Implementation
Implementations: Connect Customer Systems
Processes only work end to end when they can securely reach the customer's existing systems. Each implementation connects one capability group to a specific service.
Steps
-
Identify the required capability groups
Determine which capabilities the process needs, such as storage, email, ERP, accounting, CDE, plan viewing, BIM, AI, or checkout.
-
Select one implementation per group
During onboarding, choose exactly one available implementation for each required capability group. This keeps the process logic independent of the customer's system.
-
Configure and verify customer access
Add permissions and target locations, test the connection, and enable only the functions the process actually needs.
-
Connect missing systems as needed
If a service is not available yet, a new implementation can be added. For AI, the customer's own language model can also be connected as a BYO LLM.