The operating problem
Operational work gets stuck when the answer requires ERP records, custom system data, API lookups, file exports, and manual checks.
Solution Playbook
ERP and custom integrations
Use forward-deployed engineering to connect ERP, custom databases, APIs, exports, and operating documents around a production workflow.
FDE scoped
custom connectors, data paths, runbooks, and production milestones built around the systems that actually run the business
6
systems and data sources in the playbook
6
repeatable workflow steps before approval
4
control points for human review
Customer profile
Who this is for.
Companies with important workflows inside ERP, custom software, databases, spreadsheets, cloud accounts, and internal tools that need hands-on implementation rather than a generic connector list.
The OpenTeam outcome
OpenTeam FDEs map the workflow, build the connector or export path, compare records, draft corrections or reports, and move write actions through approval workflows.
Connected systems
What OpenTeam connects for this workflow.
Available connectors and built-on-request integrations are separated on purpose, so customers can see the current starting point and the custom scope for rollout.
2 Available 4 Built on request
Oracle NetSuite
Built on requestERP, financials, CRM, and operating records for business process workflows.
SAP
Built on requestERP, finance, procurement, inventory, and operational business data.
Sage Intacct
Built on requestAccounting and finance records for multi-entity operations.
PostgreSQL or database export
AvailableRead-only database inspection, query support, CSV exports, and data checks.
Custom API
Built on requestCustomer-owned API, admin system, property system, CRM, or line-of-business platform.
Operating docs
AvailableRunbooks, policies, templates, exports, and source files from shared folders.
Daily workflow
How the work runs.
These are the repeatable steps a customer can turn into a Team workflow, skill, or managed review process.
01
Map the system and workflow boundary
Document the source systems, records, permissions, approval owners, exception cases, and success measures for the production workflow.
02
Build the read path
Use available connectors, customer APIs, database views, or export files to bring approved context into a controlled workspace.
03
Compare records
Find mismatches across orders, invoices, inventory, procurement, customer, finance, or operating data.
04
Prepare an exception queue
Group issues by owner, risk, source evidence, suggested fix, and approval requirement.
05
Draft reports, updates, and runbooks
Create admin reports, correction proposals, status summaries, implementation notes, and reusable operating runbooks.
06
Approve before writeback
Run create, update, delete, or external-send operations through the customer approval model.
Ask OpenTeam to
Copyable customer requests.
Compare ERP orders against the latest export and show mismatches that need operations review.
Build an exception queue from this database report, grouped by owner and suggested next action.
Draft an admin report explaining what changed this week across finance, inventory, and open issues.
Create a connector rollout plan for this custom system, including records, permissions, and approval gates.
Expected outputs
What the workspace produces.
Custom connector plan
Cross-system exception queue
Operations report
Correction proposal
Integration runbook
Approval controls
Where people stay in the loop.
Custom connectors should begin read-only unless the customer approves write scopes.
ERP and database writes require explicit approval and audit logging.
Generated reports should show the data sources used.
Permissions should be scoped by system, workspace, and user role.
Rollout path
How to start.
1
Start with one high-volume workflow, named approval owners, and read-only source access.
2
Run a short bootcamp or prototype sprint to prove the workflow against real records.
3
Use a milestone-based forward-deployed engineering rollout to build the connector or export path, Team skills, training, and production handoff.
4
Add writeback, scheduling, and deeper automation only after exception review is trusted.
Deployment support
Forward-deployed engineering when the workflow needs hands-on rollout.
Some teams can start with the playbook and existing connectors. Enterprise teams can add a forward-deployed engineer package when the workflow requires custom system access, onsite discovery, user enablement, or a measured production launch.
Map
Confirm the source systems, permissions, approval owners, exception paths, and success measures for this workflow.
Build
Connect available apps, create custom connector or export paths, and turn repeated operator steps into reusable Team skills.
Launch
Run a controlled pilot, train the first users, document the runbook, and graduate the workflow from prototype to production use.
Related playbooks
Build the next workflow around it.
Accounting operations
Daily accounting and audit review
Run a morning review across QBO, bank activity, inboxes, receipts, OneDrive, SharePoint, and unresolved accounting follow-ups.
Campaigns to pipeline
Marketing and revenue operations
Bring campaign, lead, listing, commerce, review, and revenue context into a weekly operating rhythm.
Rent, repairs, notices
Property management operations
A property management company uses OpenTeam to take over tenant email, match rent against the property system, prepare soft reminders, coordinate repairs, and manage recurring lease notices across 100+ units.
OpenTeam prepares operational work inside a Team workspace. Customers remain
responsible for professional review, compliance decisions, and final approvals.
Talk to sales