Maximizing B2B Commerce with ERP Integration
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1 Maximizing B2B Commerce with ERP Integration November 4, 2012
2 TODAY S HOST Donna Barnett Chief Technology Of4icer Alternative Technology Solutions November 4, 2012
3 Agenda Introduction Why Integrate? Integration Planning B2B Integration Points Q&A November 2, 2012
4 Alternative Overview 15+ years average industry experience 70+ employees 500+ customers and growing Headquartered in Aliso Viejo, CA with of4ices in Chicago, Atlanta, Boston, Indianapolis & Monterrey, Mexico Nationwide resource coverage November 4, 2012
5 B2B Integration Points WHY INTEGRATE? November 5, 2012
6 Challenges Impacting Business Growth Limited Sales Channels Scalability market reach: operational cost increase Constantly updating product and inventory information Extra operational costs managing uptime, search, customer care Customer engagement, growth & keeping up with evolving consumer shopping patterns Long Quote to Cash cycles November 5, 2012
7 Integration Goals Eliminate redundancy Drive ef4iciency automate manual processes Scalability increase order volume Enforce existing business rules Companies save an average of 84.2% per transac6on* * Organisation for Economic Co- operation and Development (OECD) November 4, 2012
8 Who Should Integrate & When? Standalone Costs Integra6on Costs Data Accuracy Timing Product & Inventory Updates Order Entry Maintenance Development/ Implementa6on Licensing November 5, 2012
9 B2B ERP Integration INTEGRATION PLANNING November 5, 2012
10 Integration Planning & Design Connectivity Options REST SaaS or On Premise ODBC Connect Web Services Integration Tools Work4low Tools APIs Results Management System of Record November 5, 2012
11 Performance Real- time vs. Batch Master Data & Transaction Data Frequency of Change Change Capture/Triggers Data Volume # of Records # of Adds & Updates SaaS transaction costs and limits Timing of Events November 6, 2012
12 Data Preparation Data Mapping Data Pro4iling Data Type and Rules Validation Record IDs and Lookups November 6, 2012
13 Additional Planning Considerations Current Situation New or Existing Store? Development & Testing Environments November 6, 2012
14 B2B ERP Integration INTEGRATION IMPLEMENTATION November 5, 2012
15 B2B Integration Flow Approve Contact as Magento User Contact Customer Ship- to Magento Login Instruc6ons Browse Catalog, Pricing, Availability Parts Prices Inventory Add Products to Cart and Order Orders Pay Terms Ship Methods Standard Order Processing Standard Shipment Processing Shipments Invoices Shipment No6fica6on & Tracking November 4, 2012
16 Key Integration Points Master Data Customers Customer Groups Product Product Groups Inventory Pricing Payment Methods Shipping Methods Transaction Data Orders Shipments Invoices RMAs November 4, 2012
17 B2B Integration Points CUSTOMERS November 2, 2012
18 B2B Integration Flow - Customers Approve Contact as Web User Contact Customer Ship- to Magento Login Instruc6ons Browse Catalog, Pricing, Availability Parts Prices Inventory Add Products to Cart and Order Orders Pay Terms Ship Methods Standard Order Processing Standard Shipment Processing Shipments Invoices Shipment No6fica6on & Tracking November 4, 2012
19 Customers Leverage Existing Customer Data Contacts as users associated to company Shipping Locations ERP Customer (Billing Company) Customer (Billing Company) Shipping Loca6ons Contacts Addresses (Shipping Loca6ons) Customers (Contact) November 4, 2012
20 B2B Customer Integration ERP Contact Billing Customer November 4, 2012
21 Customer Supporting Data Customer Groups ERP Price Lists with Tiered Pricing can be associated with Customer Groups Product Tiered Pricing Payment Terms/Methods B2C Credit Cards Store Credit Gift Cards B2B Credit Cards Store Credit Purchase Order/Terms November 5, 2012
22 B2B Integration Points PRODUCTS November 4, 2012
23 B2B Integration Flow - Products Approve Contact as Web User Contact Customer Ship- to Magento Login Instruc6ons Parts Prices Inventory Browse Catalog, Pricing, Availability Add Products to Cart and Order Orders Pay Terms Ship Methods Standard Order Processing Standard Shipment Processing Shipments Invoices Shipment No6fica6on & Tracking November 5, 2012
24 Product Categories/Groups ERP System categories can typically Finance or Engineering focused vs. end user or Marketing focused November 5, 2012
25 Products & Attributes SKUs & Part Numbers Description & Short Description Are they end user focused in ERP? Prices Weight Inventory November 5, 2012
26 Inventory Availability ERP Inventory Data On Hand Inventory Available Inventory Available to Promise Scheduled Delivery requirements or Request Delivery Dates November 5, 2012
27 B2B Integration Points ORDERS November 4, 2012
28 B2B Integration Flow - Ordering Approve Contact as Web User Contact Customer Ship- to Magento Login Instruc6ons Browse Catalog, Pricing, Availability Parts Prices Inventory Add Products to Cart and Order Orders Pay Terms Ship Methods Standard Order Processing Standard Shipment Processing Shipments Shipment No6fica6on & Tracking November 4, 2012
29 Orders Automated order creation Eliminates double entry & errors Enforces existing business rules Shipping Methods Status Updates Cancellations Shipments (include carrier tracking data) Creates Shipment November 4, 2012
30 Credit Card Payment Integration Options Real world examples: Use Magento Processor All Major Payment Gateways Supported Authorize in Magento at Checkout Charge at Shipment in ERP Automated AR transactions in ERP Use ERP Credit Card Module Supports PayPal Pay4low Pro Authorize in Magento at Checkout Pass Authorize Transaction Details Standard Credit Card Processing from Shipment November 4, 2012
31 Additional B2B Considerations Multi- channel Orders One Stop for Order, Shipment, Invoice Status Return Management Authorization Return Policy Approval Process Needed? Reason & Trouble Codes November 5, 2012
32 Questions? Donna Barnett Chief Technology Of4icer Alternative Technology Solutions (877) x502 November 4, 2012
33 alttechsolutions.com
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