Enterprise Integration
Scope Enterprise Connections Identity, Data, and Security
Document candidate systems, APIs, data flows, access, audit, and compliance-evidence requirements before deciding whether a custom integration is feasible.
What is Enterprise Integration for Government Contractors?
Enterprise integration discovery maps candidate systems, APIs, data flows, identity, permissions, audit evidence, and security constraints. We can discuss systems such as Entra ID, Okta, Salesforce, SharePoint, Slack and Teams during discovery.
Integration Targets to Scope
Systems to discuss during discovery, based on the tools your organization uses.
Identity (SSO)
CRM Systems
Document Storage
Communication
Discovery and Scoping Topics
Define systems, data flows and access requirements for your proposed integration.
Current-State and Requirements Discovery
- Integration requirements documentation
- Security and architecture requirements inventory
- Data flow mapping
- Applicable framework, clause, and evidence requirements
Feasibility and Dependency Review
- Vendor API, licensing, and tenant constraints
- Authentication, authorization, and data mappings
- Error handling, monitoring, and ownership questions
- Security review and customer approval dependencies
Possible Written Scope
- Project deliverables and boundaries
- Proposed security, test, and acceptance criteria
- Dependencies, timing, pricing, and support terms
- Implementation scope and next steps
Information for Discovery
Feasibility review may require coordination with your IT, security, procurement, and system owners:
Identity & Access
- Identity provider details (Azure AD, Okta, etc.)
- User provisioning requirements
- Role/permission structure
- MFA requirements
Integration Targets
- CRM system and version
- Document management system
- Communication tools (Slack, Teams)
- Custom systems requiring API access
Compliance & Security
- Compliance frameworks (FedRAMP, CMMC, etc.)
- Data residency requirements
- Audit logging needs
- Existing security policies
Security Requirements Discovery
Discovery can document the controls and evidence your organization would require in a proposed implementation:
Data Protection
Document data classifications, encryption, key-management, retention, and deletion requirements
Identity & Access
Identify authentication, authorization, account-lifecycle, and separation-of-duty requirements
Audit Evidence
Define required events, retention periods, review workflows, exports, and evidence owners
Hosting & Boundaries
Record residency, environment, vendor, network, and system-boundary constraints
Frequently Asked Questions
Can we discuss Entra ID, Okta or Google Workspace SSO?
Yes. Discovery documents the identity provider, protocols, tenant setup, MFA, provisioning, access and account-lifecycle requirements.
What does CRM integration scoping cover?
We review API access, licensing, authentication, field mapping, sync direction, rate limits, retries, duplicate handling and audit requirements.
Can we discuss SharePoint?
Yes. We review your tenant policies, APIs, permissions, file structure, retention and data classification to define a proposed integration.
How are security requirements addressed?
We document access rules, audit evidence, network restrictions, hosting boundaries and applicable security requirements, including FedRAMP or CMMC requirements relevant to your organization.
Can the scope include support and service levels?
Yes. We can document availability, recovery, maintenance, incident response and support expectations in the project proposal.
How are timing and pricing determined?
The project scope accounts for vendor access, architecture, data mapping, security review and testing before setting a schedule and price.
Related Capabilities
Explore related consultations for documenting requirements and evaluating a possible custom scope.
Talk through the systems you need to connect
Bring your data flows, access needs and security requirements to a consultation.