API & event layer connecting your enterprise
- MDM & HCP/HCO
- ERP & Orders
- Marketing
- Content
- Consent
- Medical Information
- Data Platform
- Analytics
- Identity / SSO
- Data Providers
CRM is commonly connected to a large ecosystem of upstream and downstream systems. Integration discovery should occur before target architecture is finalized.
Document every interface
Systems at each end
Inbound/outbound, real-time or batch
Records per run and peak
Business and technical owner
Method and credentials model
Upstream and downstream processes
How failures are detected
Business impact if it stops
Classify each interface
Keep
Works as-is and can stay.
Remap
Same purpose, new fields or endpoints.
Modernize
Move to API-led or event-driven patterns.
Consolidate
Combine overlapping interfaces.
Retire
No longer supports an active process.
Prefer patterns that reduce point-to-point complexity
Consider API-led and event-driven patterns where they reduce point-to-point complexity. A migration is the cheapest moment to fix fragile integrations, because they have to be touched anyway.
Test more than the happy path
- Data correctness
- Timing
- Error handling and retry behavior
- Security
- Performance
- Downstream reconciliation
See our Life Sciences data & integration services and the full Veeva to Salesforce migration approach.
Request a Life Sciences Integration Architecture Review
Get an inventory and classification of your CRM interfaces and a modernization plan.