Methodia
Tell us about a problem

Processes across systems

We connect systems. We cut manual steps.

Data copied from ERP to CRM, exports and imports, the same update made in several places, email alerts between departments. We move information from one system to the next, with checks where they are needed.

Example flow

The same data, two ways to get it there.

An order arrives by email and has to end up in the ERP, the CRM and invoicing.

The datacustomer, items, delivery

Today, by hand

  1. Emailenter
  2. ERPretype
  3. CRMexport and re-import
  4. Invoicing

With the integration

  1. Emailread by AI checks the exceptions
  2. ERPsynchronised
  3. CRMupdated
  4. Invoicing

Our approach

We start from the systems you already use.

If ERP, CRM and vertical software do their job well, they stay. We work on what sits between them.

An integration

Connects two systems through their interfaces, so data moves on its own.

An automation

Runs the repetitive steps: updates, alerts between departments, reports.

A dedicated service

When you need logic of your own, a small piece of software in the middle.

AI comes in when unstructured information needs interpreting: emails, documents, free text.

Where we start

Three questions to find the steps that can go.

01

Which information is copied more than once?

02

Where does a spreadsheet appear because a connection is missing?

03

Which steps depend on someone remembering them?

Before you start

How we find out whether your systems can be connected.

How we work, step by step

Integration, synchronisation, automation: what is the difference?

An integration connects two systems: data entered in one reaches the other. Synchronisation keeps them aligned over time, for example customer records or order status. An automation runs a sequence of steps, such as updating a system and notifying a department.

How do you check whether a system can be connected?

We look at what it offers: documented interfaces (APIs), exports, database access. Not all software allows it in the same way: we check it at the start on a concrete flow, before committing to a result.

What if a system has no interfaces?

We look at alternatives, such as automated exports and imports or a small intermediate service. If the connection would not be sustainable over time, we say so before building it.

What do we need to start?

The list of systems involved, an example of the data moving between them and who copies it today. To connect them we need test access and, where it exists, the interface documentation.

Tell us which systems you use and where data moves by hand.