ERP and CRM Integration Best Practices
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Transcript of ERP and CRM Integration Best Practices
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CRMUG SIG: CRM Administration (ERP & CRM Integration Best Practices)
Presenters:Andy Kennedy
Brent Keilin
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• Staffing an Integration Project• Capturing Integration requirements
- Defining integration pointso Common Integration points
- Integration Spreadsheeto Source, Target, Frequency, Direction
• Data- Clean workable data- Data volume considerations- Data Ownership- ERP APIs
• Choosing an Integration Tool• Questions?
Agenda
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• CRM Application Specialist• ERP Application Specialist• Integration Specialist• Project Manager (not a dual role)• ERP Technical Specialist*• CRM Technical Specialist
Staffing an Integration Project
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• An Integration Point is a cross section of data between two integrated system where data is common.- ie: CRM Accounts to GP customers- List Integration points at the lowest possible table
or entity. Sales Order Headers & Sales Order Lines
Capturing Integration Requirements
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Capturing Integration Requirements
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• Important Factors- Source – Where is my data coming from- Target – Where is my data going- Direction – In which direction does the data need to
flow. One-way, Bi-Directional- Frequency – How often to I need an integration point
to run. Hourly, Nightly, On-demand, Real Time, etc.- Key Fields – What are my primary keys and cross
reference points
Capturing Integration Requirements
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Integration Point Source (Spreadsheet, Third Party, SQL, Access, GP, etc…)
Target Frequency (Hourly, On Demand, Real
Time, etc…)
Direction Key Fields Notes
Accounts MS CRM AS 400 Real Time Bi-Directional Account Number Trigger point – account becomes customer.
Addresses MS CRM AS 400 Real Time Bi-Directional Account Number, AddressID
Products AS 400 MS CRM Nightly One Way Product Number CRM Data read only
Orders MS CRM AS 400 Real Time Bi-Directional Order Number Creation of orders happen only in CRM. Updates flow both ways.
Capturing Integration Requirements
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• Key Data Considerations- Clean workable data –
o We all wish we could start fresh, but that’s not always an option. Clean data is paramount to integration success.
- Data volume considerations – o When planning integration projects, how much time to allot for data conversion. o Cutover and go-live.
- Data Ownership*o What is the system of record for each data entity
- ERP APIs*o When at all possible, use ERP APIs to keep data integrity.o Staging tables.
DATA!
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• Considerations when choosing an integration tool.- Cost- Speed- User Interface- Scheduling- Scalability- Customization Options
Choosing the Correct Integration Tool
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ToolMicrosoft Dynamics Connecter
Free!, Pre-configured Customization requires SDK.
SMART Connect Strong UI. Low-Med Cost.
Scribe Strong Scheduling and UI. Med – High Cost
SQL High Speed, Probably free. Requires SDK
Informatica High Gartner Numbers
BizTalk
InAport
Choosing the Correct Integration Tool
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• Gaining buy in from ERP Team• Data Ownership• ERP APIs
Top 3 Topics
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Questions?