Learning path4 levels9 steps
Business systemsfrom what a CRM is to integrations everyone trusts.
Four levels, read in order: what CRM and ERP systems do and how they connect, how revenue teams agree on one trusted number, how to audit and rescue integrations and implementations, and how leaders decide what to build.
Level 1
Start hereStudents, new hires, and anyone curious. No experience needed.
The systems that run a business and how they share information.
- 01ArticleCRM and ERP Explained: The Systems That Run a BusinessWhat a CRM and an ERP do, and where one customer's journey crosses both.Read →
- 02ArticleHow Business Systems Connect: Integrations, APIs, and a Single Source of TruthAPIs, sync patterns, the system of record, and how integrations are tested.Read →
Level 2
FoundationsAdministrators, analysts, and RevOps practitioners.
Decide which system owns each number, and test the connections between systems the way mature teams do.
Level 3
PractitionerIntegration leads, architects, and implementation managers.
Find out why systems disagree, hold vendors to a quality bar, and get a stalled implementation moving again.
- 05ArticleWhy Your CRM and ERP Disagree, and What to Do About It: An Integration Audit FrameworkAn audit framework for when your CRM and ERP disagree.Read →
- 06ArticleVerifying Third-Party Quality: Entry and Exit Criteria Across the Vendor BoundaryEntry and exit criteria across the vendor boundary.Read →
- 07ArticleRescuing a Stalled CRM or ERP Implementation: Triage Before Re-ScopeTriage a stalled CRM or ERP implementation before re-scoping it.Read →
Level 4
LeaderOperations, finance, and technology leaders.
Decide what to build, buy, or assemble, and see a CRM and ERP integration delivered for a client.
For teams
Taking a whole team through this?We teach it, coach it, and certify it.
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Related reading
- Primer
How Business Systems Connect: Integrations, APIs, and a Single Source of Truth
A plain-English introduction to integration: how APIs let systems exchange data, real-time versus batch syncs, the system-of-record principle, what goes wrong when systems disagree, and how integrations are tested.
Read → - Primer
CRM and ERP Explained: The Systems That Run a Business
A plain-English introduction to the software behind most companies: what a CRM does for sales and service, what an ERP does for finance and operations, how a customer's journey crosses both, and why getting them right matters.
Read → - Whitepaper
Starting AI Adoption: A Sequence for Mid-Market Engineering Teams
The order of operations we use with mid-market engineering teams that have been told to ship AI and do not know where to start. Six stages, named exit criteria, the anti-patterns that predict failure, and the first-90-days view that ties architecture, evaluation, and model economics into a coherent adoption sequence.
Read → - Guide
Seven questions to ask before you sign
Seven questions that show whether a delivery partner is set up to protect your launch. Ask every vendor, including us. Written for buyers who need to defend the choice to a CEO or a board.
Read → - Primer
Careers in Software Quality: Roles, Skills, and First Steps
What testers, test automation engineers, quality engineers, and test managers actually do, the skills each role uses, and practical first steps for students and career changers, including the ISTQB Foundation certification.
Read → - Primer
Errors, Defects, and Failures: What a Bug Really Is
Everyone says 'bug', but testers use three precise words: error, defect, and failure. Learn the difference, why it matters, and how severity and priority decide which problems get fixed first.
Read →
Practices
Where this leads
- TrainingQA and AI training
ISTQB certification and hands-on courses for testers, engineers, and leaders, from one of the first ASTQB-accredited training providers in the United States.
Book a call → - CRM, OMS & ERPCRM, OMS, and ERP
Salesforce, NetSuite, order management, and the connections between them: implemented, connected, and tested.
Book a call →