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Service 03

Integrations & Automation

Planisware connected to the systems around it — finance, HR, ERP and data platforms — with integrations built to be monitored, supported and trusted.

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Focus areas

APIsEnterprise interfacesAutomated loadsMonitoring

What we deliver

Scope we cover.

Delivered hands-on, inside your environments and within your governance.

Integration design

01
  • Source-of-truth and data ownership mapping
  • Interface specifications and field mappings
  • Error handling and reconciliation design

Build

02
  • API-based and file-based interfaces
  • Inbound and outbound data flows
  • Transformation and validation logic
  • Scheduling and orchestration

Automation

03
  • Automated data loads and refreshes
  • Scripted routines that replace manual steps
  • Notifications and exception reporting

Operate

04
  • Monitoring and alerting approach
  • Runbooks for support teams
  • Remediation of fragile or failing interfaces

When teams bring us in

Common starting points.

The outcome

Data that moves reliably between Planisware and the enterprise, with clear ownership when something needs attention.

  1. 01

    Actuals, rates or organizational data being re-keyed by hand

  2. 02

    Integrations that fail silently or need constant attention

  3. 03

    A new ERP, HR or data platform that Planisware needs to connect to

  4. 04

    Analytics teams that need reliable, well-defined portfolio data

How we work

A delivery approach built for enterprise governance.

Consistent, transparent and designed to leave your team stronger than we found it.

  1. 01

    Discover

    We start with your environment, objectives and constraints: what works today, what doesn't and what matters most.

  2. 02

    Assess

    We review the relevant configuration, scripts, data and integrations so the work is scoped accurately.

  3. 03

    Deliver

    Hands-on delivery in your environments, with regular checkpoints and changes managed through your governance.

  4. 04

    Enable

    Documentation and knowledge transfer, so your team can own and support what we deliver.

Related services

Have a Planisware challenge?

Whether you're implementing, optimizing, upgrading or simply need experienced delivery capacity, let's discuss where we can help.

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