ERP & operational data
Connect finance and operational records for a shared management view.
Data integration
Connected systems.
A clearer picture.
Bring business data together with consistent definitions and a connection your team can understand.
Surrey City Centre
Your local business focus
Services for Surrey businesses.
Surrey combines growing commercial centres with manufacturing, technology and local service businesses. Invest Surrey identifies advanced manufacturing and digital ICT among its opportunity sectors.
Surrey-based. Scope is agreed around your actual business, tools and data.
Explore the local pageSurrey business opportunities
What the work includes
Build a reliable
connection between tools.
When systems describe the same business differently, reports become difficult to reconcile. We review the sources, agree the mapping and build a traceable path from source records to reporting.
A source and access review
Confirm the available exports, connectors or APIs and the permissions each connection needs.
Agreed data mappings
Define identifiers, units, dates and business rules so the sources can be reconciled.
A controlled data pipeline
Collect, transform and load the data with visible checks for missing or rejected records.
Connection documentation
Record the dependencies, refresh process and responsibilities for maintaining the integration.
Possible starting points
Build around
the business question.
These examples describe potential project scopes. The initial review establishes what your data and workflow can support.
Spreadsheets & databases
Bring recurring workbook inputs into a structured reporting process.
Accounting & reporting
Align source transactions and reporting definitions before adding a dashboard.
Before implementation
Check the foundations.
Dynamics 365 Business Central, SQL, Excel and supported APIs can be connected where access and licensing permit. The design follows the actual source capabilities.
Data readiness
What is available?
Identify the source records, quality issues and access needed for the agreed outcome.
Scope & delivery
What will be built?
Agree deliverables, dependencies, acceptance checks and price before implementation.
Ownership & handover
Who will run it?
Define access, documentation and the support your team needs after delivery.
Founder implementation experience
Explore the work
behind the approach.
Read anonymized reporting, automation and governance cases with their recorded checks and scope limits.
A practical place to start
Start with the
question you need answered.
Crescent Beach · South Surrey