Fixed-Scope Engagement
Integration Readiness Assessment
Understand the requirements, risks, and practical path for a proposed software integration before implementation begins.
Engagement details
- $495 fixed price
- One-time purchase
- No subscription
- Secure online checkout
Delivery: Within 5 business days after the kickoff call and receipt of complete information
Use this assessment when you already know which business outcome requires systems to exchange data. It examines the available connection options, access requirements, constraints, and risks for one integration objective. It does not build, configure, or deploy the integration.
Designed for small and midsize U.S. businesses evaluating one defined integration initiative.
Review your order and accept the terms before payment. Secure online payment in USD.
Clarify the integration before committing to development
Integrations often fail, stall, or cost far more than expected when work begins before the basic technical questions are answered. Before writing code, a team needs to confirm:
- Whether the relevant APIs or webhooks actually exist
- Which system owns each category of data
- What information must move between systems
- Authentication and permission requirements
- Data-format and field-mapping issues
- Operational dependencies between platforms
- Failure handling and recovery expectations
- Vendor, access, or documentation limitations
The Integration Readiness Assessment turns those open questions into a documented decision framework, so your team can decide how — or whether — to proceed on evidence rather than assumption.
This assessment is a good fit when
- A business wants to connect two or more existing systems.
- A proposed API integration has not yet been technically scoped.
- Teams are relying on manual re-entry or disconnected workflows.
- A vendor claims an integration is possible but key details remain unclear.
- The business needs a documented starting point before requesting implementation proposals.
- Internal stakeholders need a shared understanding of risks and dependencies.
This assessment is not
The $495 engagement does not include:
- Production software development
- Implementation or deployment
- Access to, or the cost of, paid third-party platforms
- Remediation of vendor limitations
- Penetration testing or a formal security audit
- Legal, regulatory, tax, or compliance certification
- Guaranteed approval by third-party vendors
- Unlimited systems or an open-ended consulting engagement
The canonical exclusions listed under “What is not included” on this page also apply in full.
What Northbridge reviews
The assessment is fixed in scope. Within one defined integration objective and up to four involved systems, Northbridge reviews:
- One defined integration objective
- Up to four relevant systems or platforms
- Available API and webhook documentation
- Proposed data flows between the systems
- Authentication and access requirements
- Ownership and direction of data
- Major technical dependencies
- Obvious implementation constraints
- Operational and failure-handling considerations
- Questions that must be resolved before implementation
What we need from you
Accurate findings depend on accurate inputs. Please be ready to provide:
- The business goal of the proposed integration
- Names and purposes of the systems involved
- Relevant vendor or API documentation
- Sample fields or non-sensitive workflow examples
- A description of the current process
- Known constraints and desired outcomes
- A business contact available for clarification
Please note: Do not submit passwords, secret keys, full customer datasets, payment-card data, health records, or other unnecessary sensitive information through the intake form.
What you receive
A written Integration Readiness Assessment, generally 6–8 pages, delivered electronically. It contains:
- An executive summary
- A current-state and proposed-flow overview
- Documented assumptions
- Key technical requirements
- Dependencies and constraints
- Risk findings
- Open questions that must be resolved
- A recommended implementation direction
- Practical next steps
- An included review call of up to 20 minutes
- One consolidated clarification round after the review call
The engagement does not produce source code, a configured integration, vendor approval, or a production deployment.
How the engagement works
- Purchase securely through online checkout.
- Complete the Northbridge intake form with your objective, systems, and documentation.
- Northbridge verifies the completed payment and reviews the submitted materials.
- Northbridge performs the fixed-scope assessment and prepares the written report.
- The report is delivered electronically, followed by the included review call and one consolidated clarification round.
A hosted-checkout reference or intake submission alone does not independently confirm payment. Northbridge verifies the completed payment before beginning the engagement.
Illustrative assessment scenario
A fictional service business uses a website intake form, a CRM, an accounting platform, and an internal spreadsheet. Customer information submitted on the website is re-entered by hand in each of the other systems, and the business wants that information to move with less manual entry.
In this scenario, Northbridge could assess:
- Whether APIs or webhooks are available for each platform
- Which application should be the system of record
- What data should synchronize between systems
- Whether synchronization should be one-way or two-way
- Authentication requirements for each connection
- Duplicate detection and error handling
- Platform limitations that affect the approach
- A sensible implementation sequence
Illustrative example only — not a completed client engagement or promise of feasibility.
Working with Northbridge
- Northbridge Software LLC — a U.S.-based business
- A fixed-scope professional service with a written electronic deliverable
- Secure online checkout; full card numbers and security codes stay in the NMI gateway’s secure fields, not on Northbridge servers
- Published Terms, Privacy, Payment and Billing, Service Delivery, and Refund and Cancellation policies
- Support contact published on the site during posted business hours
(201) 238-8643support@nbsoftware.netMonday–Friday, 9:00 AM–5:00 PM Eastern Time
TermsPrivacyPayment & BillingService DeliveryRefunds & Cancellations
Assess your integration before implementation begins
- $495 fixed price
- One-time purchase
- No subscription
- Secure online checkout
Delivery: Within 5 business days after the kickoff call and receipt of complete information
Review your order and accept the terms before payment. Secure online payment in USD.
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
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
- Review the scope and terms and complete secure payment.
- Complete the intake with your integration objective, systems, and documentation.
- Northbridge verifies confirmed payment, checks intake completeness, and schedules the included kickoff call of up to 45 minutes.
- After the kickoff and receipt of complete required information, Northbridge performs the assessment and delivers the written report within 5 business days.
- Northbridge provides the included review call of up to 20 minutes and one consolidated clarification round, then sends any resulting final assessment update 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
Purchase and fulfillment
Available for secure online checkout
- 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
The engagement begins after confirmed payment. The published report-delivery estimate begins after the kickoff and receipt of complete required information. The kickoff is part of the paid service.
- Delivery timeframe
Within 5 business days after the kickoff call and receipt of complete information
- Cancellation and refunds
You may cancel for a full refund before either the kickoff call or substantive review has begun, whichever occurs first. After either activity begins, the reasonable value of work actually performed, including the kickoff, and any expressly authorized non-cancellable costs may be retained; the unearned balance is refundable under this Policy.
- If cancellation is approved before work begins, the payment is refundable.
- After work begins, Northbridge may retain only the reasonable value of work actually performed and non-cancellable costs expressly authorized by you; the unearned balance will be refunded. Completed delivery remains subject to the published correction rights, material failure to provide the agreed scope, duplicate or erroneous charges, and rights that cannot lawfully be excluded.
- Delivery of the agreed final deliverable generally earns the fee, subject to unresolved material failure to provide the agreed scope, applicable correction or revision rights, duplicate or erroneous charges, and rights that cannot lawfully be excluded.
- 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
Review your order and accept the terms before payment. Secure online payment in USD.
This engagement can be purchased through secure online checkout. Secure online card payments are processed through our NMI payment gateway; complete card numbers and security codes are entered in the gateway's secure fields and are not stored on Northbridge application servers. Northbridge may retain billing and transaction metadata, including payment status, card brand, and last four digits, as described in the Privacy Policy. This is a one-time purchase with no subscription or automatic renewal, and Northbridge confirms payment before work begins.
Customers are shown the applicable service scope, delivery terms, cancellation and refund policy, and Terms of Service before purchasing. Secure online card payments are processed through our NMI payment gateway. Complete card numbers and security codes are entered only in the gateway’s secure fields and are not stored on Northbridge application servers. Northbridge may retain billing and transaction metadata, including payment status, card brand, and last four digits, as described in the Privacy Policy. Where bank account (ACH) payment is offered, bank details are entered through the secure NMI payment flow and are not retained in Northbridge application systems; ACH payments are currently undergoing controlled payment testing and remain Processing until trusted settlement confirmation. Please do not submit complete payment-card numbers, security codes, banking credentials, or passwords through Northbridge inquiry or support forms.
Doesn't quite match your situation?
If your requirement is broader, more specialized, or spans multiple systems, Northbridge will evaluate it as a custom engagement instead.
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Ready to talk about your project?
Start with a paid consultation, or request a written proposal for a larger engagement.