7 steps to integrating backend systems
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Most businesses will have unconnected, disparate backend systems operating in isolation and unable to speak to each other. The result is loss of time, productivity and a greater margin for error as manual handoffs and data entry become necessary to bridge the gaps.
Many of our customers know that automated workflows can fix this problem but aren’t sure how to start. Here are our tips drawn from working with small and medium-sized companies on integration projects:
Step 1: Assess your backend systems
Start by identifying the key systems and processes to link to enhance efficiency as well as any gaps or bottlenecks that prevent smooth data flow. This assessment will give you a clear view of which areas will most benefit from process automation.
Step 2: Define data integration points
Once you have identified the systems to be linked, clearly define the integration points where data and tasks need to flow between systems, as well as the desired frequency and triggers. This step will help you outline the scope of automation and set clear objectives for the integration process.
Step 3: Select an automation platform
The next step is to evaluate automation tools that can effectively connect the workflow systems. Consider factors such as compatibility with existing systems, ease of implementation and scalability. At Ethos, our developers quickly connect your existing systems using an IPaaS tool with over 1,400 existing connectors and custom development if there aren’t connectors for your systems.
Step 4: Map and design workflows
Mapping and designing the workflows is the next step to determine how different data entities, such as customers, orders, or invoices, will be synchronised across systems. This involves understanding the data structures, formats and any required transformations to ensure seamless data flow.
Step 5: Test systems integration
Before going live, we recommend starting with smaller, less critical backend workflows to validate the integration process before moving on to more complex ones, ideally in a sandbox testing environment. Identify any issues or discrepancies and make necessary adjustments.
Step 6: Monitor and optimise
Once the new workflow is live, monitor data transfer, task execution, and system interactions to identify any anomalies or bottlenecks. It’s important to leverage analytics and reporting features to gain insights into workflow efficiency and identify areas for further optimisation.
Step 7: Expand workflow automation
Automation and integration are ongoing processes. Once you have established the effectiveness of integrating backend systems, look for opportunities to expand integration capabilities to other isolated systems.
Customer success stories
By following these 7 steps, you can say reduce manual handoffs and data entry. If you want a tech partner to support you, we can help. We develop bespoke automation solutions to bridge gaps between your disparate backend systems
For inspiration, here are two real-world stories of companies that have linked their backend systems to create automated workflows. In the legal sector solicitors Roythornes is saving staff time and reducing process complexity, and in the construction sector, Ground Construction Limited is making operational and productivity gains.
Get in touch to book a consultation with our automation and integration team.
