Disconnected tech stack
How do I connect sales, operations, accounting, and reporting so work flows end to end?
Map the business events that connect the teams, such as a won deal, approved order, completed service, invoice, payment, or fulfillment update. Define which system owns each event and pass the needed data forward automatically. Reporting should read from those same controlled records.
What to check
- Which events move work from one team to the next?
- Which system owns each event?
- Are the same IDs used across the connected records?