Four decisions that make it usable.
These are the elements to specify and verify for this type of project.
Give relationships, estimates and projects stable identifiers and a visible history. Define which application owns each record.
Specify the trigger, permitted change, retry rule and human approval point. A draft should not become a customer promise by accident.
Show the last successful run, pending work and failed attempts. Monitoring needs a named responder and a tested escalation path.
Use complete exports, restore checks and documented credentials custody. Cross-company connections require separate authorisation and verification.
What a useful review must show.
A shared-screen walkthrough should show the actual workflow and its failure path with safe sample records. Performance claims need their own dated measurements; interface similarity alone is not evidence of integration.
Set the expectation in writing.
Opralta Studio is an independent application. The Akovex integration is deferred; no cross-company data connection is implied by this architecture note.
Try the pattern before scoping the project.
Working prototypes use sample data and clearly identify what is simulated. A production engagement requires its own access, integration and acceptance checks.