Why do companies look to integrate their business systems?

Why do companies look to integrate their business systems?

Orbis Software, the company behind the SAP certified business process integration and automation tool TaskCentre for SAP Business One, kicks off a series of blog posts by taking a look at how TaskCentre’s intuitive data integration and synchronisation tools can provide code free SAP Business One integration with your other business applications.

Why do companies look to integrate?

Many SME’s run multiple systems and applications to process and store relevant information and transaction based data within its operations and trading environments. Independent systems and applications achieve what is asked of them for a specific purpose; the only downside is that they work in isolation.

Common Reasons for Integration

Benefits of Integration

Company mergers and acquisitions Enables a variety of systems and applications to   “talk” to each other  to aid   performance comparisons and assist future corporate management strategies
Enforce Compliance procedures 24/7 enforcement of business rules and procedures to reduce exposure to risk
The need to eradicate cross platform data   administration from workloads Removes error prone, costly and repetitive tasks from employee workloads
High operational costs Streamlines business processes to improve productivity, eradicate errors and remove process bottlenecks
To improve the visibility of business critical   information Increased visibility of data with real-time updates set to specific business rules to improve management decision making

Including business software in an environment where it is empowered with added functionality to integrate and synchronise their distinct information sets ensures that each platform is utilised to its maximum capability to streamline business processes and improve companywide performance.

Simplifying SAP Business One Integration

SAP Business One has been designed to provide a flexible and easy to use framework with clear functionality for integration with third-party software. This well designed platform gives TaskCentre for SAP Business One the opportunity to offer code free data integration and synchronisation across practically any online or on-premise information system or database store. For example:

  •  Integration with an ecommerce web store and sales order/stock synchronisation
  •  Real-time notifications and document automation e.g. Send real-time alerts to external partners via HTML or plain text emails with attachments (PDF, MS Word, MS Excel etc.) or SMS text messages
  •  Workflow e.g. discount approval and multi-level purchase order authorisation

Common scenarios associated with transactions between systems

There are many scenarios that can be configured using an automated and integration flow between one business system and another. This can be associated with the 3 following examples:

1. Transactions that occur between the sale and supply of goods and products e.g. ecommerce store (Magento, PrestaShop, Shopify, Bigcommerce, X-CART eBay, Amazon Marketplace)

Common ecommerce integration requirements:

  • Automatic insertion of sales orders into SAP Business One
  • Automated transfer of order statuses, stock availability, product descriptions/images from an accounting system to ecommerce solution
  • Automatic synchronisation of customer information between ecommerce store and a CRM application
  • Real-time placement of an order with selected courier service (Parcelforce, DPD, Interlink Express, FedEx)

page 2

Seamless ecommerce integration will:

  • Eradicate repetitive data entry and associated human errors
  • Significantly reduce order fulfilment times
  • Improve customer satisfaction to increase the probability of repeat sales
  • Remove the need to recruit temporary employees during busy periods reducing operational costs

2. Synchronisation of general records management e.g. sales and marketing (Website registration forms, MailChimp, dotmailer, CommuniGator, HubSpot, SurveyGizmo)

Common sales and marketing integration requirements:

  • Automate the capture and importing of website lead opportunities into business systems
  • Automate lead capture distribution to sales teams and/or individuals
  • Synchronise marketing lists and unsubscribes between email marketing solution and CRM
  • Automate the creation and distribution of campaign reports
  • Automate the updating of business systems with campaign statistics
  • Automatic creation of follow-up activities
  • Automate the creation and distribution of email campaigns based on business rules e.g. slow moving stock

page 3

Record management synchronisation will:

  • Eradicate sales and marketing data entry and repetitive administration
  • Remove repetitive reporting procedures
  • Improve sales and marketing performance
  • Safeguard against selective website lead follow up activities
  • Ensure sales leads are processed to exact business rules

3. The day to day data upkeep of financial management such as key accounting control requirements and procedures e.g. Accounting and Finance (creditsafe, VIES, Companies House, Credit Control Software)

Common accounting and finance integration requirements:

  • Credit Control process and report automation
  • Company credit report automation (creditsafe)
  • Business credit limit approval workflow automation
  • Automated VAT number checks (VIES)
  • Automatic retrieval of Companies House data in response to a data driven event

page 4

Successful financial management automation will:

  • Remove the risk of trading with companies who are financially unstable
  • 100% accurate audit trail
  • Complete visibility of financial information

How easy is it to implement?

About Culex

Culex is an accredited SAP Partner specialising in SAP Business One since 2003, across the UK and Ireland and are experts in supplying TaskCentre for SAP Business One to its customers.

SAP Business One enables TaskCentre’s business process management (BPM) software to simplify the way integration projects are undertaken and anyone with a reasonable understanding of their database structures can build TaskCentre tasks to connect business processes together. This provides:

  • Code free integration
  • Flexibility and easy maintenance
  • Intuitive Graphical User Interface (GUI) providing drag and drop integration to help define process maps
  • Protects future upgrade paths

If you would like to find out more about how TaskCentre for SAP Business One can simplify your integration projects and the added functionality it can provide your business – call Culex on 08000 199 420 or visit www.culex.co.uk.

Posted in News