01 / Integrate
System integration
CRM, ERP, portals, databases, APIs. Data moves once and lands where it's needed.
Service 02 / Workflow automation
Make your systems talk.
Workflow automation moves data and tasks between systems without a person copying them. deltaV connects the tools you already run and removes the manual steps between them.
What we build
Connect the operation
02 / Orchestrate
Task and approval flows
Approvals, assignments and notifications. Every step visible.
03 / Pipe
Data pipelines
Operational data collected, cleaned and ready before the next report is due.
Example
From invoice inbox to approved entry
An invoice arrives, its fields are checked against the purchase order, and a person reviews any mismatch. The approved entry goes to accounting with a link back to the source. A rejected entry stays visible until someone resolves it.
The invoice intake prototype shows a sample workflow. The Procore and QuickBooks guide explains the mapping and connector limits to check before connecting real systems.
Method
How we run it
- Map. What triggers the work and who owns the next step.
- Trace. Where the data lives. One source of truth.
- Handle failure. Missing or wrong data goes to a person, not a log file.
- Measure. Hours saved, errors removed, response time.
Before we connect
Agree the records and the exceptions
Bring one example of the work, where its data lives and who approves it. We check access, supported imports or APIs, and which system owns each record. Duplicate submissions, missing fields and failed transfers need a clear review path.
deltaV hosts and maintains the workflow on its own AWS infrastructure, on a monthly retainer. You get full use of it and own your data. deltaV retains the code, docs and methodology. See a crane dispatch and billing example →
Questions
Direct answers
Can you automate a spreadsheet workflow?
Yes. We map the process and its exceptions, then move it into a system. Playbook →
Do we need APIs?
No. Files, webhooks and direct database connections work too.
Will it remove every manual step?
It removes repetition. Decisions that need a person stay visible.
Can you fix automation we already have?
Yes. We audit what's running, keep what works and rebuild what breaks.
How long does it take?
It depends on complexity and the business case. Book a free 30-minute call and we'll set the timeline with you.