Question 05 · Integration

Can our existing systems coordinate reliably with automation?

Why it matters

Automation equipment acts on instructions from business systems and reports results back to them. Orders, inventory, and task status must stay consistent across every system involved.

A connector that passes a demonstration proves that two systems can exchange a message. It does not prove that a full shift of real transactions, with real exceptions, will reconcile.

What can go wrong

  • The WMS or ERP sends work in batches, and the automation expects it continuously.
  • Inventory in the automation controller and inventory in the WMS drift apart, with no rule for which is correct.
  • Exceptions such as short picks, damaged items, unreadable labels, and mid-task cancellations have no defined workflow.
  • Customizations in the existing system block the interface the vendor normally uses.
  • No single person or team owns the interface once the integrator leaves.

What evidence to examine

Evidence What it can establish
Interface inventory and data-flow diagrams Which systems exchange what, and in which direction
API documentation, versions, and licensing terms Whether required interfaces exist and can be used
Measured transaction volumes and timing Whether current systems respond at the rate automation needs
Exception-handling specifications Whether non-standard events have a defined path
System-of-record matrix by data element Which system is authoritative when values disagree
Test environment availability Whether integration can be proven before go-live
Upgrade roadmap and customization register Changes that could break the interface later

Warning signs

  • Integration is described as “standard” without a list of transactions.
  • The WMS, MES, or ERP is due for an upgrade during the project.
  • There is no test instance that mirrors production.
  • Exception handling is deferred to “phase two.”

What to do next

  1. List every transaction the automation will send and receive, including exceptions.
  2. Decide the system of record for inventory, orders, and task status.
  3. Confirm a test environment and a named interface owner before contract signature.

Equipment interoperability and reliable end-to-end workflows are separate requirements.