Read with context
Resolve the customer and installed asset, retrieve the service contract and check which records the current user may access. Ambiguous identities require clarification.
Connect AI to the systems you run.
An assistant that cannot read the right record or return a checked result creates another copy-and-paste task. Welf connects AI workflows to ERP, CRM, document and operational systems, using interfaces and permissions agreed with your IT team.
Your technology estate
Start with the transaction, then choose the connector.
Start with the record you need to read or update. We assess the systems below against your product versions, available APIs and licenses, then define the fields and actions the workflow needs.
Microsoft 365, SharePoint and Teams for business context; Entra ID for identity. Evaluate Microsoft Graph access against the permissions required for the workflow.
Connect relevant business objects from SAP ECC or S/4HANA through the interfaces available in your estate. Agree the supported write path with your SAP team.
Connect product and operational context from PLM, MES, QMS and asset systems. Assess environments such as Siemens Teamcenter and Opcenter, PTC Windchill, OPC UA and MQTT individually.
ServiceNow, Salesforce, Jira and Confluence; SQL, Databricks, Snowflake and Fabric. Bring only the records and actions needed for the chosen process.
A service request / example
One request. One consistent record.
A proposed integration across a service inbox, CRM and ERP.
Prepare the action
Draft a service case with source references, required fields and a proposed priority. Business rules check the payload; the service team approves consequential commitments.
Confirm the write
Submit through the agreed interface, retain the returned case ID and check the result. A retry must not create a second service case after a delayed response.
Integration choices
Use the narrowest reliable connection.
On smaller screens, scroll sideways to compare all columns.
| Approach | Useful when | Check before committing |
|---|---|---|
| Supported API or event | The system exposes the required business action. | Permissions, licensing, rate limits, event ordering and a test environment. |
| Approved data layer | The workflow needs read access across several sources. | Freshness, record ownership, lineage and permissions on derived data. |
| UI automation | A necessary legacy action has no suitable interface. | Screen changes, credential handling, recovery and the cost of maintaining a more fragile connection. |
Provider choice
A working system. Room to change.
Keep business rules and evaluation cases separate from provider-specific adapters. Portability still needs testing: another model can produce different tool arguments, latency and error patterns.
Private cloud & deploymentQuestions before we start
What integration really involves.
Yes. Agree ownership of interfaces, environments, changes and incidents before development. Your partner’s knowledge of custom fields, extensions and release processes is often essential.
Only through an approved, narrowly scoped action. We define required inputs, authorization, validation, confirmation and recovery. An available API is not permission for unrestricted access.
Use discovery to identify which inconsistencies affect the selected workflow. Fix or isolate those first. Entity mismatches, duplicate records and missing versions need explicit handling in the design.
Which systems does the work cross?
Name the starting event, the records people consult and the action they enter at the end. That is the beginning of an integration scope.
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