Here's our proven 7 stage engagement model that reduces integration risk, accelerates delivery, and builds internal capability.
(1–2 weeks)
Purpose: Understand the environment, systems of record, pain points, and automation opportunities.
Activities:
- Stakeholder interviews (IT, HR, Finance, Student Services, etc.)
- System inventory (SIS/HRIS/LMS/CRM/IDM/Facilities)
- Workflow mapping (current state)
- Integration maturity assessment
- Prioritized automation roadmap
Deliverables:
- Integration & Automation Assessment Report
- 90 day roadmap
- Recommended architecture patterns
- Level of effort estimates
Design (1–3 weeks)
Purpose: Define how systems will connect and how workflows will operate.
Activities:
- API capability review
- Data mapping & transformation rules
- Event/trigger design
- Security & governance requirements
- Error handling and monitoring strategy
Deliverables:
- High level architecture diagram
- Detailed workflow diagrams
- Data flow & mapping documentation
- Technical design specification
(4–12 weeks depending on scope)
Purpose: Implement integrations, automations, and connectors.
Activities:
- Connector configuration or custom connector development
- Workflow automation buildout
- Integration logic (transformations, routing, orchestration)
- Sandbox testing
- Iterative demos with stakeholders
Deliverables:
- Working integrations in test environment
- Workflow automations
- Unit test results
- Updated documentation
(1–3 weeks)
Purpose: Ensure reliability, accuracy, and compliance.
Activities:
- End to end testing
- User acceptance testing (UAT)
- Load/performance testing (if needed)
- Security validation
- Failover & error handling tests
Deliverables:
- UAT sign off
- Test summary report
- Deployment checklist
Purpose: Move the solution into production with minimal disruption.
Activities:
- Production deployment
- Cutover planning
- Hypercare support
- Monitoring setup (alerts, dashboards)
Deliverables:
- Production-ready integrations
- Go live support plan
- Monitoring dashboards
Transfer (ongoing)
Purpose: Enable internal teams to maintain and extend the solution.
Activities:
- Admin training
- Flow Architect training
- Documentation handoff
- Best practice playbooks
Deliverables:
- Training recordings
- Admin guides
- Architecture documentation
Improvement (optional retainer)
Purpose: Provide ongoing support, enhancements,
and monitoring.
Activities:
- Monthly health checks
- Break/fix support
- New workflow development
- API updates & connector maintenance
- Quarterly roadmap reviews
Deliverables:
- SLA-backed support
- Quarterly optimization reports
- Continuous improvement backlog
Share one workflow or integration challenge, and we'll show you what it looks like fully automated, complete with a recommended approach and timeline.