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§ — Service 02

Systems integration and process automation.

Systems integration and process automation means the systems a company already owns start talking to each other: data is entered once in one place, reports build themselves, and staff go back to the work a computer cannot do for them. Nothing gets replaced merely because a newer alternative exists.

First result 4—8 weeks Format staged project Interruption to daily work none
Contents Who it is for What you get How it runs Where AI fits An example What it costs Frequently asked questions
01 — Who it is for

When integration pays back faster than a new system.

The typical company we work with in this format has already bought software — a CRM, an accounting system, inventory management, an online store — and each of them works well on its own. The problem sits at the boundaries. An order from the store is retyped into accounting, delivery status is asked for by phone, and nobody has the whole picture until somebody assembles it in a spreadsheet.

This service is the right fit if:

  • the same document or order is entered into two or three systems;
  • management reports are assembled manually and are therefore produced less often than they should be;
  • somebody's daily work can honestly be described as “take it from here, put it there”;
  • an IT and AI audit has already been done and the starting point is known;
  • a previous automation attempt ended with something nobody used.

When it is not the right fit. If it is not yet clear which process consumes the most time, integration will start from a guess. In that case an audit is cheaper and faster. Nor is this the service for companies wanting an entirely new system built from scratch — that is development.

02 — What you get

Data flows that run without a person in the middle.

Automated data flows between existing systems

Every flow is concrete: where the data comes from, where it lands, what happens on error, and who is told. Typical flows we build — an order from the store into inventory and accounting, a quote from the CRM into an invoice, delivery status from the courier back into a customer notification, documents from email into the record system.

Reports and dashboards that update themselves

A management dashboard where the numbers come straight from the systems, not from a spreadsheet somebody refreshes on Mondays. We agree on five to eight metric rows that genuinely change decisions, rather than a full analytics tool nobody opens after a month.

AI applied to specific tasks

Where the task is understanding a document or a piece of text. More on that in the next section. Nowhere that ordinary integration already handles.

Documentation and training for your team

For each flow, a description in plain language: what it is, when it fires, what to do if it stops. Training happens with the people who run the process, not only with management. This point sounds like a formality, but in practice it decides whether the automation gets used or worked around.

Monitoring and error alerts

An integration that quietly stops is more dangerous than one that never existed — the company carries on relying on data that is no longer refreshing. So every flow has a log and an email alert if it stops working.

03 — How it runs

Stages that each pay off on their own.

The work is not one large project with a handover at the end. It is a sequence of stages, each going live before the next begins. That means you can stop at any point and what has been built keeps working.

Stage 1 — scoping and the first flow

2—3 weeks. We pick one process — usually the one consuming the most hours and the simplest technically — build it, run it alongside the existing process and compare results. This stage is also a test of whether the working relationship fits.

Stage 2 — switch over and measure

1—2 weeks. Once the flow runs correctly, the old path is switched off. We compare against the baseline recorded before the work started: how many times a week the process runs, how long it takes, how many people are involved. Without that measurement the saving would remain a claim.

Stage 3 — the remaining flows

4—12 weeks depending on scope. The next flows follow the same pattern, ordered by return. Reporting and the management dashboard usually join here, because only now does the data sit somewhere it can be collected from.

Stage 4 — handover

1 week. Documentation, access, training, monitoring settings. After this stage the system works even if we disappear — that is the goal, not a side effect.

04 — Where AI fits

AI where the task is to understand, not to move.

Most integrations do not need AI. Moving data between systems is rule-based work: it can be done precisely, cheaply and predictably. AI there would be more expensive and less reliable.

AI belongs where the incoming information is unstructured:

  • Document processing. Invoices, delivery notes and contracts are read, classified and entered into the system. Accounting checks the result instead of retyping the data.
  • Triaging incoming requests. Emails and form submissions are sorted by topic and urgency and land with the right person.
  • Summaries. A short explanation attached to a management report of what changed and why.
  • An internal knowledge assistant. Staff ask questions of company documents and get an answer with a pointer to the source.

In each of these we first establish which data may reach an external AI service at all, and where a solution running on your own infrastructure is required. That is not a legal formality but an architectural decision, and it has to be made before development, not after.

05 — An example

When a delivery process moves into the system.

At Verbasco, a B2B supplier of industrial components, every shipment ended with two steps outside the system: confirming that the goods had arrived, and signing the delivery paperwork. Both were handled manually, shipment by shipment. The automation pulled both inside Odoo, and the sales process began running in the system rather than around it. The work ran in stages — day-to-day deliveries never paused.

The full case study is currently published in Latvian only; ask for it on the call and we will walk through it in English.

06 — What it costs

Priced per stage, not per project.

Each stage is estimated and approved separately. You never sign for a sum covering work whose scope nobody knows yet — and we do not take a fixed price for work whose scope will only emerge along the way. In practice that makes the first stage the cheapest way to test whether the engagement is worth continuing.

One data flow between two systems EUR 2,000 — 5,000
Management dashboard with automated reports EUR 3,000 — 7,000
AI document processing for one document type EUR 4,000 — 9,000
Maintenance and monitoring after handover from EUR 150 / month

Prices exclude VAT and are a starting orientation, not a proposal. The main variable is how readily your existing systems let data in and out: a system with a documented interface takes days, one without can take weeks.

07 — Frequently asked questions

Questions asked before an integration.

Will we have to replace our existing systems?

Rarely. The first option is always to use what has already been paid for and rolled out. We recommend replacing a system only when it is directly holding the business back or has no way of exchanging data at all.

How long before the first automation is running?

The first stage is usually live within four to eight weeks of the decision. The work is split into stages precisely so that a result is visible before the next stage starts, rather than only at the end of the project.

What happens if an integration breaks after the project ends?

Every integration has an error log and an alert that fires if the data flow stops. Documentation, access and code stay with you, so another team can fix it. Maintenance is offered as a separate agreement, not as a compulsory continuation.

Does day-to-day work stop during the integration?

No. Each stage is introduced alongside the existing process and switched over only after checking, with the option to roll back. During the transition both paths run in parallel for a while.

Where does AI fit into this?

Where the task is understanding a document or a piece of text rather than moving numbers: reading invoices and delivery notes, triaging incoming requests, drafting summaries. Moving data between systems does not need AI, and using it there would be more expensive and less reliable.

Do you work with Odoo?

Yes. Odoo is one of the most frequent systems in our projects — both customisations to an existing installation and connecting it to accounting, inventory and an online store. We also work with HubSpot, WooCommerce and the accounting systems common in Latvia.

Tell us which process in your company takes the most manual work. Thirty minutes, free and with no commitment.

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