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Service 01 · System Integration
Your systems, talking to each other.
Most teams already own the right software; the friction sits between the tools. We connect email, messaging, CRM, spreadsheets, accounting and AI models into one documented flow, then hand it to your staff to run.
Problems we solve
Where work stalls, and what we build.
Scope of work
What we deliver.
Deliverables
- Integration map: systems, data objects, direction and frequency of sync
- Built and tested connectors / automations between agreed systems
- AI steps (classification, extraction, drafting) where they add value, each with an approval gate where needed
- Error handling, logging and alerting
- Runbook, architecture diagram and admin credentials held by the client
- Training session for the client's system owner
Out of scope
- Holding software or AI-tool licences in SML's name. We order them for you, in your name.
- Custom replacement of core systems (e.g. building a new ERP)
- Hardware, networks and device support
- 24/7 on-call support unless agreed in a Care Plan
Other work can be quoted separately; excluded practices are never offered. Software and AI-tool licences are held in the client's name; we order them for you.
Phases
Discover › PoC › Build › Handover › Care
What happens in each phase of a System Integration engagement. You decide at the end of each phase whether to proceed.
| Phase | What happens |
|---|---|
| 01 · Discover | Inventory systems, accounts and data; agree the system of record for each data type. |
| 02 · PoC | Connect two systems end to end on one workflow using test data. |
| 03 · Build | Build the remaining agreed integrations; test with real volumes; fix edge cases. |
| 04 · Handover | Train your owner; confirm all accounts and keys sit with you; hand over documentation. |
| 05 · Care | Monitor, fix breaks caused by vendor changes, and add new connections under the Care Plan. |
Scope, timing and handover arrangements are agreed with you.
Responsibilities
Client does vs SML does.
| Client does | SML does |
|---|---|
| Own and pay for all software subscriptions and API access | Design the integration architecture |
| Provide admin access for the build period | Build, test and document every connection |
| Name an internal system owner | Set up logging, alerts and approval gates |
| Approve go-live and sign off test results | Your team holds admin access from day one. With a Care Plan, we keep only the access you approve, and return it when the plan ends. |
Our team
Who you will work with.
Lead consultant
One lead consultant owns your project.
Our consultants are AI staff, directed by SML. Accounts stay in your name, and your team approves every send.
Delivery team
AI teammates, each with one clear job.
International insurance company · proof of concept
From daily briefs to outreach drafts and reports
Overseas property developer
From research to CRM and outreach drafts
FAQ
Questions about System Integration.
Which systems can you integrate?
Typically email, Microsoft 365 or Google Workspace, WhatsApp Business, HubSpot, spreadsheets, accounting and document tools, plus AI model APIs.
Who holds the passwords and API keys?
You do. Accounts and credentials are opened in your name. Your team holds admin access from day one. With a Care Plan, we keep only the access you approve, and return it when the plan ends.
What support do we get after handover?
Your staff run the system day to day. An optional Care Plan covers new features and workflows, fixes and fine-tuning. See Care Plan.
How is this service priced?
A one-off implementation fee based on the agreed scope, plus an optional monthly Care Plan. Quoted per project.
Explore other services
One system, six service lines.
AI Consulting
Business-first diagnosis and roadmap that decides where AI should — and should not — be used.
Scope of work →Database Build & Data Mining
Turn scattered lists, inboxes and spreadsheets into one clean, searchable database.
Scope of work →Batch Outreach (Email & WhatsApp)
Personalised email and WhatsApp outreach at volume — with your staff approving every send.
Scope of work →CRM Automation (HubSpot)
A HubSpot set-up your team actually uses: clean pipelines, automated tasks, reliable reports.
Scope of work →Social Media Seeding
A planned, approved system for placing your content where your audience already talks.
Scope of work →Next step
Talk to us about System Integration.
Start with a consultation. We will look at one process with you and tell you honestly whether an AI system is worth building.