Why integration is important.
When budget is tight or you don’t want to change a system that works perfectly well, integration can be the answer.
Every business has at least two IT systems. At the minimum its probably a sales CRM and a Finance system. In the journey of data within your business there are a whole raft of systems that can sit between these two systems, or are on the periphery. All are as important as the other, but do you know how much repetition is involved in moving data from one system to another?
By integrating your systems, you can automate the transition of data between systems at certain milestons. Data and can be viewed in real time instead of waiting for someone to manually enter details to bring a system up to date.
For example: a sales opportunity in the CRM is closed as ‘Won’. What happens to the order details?
Are the customer and order details automatically passed to the system managing delivery of the order? At the same time, the customer, order and invoicing milestones are sent to the Finance system.
The Finance system is aware of the order and any reporting will include this order for forecasting.
Meanwhile, the delivery team are immediately aware of the order and can start their process of delivering the product or services required by the customer.
If the order is to be invoiced on delivery or at specific points of the project, the finance system can be triggered upon a change of status within the delivery system. No need for double entry, or repetition.
Throughout the process, nothing is delayed and the management can make strategic decisions as they have real time data in the reports.
In addition to instant reporting and a reduced effort, the benefits of this reach to GDPR compliance.
When manual entry is involved, there is a possibility that personal identifiable data is going to be saved onto a users local drives. This is usually to enable a download from one system and then upload to the next. Will the user delete the data when they’ve completed the task? Can you track if this is happening and who has this data saved locally?
Should you be asked to provide locations of data saved within your business, would know where to look?
Implementing and maintaining multiple systems can be costly. There are hidden costs in the amount of effort expended in manually entering the same data into each of the systems. Updating a system may, in turn, means that data has to be removed from another system. This can reduce the amount of data stored in each system. This can lead to a reduction in storage costs. Another example can protect your business e.g. an employee leaves and their access to other systems needs to be revoked. This can be automated.
Improving efficiency and reducing effort is our mission.