SYSTEMS & INTEGRATIONS

Connect the right systems.
Keep the purpose clear.

Map the data flow between applications and trading partners, then choose the product and integration scope that support it.

Discuss your workflow

Illustrative systems integration workspace

SAME DATA. FURTHER GOOD.

01 / THE WORKFLOW

Separate three parts of the connection.

A business process may need to interpret a document, transmit its contents and relate the information to an operational record. Defining those steps prevents important requirements from disappearing into the word “integration.”

Illustrative business infrastructure with organized server connections — The connection behind the exchange.

Understand

EDI Parser X reads the structure and content of business documents.

Exchange

FileExchange moves files between systems and trading partners.

Trace

Connect RX brings serialized pharmaceutical records into context.

THE WORK, MADE VISIBLE

An integration is a contract between systems.

A useful connection describes the source, the business meaning of the payload, the destination and the expected response. The same approach applies whether your environment uses SAP, Oracle, Microsoft Dynamics, NetSuite, Salesforce or an Azure integration layer. The details remain specific to the application and workflow.

01
Own the source
Identify which application creates the record.
02
Agree the meaning
Map the relevant identifiers and fields.
03
Connect the destination
Use the selected interface or file exchange.
04
Close the loop
Relate the response to the original business task.

ILLUSTRATIVE WORKFLOW · THE IMPLEMENTATION FOLLOWS YOUR OPERATING REQUIREMENTS

02 / THE WORKFLOW

Work with the systems already in your environment.

The integration review can include ERP, warehouse, CRM and cloud systems. Start with the interfaces available in your specific installation, the partner requirements and the outcome the connection must support.

03 / THE WORKFLOW

A useful integration brief has both sides.

Name the source, destination, input format and expected output. Add the transport and authentication requirements, representative volumes, failure scenarios and an owner for each part of the flow. Confirm implementation scope against this brief.