Fixed-Scope Engagement

Integration Readiness Assessment

Determine whether a proposed business-system integration is technically practical before committing to implementation. Northbridge reviews the systems, available integration methods, data movement requirements, authentication needs, dependencies, and operational risks, then provides a clear written recommendation for the most practical next step.

Engagement details

$495One-time · USD

Delivery: Within 5 business days after the kickoff call and receipt of complete information

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Why work with Northbridge?

Clearly defined scope, published in advance so there are no surprises at invoicing.
Predictable pricing in United States dollars, with no hidden expansion fees.
Direct communication with the engineer doing the work — no account layer in between.
A practical business-and-technical perspective focused on what will actually operate in production.
A structured delivery process, and the option to continue through a custom engagement when broader work is warranted.

Who it is for

Businesses that know which systems they want to connect but need an independent technical assessment before implementation or detailed architecture planning.

Common use cases

CRM to accounting platform integration
Form or website data sent to a CRM
Help-desk data connected to reporting tools
Data synchronization between existing SaaS platforms
Spreadsheet or database data connected to an operational system
Scheduled data exchange between business applications
Notification or approval events between existing platforms

Typical scope examples

Assessing a CRM-to-accounting connection
Assessing website or form data sent to a CRM
Assessing help-desk data feeding reporting tools
Assessing data synchronization between SaaS platforms
Assessing spreadsheet or database data into an operational system
Assessing scheduled data exchange between business applications

Examples illustrate the type of engagement this product may support. Final fit depends on the systems, requirements, access, data volume, and technical constraints involved.

At-a-glance deliverables

Written technical assessment

Connectivity and access requirements

Constraints, risks, and dependencies

Recommended implementation direction

What is included

Review of one proposed integration objective
Up to four involved systems
Kickoff call up to 45 minutes
Review of supplied documentation and screenshots
Assessment of available APIs, webhooks, connectors, file transfers, or database options
Authentication and access-requirement review
High-level source-to-target data-flow summary
Identification of major compatibility gaps and limitations
Risks, assumptions, and dependencies
Recommended technical approach
Indicative complexity classification: low, moderate, or high
Recommended next step
Written assessment, generally 6–8 pages
Review call up to 20 minutes
One consolidated clarification round

What is not included

Software development
System configuration
Production deployment
Custom proof of concept
Full field-level data mapping
Complete implementation architecture
Production credentials
Data migration or cleanup
Security or compliance certification
Vendor licensing or subscription costs
Multiple unrelated integrations
A guaranteed implementation quote

Delivery process

Customer completes the product intake.
Northbridge conducts a kickoff call of up to 45 minutes.
Northbridge reviews the supplied systems and documentation.
Northbridge prepares the written assessment.
Northbridge conducts a review call of up to 20 minutes.
One consolidated clarification round is completed.
The final assessment is delivered electronically.

Typical next steps

Conclude that the proposed integration should not proceed as defined.
Continue to an Automation Blueprint for detailed planning.
Request a qualifying Focused Automation Implementation.
Request a custom proposal for broader integration work.

Continuing to the next step is not automatic — each engagement begins with its own scope confirmation.

Client requirements

One clearly defined integration objective
Names of the involved systems, up to four
Available documentation, screenshots, or public technical documentation
A description of the data or events that should move between systems
A knowledgeable contact available for the kickoff and review call

Revision policy

Includes one consolidated clarification round after the review call. Additional analysis, integrations, systems, or revision cycles are scoped separately.

Support period

Written follow-up questions about the final assessment are answered for 10 calendar days after delivery.

Questions about Integration Readiness Assessment

No. The assessment determines technical feasibility and recommends an implementation direction. Development, configuration, and deployment are scoped separately.

Northbridge will document the limitation, evaluate reasonable alternatives where available, and recommend whether the integration should proceed, be modified, or use a different technical approach.

Northbridge will explain why the requirement does not qualify and recommend an appropriate next step. Depending on the project, that may be a Blueprint, a consultation, a custom proposal, or a revised implementation scope. You are not required to purchase a larger engagement.

Purchase and fulfillment

Direct online purchase eligible after activation

Price and payment structure: $495 USD, paid in full as a single one-time payment. This is a professional-service engagement, not a subscription, and no automatic renewal is created.
What must happen before work begins: Work begins after payment is confirmed, the kickoff call has occurred, and the complete required information and documentation have been received.
Delivery timeframe: Within 5 business days after the kickoff call and receipt of complete information
Cancellation and refunds: A customer may request cancellation before work begins.
If cancellation is approved before work begins, the payment is refundable.
After work begins, any refund is limited to the unearned portion, after considering work already performed and non-cancellable commitments.
After the final deliverable has been provided, fees are generally non-refundable except for a verified duplicate or erroneous charge, or as otherwise required by the applicable written terms or law.
If Northbridge cancels the engagement, any unearned balance is refunded.
Approved refunds are initiated within 5 business days after written approval.
The customer's bank or payment provider may require additional time to post the credit.
Review, acceptance, revisions, and support: The assessment is delivered electronically. A review call and one consolidated clarification round are included. Written follow-up questions are answered for 10 calendar days after final delivery.
Customer responsibilities: One clearly defined integration objective
The involved systems (up to four)
Available documentation, screenshots, or public technical documentation
A description of the data or events that should move between systems
A knowledgeable contact available for the kickoff and review call

Online purchasing is not active. This engagement is requested through the existing proposal process, and Northbridge confirms scope before any invoice.

Customers are shown the applicable service scope, delivery terms, cancellation and refund policy, and Terms of Service before purchasing. Card entry, when online payment is enabled, will occur through an authorized hosted payment provider. Please do not submit complete payment-card numbers, security codes, banking credentials, or passwords through Northbridge inquiry or support forms.