Make the Connections Tenrox Integrations Karen Oden and Darin Mosch

Transcription

1 Gain real-time visibility into your projects. cloud-based, workflow-driven Professional Services Automation Make the Connections Tenrox Integrations Karen Oden and Darin Mosch

2 Agenda Introduce Integration offerings Review best practices for a successful integration Explore popular examples Introduction to the QuickConnect engine General Q&A 2

3 Make the Connections Integration Offerings

4 4 Integrations Offerings

5 Integrations Today s Examples CRM Accounts Receivable Data Import Tenrox Payroll Document Management Accounts Payable 5

6 Make the Connections Integration Best Practices

7 Integrations - Best Practice We will discuss the following concepts: Verification of software to integrate Discussion of master/slave methodology Discussion of frequency of data exchange Verification of data to be imported/exported Establishing of connection between the systems Testing of integration 7

8 Integrations - Best Practice Verification of software to integrate Verify supported versions Make sure Tenrox licensing matches your level of desired integration Validate that integration functionality performs expected behavior 8

9 Integrations - Best Practice Discussion of master/slave methodology All software integrations rely on the master-slave concept to some degree It s critical that we identify and agree to this relationship early on Each integration has been designed with best practice in mind 9

10 Integrations - Best Practice Discussion of frequency of data exchange Use cases should drive data exchange Determine manual or automated data exchange i.e. when pushing projects from SFDC to Tenrox Determine if users require notification of exchange Involve system and administrators 10

11 Integrations - Best Practice Verification of data to be imported/exported With any integration, it s critical to configure basic mapping first Perform the initial import/export It s okay to reconfigure the integration direction after setup i.e. QuickBooks can be used to populate client data initially, but Tenrox is the master going forward i.e. The accounting system can be used as a basis to clean up the CRM data before importing clients from CRM to Tenrox 11

12 Integrations - Best Practice Establishing of connection between the systems Verify administrator level access to all systems involved before you begin Work with all employees responsible for that system s maintenance Agree on the entire process before attempting to configure Configure initial connection Validate object and field mapping 12

13 Integrations - Best Practice Testing of integration All testing must start with proper test case scenarios We will assist you in this step if necessary Test should focus on all aspects of the integration All affected departments should provide input to testing Test cases provide detailed acceptance criteria 13

14 Make the Connections Salesforce.com Connector

15 Best Practices Salesforce.com CRM Accounts Receivable Data Import Tenrox Payroll Document Management Accounts Payable 15

16 Best Practices Salesforce.com Master / Slave SFDC Tenrox Accounting Master / Slave 16

17 Best Practices Salesforce.com Salesforce.com connector is our most popular CRM connector Benefits Service delivery team to have live pipeline visibility Allows sales team to exchange info with project team Sales team can directly view resource availability Sales made aware of project progress and financials Offers a wide range of configuration options KPI and UDF mapping Versatile object mapping Automated and Conditional project importing Automated data exchange Uses AppExchange for quick deployment 17

18 Best Practices Salesforce.com Salesforce.com integration tips When do you create a project? I.e. once an opportunity reaches a certain probability or a certain status? Do you want information to be reported back from Tenrox to Salesforce so that Salesperson can see this information (i.e. cost, billing, project status etc.) Do you want to publish to Tenrox manually or would you rather have an automated service that checks frequently and then imports projects with the underlying clients? Make sure you have correct account information in Salesforce. Check for correct addresses, check for spelling Ensure that you do not have duplicate accounts as these will create duplicate clients 18

19 Best Practices Salesforce.com Examples online Opportunity -> Project UDF mapping KPI mapping & conditional routing 19

20 Make the Connections QuickBooks QuickBooks Online

21 Best Practices QuickBooks / QB Online CRM Accounts Receivable Data Import Tenrox Payroll Document Management Accounts Payable 21

22 Best Practices QuickBooks / QB Online Master / Slave CRM Tenrox Accounting Master / Slave 22

23 Best Practices QuickBooks / QB Online QuickBooks Are you invoicing the client (or job) directly in QuickBooks? Do you charge Sales Tax? Do you have more than one income account? If you have more than one income account, know which income account to use Do you use QuickBooks for Payroll? Do you reimburse expenses with payroll? 23

24 Best Practices QuickBooks / QB Online Examples online Initial client population Expense mapping Invoice batch export 24

25 Make the Connections ADP Paychex

26 Best Practices ADP & Paychex CRM Accounts Receivable Data Import Tenrox Payroll Document Management Accounts Payable 26

27 Best Practices ADP & Paychex ADP Make sure you have all the correct pay cost information (i.e. R for regular time, V for vacation, etc) Do you have users that you pay through Accounts Payable instead of through payroll? Do you have to submit hours for salaried employees or only leave times? Paychex Make sure you have your Paychex company code Ensure Paychex has provided import instructions! 27

28 Best Practices ADP & Paychex Examples online Initial user configuration Pay code mapping Export and review payroll export file 28

29 Make the Connections SharePoint

30 Best Practices SharePoint CRM Accounts Receivable Data Import Tenrox Payroll Document Management Accounts Payable 30

31 Best Practices SharePoint SharePoint Do you want some or all documents to go to your SharePoint server? Do you want project resources to be able to attach documents to projects? 31

32 Best Practices SharePoint Examples online Explore configuration options Review project setup SharePoint tips and tricks 32

33 Make the Connections Introduction to QuickConnect

34 Intro to QuickConnect We will review the following What is QuickConnect? Why did we build QuickConnect? What are the benefits of QuickConnect? 34

35 Intro to QuickConnect What is QuickConnect? QuickConnect is Tenrox's new connectivity and integration platform Offers a more efficient way to import and export data when no outof-the-box integrations exist Will allow bi-directional data exchange between Tenrox and any 3rd party system. Will support multiple integration mechanisms - file, database table or web services (API, other) 35

36 Intro to QuickConnect What is it? Reader Mapper Writer Output 36

37 Intro to QuickConnect What is it? Reader Mapper Writer Output 37

38 Intro to QuickConnect What is it? Create Projects Apply Project Templates Input File Read Data 38

39 Intro to QuickConnect What is it? Read Projects Read Time Data Output File Write Data 39

40 Intro to QuickConnect What is it? Data File SDK 40

41 Intro to QuickConnect Why did we build QuickConnect? QuickConnect was developed to have a more streamlined way of integrating different customer systems to Tenrox What are the benefits of QuickConnect? QuickConnect cuts down on development time by 50% Upgrades do not require an application re-base Less development time means less costly Faster delivery and reduced client investment For the same reason it is easier for customer to stay on current versions rather than falling behind. Integrations become configuration, not customization 41

42 Making the Connections - Summary In Summary Reviewed Tenrox pre-built integrations Explored best practices for system integrations Looked at examples of the most utilized connectors Introduced you to the new Tenrox QuickConnect engine 42

43 43 Making the Connections - Q&A

44 Do the right work. Do the work right. Tell us what you