The goal will be determined by the nature of the integration. An automated cross-platform synchronized API will operate far differently than a periodic import of data from one system to the other. Your expectations on setup, performance, management and evaluation should adjust accordingly.

• • 1. Consider the specific solutions in place requiring integration
    2. Establish direction of information flow
    3. Define data points to be shared in each direction
    4. Choose mechanism for data transfer
    5. Create data management rules
    6. Facilitate the transfer of information through the structure of the selected utility
    7. Build management and control reports
    8. Test
    9. Implement and Control
    10. Monitor and Evaluate

Considerations in the integration of a suite of otherwise separate solutions extends beyond the technical to the cultural, procedural, political and legal.

Red Barn Advisors counsels you each step of the way to ensure informed decisions are made throughout the process resulting in a landscape for success.

• There are multiple databases managing redundant data about the same set of records
• Distinct data points cannot be captured in a single system thereby eliminating one database and simplifying the environment dramatically
• Data flows uni- or bi-directionally to save time and resources
• Sensitive information is protected
• Data standards are universally implemented
• Common information for varying applications is centrally managed without violating role rights
• The design of the program is not built on exceptions
• Appropriate controls are put into place
• Controls are used and results acted upon
• The integration remains responsive to organizational developments
• Leadership and staff are both invested in success