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01.06 · Connected Enterprise

Business systems connected so information is entered once.

We configure, extend and integrate CRM, ERP and operational platforms so sales, delivery, finance and service work from the same reliable information.

Start a Project Engagement options

AProblems addressed

When teams typically bring us in.

  • P-01Teams re-enter the same data into several systems
  • P-02Sales, delivery and finance disagree on basic figures
  • P-03Integrations break silently and nobody owns them
  • P-04The CRM or ERP no longer matches how the business works

BCapabilities and deliverables

What Connected Enterprise covers.

  • CRM implementation

    Pipelines, automation and reporting configured around your sales and service process.

  • ERP integration

    Reliable connections between ERP, commerce, operations and finance systems.

  • API and middleware

    Integration services with retries, logging and clear error handling.

  • Data synchronization

    Defined ownership of records and rules for how changes flow between systems.

Deliverables

  1. D1System landscape and data-ownership map
  2. D2Integration specifications
  3. D3Configured CRM/ERP workflows
  4. D4Monitored integration services
  5. D5Administrator documentation

Technologies

  • Salesforce
  • HubSpot
  • Microsoft Dynamics
  • Odoo
  • Zoho
  • REST APIs
  • Webhooks
  • Integration platforms

Technology choices are made per project based on your existing estate and requirements.

CDelivery approach

How this capability is delivered.

Each engagement follows the Velnex Method. These are the steps specific to this capability.

  1. 01

    Map systems and records

    Identify where each type of record is created, owned and used.

  2. 02

    Define integration rules

    Agree triggers, transformations and failure handling.

  3. 03

    Build and monitor

    Implement integrations with logging and alerts from day one.

  4. 04

    Train administrators

    Make sure your team can manage configuration changes.

See the full Velnex Method

DEngagement options

Ways to engage for this capability.

  • E-01

    Technical Definition Sprint

    A time-boxed engagement that turns a business need into a buildable plan.

    • Requirements and priorities
    • Architecture options
    • Phased delivery plan
    • Risk register

    Best for

    Decisions that need evidence before budget is committed.

    Team

    Principal engineer, solution architect and UX lead as needed.

    Rhythm

    Fixed duration with working sessions and a final review.

    Commercial basis

    Fixed fee agreed before the sprint starts

    Request a Scope

  • E-02

    Defined Platform Build

    End-to-end delivery of a clearly scoped system against agreed milestones.

    • Production system
    • Test suite
    • Documentation
    • Handover sessions

    Best for

    Projects with a defined scope and clear success conditions.

    Team

    Cross-functional team sized to the scope, led by a senior engineer.

    Rhythm

    Milestones agreed upfront with a demonstration each delivery cycle.

    Commercial basis

    Scoped and quoted after definition

    Request a Scope

  • E-04

    Continuous Systems Partnership

    Ongoing responsibility for the health and improvement of live systems.

    • Monitoring and response
    • Maintenance schedule
    • Monthly service report
    • Improvement backlog

    Best for

    Business-critical systems that must stay secure and keep improving.

    Team

    Named lead engineer with shared support and specialist capacity.

    Rhythm

    Continuous monitoring with monthly planning and reporting.

    Commercial basis

    Retained capacity, agreed per period

    Request a Scope

ERelated scenario

An example of this capability in context.

Representative solution scenarioS-04

Connecting sales, delivery and finance

Growing company where each department uses a different system

Won deals are re-entered for delivery, invoices are raised manually and leadership reconciles figures from three exports.

Approach

  1. 01Define which system owns each record and when it changes hands
  2. 02Integrate CRM, project delivery and accounting systems
  3. 03Automate handoffs from closed deal to project to invoice
  4. 04Build a shared dashboard from one trusted data model

System components

  • CRM workflows
  • Integration services
  • Automated handoffs
  • Revenue dashboard

FQuestions

Frequently asked questions.

Do you work with our existing CRM or ERP?

Yes. We usually extend and integrate what you already have before recommending any replacement.

What happens when an integration fails?

Our integrations log failures, retry where safe and alert a named owner so issues are fixed before data drifts.

Can you help us choose a new CRM or ERP?

Yes. A Technical Definition Sprint can compare options against your requirements.

Next step

Discuss Connected Enterprise with Velnex.

Tell us what you are creating, replacing or improving. Velnex will help turn it into a practical engineering plan.

Start a Project Speak With Velnex