SOLUTIONS
Industries
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Professional services firms with 75–500 employees managing multiple connected platforms — particularly those running Deltek Vantagepoint alongside HRIS, payroll, time tracking, or document management systems.
Project-based engagement scoped to integration complexity. Engagements typically begin with a systems mapping exercise and progress through design, build, and validation phases.
Deltek Vantagepoint
Financial data becomes a decision-making tool, not a reporting obligation.
Cash flow, margins, and growth levers are visible and actively managed.
Whether the goal is scale, acquisition, or exit, the financial foundation is in place.
Routine processes are automated, freeing your team to focus on higher-value work.
Professional services firms accumulate technology over time. An ERP for project accounting. A separate HRIS for employee management. Payroll through a third platform. Document management in another. Time tracking may run through the ERP or through a standalone tool. CRM may live in Salesforce, in the ERP, or in someone's inbox.
Each system works on its own. The problem is what happens between them. Employee records are entered twice. Project codes don't match across platforms. Labor rates in payroll don't align with billing rates in the ERP. When month-end arrives, someone spends two days reconciling data that should have been consistent from the start.
For growing firms — and especially firms navigating acquisitions — this problem compounds. Each new system, office, or entity adds another set of disconnected data flows that the finance and operations teams must manually reconcile.
Our integration and data architecture engagements are structured to bring order to complex technology environments without requiring firms to replace the systems they already rely on.
Systems Mapping — We document every platform in your technology environment, how data currently moves between them (automated and manual), and where the gaps, redundancies, and failure points are. This is the foundation for all integration design.
Integration Design — Connection architecture is designed for each system pair — defining what data moves, in which direction, at what frequency, and with what validation rules. We design for reliability, not just connectivity.
Build & Configuration — Integrations are built using native connectors, middleware platforms, or API-based connections depending on the systems involved. Each connection is built with error handling, logging, and monitoring.
Data Migration — For firms consolidating systems or moving platforms, we manage the migration of historical data with validation protocols that ensure accuracy, completeness, and referential integrity before cutover.
Validation & Testing — Every integration is tested with real data scenarios before going live. Edge cases — retroactive changes, terminated employees, project closures, corrections — are tested explicitly, not assumed.
Documentation & Handoff — Integration architecture is fully documented: data flow diagrams, field mapping specifications, error handling procedures, and monitoring protocols. Your team or IT partner can maintain what we build.
Map — We conduct a comprehensive inventory of your technology environment — every platform, every data flow, every manual workaround. The output is a clear picture of current state.
Design — Integration architecture is designed around your firm's specific data requirements, compliance needs, and operational rhythm. Every design decision is documented and reviewed before build begins.
Build — Integrations are built and tested in a staging environment before deployment. We validate with real data, real edge cases, and real operational scenarios.
Monitor — Post-deployment monitoring ensures integrations continue to function reliably. We establish alerting, logging, and escalation procedures for when exceptions occur.
