Post-acquisition systems & data integration
You boughtthe business.Now connect it.
More businesses. More tools. More work to get a clear view.
We link your data so you can see sales, jobs, and bills across every business you own.
Show us one task that takes too long.
The group, connected
Keep the business context. Connect the information.
A shared data and integration layer can bring the group together before every company moves to the same software.
01 →
Parent company
CRM, ERP, and accounting records.
02 →
Acquired business
CRM, job management, and accounting.
03 →
Next acquisition
Legacy databases, files, and exports.
04 →
Map & connect
Align records, definitions, and workflows.
05
One group view
Reporting, shared customers, and operational workflows.
The gap after close
The deal is done. The tools still don’t talk.
You bought more than a business. You got all its tools, too.
Reports take too long.
Your team pulls files from each business. Then they fix the sheets and check the sums.
The same client is on two lists.
You can’t see all their jobs, sales, and bills in one place.
Your staff copy the same data twice.
They move details from one tool to the next. Work gets missed.
Each deal adds more work.
More tools. More sheets. More time spent chasing answers.
The approach
One view of the group. A practical path to get there.
Start with the systems that matter to your first priority. Add the next workflow or acquired company from there. A future migration can follow a deliberate plan.
What the layer makes possible
Compare like with like.
Shared definitions for the measures leadership uses.
See across companies.
A group view with a path back to each business and source record.
Coordinate the work.
Clear handoffs, assigned exceptions, and less copying between tools.
Prepare for the next deal.
Reusable mappings and integration patterns that can be extended.
What we build
From separate systems to usable business information.
Group reporting
Bring financial and operational data into a common reporting layer. Compare businesses, locations, and periods using agreed definitions.
For the question: “How is each business performing?”
Customer & vendor records
Map identities across companies, flag possible duplicates, and connect related accounts while keeping each source record traceable.
For the question: “Who do we already do business with?”
Connected workflows
Connect the steps between sales, operations, and accounting. Route approvals and exceptions to an owner, with a record of what happened.
For the question: “Where is the work getting stuck?”
Acquisition onboarding
Document each company’s systems, data access, field mappings, and integration steps so the next business follows a repeatable process.
For the question: “How do we connect the next company?”
Permissions & data ownership
Keep company-level boundaries, define who owns each data field, and record integration activity.
For the question: “Who can see and change what?”
Ongoing integration support
Monitor connections, resolve failed syncs, and maintain mappings as vendors, workflows, and the group itself change.
For the question: “Who keeps this working?”
How it works
One problem. One place to start.
Show us the task
Tell us what takes too long and which tools you use.
Pick the first fix
Agree on what we’ll build, how to check it, and the price.
Build & check
We link the tools. Your team helps check the results.
Keep it working
We help keep it running. Add more when you’re ready.
Relevant work
Connected workflows in real operating environments.
An example of customer operations and CRM workflows built across the systems a business already uses.
Before you start
The practical questions.
01Do we have to replace our existing software?+
No. Connect the information your first priority depends on while each business keeps the software that still fits.
02Can we start with just reporting?+
Yes. One recurring group report is often a practical first project because it creates a useful answer and exposes the mappings and gaps underneath it.
03What if the acquired company uses older software?+
We review the access paths the system can support—including APIs, databases, scheduled exports, or files—and scope the safest workable option.
04How much time will our team need to spend?+
Your team defines the answer, explains the current workflow, and validates the result. Cass & York handles the engineering.
05How do you handle sensitive data?+
Data access, company boundaries, field ownership, and permissions are defined as part of the project.
06What does the work cost?+
The free review produces a recommended first project. Paid implementation is priced against an agreed deliverable and acceptance criteria.
◆ The first step
What is harder to see since the acquisition?
Bring us one reporting problem or broken handoff. We’ll review what’s involved and outline a practical starting point.
Your free integration review covers
- The systems and people involved in that workflow.
- The manual steps and gaps worth addressing.
- A recommended first project and what it would need.
You keep the findings. Paid implementation has an agreed scope and price.