tables or screens, so most upgrades leave the integration untouched. Before an upgrade we review the release notes against each interface and run the test suite on the upgraded test system.
How do you handle access to our ERP?
Each integration uses its own technical account with only the permissions its flows need, never a person's login. Credentials live in your secrets store, not in code, and engineers' access is named, logged and removed when they leave the project.
Which CRM should we choose, and can you work with the one we have?
Choose the one that fits your processes, integrations and users. We compare the options against your requirements, existing licences and the systems the CRM must connect to, and set out the trade-offs in writing. If you already have a CRM, we review its set-up, data and integrations first, because problems there are more common than limits in the product.
How do you keep the CRM in step with the ERP and other systems?
We agree which system owns each record: often the CRM for leads and opportunities, and the ERP for products, prices, orders, invoices and credit limits. Changes flow between them automatically through supported interfaces. Failed updates are queued, explained and replayed, so the systems do not drift apart.
How do you move our data from spreadsheets or an old CRM?
We profile the data first, then agree with you the rules for duplicates, missing fields and old records. We rehearse the migration on a copy and check counts and samples with your team before the final move. History you need, such as past orders and cases, keeps its link to the right customer.
How do you make sure our teams use the CRM?
By designing it around their work rather than around the software. Each role sees what it needs, data entry is kept to a minimum and repeated steps are automated. We train by role, measure usage after launch and fix what slows people down.
How much CRM customisation is too much?
Too much is when upgrades become risky and every change needs a developer. We configure what the platform offers first, and build custom code only where your process needs it and it is worth maintaining. Each custom feature is documented and tested, so upgrades stay manageable.
Ready to build? Ask for a proposal.
Send your requirements or RFP. Our architects validate them and return a binding, fixed-scope proposal.
What happens next
Readiness review
In a free 48-hour readiness review, a Principal Architect checks your project against the 6-point Definition of Ready and recommends the track that fits.
Binding proposal
After architecture validation at no cost, you receive a binding, fixed-scope proposal within 3–5 business days: milestones, architecture, team structure and SLAs. We sign a non-disclosure agreement (NDA) with you on request, before you share your requirements.
Mobilisation
Once you sign, our engineering pods begin Sprint 0 within 5–10 business days of contract signature.
Delivery in five stages
Mobilisation, sprints with live demonstrations, integration and hardening, acceptance and go-live, then managed services. After launch comes a warranty period, then optional support and maintenance.