One system of record per data item
We define which system is the reference for each data item, to limit discrepancies between your systems.
Your agents, your platforms, one source of truth.
Agentforce, Copilot or Claude: every agent works from the same reference data, within each person’s permissions.
We start from the tools you already have and get more from them before adding new ones.
Let’s talk about your projectEveryone in their own tool, the same answer.
Your platforms already ship their own agents: Agentforce in Salesforce, Copilot in Microsoft 365, the agents in your PSA. Each vendor lets you choose your framework. What remains is deciding who does what, on which data, and who approves. That is what we settle with you.
Our method
Integrations delivered and documented
We deliver the agreed exchanges with your PSA, your CRM, your financial systems and your collaboration tools, and we coordinate dependencies with their owners.
Access within each person’s rights
We design your agents’ access so it respects each person’s permissions, and we favor reading data in its source systems over copying it.
Reference data map
Decide which data is the reference, and who has the right to see it.
We inventory the data your agents need, we settle with you the system of record for each item, and we document access according to each person’s permissions.
What you get: the reference data map (one line per data item: system of record, consumers, direction of the exchange, owner), the access map per agent, and the specifications of the exchanges to deliver.
Success criteria: every data item has a named system of record and an owner. Every planned agent has its data and its rights defined.
Duration: 2 to 3 weeks.
What we connect
Agents
Agentforce, Copilot, Claude
They read the data, propose, and execute under approval.
| Domain | Platforms | What the agents read |
|---|---|---|
| PSA | Klient, Rocketlane, Certinia | Projects, tasks, time, billing. |
| CRM | Salesforce | Accounts, contacts, opportunities. |
| Finance | Billing and accounting | Invoices, revenue, margin. |
| Collaboration | Microsoft 365 | Emails, documents, knowledge. |
We work with your teams and your existing partners
We work within the ecosystem you already have, alongside your teams and the integrators already in place.