Module 3 • 22 min
Mapping Systems and Integrations
Document the systems, flows, and fallback paths a platform must support.Core Concept
An integration map shows where records originate, where decisions happen, and where results must be written back. It also exposes APIs, permissions, timing, and failure paths before they become implementation surprises.
This decision affects the value, delivery effort, operating ownership, and risk profile of the initiative long after the first release.
How to Apply This in Your Organization
Start with one end-to-end workflow and trace each handoff. Include the owner of every system and the fallback if a connection is unavailable.
Use one real workflow, its current systems and data, and the people accountable for the outcome. The purpose is a decision-ready recommendation, not a theoretical evaluation.
Decision Checklist
- List systems of record.
- Document required reads and writes.
- Define failure and escalation paths.
Worked Decision Scenario
A team is evaluating mapping your systems and integration requirements for a current automation initiative. It uses the framework to identify the narrowest viable next step, the dependency that could change the decision, and the owner responsible for resolving it.
The platform team discovers that the workflow can start without one legacy system, allowing a first release while its integration is planned separately.
Apply it
Working Exercise
Create an integration map for one workflow.
Saved locally for this review prototype. Your response will become private account data when the approved course backend is connected.