The Business Benefits of Integrated PSA. Rafat Hilal and Alexander D Aquila

Transcription

1 The Business Benefits of Integrated PSA Rafat Hilal and Alexander D Aquila

2 The Business Benefit of Integrated PSA Introductions Best of Breed Integration Approach CRM Connector Financial & Payroll Connector Integration Manager (QuickConnect) Upland Identity Manager Integration Roadmap Final Questions 2

3 Integrations Offerings 3

4 Best of Breed Integration Approach Ø Certified & mature out of the box connectors Ø Flexible data mapping and business rules Ø Support key cloud and on-premise solutions Ø Integration platform to build custom integrations Ø Documented data model and web service API Ø Support for Cloud integration platforms 4

5 CRM CONNECTOR FROM OPPORTUNITIES TO PROJECTS

6 CRM Connector Data flow from CRM to Tenrox Accounts Contacts Clients Automatically Imported for associated Opportunities Clients Contacts Opportunity Case Project Projects are created and updated based on associated filters Project Users Users are optionally imported from CRM to Tenrox Users User Defined Fields Project based KPIs KPIs Data flow from Tenrox to CRM 6

7 CRM Connector Benefits Ø Service delivery team to have live pipeline visibility Ø Account managers have visibility into project delivery Ø CRM users do not require a license to view project data Ø Single sign-on built in Ø Highly configurable field mapping and data transformation Ø Automated data push or manual data pull from CRM 7

8 CRM Connector Use Case Salesforce Connector Use Case Salesforce Connector Salesforce 30 Minutes Interval Create/ Update Opportunity Or Child Objects Scheduled service Look for modified objects Is New Opportunity Yes Get Opportunity and Child Objects Data No Update Project Scan Opportunity Child items for Deliverables Assign Default Cost center Log a warning No Cost Center Exists Yes Lookup Associated Cost Centers Tenrox Create Projects & Portfolio Associations For deliverables Create Tasks And Team Work plan Based on Template Associate Cost Center And ChargeBack Attributes 8

9 CRM Connector Use Case Ø Salesforce.com manages opportunities and sales orders Ø Opportunity creates a master project in Tenrox Ø Associated sales orders are created as sub projects Ø Templates used to create the sub projects based on sales order attributes Ø Associate project billing milestones, work plans and role forecast rules Ø Projects are associated Portfolios and Cost Centers for reporting and revenue allocation 9

10 CRM Connector Tips Ø When do you create a project in your opportunity lifecycle? Ø Do you want to publish to Tenrox manually or via an automated service? Ø Is the account data in CRM accurate? Ø Optimize business rules for new and updated project filters Ø Optimize the upload frequency to avoid exceeding transaction quota 10

11 FINANCIAL & PAYROLL CONNECTOR From Billable Actuals to Accounts Receivable From Payable Actuals to Account Payable From Timesheets to Pay Stubs

12 Financial Connector 12

13 Financial Connector Benefits Ø Integration with Chart of Accounts / Segmentation (If Applicable) Ø All A/R and A/P transactions go through an approval process before creating GL entries in financial system Ø Approval process for time before generating payroll Ø Streamline process for leave management Ø Manage overtime processing and payment 13

14 Financial Connector Tips Ø Are you invoicing the client directly in your accounting package? Ø Do you have more than one accounting company? More than one income account? Ø Do you use segmentation for generating GL entries? Ø Do you use your accounting system for Payroll? Ø Do you reimburse expenses with Payroll? 14

15 Financial Connector Tips Ø Do you utilize pay codes? Can they be mapped to Tenrox? Ø Do you have users that you pay through Accounts Payable instead of through payroll? Ø Do you have to submit hours for salaried employees or only leave times? Ø Consider implementing Leave Time usage rules in Tenrox to improve data quality 15

16 INTEGRATION MANAGER (QUICKCONNECT) FROM ANYTHING TO ANYTHING

17 Integration Manager (QuickConnect) Ø Flexible and configurable integration platform Ø Based on reusable components for data input, out, mapping and transformation Ø Allows bi-directional data exchange between Tenrox and any 3rd party system. Ø Supports multiple integration mechanisms - file, database table or web services (API, other) 17 Ø Ready to use integrations are available on the App Center

18 Integration Manager (QuickConnect) Reader Mapper Writer Output 18

19 QuickConnect Benefits Ø Cuts down on integration delivery time and cost by 50% Ø Integrations seamlessly maintained with service packs and upgrades Ø Access to the Tenrox web services and database objects Ø Integrations can be user initiated or scheduled tasks Ø Comprehensive exception handling and error notification 19 Ø Leverage existing templates for integration with major financial systems

20 QuickConnect User Import OBS Import QuickConnect WorkDay HR 4 Hour Interval Generate Employee CSV File Copy & Rename File from SFTP Copy File to SFTP Validate Employee Record Are Fields Valid No Log Error yes Update User Using API No Is New Record Yes Update/Create User Cost Rule Create User Using API Validate Group Group Exists Yes Set User Group History No Log Warning Create Group 20

21 QuickConnect Sample Integration Tenrox Timesheet Entry Timesheet Approval Timesheet Export Quick Connect Weekly Cycle Timesheet Differential Export Generate Summery Time by Employee By Week Log Warning Yes Compare With Last exported Batch users With Negative Balance Copy Data To Staging Table Timesheet Export Web Service SAP SAP Transaction 21

22 QuickConnect Integrations Ø Cloud Financial Systems Ø Workday Ø Intact Ø ERP Systems Ø SAP Ø Oracle Ø PeopleSoft Ø Navision Ø Sage 22 Ø Generic integrations Ø Charge Import Ø User Import/Export Ø Timesheet Import/export

23 UPLAND IDENTITY MANAGER CONNECT YOUR UPLAND PRODUCTS TOGETHER

24 Upland Identity Manager Upland Cloud Upland Identity provider (UIP) Internet Customer network Upland Identify Gateway (UIG) 24 Customer AD

25 Upland Identity Manager Ø SAML based Single Sign-on integration Across Upland Products Ø Streamline user authentication Ø Support Login and Logout SSO functions Ø Out of the box integration with ADFS Ø Future plans to support cross application navigation 25

26 INTEGRATION BEST PRACTICES

27 Integrations - Best Practice Ø Verification of software to integrate Ø Verify supported versions Ø Validate that integration functionality performs expected behavior Ø Validate the connection method & authorized users Ø Discussion of master/slave methodology Ø All software integrations rely on the master-slave concept to some degree Ø It s critical that to agree on this relationship early on Ø It s okay to reconfigure the integration direction after setup Ø Initial population can pre-fill the Tenrox system, but Tenrox takes over as master from then on. 27

28 Integrations - Best Practice Ø Discussion of frequency of data exchange Ø Use cases should drive data exchange Ø Determine manual or automated data exchange Ø i.e. when pushing projects from SFDC to Tenrox Ø Determine if users require notification of exchange Ø Involve system and administrators Ø Testing of integration Ø All testing must start with proper test case scenarios Ø Test should focus on all aspects of the integration Ø All affected departments should provide input to testing Ø Test cases provide detailed acceptance criteria 28

29 INTEGRATION ROADMAP

30 Integration Roadmap Ø Continued investment in REST API web services Ø Continued investment in Upland Identity Manager Ø Support for additional base connectors Ø Support for ipaas platforms such as Boomi, MuleSoft, Scribe 30

31 31 Q&A

32 Session Survey We appreciate your feedback. Please text TN2804 to (US) or (CDN) or Survey URL : Go to the Impact App 32

33 For More Information Visit us: Follow us: facebook.com/tenrox us: 33

34 Enterprise Work Management Run smoothly. Change quickly. Achieve more. 34