DM Advisory Group

Automation & iPaaS

Remove busywork, connect systems, and scale operations with reliable automations—designed with governance, security, and measurable value.

High-leverage teams standardize the way work moves between apps. With modern iPaaS, organizations automate handoffs, enforce validation, and make data visible—without adding headcount or fragile, one-off scripts.

What we deliver

Pragmatic automation that sticks—built on secure patterns and supported by a clear operating model.

Process discovery & design

Map the flow, define rules, and prioritize automations by business impact and effort.

iPaaS builds & integrations

Reliable connectors and orchestrations across ERP/CRM/HCM, finance, ITSM, data, and messaging.

Governance & reliability

Standards, versioning, error handling, SLAs, and observability so automations run predictably.

Platforms we support

We work with the major iPaaS and automation ecosystems—selecting the right fit for scale, connectors, and governance.

Microsoft Power Automate / Logic Apps
Zapier & Make (Integromat)
Workato
Boomi
MuleSoft
Azure Functions / AWS Lambda (extensibility)

Proven use cases

High-impact automations that reduce manual effort and create visibility across teams.

Lead → Opportunity → Project handoff

Automate CRM routing, enrichment, and project kickoff with tasks, folders, and notifications.

Order-to-cash

Sync orders, invoices, and payments across ERP/Finance with exception handling and alerts.

Employee lifecycle

Joiner/Mover/Leaver workflows across HRIS, M365/SSO, devices, and app access.

ITSM + Monitoring

Create tickets from alerts, enrich with context, and auto-close with validation checks.

Data sync & enrichment

Reliable, scheduled syncs to data warehouse; validation and dedupe built-in.

Approvals & compliance

Policy-driven approvals (spend, vendors, access) with audit trail and escalations.

Operating model

Intake, prioritization, versioning, and change control. Clear owners and SLAs so automations are a product, not a project.

Measurement

Dashboards for runs, success rate, time saved, and avoided cost—so value is visible and continuous.

Extensibility

When needed, extend iPaaS with serverless functions, secure secrets, and reusable modules.

We prioritize controls by design: least-privilege connections, scoped API keys, confidential logging, alerting on failure, and runbooks for recovery.

Ready to remove busywork and increase reliability?

Start with a focused assessment and a short list of high-ROI automations.