This package provides essential financial services tailored for entrepreneurs and small businesses, ensuring streamlined operations and strategic growth.
Up to 5 consultations
Cloud Services
Foundational Knowledge
Email Support
This package provides essential financial services tailored for entrepreneurs and small businesses, ensuring streamlined operations and strategic growth.
Up to 5 consultations
Cloud Services
Foundational Knowledge
Email Support
This package provides essential financial services tailored for entrepreneurs and small businesses, ensuring streamlined operations and strategic growth.
Up to 5 consultations
Cloud Services
Foundational Knowledge
Email Support

Challenges:
Different teams arguing over which report is “correct”.
Heavy reliance on manual exports and spreadsheet stitching.
Late, incomplete or inconsistent management information.
No clear rules about which system owns which data.
No structured way to manage data issues and exceptions.
Solutions:
Data flow designs that define master systems and sync rules.
Interfaces between ERP, CRM, accounting and operational tools.
KPI definitions agreed with leadership and finance.
Dashboards and reports tailored for different roles.
Exception handling processes that don’t depend on heroics.
Engagement:
Initial review of current reports and pain points.
Prioritised roadmap of data issues to fix.
Phased delivery: critical dashboards and interfaces first.
Parallel run and reconciliation support where needed.
Regular review sessions to adjust and extend.
Outcomes:
Data architecture and interface design documents.
Implemented interfaces or integration components.
Live dashboards and reports for key roles.
Exception logs and workflows.
Documentation for internal IT and business owners.
We start by defining a clear data architecture that establishes which system is the "master" for each data element. Then we implement validation rules, automated reconciliation checks, and exception handling workflows. During parallel runs, we compare outputs from the new interfaces against existing reports to identify and resolve discrepancies before going live. Ongoing monitoring alerts your team to any sync issues immediately.
In most cases, no. We design interfaces that work with your systems as they are, using standard APIs, database connections, or middleware. Where configuration changes are beneficial (such as adding custom fields or adjusting data structures), we document the business case and work with your IT team or vendor to implement them in a controlled manner. Our goal is integration, not disruption.
We build resilience into every integration. This includes error logging, retry logic, and alerting mechanisms so your IT team knows immediately when something needs attention. We also document rollback procedures and manual workarounds for critical processes. During implementation, we establish service-level expectations and support protocols to minimise business impact from technical issues.
That's determined during our initial review and stakeholder workshops. We work with your leadership, finance, and operations teams to identify the decisions that matter most and the information gaps that cause the most significant delays or disputes. We then prioritize dashboards that address high-impact, high-frequency decisions first, typically covering financial performance, operational bottlenecks, and client/project health.

Assimilator™ is a SAAS based platform and is the property of Talipoint Automation (Pty) Ltd
Gauteng-based, serving Medium Enterprises across South Africa (remote-enabled)
South Africa
Talipoint Automation (Pty) Ltd (2022/758052 /07)
+27 11 966 8026