System Integration Workflow

Connect and integrate customer's existing tools and systems with our platform

Objective

Seamlessly integrate our SaaS platform with customer's technology stack for maximum efficiency

Participants (5 roles)

technical: Integration Engineer
customer_it: Customer IT Team
architect: Solution Architect
pm: Project Manager
support: Technical Support

Input

Customer integration requirements and system specifications

Output

Fully integrated platform with customer's existing systems

Process Flow

100%
flowchart LR
    node0["Requirements Gathering"]
    node1["Technical Assessment"]
    node2["Development Setup"]
    node3["Integration Development"]
    node4["Integration Testing"]
    node5["UAT Deployment"]
    node6["Production Deployment"]
    node7["Post-Deployment Support"]

    node0 --> node1
    node1 --> node2
    node2 --> node3
    node3 --> node4
    node4 --> node5
    node5 --> node6
    node6 --> node7

    classDef default fill:#1e293b,stroke:#3b82f6,stroke-width:2px,color:#e0e7ff,padding:10px

Performance Metrics

1-2 weeks

Avg. Completion Time

92%

integrationSuccessRate

99.5%

dataAccuracy

99.9%

systemUptime

Stages Overview

100%
PROPERTIES
STAGE 1
Requirements Gathering
STAGE 2
Technical Assessment
STAGE 3
Development Setup
STAGE 4
Integration Development
STAGE 5
Integration Testing
STAGE 6
UAT Deployment
STAGE 7
Production Deployment
STAGE 8
Post-Deployment Support
Stage Owners
Solution Architect
Integration Engineer
Integration Engineer
Integration Engineer
Integration Engineer
Project Manager
Integration Engineer
Technical Support
Stage Workers
Customer IT Team
Project Manager
Solution Architect
Customer IT Team
Customer IT Team
Solution Architect
Customer IT Team
Technical Support
Integration Engineer
Customer IT Team
Project Manager
Customer IT Team
Technical Support
Integration Engineer
Customer IT Team
Duration
2 days
1 day
2 days
5 days
3 days
2 days
1 day
1 week
Output Fields
• Systems to Integrate*
• Integration Type*
• Data Volume*
• API Compatibility*
• Connectivity Test*
• Estimated Effort*
• Dev Environment Ready*
• Test Accounts Created*
• Endpoints Configured*
• Connectors Developed*
• Error Handling Coverage*
• Code Review Status*
• Test Scenarios Passed*
• Data Validation Results*
• Performance Metrics*
• UAT Deployment Status*
• UAT Test Results*
• Production Readiness*
• Deployment Status*
• Integration Health*
• Monitoring Active*
• System Stability*
• Documentation Complete*
• Customer Satisfaction*
To-dos
• Identify systems and document data flow requirements
• Define security requirements and create integration architecture
• Review API documentation and test connectivity
• Assess data compatibility and identify challenges
• Setup development environment and test accounts
• Create integration endpoints with monitoring
• Develop integration connectors with data transformation
• Implement error handling and retry mechanisms
• Execute test scenarios and validate data accuracy
• Test error conditions and performance
• Deploy to UAT with production-like settings
• Conduct user acceptance testing and document issues
• Execute deployment plan and migrate data
• Enable monitoring and verify integration health
• Monitor integration performance and address issues
• Optimize as needed and document lessons learned

Automation Rules

Automation 1: Field Value Alert

If API Compatibility equals, Then escalate to Solution Architect with message: "Critical: API compatibility issue detected - architecture review needed"

high

Automation 2: Field Value Alert

If Deployment Status equals, Then escalate to Integration Engineer with message: "Production deployment failed - emergency response required"

critical

Workflow Summary

Total Stages

8

Total To-dos

16

Output Fields

24

Automations

2