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03 / Platforms and integrations

Connect the business you have. Build the system you need.

Helmframe works across established cloud, productivity, finance, CRM, operations and AI ecosystems. The right answer may be to integrate, simplify, replace—or leave a dependable platform exactly where it is.

One joined-up operating view

One work surface. Governed sources underneath.

One work surface does not mean one uncontrolled database. Authoritative records remain in the appropriate systems of record; controlled layers bring each role the tasks, decisions and evidence it needs.

CONNECTED OPERATING VIEW / 01ROLE-BASED / GOVERNED
  1. 01

    Systems and sources

    Keep dependable records where they belong and identify what each source owns.

    • Finance and CRM
    • Specialist platforms
    • Documents and spreadsheets
    • Approved external feeds
  2. 02

    Integration and trust

    Move information through controlled connections with visible quality and provenance.

    • APIs and webhooks
    • Identity and permissions
    • Data quality
    • Lineage and audit
  3. 03

    Shared business records

    Create a consistent model of the business without turning every system into one database.

    • Customers and organisations
    • Assets and work
    • Orders and contracts
    • Transactions and evidence
  4. 04

    Workflow and intelligence

    Coordinate the work, focus attention and keep people accountable for decisions.

    • Rules and approvals
    • Automation and AI assistance
    • Alerts and exceptions
    • Reporting and insight
  5. 05

    Role-based work surface

    Give each team one coherent place to see, decide and act with only the access they need.

    • Frontline teams
    • Operations
    • Finance
    • Leadership
DESIGNED OUTCOMES
  • 01Less searching and re-keying
  • 02Fewer hand-offs
  • 03Faster decisions
  • 04More customer-facing capacity
  • 05Clearer opportunities to improve and grow
Five controlled data layers connect governed systems of record to a role-based work surface. Authoritative records remain in the appropriate source systems.

Fit-for-purpose replacement

Replace only what the business no longer needs to carry.

Legacy does not mean obsolete, and custom does not automatically mean better. The decision starts with what people actually use, which records and controls the operation depends on, and who will own the result. Replacement proceeds only when it is supportable, recoverable and better aligned to the work.

LEGACY DECISION PATH / 01DISCOVER / DECIDE / PROVE / EMBED
  1. 01

    Discover the job

    Observe the work and identify which functions people actually use, where friction occurs and what the organisation must preserve.

    Decision evidenceUsage, users, constraints and operating need
  2. 02

    Map the dependency

    Trace the records, rules, integrations, controls and ownership that make those functions dependable.

    Decision evidenceData, decisions, interfaces and control points
  3. 03

    Choose the intervention

    Decide whether the safest answer is to retain, configure, connect or replace the existing tool.

    • Retain
    • Configure
    • Connect
    • Replace
    Decision evidenceValue, risk, supportability and change case
  4. 04

    Build and prove

    Design the smallest dependable replacement, test it with the people doing the work and prove it against agreed acceptance criteria.

    Decision evidenceWorking journeys, exceptions and user acceptance
  5. 05

    Migrate and embed

    Move data through a controlled route, run in parallel where needed and leave clear support, recovery and ownership.

    Decision evidenceReconciliation, cutover, rollback and handover
Clean-room by design. A replacement is built from the organisation’s legitimate requirements and authorised data—not by scraping, copying or reproducing a vendor product.

How systems connect

Practical integration, shaped around the operating need.

  • 01APIs
  • 02Webhooks
  • 03Single sign-on
  • 04Secure data exchange
  • 05Data migration
  • 06Workflow automation
  • 07Management reporting

Platform range

A broad ecosystem, organised around the work.

Representative platforms and ecosystems. Inclusion indicates integration capability or ecosystem familiarity; it does not imply vendor endorsement, partnership, certification or delivery through every platform.

01

Cloud and engineering

Infrastructure, edge services and delivery tooling that support dependable digital products.

  • AWS
  • Microsoft Azure
  • Google Cloud
  • Cloudflare
  • DigitalOcean
  • Vercel
  • GitHub
  • GitHub Actions
  • Docker
02

Microsoft ecosystem

Productivity, collaboration, identity, reporting and low-code services across the Microsoft estate.

  • Microsoft 365
  • Teams
  • SharePoint
  • OneDrive
  • Outlook
  • Excel
  • Power BI
  • Dynamics 365
  • Power Apps
  • Power Automate
  • Microsoft Entra ID
  • Azure DevOps
03

Google ecosystem

Workspace, analytics, advertising and data products used across modern operating teams.

  • Google Workspace
  • Gmail
  • Drive
  • Docs
  • Sheets
  • Calendar
  • Meet
  • Google Analytics
  • Google Ads
  • Google Tag Manager
  • Looker Studio
  • BigQuery
04

CRM, sales and service

Customer records, sales pipelines, support operations and joined-up service journeys.

  • Salesforce
  • Zendesk
  • Zoho
  • HubSpot
  • ServiceNow
  • Freshworks
  • Intercom
  • Pipedrive
05

Finance and ERP

Finance systems, operational accounting, planning and core business records.

  • Xero
  • Sage
  • QuickBooks
  • Dext
  • Fathom
  • Oracle NetSuite
  • SAP
  • Odoo
06

Payments, commerce and web

Payments, online trading, customer journeys and content-led commercial platforms.

  • Stripe
  • PayPal
  • Square
  • Clover
  • GoCardless
  • Shopify
  • WooCommerce
  • Wix
  • Adobe Commerce
  • WordPress
  • Squarespace
07

Work management and collaboration

Planning, delivery governance, knowledge management and cross-functional collaboration.

  • Monday.com
  • Jira
  • Confluence
  • Asana
  • Trello
  • ClickUp
  • Smartsheet
  • Notion
  • Airtable
  • Slack
  • Zoom
08

Automation, AI and data

Automation, applied AI, analytics and data services connected with accountable human workflows.

  • Zapier
  • Make
  • n8n
  • OpenAI
  • ChatGPT
  • Codex
  • Microsoft Copilot
  • Google Gemini
  • Anthropic Claude
  • Tableau
  • Snowflake
  • Databricks
  • PostgreSQL
  • MongoDB
  • Redis
09

People, documents and specialist operations

People operations, agreements, scheduling, access and specialist operational systems.

  • Workday
  • BambooHR
  • BrightHR
  • ADP
  • Deel
  • DocuSign
  • Adobe Acrobat Sign
  • Mindbody
  • Teltonika RMS
  • 2N
  • Commander
  • ZatPark
  • Calendly
10

Marketing and communications

Campaign, messaging and communications services connected to accountable customer journeys.

  • Mailchimp
  • Klaviyo
  • Twilio
  • SendGrid
  • Meta Business Suite

A useful first conversation

Make the platforms serve the operating model.

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