Affinity integrations: A guide for clients
Provided to clients.
Sets client expectations, reducing questions and misunderstandings.
Explains the available integration options, the implementation process for each, and the client’s responsibilities.
Provides guidance on data preparation, testing, and ongoing support.
Affinity scope of integration
Completed by Affinity.
Summarises at a high level the systems involved in the integration and basic information about the configuration/development.
Used in early conversations with the client, before solution design.
Affinity customised integration change request form
Completed by clients.
Clients use this form to request changes to customised integrations.
Clients must sign off before the changes can be implemented.
Affinity customised integration business requirements
Completed by clients, reviewed by Affinity.
Clients define their own business requirements without our input.
Designed in a straightforward Q&A format.
Not all requirements will necessarily be implemented.
Final version signed off by both Affinity and the client.
Informs the solution design.
Affinity customised integration solution design
Completed by Affinity.
Started only after business requirements are signed off.
Describes the unique design of a customised integration and its components, including tables, data fields and logic.
Covers error handling, support and maintenance and who is responsible.
Final version signed off by both Affinity and the client.
Standard app integration design: Affinity and <system> (in progress)
Provided to clients.
One document per external system (e.g. Humanforce, Workday).
After handover, the integrations team takes the client through the integration process and components and records any specific configuration needed.
Available for download:
Humanforce