Define the handoffs
We document which system owns each record, when it moves, what starts the transfer, and who resolves an exception.
Back to all servicesPROFESSIONAL SERVICES / CONNECT
Make the systems agree on the work.
An integration is a business process with a transport layer attached. I help define ownership, map the records, design the exception path, and test the connection so Workday, UKG, Expensify, and Vista support the same operating model.
Scoped and delivered by the same senior Vista specialist from first call to final review — responses within two business days.
Quick wins: fixed-scope engagements from $1,500–$3,500. Advisory and larger scopes are quoted after a working session.
HOW THE WORK RUNS
A method with a visible stopping point.
Every engagement starts with scope and ends with evidence your team can review. The named safeguards are part of the work, not a footnote after it.
Map the data contract
The design covers fields, identifiers, security, schedules, and the real Vista structures behind the integration.
SAFEGUARDBackup: preserve the current integration behavior and sample payloads before changing the contract.
Test the normal and strange cases
Workday, UKG, Expensify, and Vista flows are checked with representative data, failures, retries, and duplicate prevention.
SAFEGUARDReconciliation: compare source and destination records. Testing: exercise the agreed happy paths, exceptions, retries, and permissions.
Cut over with observability
The handoff includes an owner, a release window, a support path, and a practical way to know when the connection needs attention.
SAFEGUARDCutover: stage the release, communicate the support plan, and keep the rollback decision explicit.
WHY THIS WORK
Eleven years of Vista implementation context, applied to the integration details that tend to get missed. Expect a direct scope and timing answer, typically within two business days.
11 years in Vista1 person accountable2 days typical reply
PLAN + GOVERN
Keep the approved path in Blueprint.
When the service is part of a bigger implementation, Blueprint gives your team a company-owned record for decisions, approvals, testing, and evidence. It stays on the planning side of the air gap.
Plan and govern this work in Blueprint
START WITH THE WORK
Tell us what is stuck and what needs to be true when it is done.
Your scope gets a direct professional review and a clear recommendation on the right next step.
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