1 / 23

Achieving Data Integrity in ERP to CRM Integration with Informer

Join Jesse Owsley in this case study to discover how Southern Supply used Informer to achieve and maintain data integrity in their ERP to CRM integration. Learn valuable insights and strategies to bring value to your enterprise with Informer.

wmelissa
Download Presentation

Achieving Data Integrity in ERP to CRM Integration with Informer

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. September 12-14, 2018 Raleigh, NC

  2. Data Integrity and Business Systems Integration Case Study: Using Informer to achieve and maintain data integrity in ERP to CRM integration

  3. Who is the Presenter? • Jesse Owsley, MBA • Adjunct Economics Instructor, Drury University • Epicor ERP and BI Analyst and Consultant • MIS Manager, Elk Supply Company • MIS Project Manager, Southern Supply (Current)

  4. Purpose To examine a specific case study to demonstrate general capabilities of Informer in order to help you find ways to bring value to your enterprise with Informer.

  5. Who is Southern Supply? Southern Supply is a family of manufacturing and distribution companies headquartered in Springfield, MO

  6. How do we use Informer? • ERP • Distribution • Manufacturing • CRM – Tour de Force CRM (TdF) • WMS – Total Warehouse Logistics (TWL) • Proof of Delivery (POD) • Ecommerce System • Document Management System (MaxRecall) • Imported Data in Informer 5 Workspace

  7. Case Study: ERP to CRM Integration (1) • SMC is a distributor of electrical and automation and other industrial products to manufactures and other industrial customers • SMC employs teams of outside salespeople and technical specialists to sell complex and highly configured products • SMC is a long time user of Infor SX.e ERP and Tour de Force CRM

  8. Case Study: ERP to CRM Integration (2) SX.e

  9. Use Case: ERP to CRM Integration (3) • Over time, everything has become more complex: • The Technology Environment • Customer Requirements • More Technically Complex Sales • Complex Kitting (Manufacturing Processes) • Evolution of ERP and CRM capabilities • Evolution of more complex roles for Team Members

  10. Use Case: ERP to CRM Integration (4) • The result is a number of variances and exceptions in the integration resulting in Out of Balance issues between ERP and CRM  • It’s time to review the integration and make it sing again! 

  11. Set up for Success! • Upgrade SX.e ERP to up-to-date release • Upgrade Tour de Force CRM to up-to-date release • Train SX.e ERP users on new release • Engage with Tour de Force Professional Services to train users on Best Practices

  12. Three Step Iterative Process • Discovery and Analysis of Problems • Dashboard Alerts to identify problems • Ad hoc queries to investigate causes • Corrective Action • Corrective Training/Process Fix • Data Cleansing • Ongoing Alerting • Emerging Problems (Admin knows FIRST!) • Data Conflicts (Solve problems BEFORE they happen!)

  13. Problem Dashboard

  14. Analysis: ERP

  15. Analysis: CRM

  16. Analysis: Informer

  17. Data Cleansing Ad Hoc

  18. Proactive Problem Alerting Dashboard

  19. Three Step Iterative Process Result • Discovery and Analysis of Problems • Corrective Action • Ongoing Alerting • Organically grows a self reporting data integrity model to help you stay in <3 with your data i my

  20. BONUS! Testing Integration Changes

  21. The Result? SX.e

  22. Questions and Demonstration

  23. Thank You! Case Study: Using Informer 5 to achieve and maintain data integrity in ERP to CRM integration

More Related