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Business System Integration

When CRM, ERP, OA, comptoir and financial systems are built separately, without uniform data and process design, staff may need to re-enter multiple systems, and management is more difficult to obtain consistent data.

Why is the more efficient the enterprise system, the less efficient? The key method of business is to get the business system involved.

The system is usually isolated in four categories.

The first is double-entry, where the same client or order is required to maintain multiple systems; the second is a caliber conflict, with different answers to the same indicator given in different statements; the third is a process break point, where the system still relies on tables and messages; and the fourth is change difficulties, where a field adjustment would affect a large number of manual connections.

These problems are magnified as the scale of operations increases, ultimately resulting in hidden operational costs.

First, we'll harmonize the primary data and then connect the business data.

The main data for customers, goods, organizations, employees, suppliers, etc. are the common language of the system integration.

If the master data are not being managed, the interface will only spread errors more quickly. The integration will be more stable by first harmonizing the base calibre and then breaking through business data such as orders, inventory, settlements, etc.

Select the appropriate integration method based on complexity

Simple scenarios can be directly connected through standard API; integrated platform integrated management interfaces, messages and conversion rules can be introduced when systems are large and processes are complex; and field service or business mid-stations can be built when sediment reuse operational capacity is required.

The technical options should not be as complex as possible. The key is that interfaces are traceable, failure is compensable, authority is controlled, and there are versions.

  • Synchronize calls for real-time queries and simple operations
  • The message mechanism is suitable for decoupling and high-level co-operation.
  • Batch exchange of historical data and cyclical summary

End-to-end process as an integrated acceptance standard

The interface is able to return to success and does not mean that the business has been successfully completed. The receipt and inspection should be based on a real scene, such as whether the purchase order is automatically generated after the commercial transaction, whether the inventory and finances are synchronized after the purchase order is delivered, and whether the member's interest and accounts are correctly reversed after refund.

The development of logs, alarms, re-tests and reconciliations is also necessary to maintain the reliability of the cross-system process over the long term.

Implementation table

Change system input from reading conclusion to project input

The most likely problem after reading methodological articles is the acceptance of principles, which are not translated into the next step. It is proposed that the head of operations organize a 60-90-minute mini-workshop, choosing only one real process and not rushing to discuss the full platform.

Step 1: Establishment of a current status and sample baseline

The current tasks are taken around “systems on islands usually manifest in four types of problems” and are recorded in terms of the amount of processing per month, waiting time, actual processing time, back-to-work rate, manual contact points, error consequences and current tools.

Step 2: Clarifying the initial closure and inaction

The first phase is designed to allow a chain to run and be retraceable, rather than to stack the enterprise systems into the same version.

Step 3: Match technical results to engineering evidence

The information project needs to identify the primary data responsibility, process status, calibration of fields, synchronized direction between systems and compensation for anomalies. The user-line is also to check whether the usage rate is reduced by double-entry, waiting, returning to work, and manual aggregation.

Step 4: Receiving, inspection and disking with the same calibre

Assuming that the original process handles 600 tasks per month, an average of 20 minutes and a return rate of 10 per cent, the target can be stated as “six weeks after the start-up, with an average reduction of 25 per cent in time, and a return rate of no higher than the original baseline, given the close complexity of the task.” This set only demonstrates the measurement method, which does not represent any client outcome; formal indicators must be identified by the enterprise on the basis of its own sample.

  • Operational material: flowchart, role, sample mission, current issues and baseline data
  • Technical material: system inventory, interface, data access, deployment environment and security requirements
  • Project material: first-phase scope, exclusions, liability matrix, milestones and change mechanisms
  • Receiving and inspection material: test set, execution records, list of deficiencies, indicator queries and handover documents

When these materials are identified jointly by both the operational and technical parties, the method in the article is actually entered into the project. If key data, interface authorization or the responsible person are not in place, the logical next step is usually a limited diagnostic or PoC, rather than an immediate commitment to complete the work period and fixed total price.

Core elements

Implement methodology to project action

  • Governance of master data and business calibres before integration
  • Select API, Message or Integrated Platform by Size
  • Receiving and inspection with full business links instead of single interfaces
Related issues

Continuing to reconcile common issues in project decision-making

Business Info, Systems integration and Transport

Which system should SMEs use first for informationization?

The process is used to prioritize mature products, requiring differentiated capabilities or complex integration before customisation is considered. The first target is to generate end-to-end closed loops and credible data, rather than to cover all sectors at a time. Management must designate the business leader and a single calibre.

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Corporate information selection, integration and data governance

How should data inconsistencies in multisystems be addressed?

The client, commodity, organization, inventory and order may be the primary responsibility of the different systems, with clear coding, calibration, synchronization and timing. Historical differences require an inventory, cleansing and manual validation, and no batch script can be used to conceal the root causes.

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Business Info, Systems integration and Transport

How does the migration of historical data ensure accuracy and reversibility?

Data migration involves the creation of a directory of data, field mapping, clean-up rules and business responsibility, followed by multiple re-test migration. Accuracy is not only a comparison of the total number of articles, but also a reconciliation of key fields, business amounts, correlations and retroactive differences.

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Corporate information selection, integration and data governance

How do enterprise informatization projects calculate input outputs?

The input includes software, implementation, data, interfaces, training, process adjustments, stopovers and long-term transportation. The benefits can come from shorter cycles, lower inventories, fewer errors, faster returns, higher compliance and transparency of management.

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Content liability statement

The publication body: Shanghai, like the ZhiHua Tech. This paper is used for technical and project decision-making purposes; facts, data and external perspectives are presented on page and can be verified in scope and do not constitute a commitment to the results of a specific project.Checking content clearance, source of information and correction policy

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