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Smartup · solution for IT directors

For IT directors

Connect Smartup to your technology landscape - without creating a second master-data source or a black-box integration.

First define the roles of Smartup and the existing ERP, the owners of master data, integration contracts and access rules. Then launch a bounded process and expand only after data quality, exception handling and recovery have been verified.

Book a review
Architecture before development

Define each system's role before designing the exchange.

Both models support controlled distribution execution. The difference is the responsibility boundary - where master data, accounting records and document-posting rules are owned.

ERP + SMARTUP

Smartup becomes the field and distribution execution layer.

The ERP retains the agreed master data and accounting records; Smartup manages visits, orders, tasks, distributors and operational statuses.

System of record
ERP - approved master data and accounting within the agreed boundary; Smartup - execution facts.
What crosses the boundary
Customers, products, prices, stock and constraints flow into Smartup; confirmed orders, statuses and execution facts return to the agreed consumer.
What to approve before the pilot
Name the system of record, direction of each flow, external ID, final status and reconciliation control.
System-of-record map

One entity - one approved owner of change.

Select a data group. The card shows where the record originates, who may correct the source and which processes consume the approved version.

OUTLET

One identity connects the customer, location and commercial relationship.

System of record
The approved master system for customer and counterparty relationships.
Minimum payload
External ID, address, channel, territory, status, branch and agreement relationship.
Where corrections happen
In the source system that owns the record; Smartup receives the approved version.
Consumers
Routes, SFA, DMS, delivery, Finance & AR and analytics.
Observable document path

There should be no blind spot between sent and posted.

Every flow has an external ID, a verifiable state transition and an exception owner. The animation follows one document version across the integration boundary.

01SOURCE

Source

Receives
An approved entity or document.
Records
External ID, version and creation timestamp.
Hands off to
Contract validation.
02VALIDATE

Validation

Receives
Fields, relationships and current status.
Records
Acceptance or a specific rejection reason.
Hands off to
Execution or an exception queue.
03EXECUTE

Execution

Receives
An accepted document and active constraints.
Records
Operational steps, statuses and evidence.
Hands off to
Execution-fact confirmation.
04RETURN

Return the fact

Receives
An order, visit, delivery or payment event.
Records
Source ID, final status and a link to the execution fact.
Hands off to
The agreed consuming system.
05RECONCILE

Reconciliation

Receives
Statuses from both sides and a control sample.
Records
Completion or an unresolved exception.
Hands off to
Monitoring and an owner decision.
Treat errors as controlled work

Replay follows diagnosis, ownership and a safe rule.

Technical failures and data errors follow different paths. One external ID preserves the link to the source document and protects against creating a duplicate.

  1. REJECT

    Rejected

    A field, relationship or state transition failed contract validation.

    Stop processing and retain the specific reason.
  2. OWNER

    Owner assigned

    The source system and role responsible for correction are known.

    Pass the context, object and expected result to the owner.
  3. FIX

    Source corrected

    The new version passes the required validation.

    Prepare a controlled replay with the same external ID.
  4. REPLAY

    Safely replayed

    The consumer confirms acceptance or the final status.

    Close the exception and return it to flow metrics.
Access and auditability

Show security through mechanisms, not unverified badges.

The exact control set and topology are confirmed for each project. This page names available mechanisms that can be reviewed with the Smartup team.

01IDENTITY

Identity and sessions

SSO, 2FA, trusted IP policies and active-session management.

02ACCESS

Roles and data scope

Functional permissions plus visibility by branch, distributor, warehouse or territory.

03AUDIT

Audit trail and history

Sign-ins, actions, status changes, actor, timestamp and recorded reason.

04DEVICE

Mobile policy

Application version, compromised devices, location data and media.

Offline-first without losing control

Field teams continue without connectivity; the server receives a controlled queue.

The local data scope and conflict rules are defined for each process. Offline-first does not mean copying the entire database to a device without control.

  1. 01
    SCOPE

    Prepare the working scope

    Send only the assigned outlets, tasks, products and rules to the user.

  2. 02
    LOCAL

    Record the event locally

    Preserve the object, time, role and evidence even without a connection.

  3. 03
    QUEUE

    Synchronise the queue

    Send versions in a controlled sequence when connectivity returns.

  4. 04
    RESOLVE

    Resolve the conflict

    Apply the approved rule or route the exception to an accountable owner.

Launch readiness

The pilot passes four gates before rollout expands.

Each gate has an artefact and an owner. The next wave starts after an agreed outcome, not merely after development is declared complete.

01DATA

Data

Are master records unique, linked and assigned to owners?

Quality profile, correction rules and a reconciled control sample.
02FLOW

Integrations

Does every critical flow have an ID, states and an audit log?

Contract, test scenarios, error catalogue and safe replay procedure.
03ACCESS

Access

Do roles see only the functions and data scope they require?

Access matrix, test users and an audit-trail example.
04OPS

Operations

Are monitoring, recovery and escalation assigned?

Dashboard, runbook, named owners and the next-wave criterion.
Project-defined boundaries

Three conditions protect the architecture from hidden assumptions.

The public page explains the mechanism. The specific topology, commitments and integration scope are defined through discovery and project documentation.

LANDSCAPE

Role of each system

The system of record, consumer, direction and migration boundary are approved separately for each data set.

CATALOG

Confirmed catalogue of 30+ integrations

This does not mean a universal connector: interface, scope, frequency and acceptance criteria are confirmed for the selected architecture.

SERVICE

Hosting and recovery

Topology, data location, backup, RPO/RTO, incident handling and escalation are defined in the contract and project documents.

Materials for the architecture review

Review the future operating model, not just a presentation.

Together we map systems, data owners, critical flows, mobile policy and launch criteria.

01

Architecture diagram and system boundaries

02

Master-data and integration-flow map

03

Role and data-scope matrix

04

Error, recovery and escalation scenarios

Questions from IT directors

Questions before implementation

Does Smartup require replacing the ERP?

No. Integration boundaries and data ownership are agreed for the existing landscape.

Which access controls are available?

The available scope includes roles, SSO, 2FA, trusted-address policies and active-session management.

How are integrations controlled?

Interfaces, external identifiers, statuses, errors and owners are defined for each exchange.

How is mobile work governed?

Device, geodata, media and synchronisation policies are agreed for the specific process and infrastructure.

Where is data hosted and how is it recovered?

Topology, data location, backup and recovery are defined and documented for the project.

What can be reviewed before launch?

The architecture diagram, role matrix, integration map, audit example, recovery process and escalation path.

Next step

Review your distribution process

Map roles, data, control points and integrations without promises beyond the agreed project.

Book a review

Book a 30-minute process review

We will review your distribution process and define the first execution workstream, 3–5 pilot KPIs and data requirements.

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