List every system, even the small ones
Write down every tool each location uses, including the spreadsheet the service manager keeps on their desktop. The small ones are usually where the missing data lives.
- System name and vendor
- Which locations use it
- Who owns the admin login
- Whether it has an API or export
Confirm who can grant access
Most connections need an admin to approve access once. Find that person for each system before setup starts. This one step removes most delays.
Decide what is the source of truth
When two systems hold the same customer, pick which one wins. DojoCOMMAND will sync both ways where the vendor allows, but it needs to know which record to trust when they disagree.
Plan for the systems without an API
Some older systems only export files. That is fine. Scheduled imports keep them in the command center until you decide whether to replace them.