Tailoring Playbook
How we pragmatically tailor rollout by system landscape
We do not choose the most complex technical path. We choose the fastest stable path with clear business impact.
Decision logic per system
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Native integration available? Use the native connector first.
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No native integration, but structured data available? Use export + database/data pool approach.
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Deep operational access required (read/write)? Use a custom tool or custom MCP server.
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On-prem with strict security requirements? Evaluate IP allowlisting, connection network, or VPN.
Typical system paths
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File shares / SharePoint / Confluence Start with native connector; add data pools for large-scale search.
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CRM Start with connector, then add targeted tools for critical processes.
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ERP / SAP Start with scoped exports; expand deep integration in phases.
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SQL/databases Start with lightweight connector for fast analysis; use dataset manager for deeper scenarios.