UNDERSTAND Complexity Map
Data ecosystem assessment and integration roadmap
Boomi Enterprise Platform · HubSpot Data Hub
Boomi Enterprise Platform · HubSpot Data Hub
THE CHALLENGE
You know your systems don't talk to each other. You don't know what it's costing you.
Your organization already runs a CRM, an ERP, a back-office system, perhaps an eCommerce. But none of them talk to each other. Customer data is fragmented. The integration problem is known — but there's no clear map of it.
- Sales calls a customer without knowing there's an open complaint
- Marketing runs campaigns on prospects who are already customers
- Credit gets approved without sight of payment history
- Management decides on the basis of reports built by hand
WHAT WE DO
A complete picture of your data ecosystem.
We map every system that holds customer data. We trace the flows — manual and automated. We identify gaps, duplication, and risk. The result is a concrete action plan, with estimated ROI for every initiative. It's not a generic document.
It's the prioritized roadmap your team uses to decide what to do first, what comes next, and what to leave out.
GOVERNANCE INCLUDED
GDPR assessment of cross-system data flows. Identification of data sovereignty risks. Compliance recommendations for every proposed integration.
SERVICE SHEET
Complexity Map
| Phase | Understand |
| Deliverable | Assessment Report (40–80 pages), executive presentation, compliance map |
| Platform | Boomi Enterprise Platform, HubSpot Data Hub |
| Prerequisite | None — this is an entry point |
| Duration | 4–8 weeks |
| Continues with | Unified Customer View, Engagement Platform |
HOW IT WORKS
From kickoff to action plan. Four phases.
1
Kickoff and scope
We define the scope together: which systems, which processes, which priorities. Interviews with the key stakeholders.
2
Systems mapping
Every system holding customer data is catalogued: type, volume, quality, inbound and outbound flows, owner.
3
Gap and risk analysis
We identify duplication, silos, manual flows, GDPR risks. Every gap carries an estimated cost and a priority.
4
Roadmap and business case
A prioritized 12–24 month roadmap. Estimated ROI for every initiative. An executive presentation for management.
EXPECTED RESULTS
What your organization gets.
Finally, you know what you have
Every system, every flow, every owner. A map your team has never had before.
A prioritized roadmap
A 12–24 month action plan with clear priorities. Not a wish list — a workable path.
A business case with ROI
Every initiative comes with an estimated ROI. Management decides on numbers, not gut feeling.
A compliance risk map
GDPR assessment of cross-system data flows. Your team will know where the exposure sits before you act.
FREQUENTLY ASKED QUESTIONS
Everything you need to know.
What does your team receive at the end of the assessment?
A complete Assessment Report (typically 40–80 pages) with the full systems map, data flows, identified gaps, and recommendations. An executive presentation for management. A compliance map covering GDPR and data sovereignty risks.
Do you need a CRM already in place to start?
No. The Complexity Map is useful whether your organization already runs a CRM or not. If there's no CRM yet, the assessment includes a fit evaluation against the leading platforms.
How much involvement does your team need to commit?
Interviews with the owners of the main systems (IT, operations, CRM owner, finance) — typically 4–8 hours spread across the first weeks. We handle the rest of the work.
Is your organization required to continue with Rhei after the assessment?
No. The Complexity Map delivers value independently of who carries out the initiatives. The report is yours, the roadmap is yours. No lock-in.
Which systems can you map?
Any system holding customer data: CRM, ERP (SAP, Oracle, Microsoft Dynamics, custom systems), back-office systems, eCommerce, data warehouse, Excel sheets. Boomi has more than 600 native connectors — but the assessment covers everything.
THE NEXT STEP
After the Map
The Complexity Map sets the stage. These are the services that typically follow.Unified Customer View
The golden record: a single customer profile fed by every system. The Map tells your team where the data sits. This service unifies it.
Engagement Platform
When the Map reveals that the CRM is the first gap, this is where to start.
Readiness CRM & Engagement
No structured CRM yet? This assessment evaluates the fit against the leading platforms.
Want to know what fragmentation is costing your organization?
The Complexity Map is the starting point.
Connected data. Autonomous decisions. Customers at the center.