Software Configuration
Review supported settings and options to identify how the existing product can accommodate your requirements.
Services
/ Customization & System Integration
Adapt Your Software.
Adapt Your Software.
Connect Your Systems.
Explore changes and connections that support the way your business works.
Discuss your workflow requirements with Velotech Solutions to identify suitable configuration, customization and integration options for the selected software.
Service availability and technical feasibility are subject to review and confirmation.
Integration Planning
Your Existing System
Records, processes and available interfaces
Agreed Data Exchange ↕
Selected Software Solution
Configured workflows and defined requirements
Validation & Review ↓
Agreed Business Outcome
Verified records and acceptance criteria
Illustrative concept. Connection methods and
data flows depend on the reviewed systems.
Relevant Changes
Define adjustments around a clear business requirement.
Planned Connections
Review interfaces and agree how information should move.
Validated Results
Check workflows and exchanged records against agreed criteria.
Scope Planning
Explore the Changes Your Business Needs
Each requirement is reviewed against the selected product, available interfaces and existing environment.
Workflow Customization
Define changes to process steps, record handling or approval requirements where the product permits customization.
Forms & Report Requirements
Review additional fields, document formats and reporting needs against available product capabilities.
System Integration
Assess potential connections with existing applications using supported interfaces, permissions and agreed data flows.
Data Mapping & Exchange
Define field mappings, record identifiers, exchange direction and validation rules for the information involved.
Testing & Acceptance
Agree representative scenarios, failure handling and expected outputs before accepting the completed work.
Technical Review
Define the Connection
Define the Connection
Before Development Begins
An integration needs clear ownership of information, supported access methods and agreement on how updates and failures will be handled.
- Identify the systems and records involved.
- Review available interfaces, documentation and access permissions.
- Agree the source of truth and exchange direction for each record type.
- Define update frequency, duplicate handling and error reporting requirements.
- Confirm testing access and acceptance responsibilities.
Project Approach
Move from Requirements to Verified Outcomes
Define the scope and technical dependencies before committing to development work.
Review the Requirement
Understand the business need, existing workflow and desired outcome.
Agree the Solution
Confirm feasibility, data flows, deliverables and acceptance criteria.
Complete Agreed Work
Implement the approved changes or connections within the defined scope.
Review the Results
Test expected workflows, record handling and agreed failure scenarios.
Frequently Asked Questions
Planning Customization & Integration
What is the difference between configuration and customization?
Configuration uses options already available in the software. Customization introduces agreed changes beyond those options and requires a review of technical feasibility.
Can the software connect with our existing systems?
Compatibility must be reviewed for each system. Available interfaces, documentation, permissions, data formats and vendor restrictions determine which connections are possible.
Will data synchronization happen in real time?
Exchange frequency depends on system capabilities and project requirements. Real-time, scheduled or manual exchange should be agreed during technical planning.
Can you change our forms and reports?
Share sample formats and the required fields. The changes can then be reviewed against the selected product's capabilities and included in the proposal where feasible.
What information is needed for an estimate?
Provide the business requirement, current workflow, sample records, desired outputs and relevant system documentation. An estimate can be prepared after scope and dependencies are reviewed.
Talk to Velotech Solutions
Discuss Your Customization & Integration Needs
Share your workflow changes, existing systems and expected outcomes to define a suitable scope.