Ongoing Integrations & Data Management

THE CHALLENGE

Integrations aren't "set and forget." The golden record isn't either.

Integrations and the golden record are never static. Systems change, volumes grow, new requirements emerge. Without proactive monitoring, data quality degrades, integrations break, AI agents lose effectiveness. And often no one notices until the damage is already visible to the business.

An integration breaks and no one notices for days
Golden record data quality degrades and no one measures it
Custom integrations go unmaintained: they get touched only when they break
AI agents aren't optimized: the rules stay frozen at go-live

WHAT WE DO

Five distinct responsibilities. One modular contract.

Integration monitoring and maintenance - We monitor every integration in production: uptime, anomalies, performance, SLAs. We step in before the problem becomes visible to the business. We handle both Boomi Enterprise Platform integrations and custom ones: PHP/Laravel connectors, proprietary APIs, custom-built middleware. All under the same SLA, with the same monthly report.

Golden record data quality - We monitor golden record quality continuously: completeness, consistency, freshness, deduplication. We act proactively when quality drops below threshold. A golden record doesn't maintain itself: it requires constant oversight.

Continuous compliance oversight - Every integration that carries personal data is an active compliance risk. We check that flows respect the configured legal bases, verify that retention policies are applied, and update documentation whenever a system changes. For flows with extra-EU transfers, we keep the contractual safeguards required by the GDPR up to date.

Recurring enrichment (where active) - If the B2B Intelligence service is live, we run the recurring enrichment with Clay: the database refreshes itself every day, drawing from over 100 external sources. This module is optional and is activated only for clients who already run B2B Intelligence.

AI agent optimization - We monitor AI agent performance in production, update the rules, and extend autonomy when the KPIs allow. The HITL log is part of the monthly report.

Governance included:
continuous compliance monitoring. Monthly governance report: audit trail, anomalies, data quality, AI agent performance, HITL escalation log.

Service Details

Ongoing Integrations & Data Management

Phase

Evolve

Model

Monthly subscription with SLAs

SLA	Critical: 4h/8h High: 8h/24h Medium: 24h/72h

Deliverable

Monthly governance report,
real-time monitoring,
proactive optimizations

Platforms

Boomi Enterprise Platform · Clay (where active)

Prerequisite

At least one Build service completed

Duration

Ongoing — monthly subscription with SLAs

Complementary to

Ongoing CRM Management
Evolution Sprint

Let's talk

HOW IT WORKS

Continuous monitoring, proactive intervention. Four phases.

Onboarding and scope

We define the scope: which integrations (Boomi and custom), which SLAs for each one, the state of the golden record, AI agents in production. We configure monitoring and alerts.

Real-time monitoring

Every integration, every sync, every anomaly is tracked. We step in before the problem becomes visible. Custom integrations are watched with the same priority as those running on Boomi.

Continuous optimization

Rule updates, new flows, custom connector maintenance, broader autonomy for AI agents. Recurring enrichment keeps the database alive, where active.

Monthly report

A full governance report: data quality, integration performance, AI agent status, anomalies handled, HITL log, recommendations for the following month.

EXPECTED RESULTS

What your organization gets.

Guaranteed uptime

An SLA on every integration, Boomi and custom. Problems are resolved before the business sees them.

Data quality that keeps improving

Not just monitoring: proactive action on completeness, consistency, and freshness of the golden record.

Custom integrations under control

Custom connectors, proprietary APIs, and middleware maintained with the same care as standard integrations. No asset left unsupervised.

AI agents that improve over time

Performance monitored, rules updated, autonomy extended when the KPIs allow.

Permanent governance

Audit trail, compliance, data lineage. Always current. The monthly report is your dashboard.

Compliance that doesn't expire

Privacy configurations set at go-live age along with the systems. Ongoing oversight keeps the flows aligned with the GDPR over time, not only at the moment of implementation.

FREQUENTLY ASKED QUESTIONS

Everything you need to know.

How is this different from Ongoing CRM Management? CRM Management covers the HubSpot platform: workflows, campaigns, adoption. This service covers the integrations, the golden record, enrichment, and AI agents. They're complementary: many clients run both.

Do you handle custom integrations too, not just Boomi? Yes. We maintain custom connectors (proprietary environment with multiple enterprise projects, proprietary APIs, custom-built middleware) under the same SLAs and the same level of monitoring. If your organization runs custom-built integrations, we step into your ecosystem with your own logic.

Is Clay included in the service? Clay enrichment is an optional module, active only for clients who already run the B2B Intelligence service. It isn't part of the baseline integrations management.

What does the monthly governance report include? Status of every integration (Boomi and custom), golden record data quality, AI agent performance, HITL log, anomalies handled, recommendations. It's the dashboard for technical and operational management.

How do the SLAs work? Three tiers based on criticality: critical (4h response / 8h resolution), high (8h / 24h), medium (24h / 72h). Your team and ours define the criticality together during onboarding, based on each integration's business impact.

Can new integrations be added over time? Yes. The ecosystem grows with your organization. Every new integration, Boomi or custom, comes under monitoring and SLAs without starting from scratch.

THE NEXT STEP

The ecosystem grows with your organization.

Your integrations are monitored. Here are the services that complete them.

EVOLVE

Evolution Sprint

New integrations, new AI agents, new markets. In weeks, not months.

Discover the service

EVOLVE

Ongoing CRM Management

CRM and integrations evolve together. Combined management maximizes the value.

Discover the service

BUILD

Intelligent Automation

New AI agents for new use cases. Every cycle adds decision-making capacity.

Discover the service

A journey made up of stages. Each stage generates value.

EVOLVE Ongoing Integrations & Data Management

Integrations aren't "set and forget." The golden record isn't either.

Five distinct responsibilities. One modular contract.

Ongoing Integrations & Data Management

Continuous monitoring, proactive intervention. Four phases.

What your organization gets.

Everything you need to know.

The ecosystem grows with your organization.

Evolution Sprint

Ongoing CRM Management

Intelligent Automation

Integrations are an asset. We protect them — all of them.