WeTech · Hong Kong

System integration, APIs and workflow automation in Hong Kong

Connect websites, CRM, accounting, orders and legacy systems to reduce duplicate entry and scattered data. From Excel reports to cross-system workflow automation, define sources, permissions, failure handling and recovery before implementation.

Content updated: · Hong Kong time (GMT+8)

Who is this service for?

Scope and deliverables

How do we evaluate the result?

What can you prepare before a consultation?

Which approach fits your needs?

Which approach fits your needs?
ApproachSuitable situationCheck before deciding
Scheduled batch synchronisationData can update at agreed intervalsFormats, frequency and reconciliation ownership
API or event integrationOrders, stock or customer data need faster updatesSource of truth, rate limits, retries and duplicate handling
Phased migrationLegacy systems must keep supporting daily operationsParallel tests, cutover window, backups and rollback

From discovery to implementation

We first review your workflow, existing systems and constraints, then agree the scope and acceptance criteria. A controlled pilot helps validate the approach before wider rollout. Documentation, training and handover form part of the agreed plan. Deliverables, timing and support are confirmed in the proposal.

What determines cost and timing?

Cost and timing depend on feature scope, integrations, data preparation, access controls, security requirements and ongoing support. Third-party licences, cloud usage and maintenance should be identified separately. An initial consultation helps define the assumptions, deliverables and acceptance criteria before proceeding.

Deliverables to confirm before accepting a quotation

Use this checklist to compare proposals and agree the relevant documents, responsibilities and acceptance criteria.

  • Fields and sources — Provide field mapping, identifiers, authoritative sources, update frequency and reconciliation ownership.
  • Failure and recovery — Specify timeout, retry, duplicate-request and source-outage behaviour, with repeatable acceptance scenarios.
  • Permissions and records — Agree read/write access, credential management, operating records and human handover owners.
  • Rollout and monitoring — Define the pilot, cutover, rollback and alert arrangements, including ongoing maintenance scope.

Planning example

This illustrative scenario explains planning and evaluation. It is not a completed client case study.

When sending confirmed CRM orders to accounting, agree which system owns customer and amount data. Test normal requests, duplicates, timeouts and failed-message recovery. Reconcile the same samples before cutover and retain a rollback route.

Frequently asked questions

Can a legacy system without an API be integrated?
Check vendor-supported export, import or batch interfaces and data access rights first. If only screen interaction is possible, assess reliability, interface changes and maintenance costs separately; compatibility cannot be assumed.
Can every process be automated at once?
Start with a frequent, well-defined workflow that can be evaluated. Payments, deletion and significant decisions need agreed approvals and recovery procedures.
Will integration disrupt daily operations?
Agree testing, cutover windows and recovery procedures in advance. A staged rollout and manual fallback may be appropriate for your systems.
What should the quotation cover?
The number of systems, API documentation and supplier coordination. Field mapping, historical data cleanup and synchronisation directions. Latency requirements, monitoring, failed-message recovery and cutover tests.
What should we prepare for the initial consultation?
System names, versions and available API documentation. Fields to synchronise, frequency, data volumes and responsible owners. Anonymised examples and existing approval and security requirements.
How do we confirm the deliverables meet our needs?
Check data completeness, synchronisation time and reduced manual entry. Test timeouts, expired permissions, duplicate requests and third-party failures. Verify that failed operations can be detected, traced and safely repeated.
Does workflow automation always require AI?
No. Field synchronisation, fixed approvals and scheduled reports can use explicit rules. Assess AI when a step needs to interpret email or documents, with human review and failure handling.
Which system takes precedence when both update customer data?
Define the authoritative source for each field; contact details and order status may have different owners. Agree synchronisation direction, timing and conflict handling. Route changes that cannot be safely merged to an owner for review rather than letting systems overwrite each other.
Does an API quotation include migration and recovery?
Confirm mapping, cleaning, trial migration, reconciliation, retries, duplicate protection and manual exceptions as explicit scope. A working connection alone is not complete acceptance.
Who maintains automation after launch?
Assign workflow and account owners and specify monitoring, credential updates, upstream changes, incident handoff and coverage hours. Separate maintenance, new features and platform charges.

Further reading

Related product cases (Traditional Chinese)

Reference sources

These sources provide technical and evaluation references. Adapt the planning recommendations to your systems, data and agreed scope.

Buying and implementation guides

Define scope, cost, acceptance and handover before deciding the next step. These guides explain planning methods; actual deliverables and quotations are agreed per project.

Start with your business problem

Tell us which tasks take the most time, which systems you use and what you want to improve. We will discuss your needs and the next practical step.

Free initial consultation