Summary: Mid-market companies accumulate disconnected systems: CRM, ERP, HRIS, support ticketing, project management. Data lives in silos. Employees manually copy information between systems. Reports require consolidating exports from multiple sources. Research shows growing SMBs are 2x more likely to have integrated tech stacks.

Outcome: Clear integration strategy to connect critical business systems

Takeaway: Decision framework for building vs. buying connectors

Key Discussion Points:

• Integration maturity model: point-to-point to hub-and-spoke to event-driven to real-time
• Platform comparison by company size: Zapier vs. Make vs. Workato vs. Celigo
• High-value integration patterns for finance-IT collaboration
• CRM-to-ERP integration: quotes, orders, and revenue recognition
• HR-to-finance integration: payroll, headcount, and forecasting
• Support-to-billing integration: usage tracking and invoicing
• Decision framework for building vs. buying connectors
• Data quality at integration points
• Security and compliance considerations
• ROI measurement for integration investments