Wingmen Experts

Solution Architecture for B2B Companies

Connect systems, data and processes so operations support the real workflow — not spreadsheets and workarounds.

Wingmen structures CRM, ERP, integrations and automation around the business process and translates between business teams and technology.

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WHEN THE SYSTEM LANDSCAPE CAN NO LONGER KEEP UP WITH THE BUSINESS

More customers, more teams, more processes and more tools increase the demands placed on technical architecture.

Many companies respond incrementally: a new CRM module, another integration, an automation tool, a further reporting system. Each local decision may work initially. Across the wider organisation, however, the architecture becomes increasingly difficult to manage.

Typical symptoms:

CRM, ERP, reporting and operational systems show different versions of the data.
Information is maintained more than once or transferred manually.
Integrations fail regularly or require constant special handling.
Employees work outside the intended systems because the real process is not represented properly.
Spreadsheets, email and copy-and-paste bridge system and process gaps.
Automations work only under ideal conditions and create manual rework when exceptions occur.
Nobody can clearly say which system is authoritative for which data or process step.
Small changes in one system have unexpected effects elsewhere.
Reporting depends on retrospective data cleansing rather than reliable operational data.
New AI or automation initiatives fail because processes, data and interfaces are inconsistent – or because core legacy systems were never designed for these requirements.

The problem is then not the number of tools. The problem is that the system landscape no longer follows a clear architecture model.

WHAT WINGMEN MEANS BY SOLUTION ARCHITECTURE

Solution Architecture translates business requirements and operational processes into a robust technical structure.

It does not begin with products or vendors. The key question is how processes, data and systems should work together.

Typical questions include:

Which business process must the technology support?
Which systems own which responsibilities?
Where does authoritative data live?
Which information must move between systems?
Which interfaces are required?
Which processes should be automated – and which should deliberately remain manual?
Which exceptions must the architecture support?
What dependencies exist between CRM, ERP, reporting and operational systems?
How are security, data protection, governance and traceability handled?
How can the architecture remain extensible without becoming more complex with every change?

The objective is a system architecture that supports the business process – rather than forcing employees to compensate manually for technical gaps.

THE SIX MOST COMMON SOLUTION ARCHITECTURE PROBLEMS

1. Systems exist, but they are not truly integrated

CRM, ERP, reporting, DMS, marketing tools and operational applications are already in place. The connections between them are incomplete or have grown organically over time.

Typical signs:

Data is transferred manually.
The same information exists in multiple systems.
Integrations cover only standard cases.
Errors are discovered only when a downstream process fails.

Result:

Employees become the manual integration layer between systems.

2. There is no clear data and system ownership

Technical problems often arise because it has never been defined which system is authoritative for which information.

Typical signs:

CRM and ERP contradict one another.
Reports use different definitions.
Master data is maintained more than once.
Changes are made in one system but are not propagated reliably.

Result:

Data quality becomes a permanent operational task.

3. Integrations are fragile and expensive to maintain

Point-to-point integrations often emerge one after another without a shared architecture.

Typical signs:

One API change causes failures in several processes.
Individual integrations are understood by only one person or one external provider.
Monitoring and error handling are missing.
Exceptions require manual intervention.

Result:

Technical legacy grows and every further change becomes slower and riskier.

4. Processes are adapted to tools instead of the other way round

A system is introduced and the business process is then forced into its standard logic, even when that logic does not fit operational reality.

Typical signs:

Employees maintain parallel spreadsheets.
Mandatory fields are completed formally but contain unreliable information.
Workflows are bypassed.
System logic and the real working process differ significantly.

Result:

The software is officially implemented, but part of the real process still happens outside it.

5. Automation is built on unstable processes

Automation can accelerate a good process. It can also make a poor process faster and harder to understand.

Typical signs:

Workflows create unexpected side effects.
Exceptions lead to manual correction.
Data is missing or inconsistent.
AI or agent-based initiatives require more manual control than expected.

Result:

Automation does not reduce work reliably and creates new dependencies.

6. Legacy systems are business-critical, but no longer extensible enough

Many companies rely on legacy software that has become deeply embedded in their operating model over many years. These systems are often business-critical and cannot simply be replaced. At the same time, new requirements evolve faster than the original architecture: new business models, APIs, automation, AI or agents must connect to systems that were never designed for them.

Typical signs:

Core systems expose limited or inconsistent interfaces.
New use cases require exports, workarounds or additional middleware.
AI or agent-based applications cannot access relevant data or functions cleanly.
New business areas require capabilities the legacy platform was never designed to support.

Result:

Stable core systems become a constraint on change. The architectural task is to extend, integrate or modernise them without creating unnecessary replacement risk.

WHEN SOLUTION ARCHITECTURE BECOMES PARTICULARLY RELEVANT

Solution Architecture becomes especially important when:

CRM or ERP is being introduced or fundamentally redesigned.
Several systems need to be integrated.
Growth or acquisitions have created multiple system landscapes that need to be consolidated.
Manual workarounds and data transfers are increasing.
Reporting and operational systems produce different numbers.
Process automation is being expanded.
AI or agent-based applications need access to operational processes and existing enterprise systems.
Existing integrations are unstable or expensive to maintain.
New business models, products or sales channels create requirements the current legacy software cannot easily support.
International and DACH processes need to be represented in one architecture.

HOW WINGMEN EXPERTS BUILDS SOLUTION ARCHITECTURE

1. Understand the business process

Wingmen does not start with the tool. Wingmen starts with the real operating process.

Wingmen clarifies:

What outcome must the process deliver?
Which roles work within it?
Which information is required?
Which decisions are made?
Where do handoffs and exceptions occur?
Which systems are involved today?

2. Make the current architecture and technical legacy visible

Wingmen reviews, among other things:

• CRM

• ERP

Reporting / BI
DMS and operational applications
APIs and integrations
Automation platforms
Data flows
Manual workarounds
Permissions, governance and ownership

The objective is not simply to inventory the systems, but to understand how they actually work together.

3. Define the target architecture

The target architecture describes:

System roles and boundaries
Authoritative data sources
Data flows
Integration patterns
Process and workflow logic
Error and exception handling
Automation potential
Governance and ownership
Security and data protection requirements
Technical extensibility and legacy modernisation without unnecessary system replacement

4. Prioritise implementation

Not every technical legacy issue needs to be removed immediately.

Wingmen prioritises according to business impact, risk and dependencies. This creates an implementable roadmap rather than a theoretical architecture model.

5. Support or deliver implementation

Depending on scope, Wingmen Experts can support implementation from both the business and technical side, or deliver parts directly, for example:

CRM structure and data model
API integrations
CRM-ERP integration
Workflow automation
Data flows and reporting
Process digitisation
Technical specification and vendor management
Architecture and implementation reviews

SOLUTION ARCHITECTURE AND REVENUE ARCHITECTURE

Revenue Architecture defines how the commercial process should work.

Solution Architecture defines how systems, data and interfaces should support that process technically.

Both layers belong together. A clean sales process is of limited value if CRM, reporting and ERP show contradictory information. A technically elegant integration is of limited value if the underlying process or ownership is unclear.

Wingmen Experts therefore connects business process and technical architecture whenever a problem spans both layers.

SOLUTION ARCHITECTURE IS NOT “MORE SOFTWARE”

An additional tool may be useful. But adding software is not an architecture decision in itself.

A robust architecture may just as well mean:

retiring a system,
clarifying data ownership,
simplifying a workflow,
restructuring an integration,
deliberately retaining manual steps,
or making better use of existing systems.

The question is not: Which tool can we add next?

The question is: Which technical structure supports the business process with the least unnecessary complexity?

WHAT SHOULD IMPROVE

Good Solution Architecture should produce tangible operational improvements:

fewer manual data transfers
fewer contradictory data sources
more stable integrations
clearer system and data ownership
fewer spreadsheet and copy-and-paste workarounds
better traceability of errors and data flows
lower technical maintenance and coordination effort
a more robust foundation for automation and AI
faster adaptation to new business requirements without unnecessarily replacing business-critical legacy systems
better alignment between Business, Operations and IT

WHO THIS IS FOR

Solution Architecture is particularly relevant for established B2B companies where business processes already span several systems and functions.

Typical fit:

CRM, ERP or several operational systems are already in place
integrations and automations have grown over time
manual workarounds recur
coordination between business teams and IT is high
system changes affect several teams
processes cannot be represented cleanly in one standard tool
automation or AI needs a reliable technical foundation

Typical stakeholders:

Managing Director / Executive Management
COO / Operations
CRO / Revenue Operations
Head of IT / CTO
Solution / Enterprise Architecture
Project or Transformation Leadership

REFERENCES & EXPERIENCE

Business, Product & Technology Architecture

Financialbot

Management, product and engineering aligned in a platform architecture for data-driven use cases in ABM, sales intelligence and recruiting. Björn Wesarg was responsible for translating between business requirements, product logic and technical architecture.

View case study

Process & Solution Architecture

A pharmacy group in western Germany

Around 500 documents per day, around 40 users, around 3.5 FTE less manual effort. A mature high-volume process integrated into the existing systems landscape.

View case study

NEXT STEP

Option 1 – Speak directly

Clarity Call

If systems, integrations or processes are currently unnecessarily complex, unstable or manual, Björn Wesarg uses the Clarity Call to assess the current situation, business impact and the most sensible next step with you.

Book a Clarity Call

WINGMEN EXPERTS

Revenue Architecture • Revenue Operations • Process Architecture • Solution Architecture • Automation