Understand the real workflow
The deep dive mapped how staff used Deputy and WorkflowMax, which information crossed the boundary and where the current process depended on manual handling.
Case study 06 / Business systems
Workforce & job management integration.
Turning a one-day process deep dive into a custom integration that exchanges operational data between Deputy and WorkflowMax through a Cloudflare-hosted middleware layer.
1-day discoveryProcess and system deep dive
2 platformsWorkforce and job management
Custom middlewareCloud-hosted data exchange
Start with the operating process, then design the integration.
The client’s workforce and job-management activities crossed two separate platforms. The project began with a focused one-day review of the actual process, data movement and points where manual coordination occurred.
Introduce a controlled middle layer
A custom Cloudflare-hosted middleware service was designed to mediate data exchange rather than coupling the two business applications directly.
Automate supported exchange
The integration used the platforms’ APIs to move operational data between workforce and job-management systems according to the agreed process.
Architecture & delivery
A small integration treated as a production system.
The work went beyond connecting two API endpoints. It required a clear model for when data should move, which platform supplied it and how the middleware translated the business event into a reliable transaction.
01
Process deep dive
Spent one focused day with the client mapping people, decisions, data and system touchpoints across the existing workflow.
02
System boundary definition
Established the role of Deputy, the role of WorkflowMax and the information each platform needed from the other.
03
API and data mapping
Mapped the relevant platform interfaces and translated records between the data structures used by the two systems.
04
Middleware development
Built the custom integration layer on Cloudflare to receive, process and pass data between the source and destination applications.
05
Production transition
Validated the agreed exchange and placed the integration into operation as part of the client’s business process.
From process observation to working software.
The engagement stayed close to the business problem while resolving the technical details required for a supportable system-to-system interface.
Map the process
Document the current workflow, manual hand-offs and the outcome the client needed to improve.
Resolve data ownership
Identify source records, destination requirements and the rules governing each exchange.
Develop the middleware
Implement API interactions, data transformation and the orchestration between the platforms.
Move into production
Validate the integration against the agreed workflow and place it into live business use.
Delivered outcomeDeputy ↔
WorkflowMax
WorkflowMax
Operational data exchanged through a custom cloud integration.
A manual system boundary replaced with purpose-built integration logic.
The delivered middleware connected workforce and job-management platforms through their APIs, translating the process uncovered during discovery into automated data exchange.
The project demonstrates the broader capability behind custom integrations: analyse the workflow, establish data responsibilities, design the interface and deliver software that fits the operating process.
- One-day business-process discovery
- Deputy and WorkflowMax APIs
- Cloudflare-hosted middleware
- Custom data exchange
Related case studies.
Integration work often depends on the network, identity and cloud platforms surrounding the business process.
Start with the process
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Map the business event, data ownership and platform constraints before selecting an integration pattern.
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