Service

Data and Systems Integration

We connect your platform to the systems you already run, in both directions, so data stays current and staff stop re-keying and reconciling by hand.

We connect to the systems you already run, in both directions: the upstream systems that feed your platform, and the downstream systems, reports and people that depend on it.

Integration work is where small mistakes become expensive: a dropped record, a duplicate payment, a report that quietly disagrees with the source. We design data flows to be observable and recoverable, with clear ownership of every record. It is the approach behind a real-time replication platform our architects and engineers have designed and supported in production for more than ten years.

Problems we help with

  • Systems that should share data don't, so the same information is entered twice.
  • Reports run overnight and are already out of date by morning.
  • Heavy reporting slows down the system people use to do their daily work.
  • No one is sure which system holds the correct version of a record.

What we deliver

We work in your existing stack where it makes sense. See the technologies we work with.

System-to-system integration

APIs, messaging, and scheduled exchanges between enterprise platforms, research systems, and third-party services.

Change-tracked, real-time data pipelines

Built on change tracking, not table-for-table replication: each change is reshaped into a reporting model designed for how the data is used, and applied in near real time without loading the source system.

Data engineering and warehousing

Pipelines, data models, and quality checks that turn operational data into trustworthy reporting data.

Research and clinical data integration

Integrations with platforms such as REDCap and with laboratory and partner systems, with access controls suited to sensitive data.

Reporting enablement

Data structured for the reporting and BI tools your analysts already use.

Private equity and fund administration platforms

Real-time replication from FIS Private Equity Suite (formerly SunGard Investran), enterprise service bus integrations with systems such as Appian, Salesforce, PeopleSoft and Workday, custom automated workflows, and data for the warehouse, OLAP cubes and SSRS, Crystal and Excel reports.

How it works

How a real-time integration is built

  1. Map the systems

    List the upstream systems that feed your platform and the downstream systems, reports and people that depend on it, with a clear owner for every record.

  2. Design the reporting model

    Shape the data around how it is actually used, instead of copying it table for table.

  3. Capture each change

    Change tracking picks up every change at the source without loading the system people work in.

  4. Apply in near real time

    Each change is reshaped and applied, in both directions, with queueing and throttling.

  5. Monitor and recover

    Every flow is observable, so a dropped or duplicate record is caught and put right.

How we connect systems: know who owns every record, shape the data for how it is used, and keep every flow observable and recoverable.

Systems we have integrated with

Upstream systems feed your platform; downstream systems, reports and people depend on it. We connect both sides.

Upstream: feed the platform

  • Appian
  • Salesforce
  • PeopleSoft
  • Workday
  • REDCap research data
  • Clinical laboratory ordering and results APIs
  • Identity providers: Okta, Login.gov, Microsoft Entra ID, NIH SSO

Your platform

FIS Private Equity Suite (Investran), research data systems, or a custom application

Real-time, in both directions, with queueing, throttling and monitoring

Downstream: depend on it

  • Enterprise service bus subscribers
  • Appian applications
  • Enterprise data warehouse and OLAP cubes
  • SSRS, Crystal Reports and Excel reporting
  • Lab reports returned to REDCap
  • Notifications and tasks for staff
Systems from our client work. Names are platforms, not clients.

Talk to us about Data and Integration.

Tell us what you are trying to change. We will reply with practical next steps, whether or not we turn out to be the right fit.

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