Project Scope
Architecture at a Glance

A full-stack CRM and analytical warehouse design spanning commercial, operational, and financial domains.

12
Business Objects
3 standard CRM + 9 custom objects across 8 data domains
200+
Mapped Fields
Full property catalog with types, groups, validation, and governance notes
4
Fact Tables
Grain-declared: deal, invoice, cost, and maintenance events
35+
KPIs Defined
Sales, contract, asset, operations, revenue, and profitability KPIs
7
Impl. Phases
From CRM foundation through governance and QA sign-off
3
API Layers
Raw extraction, type casting, transformation and warehouse load
Full Documentation
Architecture Documents

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Visual Architecture
Mermaid Diagrams

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Deployment Plan
Seven Implementation Phases

Each phase depends on the prior. Blocker tasks are explicitly flagged. See the Implementation Checklist doc tab above for full task detail.

01
CRM Foundation
  • License confirmation and portal setup
  • User roles and team configuration
  • Standard object property configuration
  • Duplicate detection rules
02
Custom Object Creation
  • Create all 6 custom objects
  • Configure all properties per catalog
  • Build all association rules
  • Create all pipeline definitions
03
Pipeline and Automation
  • Sales pipeline stage configuration
  • Deal Won to Contract workflow
  • Seven automation workflows built
  • Governance rule testing
04
Data Integration and API
  • Warehouse environment provisioned
  • Raw staging tables and API connections
  • Type casting and cleansing layer
  • Incremental load setup and monitoring
05
Warehouse Build
  • Dimension and fact tables created
  • SCD Type 2 logic implemented
  • Data quality checks passed
  • Revenue lineage validated
06
Analytics Enablement
  • BI platform connected to warehouse
  • Sales pipeline dashboard
  • Revenue and profitability dashboards
  • Operations dashboard and UAT
07
Governance and QA
  • Data ownership assigned per object
  • Quality monitoring scheduled
  • Access control configured
  • Final stakeholder sign-off
Technology Layer
Architecture Stack

Integrates across CRM, integration, warehouse, and analytics layers with defined handoffs between each.

👔
CRM Platform
System of Engagement
🔗
REST API
Data Extraction Layer
🔄
Staging Layer
Raw and Typed Tables
⭐
Data Warehouse
Star Schema Model
📊
BI Platform
Dashboards and KPIs
🛠
CMMS Integration
Asset and Service Data
💵
ERP Integration
Billing and Finance Sync
🔒
Governance Layer
Quality and Access Control