Connect the systems your operation already relies on.Move approved information between facilities, finance, property, and field systems—without replacing what works.
The opportunity
Multi-site operations rarely run in one system. ERP, finance, procurement, property, CRM, identity, reporting, and field tools each hold part of the operating picture.
myWork Connect moves agreed information between the systems your operation already uses, with defined ownership, access, and support boundaries. The result is fewer manual handoffs and a more reliable view of the work.
Bring the right data into each workflow.
Connect the records that support service requests, work orders, assets, providers, purchasing, and portfolio reporting.
Service request
Asset
Priority
Routing
Status
Keep work and financial data aligned
Send approved status, cost, and completion information to finance and procurement systems without re-entering the work.
Use existing systems without duplicating work
Connect CRM, ERP, property, asset, and reporting data where it is needed—without forcing a platform replacement.
Expand connections as your operation grows
Start with the systems and workflows that need attention, then extend connections from a stable operating model.
Keep systems aligned as work changes.
Move approved updates between the systems that keep the operation moving.
Keep the operating record current
Bring status, asset, location, provider, and cost data together so teams see the same work as it moves.
Route exceptions to the right people
Use workflows and connected data to make approvals, escalations, and handoffs easier to manage.
Connect data selectively
Define which information moves, who owns it, and how it will be supported across the systems involved.
Connected operations: Keep service updates, approvals, and completion evidence connected from initial scope through closeout.
Contact salesKeep operations moving when details change.
Make approvals, service updates, and exceptions visible before they create rework.
Give each role a clearer view
Give each role the information needed to act. Role-based portals can surface request status, notes, documentation, and next steps without sending people between systems.
Surface exceptions before they become delays
Route late updates, missing evidence, and approval exceptions to the people who can resolve them.
Keep change requests and approvals connected
Keep change requests, review history, and related documents attached to the work—not spread across email and spreadsheets.
Work order updates
Open exceptions
Approval status
Build connections that scale with the operation.
Start with the systems and workflows that need attention, then expand from a stable operating model.
Define the connection before the handoff
Agree the data, ownership, permissions, and support boundaries before systems begin exchanging information.
Connect the operating systems behind the work
Connect the ERP, finance, procurement, property, CRM, identity, reporting, and field systems that already support the work.
Connect the systems around the work.
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mywork.
Connected records
Bring the right information into each workflow.
Property systemLocation detailsFinance systemApproved costsField teamService evidence● Connected to the workGive site and field users a simpler way to act.
Keep location, asset, and service details available where field work happens.
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Keep work, approvals, and exceptions visible.
Route exceptions, approvals, and evidence through the same operating workflow.
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Approval context
Make decisions with the complete work record.
Work orderWO-4821EstimateAvailableBudgetCheckedApprovalReady for review● Connected to the workKeep integration boundaries clear across systems.
Use approved information and clear ownership across integrated systems.
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Bring reporting data into the right decision flow.
Bring related data and documents into the reporting flow where decisions are made.
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Find the records that matter
Which locations need attention this week?
Priority locations18 identifiedOpen work ordersLinkedAsset historyAvailableNext stepReview with your team● Connected to the workMake reporting easier to use.
Bring approved operational records into the reporting environment where teams make decisions.
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Keep your operational data connected.
Plan how approved myWork data and reports should reach your reporting environment.