Find the repeated work
Start with a single record, such as a new employee or approved shift. Follow where it is entered, copied and corrected. Record which system owns it and which teams need an update. This reveals useful connection points before you choose an integration.
Define the handover
A connection needs more than two product names. Specify the fields, direction, frequency, permissions and handling of failed updates. Agree who resolves conflicting records and how users know which information is current.
Introduce changes in stages
Use an anonymised example to test the full workflow, including an error and a correction. Train the people responsible for the handover and retain a practical fallback while the new process is introduced.
Measure your own result
Compare time spent, duplicate entry and correction rates before and after rollout. Include implementation, subscriptions and ongoing support in the cost comparison. A useful improvement is one you can explain with your own evidence.