eo•techworks

Serving the greater Charlotte area

Connect the systems your business already uses.

Customer records, operational updates, and business data often live in separate applications. EO Techworks helps small businesses in greater Charlotte connect those tools so the next person has the information they need.

Discuss your project

Where it helps

When your tools stop talking to each other.

Examples of projects built around your existing process:

  • New records in another tool. Pass approved information from an intake form or application to the system that needs it next.
  • Consistent updates. Map corresponding fields and identifiers so a change in one system can be reflected in another.
  • Legacy exports and spreadsheets. Build an agreed import or export process when a direct application connection is unavailable.

What a project can include

A defined scope and a usable handoff.

The exact deliverables are agreed for your project after reviewing your tools and requirements.

  1. A connection plan. Identify the source of truth, available APIs or exports, required access, and which fields should move.
  2. Data mapping and validation. Define field formats, record matching, duplicate handling, and rules for incomplete data.
  3. An observable integration. Include appropriate error reporting and recovery steps so failed updates can be found and handled.

What gets checked before building.

A connection is only as useful as the rules behind it. The review covers access limits, update frequency, ownership of each field, and how conflicting records should be handled. The available options depend on each application and your account permissions.

Before you start.

What if your software has no API?

Some tools offer scheduled exports, file imports, or other supported connection methods. Those options are reviewed first. If reliable access is unavailable, that limitation belongs in the scope before any implementation.

What information helps define a project?

List the two or more tools you want to connect, which records should move, and how often the information changes. A brief description is enough for the first conversation; keep credentials and confidential data out of the message.

A closer look at the workflow

Start with the problem you need solved.

List the two or more tools you want to connect, which records should move, and how often the information changes.

hello@eotechworks.com

Opens your email app with the service in the subject line. Scope, timing, and fees are agreed in writing.