A structured session that extracts the integration knowledge your team has never documented — and turns it into a rule set that runs against your real files before anything goes live.
We work through a structured interview that surfaces what the client knows and has never written down: which fields identify a record, which mismatches are fatal versus cosmetic, which values are coded on one side and spelled out on the other, and what actually happens downstream when each field is wrong. Those answers become rules as we go.
Prerequisite: two sample file exports — one from each system. The session cannot run without them.
Everything happens in the room. You leave with outputs, not homework.
Two sample exports — one from each system. Real data or anonymized. The session can't run without them.
A structured interview covers every field: what it means, what values are valid, what a mismatch actually does downstream.
Answers are written directly into a rule set during the session — not after, not in a follow-up document.
The new rule set runs against the files you brought. You see your own data problems before the session ends.
The session ends when the rule set has run against your files and you have seen the report. You leave with everything below — not a draft, not a next step.
Built on your real data. Exportable. Yours to keep and re-run on new files indefinitely.
Showing exactly what would have broken had those files gone live — with the consequence explained for each finding.
Your team's integration understanding, captured in a rule set that outlives whoever holds it today.
Load new files against the same rules at any point. The check improves as the guidance text is refined.
A tool that flags everything has flagged nothing. We report four findings a client will act on rather than four hundred they will forward. Each finding states what breaks, not just what changed — because the gap between those two is the entire value.
Bring two sample files. We will handle the rest.
Not sure if the session is the right starting point? Try the free trial first — sample files and a sample rule set are included.
Start Free Trial →We'll confirm fit and schedule from there.