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Systems Integration · Enterprise Automation

Enterprise ERP, Finance & CRM Integration

Translating distributed ERP, finance and CRM processes into API-based integrations and automated operational workflows.

AT A GLANCE

Role
Founder · Automation & Integration Consultant
Company / context
Sperandio Malta Automation · Confidential enterprise clients
Domain
Systems Integration · Enterprise Automation
Core technology
Mega Senior · OMIE · Bitrix24 · REST APIs
Focus
Requirements · Data mapping · Integration

Context

Client operations spanned Mega Senior, OMIE and Bitrix24. Mega Senior-to-OMIE integrations covered accounts payable, accounts receivable, suppliers, customers or agents, related banking data and financial-flow information; CRM work involved customers, sales, cash flow, inventory and cross-department processes.

The challenge

The main challenge was not making an API call. It was interpreting business rules, mapping entities between systems, validating and transforming records, and placing each update in the correct operational workflow.

My responsibilities and contribution

As founder and consultant, I worked from requirements translation and solution design through API integration, data transformation, automation and implementation.

  • 01

    Translated client operations and business rules into technical requirements.

  • 02

    Designed API-based flows between ERP, financial and CRM systems.

  • 03

    Mapped, validated and transformed records before downstream updates.

  • 04

    Mapped financial entities from Mega Senior to OMIE and customer, sales and operational information in Bitrix24-related flows.

  • 05

    Implemented reconciliation steps where they were part of the client workflow.

  • 06

    Delivered tailored automation from solution definition through implementation.

  1. 01
    SourceSource ERP
  2. 02
    ConnectAPI extraction
  3. 03
    ProcessValidate
  4. 04
    ProcessMap · transform
  5. 05
    DataBusiness rules
  6. 06
    DataFinance · CRM
  7. 07
    OutcomeOperational workflow

Conceptual and anonymized view; implementation details are intentionally omitted.

How the problem was approached

The integration flow was organized around business meaning. API extraction was followed by validation, entity mapping and transformation before a record could participate in a destination process.

  1. 01

    Mapped accounts payable, accounts receivable, suppliers, customers or agents, banking data and financial-flow information between Mega Senior and OMIE where applicable.

  2. 02

    Translated business rules into validation and transformation steps.

  3. 03

    Used system APIs as interfaces between enterprise platforms rather than coupling processes to manual transfer.

  4. 04

    Connected the resulting records to customer, sales, cash-flow or inventory workflows according to the engagement.

ENGINEERING CHALLENGES

Challenge → why it mattered → response
01

Different business semantics

Why it mattered
The same operational concept could be represented differently in an ERP, financial platform or CRM.
Response
Entity mapping and transformation were defined from the business rules before destination updates were implemented.
02

Validation before action

Why it mattered
A malformed or incorrectly mapped record could propagate into customer, financial or inventory processes.
Response
Validation and, where applicable, reconciliation were explicit steps before the operational workflow continued.

Entity and process scope

The integration followed business entities, not only API endpoints.

Mega Senior-to-OMIE work included payable and receivable accounts, suppliers, customers or agents, related banking data and financial-flow information. Bitrix24-related work covered customer, sales, CRM, cash-flow, inventory and cross-department processes.

An integration layer translated between enterprise data models, applied validations and business rules, and connected destination updates to the appropriate automated process.

CORE TECHNOLOGY

Mega SeniorOMIEBitrix24REST APIsERPCRMAutomation

What changed as a result

Recorded outcomes from the project scope.

01

The Sperandio Malta Automation portfolio recorded 2 clients and 6 integration and automation projects.

02

Connected operational processes distributed across ERP, finance and CRM systems.

03

Automated steps in customer, sales, cash-flow and inventory workflows.

04

Made validation, mapping and transformation explicit before destination-system updates.