We are seeking a consulting firm to partner with us in developing a comprehensive strategy and roadmap for optimizing our financial operations and data. Key qualifications include experience managing revenue restrictions associated with programmatic and research grants. Familiarity with the medical research field is highly preferred. Currently, we utilize three core enterprise platforms for Fundraising ( Salesforce ), Grant Management (Smart Simple), and Financials (NetSuite). We want to more tightly integrate these systems, streamline processes, and reduce our reliance on manual workflows and spreadsheets. Have you done any similar work with a consultant and have any recommendations?

For further discussion, you can connect with me on Linkedin https://www.linkedin.com/in/neeragarwal/

If you are still looking for a consulting partner, please let me know. Some clarifications are needed, though.

Good question. 

It is very much needed for companies to have an integrated and complete view when it comes to working between fragmented/isolated platforms/applications.

Yes, it has been done before, this kind of work to integrate between different softwares/systems into one platform is growing more and more in the market. There are specialized consulting companies that provide this type of services out there, including customized solutions tailored to suit your company's needs. 

Keep up. Good luck with your project.