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ERP Integrations Explained

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Learn what are ERP Integrations and how they work. Explore popular uses and Best Practices.

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ERP Integrations Explained

  1. 1. ERP Integrations Explained ERP Integrations Explained 1
  2. 2. Popular Systems for Companies Employee Financials Customer Marketing Sales AccountingHR Benefits Payroll MobileApp Website CRM Products Merchandising Procurement MFG Services Planning Security Fulfillment Inventory Analytics SCM Engineering Logistics ERP Procurement E-commerce ERP Integrations Explained 2
  3. 3. How do you share information? ERP Integrations Explained 3 Employee Financials Customer Marketing Sales AccountingHR Benefits Payroll MobileApp Website CRM Products Merchandising Procurement MFG Services Planning Security Fulfillment Inventory Analytics SCM Engineering Logistics ERP Procurement E-commerce
  4. 4. Answer: Integrations In an IT context, integration refers to the end result of a process that aims to stitch together different, often disparate, subsystems so that the data contained in each becomes part of a larger, more comprehensive system that, ideally, quickly and easily shares data when needed. Destination Destination Source Source ERP Integrations Explained 4 Employee Financials Customer Marketing Sales AccountingHR Benefits Payroll MobileApp Website CRM Products Merchandising Procurement MFG Services Planning Security Fulfillment Inventory Analytics SCM Engineering Logistics ERP Procurement E-commerce
  5. 5. Enterprise resource planning (ERP) is business process management software that allows an organization to use a system of integrated applications to manage the business and automate many back office functions related to technology, services and human resources. What is a ERP? ERP Integrations Explained 5
  6. 6. • System integration involves integrating existing often disparate systems and is also about adding value to the system, capabilities that are possible because of interactions between subsystems • ERP integration is the process of integrating separate, stove pipe ERP systems with each other or with other enterprise information resources, to meet various B2B demands. • The integration can EXPORT or IMPORT data • Data can be updated REAL-TIME or BATCH-MODE What is an ERP Integration? ERP Integrations Explained 6
  7. 7. Data Transformation Employee Data dbase .CSV • Transform data content, formatting, calculations, computations, etc. • Deliver to other systems in a variety of output types Custom Report ERP Integrations Explained 7
  8. 8. Example 1 Employee Data dbase .CSV 1. Employee data is stored in a database. 2. An integration EXPORTS the data as follows: • TRANSFORMSTRANSFERS the data in to a .CSV file • TRANSFROMSTRANSFERS the data into direct database update via an API • TRANSFORMSTRANFERS the data into a report Custom Report Integration ERP Integrations Explained 8
  9. 9. Example 2 Website HR Benefits Payroll Taleo DestinationSource 1. Jane Doe enters her Resume on corporate Website. 2. Applicant Tracking System receives a “real-time data feed” of Jane Doe’s Data and processes it. (Integration A) 3. HR System receives a “batch-mode data feed” of Jane Doe’s Data and processes it. (Integration B) 4. Benefits & Payroll systems receives a “batch-mode data feed” of Jane Doe’s Data and processes it. (Integration C) A B C ERP Integrations Explained 9
  10. 10. HSADashboardSalesForce Example 3 HR Kronos POS Network LDAP E-mail DestinationSource 1. Jane Doe is hired and starts on April 1st. She receives a Network Id, Password and E-mail account. (Integration A) 2. She then receives access to other systems she needs for her job. (Integration B) A B Workday ADP Schwab Health Care ERP Integrations Explained 10
  11. 11. Why are integrations difficult? DestinationSource 1. Disparate systems may have technical or functional setup limitations that make it difficult to share data. 2. Data formatting and reformatting requirements are complex. 3. Processing of data are different for each system. 4. Schedule updates between source and destination may be complicated. 5. Financial data calculations and balances may be difficult to update properly. 6. Maintenance and support costs can be high. 7. User interpretations on functional requirements for integrations may be incorrect. 8. Complicated processes can incur complicated integrations. ERP Integrations Explained 11
  12. 12. Best Practices DestinationSource 1. Data should be maintained in a “System of record”. This master system should be the parent and to all children systems down stream, which receive the master data. 2. Data cleansing should be a weekly, monthly or annual process. To ensure integrity of data and information. 3. Integrations should not disrupt Production business operations. 4. Production systems should not have performance degradation when large amounts of data are processed from integrations. 5. A holistic full system view of all integrations should be considered in the overall design. Downstream systems should be kept whole for all types of data or architecture changes. ERP Integrations Explained 12
  13. 13. Integration Considerations • Middleware Connections • Direct Connections • File Export & Import • File Formats: TXT, XML, CSV, ASCII, XLS • Vendor Specific API, ESB, EDI, WSDL, SOAP, REST,ETL or connectors • 3rd Party Specific API, ESB, EDI, WSDL, SOAP, REST,ETL or connectors DestinationSource ERP Integrations Explained 13
  14. 14. Selecting a Integration Consultant ERP Integrations Explained 14 • Understands Systems & database Architecture • FunctionalTechnical integration development • ERP Programming & Configuration Experience • Database structures and data extraction methods • Knowledge of full life-cycle of a project including gathering detailed requirements, being able to develop a design and then building of the design to deliver the solution to the client. • Certified in a core ERP or specific software package
  15. 15. Next Steps Contact us for a FREE consultation on your Integration Needs! www.boomertechnologygroup.com Derris Boomer Tel: 732-800-2058 ERP Integrations Explained 15

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